Despite SiTime's significant price drop, its P/S still surpasses the industry median. Its revenues are expected to grow at par with the industry, indicating a higher than anticipated P/S. The high share price and projected revenues may not sustain the positive sentiment, risking shareholders' investments and potential investors paying an unnecessary premium.
Comments: 1) Overview of Earnings Expectations The main focus in upcoming earnings reports is expected to be on AI, with higher capex expected from cloud service providers (CSPs) reinvigorating the halo trade. Industrial, Enterprise, and Communications sectors may face headwinds while all eyes will be on the Auto sector for signs of weakness. There are concerns about stretched valuations particularly among...
$美光科技(MU.US)$- Semiconductor stock in an uptrend after some momentum in the sector. Calls above $87 $Roblox(RBLX.US)$- Seeing lot of dec and Jan call options coming in on this one. Looking bullish on charts Calls above $130. $聯合健康(UNH.US)$- added some calls on this one. Breaking $450 resistance level today. Looking for $460 by end of the month. $蘋果(AAPL.US)$- another stock seeing some call activity coming in. calls above $161 $SiTime(SITM.US)$- S&P Dow Jones Indices Announces SiTime Will Join S&P MidCap 400, Emergent To Joint S&P SmallCap 600. Calls above $310
$Zoom視頻通訊(ZM.US)$- work from home stocks could get some momentum this week. Calls above $225 $DocuSign(DOCU.US)$- another work from home stock to watch. Calls above $255 $Teladoc Health(TDOC.US)$- beaten down stock. Stock should get some momentum after concerns over the new variant. Calls above 112 $美國超微公司(AMD.US)$- stock bullish as long as above $152.50. Holding calls. $SiTime(SITM.US)$- S&P Dow Jones Indices Announces SiTime Will Join S&P MidCap 400, Emergent To Joint S&P SmallCap 600. Calls above $301
$特斯拉(TSLA.US)$- 'Tesla files for Gigafactory Texas approval, reveals budget for first phase' -Electrek Report. $BioNTech(BNTX.US)$- Pfizer-BioNTech's COVID-19 Vaccine Shows 100% Effectiveness In Long Term Analysis In Adolescents. Calls above $325 $Moderna(MRNA.US)$- stock having nice reversal on charts. Stock has gap from $300 to $330. $聯合包裹(UPS.US)$- Charts looking very good on this one. Stock is green in the red market. Calls above $213 $SiTime(SITM.US)$- S&P Dow Jones Indices Announces SiTime Will Join S&P MidCap 400, Emergent To Joint S&P SmallCap 600. Calls above $275.
SiTime股票討論區
專欄U.S. Semiconductors & Semiconductor Capital Equipment| Q2 2023 Preview: AI and EveryoneElse
1) Overview of Earnings Expectations
The main focus in upcoming earnings reports is expected to be on AI, with higher capex expected from cloud service providers (CSPs) reinvigorating the halo trade. Industrial, Enterprise, and Communications sectors may face headwinds while all eyes will be on the Auto sector for signs of weakness. There are concerns about stretched valuations particularly among...
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$Roblox(RBLX.US)$ - Seeing lot of dec and Jan call options coming in on this one. Looking bullish on charts Calls above $130.
$聯合健康(UNH.US)$ - added some calls on this one. Breaking $450 resistance level today. Looking for $460 by end of the month.
$蘋果(AAPL.US)$ - another stock seeing some call activity coming in. calls above $161
$SiTime(SITM.US)$ - S&P Dow Jones Indices Announces SiTime Will Join S&P MidCap 400, Emergent To Joint S&P SmallCap 600. Calls above $310
$DocuSign(DOCU.US)$ - another work from home stock to watch. Calls above $255
$Teladoc Health(TDOC.US)$ - beaten down stock. Stock should get some momentum after concerns over the new variant. Calls above 112
$美國超微公司(AMD.US)$ - stock bullish as long as above $152.50. Holding calls.
$SiTime(SITM.US)$ - S&P Dow Jones Indices Announces SiTime Will Join S&P MidCap 400, Emergent To Joint S&P SmallCap 600. Calls above $301
$BioNTech(BNTX.US)$ - Pfizer-BioNTech's COVID-19 Vaccine Shows 100% Effectiveness In Long Term Analysis In Adolescents. Calls above $325
$Moderna(MRNA.US)$ - stock having nice reversal on charts. Stock has gap from $300 to $330.
$聯合包裹(UPS.US)$ - Charts looking very good on this one. Stock is green in the red market. Calls above $213
$SiTime(SITM.US)$ - S&P Dow Jones Indices Announces SiTime Will Join S&P MidCap 400, Emergent To Joint S&P SmallCap 600. Calls above $275.
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