$AEVA — FinTwit mentions on Surfaced

Last 12mo stats

65

mentions

13

voices

$AEVA

Aeva Technologies

$AEVA

Aeva Technologies

Past 12mo:65mentions13voices

All voices65 mentions since Jan 2026calls only

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About this stock

$AEVA has accumulated 64 mentions from 13 distinct FinTwit voices over the past 12 months, with the first mention appearing on January 7, 2026, and the most recent on July 8, 2026. The semis category dominates discussion of the company. @aleabitoreddit (Serenity) leads engagement with 27 mentions, followed by @vulturetrades (Vulture trades 🦅) with 10 mentions and @investmentguru_ (InvestmentGuru) with 9 mentions. The three remaining top voices—@itsmichaelluu (Michael | Hypermarkets), @crux_capital_ (Gaetano)—contribute 4 and 3 mentions respectively.

Recent discussion has centered on $AEVA's hardware roadmap and competitive positioning within the lidar ecosystem. @aleabitoreddit noted that "$AEVA are targeting HVM prob q4 2026" in the context of comparing production timelines across optical and lidar suppliers. The same voice subsequently analyzed potential regulatory impacts on competitors, stating that for Western lidar makers like $AEVA, "this is generally positive if competitors get regulated out" following scrutiny of Chinese lidar manufacturer Hesai Technology. These discussions reflect focus on manufacturing milestones and the company's position relative to supply chain dynamics and geopolitical factors affecting the sector.

AI-generated from tracked posts · updated Jul 9, 2026

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Recent mentions

65 mentions

@itsmichaelluuJul 9, 2026 · 2:50 PM

$SPCX crashed right after its IPO to $147. It's going under $100 first before ripping $1,000+ These 19 SPACE stocks will explode too: 1. $RKLB ~$87 Small-launch and satellite manufacturing filling the gaps Falcon can't serve efficiently. 2. $GILT ~$13 Satellite ground infrastructure scaling alongside enterprise and constellation broadband deployments. 3. $TWST ~$89 Synthetic DNA tools underpinning long-term space biology and life-support research. 4. $OUST ~$44 Digital lidar enabling autonomous docking, landing, and robotic space operations. 5. $ASTS ~$75 Direct-to-phone satellite broadband. Starlink's closest competitor and launch partner. 6. $POET ~$8.50 Photonic optical engines powering high-speed links across satellite and AI networks. 7. $BWXT ~$189 Nuclear propulsion and reactor tech aligned with deep-space and Mars power needs. 8. $SPIR ~$16 Space-based data analytics monetizing a growing orbital sensing constellation. 9. $IONQ ~$45 Quantum compute and quantum-secure comms expanding into orbital and defense applications. 10. $SATL ~$5 High-resolution Earth-observation imagery delivered cheaply through vertically integrated satellites. 11. $KTOS ~$50 Defense drones, propulsion, and satellite ground systems powering national security space. 12. $BKSY ~$25 AI-enabled Earth-observation satellites delivering real-time geospatial intelligence to governments. 13. $AEVA ~$24 FMCW lidar enabling precision sensing for landing, docking, and autonomy. 14. $MTSI ~$390 RF and photonic semiconductors powering satellite antennas and signal processing. 15. $ARQQ ~$20 Quantum-safe encryption securing government and classified orbital networks. 16. $LUNR ~$17.50 NASA lunar landers and cislunar infrastructure anchoring the emerging Moon economy. 17. $RDDT ~$193 Social data licensed for AI training adjacent to the Musk ecosystem. 18. $VIAV ~$47 Optical networking and test components critical for satellite ground-station upgrades. 19. $ACHR ~$5 eVTOL air-mobility networks integrating with low-latency satellite infrastructure. ♻️ RESHARE this post and write 1 comment, I'll share my favorite play for you! I called it out at $2!

