$SITM · Schwab Network · 2026-11-09

Now, Shay , I must tell you that I am not sufficiently familiar with your latest choice among the Big Three. I have chosen SiTime. Its trading symbol is SITM, but when you look at today's movement, which rose by more than 11%, it bucked the trend .

Therefore, there is a slight difference here between the last two names, which performed negatively during the past five trading days with heavy selling. This stock, however, has actually risen by more than 10%.

So, tell us about SiTime and how you found it, because I contend that it is a potential stock that is being overlooked here .

Yes, I mean, I'm joking when I say it's the "tea pick" of AI architecture because nobody ever talks about this company, but why is that? It is the most boring part of the AI architecture, but they have a monopoly on what they do because the bottleneck that is now forming in AI is related to the timing of accuracy.

This is what SiTime does. You can start by building massive inference systems using graphics processing units (GPUs), central processing units (CPUs), network adapters, and optical links.

Each component must remain synchronized with extreme precision, otherwise the entire system will lose its efficiency. Therefore, I describe SiTime as essentially the clock inside artificial intelligence.

What makes this thesis particularly interesting for the future is that each generation of architecture will require more time-related content. I saw the evidence already last week when SiTime's data center segment grew by more than 202%.

The company exceeded $1 billion in annual recurring revenue (ARR). The gross profit margins are also 71%. So, where I think it gets really interesting for the future is that inference may require nearly three times the timing content per CPU server.

While the shift towards optics increases the opportunity even further. So, this is simply a great investment opportunity in the huge field of artificial intelligence, and if you really don't want to choose a winner between AMD, Intel, or ARM, this is a company that provides the essential tools for winners.

I think it's one of those companies that hasn't been discovered yet, but they have a monopoly in their field, and it's only getting more pronounced.

Good. So, investing in the basic tools here. In my head, it will forever be called "Shay Time" instead of "C Time" just so I remember it . But Rick, when you look at the setup here from a technical point of view, again, the chart is somewhat similar with a slightly wider channel . But what exactly do you see for SiTime? exactly

. Repeating the same scene with these graphs. However, this graph has a notable difference here. The difference is that while we once again have the wider channel shape, both of which are trending downwards, the sharper trend line in blue has been broken here with the price activity we are seeing today.

So, this is an interesting development here. Therefore, this breakout of the descending trend line has also pushed us above these old lows and subsequent highs that we saw here at approximately the 457 level.

The next step for the optimists will be to close the gap here near 480, and perhaps make some progress towards the upside from there. Level 600 also stands out to me in the long term.

Also 525, as a relative peak. Moving downwards on the other hand, we see that the relative lows here near 335 are a noteworthy point on the downside, which optimists will want to hold onto.

If this level is broken, the recurring bottom here near 305 will be the next support area to watch. So, as for our moving averages, we have crossed the 5-day exponential moving average in dark blue, which closely aligned with the trend line here.

So, it seems that an upward breakout is already taking place. 429.28 is the level at which that moving average is located. Next to watch is our monthly average in greenish-blue near 479.

Here, the Relative Strength Index again, eerily similar chart patterns here. We have made our way out of the peak selling zone. In this case, we have crossed our downtrend line.

We are now close to crossing the 50 midline as well on the Relative Strength Index. This indicates an upward shift here in our momentum indicator. Now , the size profile, this is the most different aspect in each of these graphs.

Here we have a volume knot at these low levels. Our thick red line, 364, is the heaviest trading area of all. We have bounced back from this point here. Volume does not rise significantly again until the 560 to 598 level.

Again, note the highs we have seen here. Very heavy trading has occurred recently during this upswing that we are developing here.

Yes, at the moment that rise is very significant. We are up approximately 11.5 percent for "Shay Time" at 464.90, but as I said, "Shay Time" will stay in my mind forever. So, I'll have to make a note of not calling it "Tea Time" when we're on air .