$AEVA

@aleabitoredditMay 24, 2026 · 8:21 PM

Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via: Sivers -> $AEVA FMCW (CW DFB lasers) -> LG Innotek -> Boston Dynamics. I actually personally liked Aeva for 4D AI first. Just so happened to find out Sivers was their high confidence laser supplier for 4D FMCW lidar. So you actually get robotics exposure with photonics while the same CW lasers used for hyperscaler AI DCs. Near term revenue ramp though it's probably $SIVE supplying laser volume ramp for $NVDA self-driving car related architectures though Aeva. Humanoids are probably later in 2028? You can always get more indirect exposure like MU with memory or $INTC with edge CPUs, but of course there's more direct exposure out there. Think I've already covered a lot of names in the past like $VPG or Harmonic Drive. But hilariously enough CPO players like $SIVE are a core part of frontier physical AI development.

@investmentguru_May 22, 2026 · 10:49 AM

Physical AI is the next wave. The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world. Here’s the complete Physical AI stack — save this list THE BRAIN $NVDA → GPUs + Jetson processors + Omniverse digital twins + Isaac robotics stack PERCEPTION (LiDAR + Vision) $OUST → digital LiDAR for 3D robot mapping & navigation $AEVA → 4D LiDAR — distance AND velocity sensing $HSAI → solid-state LiDAR for autonomous robot perception $MBLY → Mobileye AI vision for robotic navigation $TDY → machine vision imaging for industrial robot guidance $AMBA → low-power AI chips for robotic computer vision $ADI → sensors + power chips for robot perception & actuation $SOUN → voice AI and conversational interfaces for human-robot interaction THE BODY (Robotics Platforms) $TSLA → Optimus humanoid robot $SYM → AI mobile robot fleets for warehouse automation $SERV → AI sidewalk robots for last-mile urban logistics $TER → collaborative robot arms for AI manufacturing $ZBRA → autonomous mobile robots for warehouse logistics $ROK → industrial automation platforms integrating AI robotics $PATH → UiPath — AI-powered automation orchestration connecting physical and digital workflows SURGICAL ROBOTICS $ISRG → da Vinci AI-assisted surgical robots $SYK → Mako AI robotic-arm for surgical navigation $PRCT → AquaBeam robotic systems for minimally invasive procedures The playbook: → Semiconductors enabled the software AI wave → Physical AI needs sensors, actuators, and edge compute at scale → This is the next infrastructure supercycle — just moving atoms, not bits Not financial advice.

@blackpanthercapMay 21, 2026 · 5:44 PM

The clearest sign you can get 😳 “Physical AI is the next wave.” — Jensen Huang. Here’s the complete Physical AI list - save it: $NVDA: GPUs, Jetson processors, Omniverse digital twins and Isaac stack for physical AI robots. 
$OUST: digital LiDAR sensors for robot 3D mapping and navigation. 
$TSLA: Optimus humanoid robots for general-purpose physical tasks. 
$SYM: AI mobile robot fleets for warehouse automation. 
$SERV: AI sidewalk robots for last-mile urban logistics. 
$TER: collaborative robot arms for AI manufacturing automation. 
$CGNX: machine vision cameras for industrial robot perception. 
$AMBA: low-power AI chips for robotic computer vision. 
$AEVA: 4D LiDAR sensors for robot distance, velocity and mapping. 
$HSAI: solid-state LiDAR sensors for autonomous robot perception. 
$ISRG: AI-assisted da Vinci surgical robots for precision physical procedures. 
$ZBRA: AI autonomous mobile robots for warehouse logistics automation. 
$ROK: industrial automation platforms integrating AI robotics control. 
$ADI: sensors and power chips for robot perception and actuation. 
$ONDS: unmanned robotic systems for aerial and ground physical AI. 
$SYK: Mako AI robotic-arm systems for surgical navigation. 
$PRCT: AquaBeam robotic systems for minimally invasive prostate procedures. 
$LAZR: Luminar LiDAR sensors for 3D robot and autonomy perception. 
$MBLY: Mobileye AI vision systems for robotic navigation. 
$TDY: machine vision cameras and imaging for industrial robot guidance. -BP Please note: this is not financial advice.