@aleabitoredditJul 8, 2026 · 1:05 PM

@Emre07465060084 For this type of mapping with $SIVE, it's a good idea look at their partners and their timelines. - $JBL confirmed via JPM fireside chat they have a relatively dramatic moat with their 1.6T LRO and are getting qualified done over next 1-4 months (2 months ago). So should be August 2026 to March 2027 timeframes for qual completion, then mass prod start with Sivers in pluggables. - $AEVA are targeting HVM prob q4 2026, $POET is starting off production H2 2026 but probably later in H1 should kick off more. O-Net, Ayar, $GFS and others are somewhere in 2027 I think and that's more along the lines of CPO timelines rather than $SIVE per say. Very confident in terms of execution, since $SIVE has a technical + qualification moat into many different hyperscaler supplier sources. And everyone is incentivized to produce as much as possible, with Sivers as the laser supplier. Not including likely names like $AAPL in 2028. How both the $SIVE CEO and $JBL stated it is: It's more about how much they can make rather than looking at competition (cause demand is so high + different chokepoints are bottlenecked). For me personally, it's just waiting for things to play out. The main area of interest is downstream IP acquisition for TAM expansion, so I think that opportunity pipeline undersells forward growth going forward.

@aleabitoredditJul 7, 2026 · 8:11 PM

@jey0316 Basically: > major Chinese lidar player might be banned in West. > $OUST, $AEVA, and others benefit by filling in the vacuum > optical players players that power western lidar players like Aeva also benefit from increased revenue Not sure if this news really matters given everything is crashing though.

@aleabitoredditJul 7, 2026 · 7:49 PM

Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors. For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out. Since there were warnings that: Sensors could be disabled or exploited remotely, given Hesai firmware update disabled lidar units on February 29 (as evidence). By second order effect, this is also bullish for upstream laser suppliers too like $LITE and $SIVE that are used in western lidar players.

@aleabitoredditJul 6, 2026 · 8:25 AM

I personally think $SIVE can be the next $LITE. In the past few months alone, we've seen: 1. Partnerships with O-Net pushing ELS into mass production 2. $JBL 1.6T LRO mass production signals with "relatively dramatic moats" for pluggables using Sivers. 3. $GFS SCALE reference level laser for hyperscalers with pluggable, NPO, CPO. -> -> where $AMD and others went to GFS for CPO. 4. Ayar, which joined $NVDA NVLink for CPO -> -> which removed Lumentum/Macom from their website and likely made Sivers their primary laser supplier. -> -> AlChip likely Trainium win from Amazon price placement (Ayar's customer) -> -> GUC rack level design in with Ayar. -> -> Raised $500m for mass production by AMD, Alchip, Mediatek, and NVIDIA 5. ~ $AEVA starting HVM H2 2026. 6. $POET starting HVM H2 2026 with hyperscaler suppliers like Lumilens ("top 3 hyperscaler initial customer") 7. TFLN + $SIVE CW Lasers with Lightium 8. Likely direct relationships with $MRVL Celestial and CPO players like Lightelligence/Lightmatter. 9. Multiple new undisclosed relationships for pluggables following Jabil in their quarterly transcripts With new Trendforce reports that $AMD and other hyperscalers are trying to source LTAs for CW laser sources, serving as a direct catalyst for independent CW sources. So when hyperscaler suppliers from Jabil to O-Net are incentivized to mass produce as many as they can: That's very material for revenue for Sivers relative to current valuations, and it looks like just a waiting game. Even in the past week: - $SIVE raised an oversubscribed institutional round for volume ramp... This is very nuanced since Sivers is fab-lite so it's not going to in-house foundry capex to scale. Likely toward Win Semi and others (they mentioned other partners too), for laser scaling + foundry allocations. So this is likely signaling material for revenue ramp is coming. - Sivers also mentioned NASDAQ listing completion targeted in the next few quarters (probably H2 2026 or Q1 2027 is my est. timeframe). This would fund M&A efforts, since it's impossible with the fundraising environments in local Swedish markets. As for becoming the next $LITE: M&A makes their lasers more valuable, so downstream IP acqusition -> into contract manufacturing like $FN, and others to make the full 1.6T pluggable or optical engines. Is how they get there, since laser array ASP scaling that people are modeling off of, wouldn't command a $60B+ valuations. There's going to be a lot of bridge architectures like NPO/pluggables, etc and noise around certain architectural delays in the meantime. But markets misunderstand laser companies like $LITE, $SIVE, $AAOI and others are used across different architectures compared to if you just look at certain passive optical components. So markets see "CPO delay headlines" algos sell off laser companies that benefit from other architectures. Being included in the pluggable 1.6T ramp to CPO scale out (Which Sivers is included in), helps bridge revenue waiting gaps until scale up inflection point H2 2027. I'm personally holding long term, since I haven't seen a ~$1.4B company mapping to this many hyperscalers before. TLDR: - Waiting on volume ramps from different architectures to play out across their hyperscaler supplier mapping -> 1.6T LRO/CPO scale out late H2 2026 start into high volume ramp 2027 -> H2 2027 CPO scale up volume ramp - Waiting on NASDAQ listing likely H2 2026/Q1 2027 for M&A efforts to fully take off, unless Sivers get more creative with equity financing in the meantime.

