# data center revenue — X 热门讨论 (2026-09-28 21:51 UTC)
## @StockSavvyShay (Shay Boloor) · 09-28 18:40 · ♥98 ↻12 💬8 I started buying $SITM in the $300s because precision timing shows up everywhere inside an AI data center from GPU and CPU boards to switches, NICs and optical modules.
Favorite part of my thesis is that content per rack rises as networks move to 1.6T and clusters get denser which is why management sees timing content reaching several hundred dollars per rack.
Thats exactly where I want exposure in this AI buildout because SiTime can sell more into each rack as the architecture gets faster and more complex with a ~$1.2B AI data center opportunity and CED revenue projected to reach ~$700M by 2027. > 引用 @TradrETFs: Precise timing technology is critical to AI infrastructure, networking, automotive and industrial markets. If you have a bullish short-term view on @SiTimeCorp, $SITX, the Tradr 2X Long SITM Daily ETF, seeks 200% of the daily performance of $SITM stock. Investing in leveraged ETFs involves significant risk. https://x.com/StockSavvyShay/status/2104642307035484421
## @andyyy (Andy) · 09-28 20:36 · ♥39 ↻1 💬4 I am a long term SpaceX bull and will simply continue to accumulate spot under $200 for as long as the market allows me to.
Thesis?
The average cost to take matter to space is drastically declining.
Starlink revenue will double or more for the next 5 years consecutively.
The company is developing anti-nuclear threat systems in space and will continue to execute the data center buildout with nearly an infinite TAM in space.
Target? $100 trillion market cap & biggest company in the world.
Really gotta zoom out on this one…
$SPCX https://x.com/andyyy/status/2104671713824817570
## @ttunguz (Tomasz Tunguz) · 09-28 19:44 · ♥31 ↻3 💬5 How GPU Prices Can Double While AI Gets Cheaper https://x.com/ttunguz/status/2104658463943258498
## @AIStockSavvy (Hardik Shah) · 09-28 13:26 · ♥33 ↻3 💬1 $MRVL | RBC Capital 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 on 𝗠𝗮𝗿𝘃𝗲𝗹𝗹 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆, maintains PT at $𝟯𝟲𝟬, ' $GOOGL Google, $MSFT, and scale-up opportunity in focus'
Analyst sees investor-day upside from AI forecasts, data-center targets, optical opportunities, and more than 50% revenue growth potential. https://x.com/AIStockSavvy/status/2104563354194845748