@aleabitoredditMay 19, 2026 · 7:37 AM

Just putting it out there: $SIVE short interest is probably higher than 17%+ now. As lot of local Swedish hedge funds are very underwater, shorting Sivers. They're about to meet US institutions through: > MSCI inflow in 2 weeks. > NASDAQ Listing. > US CHIPS Act backstop. alongside core revenue driver from the optical supercycle revenue ramp from likely $AAPL, $JBL, $POET, Ayar, Onet/Enablence, Lightium, $AEVA, $MRVL, Lightmatter, Lightelligence, and $AMD over the next year or two. I personally don't think it's going to end well for the Swedish locals shorting (and some random algos) at this early stage. And the popular saying is every one stock short turns into a long eventually.

@aleabitoredditMay 14, 2026 · 10:17 AM

$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing great interest... testing our DFB lasers across multiple manufacturers in pluggable transceivers" For pluggable angle, we've seen this with $JBL 1.6T LRO already, but annual report hinted they're developing/qualifying with more hyperscaler suppliers. "Our serviceable markets have now been expanded to include pluggable optical interconnects as well as scale-up and scale-out architectures for co-packaged" (TAM expansion) 2. "Discussions with hyperscalers and pluggable transceiver suppliers indicate a shortage of CW lasers in the coming years" $LITE already signaled CW laser bottlenecks, and they had to buy externally from competitors. So we kinda guessed CW Laser was a bottleneck. And this confirmed it, so was wondering about Win semi. "The partnership announced with high-volume supplier Win Semiconductor in March 2025 now gives us a strong position to meet growing demand" $SIVE likely has capacity locked in with Win from this nuance, which is exactly what I wanted to know. This positions Sivers in the CW laser as both a bottleneck and CPO laser architectural leader. VOLUME PRODUCTION H2 INDICATIONS (BULLISH): 3. "The collaboration positions both companies to address the rapidly growing market for optical AI connectivity, with prototypes to be demonstrated to customers during the first half of 2026 and with the goal of scaling up production by the end of 2026" H1 is more preproduction, H2 production signaled starting with names like $POET. 4. "We are pleased that our largest LIDAR customer will increase production starting in the fourth quarter of 2026" $AEVA start of volume production Q4 with $SIVE = bullish for both. Revenue floor from LIDAR as their CPO scales. 5. Sivers announced a partnership with LIGHTIUM AG to integrate their CW lasers directly onto TFLN wafers. 3.2T+ cycle. (future proofing) FYI no decent investor cares about last year's 2025 financials from development contracts aside from Swedish Media/Locals. Especially when you're forward looking for the 2027-2028 CPO supercycle. But the hint from you can take away from financials + geography that is $NOK is now the high confidence customer of $SIVE. TLDR: -> Win Semi implied capacity lock in during CW laser bottleneck -> Hints of new group of hyperscaler suppliers testing/qualification for pluggable transcivers, which is massive TAM expansion. -> New customers for CW lasers -> Volume production scaling starting H2 for both photonics and lidar.

@aleabitoredditMay 12, 2026 · 11:00 PM

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

@aleabitoredditMay 8, 2026 · 7:42 AM

$SIVE supplies lasers to likely $JBL, Ayar, Lightmatter, $POET, $MRVL Celestial, Lightelligence, $AMD, O-Net/Enablence, and others. Not including silicon photonics programs with $AAPL or $AEVA or their other CHIPS act related work. The amount of hyperscaler they feed into is pretty crazy at that valuation.

@aleabitoredditMay 5, 2026 · 7:36 AM

Just a recap of recent information discovery + likely mapping with $SIVE: -> $JBL 1.6T -> Lightmatter -> Ayar -> $MRVL Celestial -> Lightelligence -> $POET -> $GFS ecosystem -> $AMD CPO -> O-Net / Enablence -> $AAPL Silicon Photonics _ -> $YSS Golden Dome/DoD -> $RTX / $ERIC (Space) -> Bae Systems -> $AEVA With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META. With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu. On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B. And Sivers happens to be the bleeding edge for CPO (also starting from 0). This is definitely high-beta and volatile. But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year. This is just extremely early on (H1) before the CPO supercycle starts H2 2026.