@aleabitoredditJul 3, 2026 · 2:00 PM

Just some public market read through from Chinese private VC markets: Institutions are pouring funds into physical AI and world models. 1. Large models / LLMs: ~$23.56B 2. AI infrastructure + technical layer: ~$15.74B 3. Embodied intelligence / physical AI: ~$13.36B 4. AIGC applications: ~$8.79B 5. Autonomous driving + other Top-20 cluster: ~$3.82B, but not apples-to-apples with the above. Some notes: - "Early-stage pure foundation-model funding is basically closed". Looks like more funding is just being put into existing leaders and going into World Model companies. My guess is that we'll likely see the same in the US with Anthorpic/OpenAI consolidation. - "World models have become the biggest consensus in early-stage investment." I said months ago 4D AI/World Models would be the most interesting moving forward, and called out $AEVA as potential exposure. But there's not exactly any pure play exposure. But probably next we'll wait for the next IPOs here in this sector maybe H1 next year. - AIGC application sector is the most mature for AI technology commercialization "Artificial Intelligence Generated Content commercialization is mature but no clear winner yet". Makes sense. in the US there's stuff like Grok Imagine, Google Nano Banana, etc. no clear winner too. especially for video. _ TLDR: Continued funding into AI infrastructure/semiconductor supply chains. Huge capital rotation influx into physical AI / embodied brain / humanoids + world models from capital inflow. Consolidation around leading frontier model companies. Personally just validated what I've been focusing on with Agility Robotics and physical AI players (eg. leaderdrive, harmonic, etc) in public markets... As new potential opportunities in terms of capital rotation. But sadly no world model pure play exposure yet.

@itsmichaelluuJul 3, 2026 · 12:51 PM

16 years ago, $TSLA IPO'd at $17. It returned 445x and transformed the car industry. Here's 5 robotics companies that will 100x-200x exactly like $TSLA: 1. $OUST — Digital lidar + AI cameras giving robots 3D vision to see and navigate the physical world. Customers: Komatsu, FieldAI, AIM Intelligent Machines, warehouse/logistics operators. Special note: Only US-aligned, at-scale lidar+camera perception stack after acquiring Stereolabs (90K+ deployed ZED cameras), now the sole non-Chinese option in federal procurement. 2. $AEVA — FMCW 4D lidar-on-chip that measures instant velocity, not just distance, for real-time robot perception. Customers: Daimler Truck/Torc Robotics, Nikon (factory inspection robots), $NVDA DRIVE Hyperion. Special Note: Its velocity-sensing tech is silicon-photonics based, meaning it can scale to automotive-grade volumes competitors can't match. 3. $AMBA — Ultra-low-power edge AI chips that let robots process vision and make decisions on-device instead of the cloud. Customers: Drone makers, industrial automation firms, security/surveillance OEMs, LG. Special Note: Its algorithm-first architecture delivers high-performance AI at the power budgets robots actually have. 4. $VPG — Strain gauge sensors that give humanoid robots the sense of touch force, torque, and pressure at every joint. Customers: Multiple humanoid robot makers in active engineering talks (4th one just added), automotive/aerospace/defense. Special Note: It's one of the only American suppliers who can ship precision force sensors at humanoid production scale. 5. Is on NEXT tweet..

