My recommendation for SiTime Corp ( SITM ) is a hold rating. SITM is a high-quality business in the semiconductor industry, with clear structural tailwinds from AI infrastructure and data centers. However, this strength is already priced inI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the m ...