@aleabitoredditApr 28, 2026 · 7:45 AM

I'm happy Japanese communities started positions in $SIVE after doing research! A stronger international shareholder base is always positive. As for some thoughts, my read on the market looks like: 1. $NVDA bought out allocation from $LITE / $COHR 2. $AMD CPO went with $GFS + $SIVE / Win for remaining laser supply maybe $LITE if there’s still allocation. 3. And… $MRVL CPO will need lasers regardless. $SIVE looks like one of the last remaining pure play merchant laser suppliers. So Marvell will go with $SIVE (fits Celestial specs already) directly with multi-source down the road (maybe $MTSI). After they vertically integrate away interposer packaging process IP that feeds into Celestial. Just some interesting things to back that up: -> Ayar removed $MTSI and $LITE from their website and went with $SIVE as primary. Ayar’s connected to AlChip/GUC and others. -> If look at the $GFS slide there's only two public players with $SIVE and $LITE after $AMD went with Globalfoundries for their CPO program. -> $SIVE likely has agreements with Win since last year for laser capacity scaling. $NVDA likely hasn't fully allocated that laser supply, so the remaining companies like $JBL, $AMD, and others go to Sivers for overflow. Since $LITE signaled they were already fully allocated for 2028. I could be wrong, but just based on public information that’s what it looks like. As for why I think it's a good long: -> Sivers also basically had no exposure to 800G or previous generations. -> European markets price in previous 12 months revenue... hence previous depressed valuations -> they get all the hyperscaler overflow created by market panic from $NVDA But they also happen to be in the bleeding edge of CPO and even for gen-2 1.6T ( $JBL LRO) scaling next year in 2027. Then for H2 2027 or 2028, they scale in adjacent areas like Silicon Photonics for likely $AAPL consumer devices. Or FMCW 4D AI companies like $AEVA. Many many years of development, finally coming to fruition next year. I personally think markets are missing something big here, that the public uncovers over time with mapping hyperscaler relationships, website digging, or presentation slides. Hyperscalers suppliers don't randomly choose a $1B Swedish laser company for no reason. The direct contract with $JBL was the biggest signal of that. And it’s my high conviction long moving forward.

@kaizen_investorApr 11, 2026 · 3:51 PM

@Ragnarbenzema I only did my research in $AEVA. Technically their sensors are better than those of $OUST. But in 95% of the cases their sensors are overkill and thus too expensive. They don’t win a lot with the disappearing of the Chinese manufacturers as they don’t have the high-spec sensors of $AEVA but the basic sensors of $OUST. Will look into $INVZ. Thanks

@kaizen_investorMar 25, 2026 · 6:05 PM

@Hill_AndrewD I think $AEVA’s technology is superior to that off Ouster. The problem is that in 95% of those cases you don’t need those advanced Lidars. In those cases the cheaper version of $OUST is more than enough. This makes the scalability and the way to profitability way harder for $AEVA. They can’t compete on most of the market share because their product is too expensive. But as far as pure technology, $AEVA wins here.

@aleabitoredditMar 23, 2026 · 3:10 AM

@JuhongH $SIVE -> $AEVA is already well known. People often cite $AEVA for more industrial stuff like trucking and maybe defense. But I like it for humanoids in specific. And I don't think anyone mapped $SIVE to possible Boston Dynamics Atlas supply chains at all yet.

@aleabitoredditMar 23, 2026 · 2:17 AM

@AscendingLife3 I just find it interesting when I’m already invested in a frontier tech company like $AEVA. The other one in $SIVE happens to be their likely upstream supplier as well.

@aleabitoredditMar 23, 2026 · 1:52 AM

If you don't remember: $AEVA was my long for 4D Physical AI + World Models. -> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids -> LG (Boston Dynamics vision spuplier). But... Guess who makes those CW lasers for FM-CW Lidar? The very same company for scaling photonics with 1.6T+ pluggables with $JBL to CPO in $MRVL Celestial. Is the likely 4D AI CW laser supplier for humanoids and 4D physical AI. One highly possible mapping: -> $SIVE -> $AEVA -> $LG -> Boston Dynamics. Both $SIVE and $AEVA were my two longs, but frontier sectors in 4D Physical AI to photonics tend to overlap.