@aleabitoredditJul 2, 2026 · 5:12 PM

@Cped221267 Nobody should care about TA charts since people just made up squiggly lines trying to convince others to sell. $SIVE just raised an emergency $70M for mass production likely for allocation from fabs. With $JBL, $POET, $AEVA, and others volume ramping near term. Then $GFS, Ayar, and many other players are volume ramping later in 2027. Sivers also confirmed intent to complete NASDAQ Listing in the next few quarters. It's probably my highest conviction photonics long, everything seems to be coming into place.

@crux_capital_Jul 1, 2026 · 10:30 PM

Physical AI is here. Now. $OUST $AMBA $CGNX $AEVA $VPG $CCXI I am still building out my portfolio There are 5 companies that I am very interested in owning for the long term. They will take up 40-50% of my Physical AI port I list them here with my levels I am watching https://t.co/ID4tW8MKEU And will post a deep dive on all of them in the coming weeks

@aleabitoredditJul 1, 2026 · 10:14 AM

@AleksandarGenov Probably Agility Robotics going public with $CCXI and all the media narratives around it was the catalyst. Feels like $OUST, $AEVA and other names were pretty flat until the announcement. As for energy like $FCEL, $BE, seems pretty fundamental with new upsized contracts

@investmentguru_Jun 30, 2026 · 11:28 PM

Physical AI is emerging as the next major sector to watch. $OUST $AMBA $CCXI $MBLY $TSLA $AEVA $VPG $SYNA $CGNX

@crux_capital_Jun 30, 2026 · 7:30 PM

The Physical AI Thematic is moving really fast... $OUST $AMBA $AEVA $SYNA $CGNX $VPG Over the last few weeks, I put out two layer reports > A deep dive into the perception layer > A deep dive into the edge compute layer The top 3 companies from each layer I presented: > $AMBA $OUST $CGNX > $SYNA $CEVA $LSCC So the way it works is 3 steps: 1 - I present the 'layer' as an overview like why it's important, how dollars are captured, the durability etc. 2 - Within this report I present the top 3 companies I believe are well positioned. A quick thesis / overview 3 - Once I decide upon the top candidates, I then do a full deep dive into every aspect of the company, along with the weightings I am interested in and the financial modeling around them While this is a very exciting time for this theme, we are still very early. There is no rush on my end for positioning or research. I started covering Physical AI ~6 weeks ago and along with photonics, these are the two themes I am researching and covering in depth. If we can really identify the strongest companies, we can position with a multi-year mindset I still have 7 more layers to present and lots of positions I still need to take Join us if you are interested! https://t.co/Xv5BKKCwOR

@mrmikeinvestingJun 29, 2026 · 11:09 PM

If you missed the Photonics, Memory, or even the Space sector run… DO NOT miss out on Robotics. Here are the names within this sector that’ll be the next to 10X: $ARBE ~ Arbe Robotics $OUST ~ Ouster $SYM ~ Symbotic $AEVA ~ Aeva Technologies $BB ~ BlackBerry $CGNX ~ Cognex Robotics is the next phase to boom amongst the AI super cycle. Don’t miss out…

@kevinvestingytJun 29, 2026 · 8:42 PM

Started a personal $100K to $1M trading challenge last Friday. Currently +$29K, not bad! - Went full-port $AEVA before close Friday after seeing bullish flow - Sold the pump and rode the $INTC recovery - Swapped to $DRAM afterwards to end the day I’m trying to spam my main feed with every trade I make, but will post for subscribers when I’m able to! Almost eligible for it 🙏

@investmentguru_Jun 28, 2026 · 4:57 PM

The Robotics Bull Run Is Here. Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years. Right now. The investors who map this stack early are the ones who look like geniuses when the world catches up. This is not one sector. This is a civilization-level infrastructure upgrade. And it has layers. It starts with the senses. Before a robot can move or decide, it has to perceive. $AEVA reads velocity, not just distance. $ARBE sees in rain and darkness. $CGNX is the machine vision backbone of industrial automation. $OUST brings LiDAR to scale. $VPG gives machines the ability to feel. $ZBRA ties together the visibility layer across every warehouse on earth. Without this layer, there is no robotics revolution. Then comes the brain. Intelligence that runs at the edge, in real time, without a data center behind it. $AMBA, $AMBQ — fast, cold, embedded silicon. $QCOM extending its dominance into robotics. $PDYN building adaptive AI that learns inside physical machines. And $NVDA sitting above all of it — the GPU backbone that powers every serious robotics program on the planet. Now give it a body. $ALNT builds the drives and motors. $NOVT makes the encoders that tell a robot exactly where every joint is — down to the micron. $KLIC handles precision assembly. $TER tests every chip before it leaves the factory. $LECO automates welding and cutting on industrial floors worldwide. The musculoskeletal system of the robotic age — and it doesn’t get enough attention. Put it to work in the factory. $ROK and $HON are the embedded operating systems of industrial infrastructure — deeply integrated, extraordinarily sticky. $TSLA is building Optimus in the same facilities already pushing the limits of robotic manufacturing. This is where robotics stops being a concept and starts generating real cash flows. Send it into the warehouse. $AMZN is the largest robotic deployment operation in human history. $SYM is reimagining the warehouse from the ground up. $SERV is putting delivery robots on sidewalks today. $ATS is the integration backbone. $ZBRA is the connective tissue. Logistics is where robotics meets revenue at scale. Put it behind the wheel. $AUR is running autonomous trucks on public highways now. $MBLY is the ADAS brain inside millions of vehicles. $TSLA is running a robotaxi network while building a humanoid. $XPEV is developing the IRON humanoid alongside eVTOL. Autonomous mobility is not coming — it’s here. Send it where humans can’t go. $RR’s Dex humanoid is already serving in restaurants and hotels. $KITT and $OII are operating in the deep sea. $FARO brings precision measurement to environments where accuracy is everything. The moats here are built on capability, not price. Take it into the operating room. The most demanding environment on earth — tolerances measured in fractions of a millimeter, stakes measured in human lives. $ISRG is the gold standard. $PRCT is disrupting urology. $SYK and $MDT are embedding robotics into surgery. $OMCL is automating pharmacy. The margin profile here is unlike anything else in the stack. Hand it a weapon. The most well-funded robotics customer on earth is the DoD. $AVAV and $KTOS are the pure-play names. The primes — $LMT, $RTX, $NOC , — are integrating autonomy across every platform and every theater. Governments don’t negotiate on price when national security is on the line. Run the software on top. $PTC manages the digital twin. $PATH and $PEGA bring RPA to enterprise workflows. $PDYN builds the adaptive intelligence layer that keeps learning. Software is where the margins live and the stickiest moats get built. And for broad exposure — $BOT gets you into Figure and Apptronik before they ever hit a public exchange. $ROBO covers the entire value chain in one ticker. Ten layers. Dozens of companies. One unified thesis. Not financial advice.

@crux_capital_Jun 28, 2026 · 11:00 AM

What I am doing with Physical AI... $OUST $AMBA $CGNX $VPG $SYNA $AEVA Photonics has been my main coverage universe for ~10 months I am now adding Physical AI coverage to my Substack Practically that means: 1 - An 11 layer investment framework, researching & presenting each one. So far I have covered: > Training/Model Development > Data/Simulation > Perception > Edge Compute 2 - Identifying the best companies within each layer and presenting full deep dives (I just posted my $OUST one yesterday) 3 - Building my portfolio in real time. It's one thing to present to research, but I also want to show you all how I am taking that research and investing in it myself The goal with all of this is over the next few months to build a coverage universe and a portfolio that I believe is well equipped to ride this supercycle If you are interested, please check it out! https://t.co/LqPOxJ7d2g

@itsmichaelluuJun 28, 2026 · 10:28 AM

$17B was invested into robotics and physical AI in Q1 2026. That's nearly 10× more than in 2020. These 16 companies will benefit the most: 1. $OUST – $42.02 52wk: $16.40–$51.50 Ouster's lidar sensors give robots and autonomous vehicles 3D spatial awareness for safe navigation. 2. $SYM – $41.24 (52wk: $23.59–$87.88, 1yr: +16.0%) Symbotic's AI robots automate warehouse logistics, replacing manual labor with autonomous pallet/case handling. 3. $AEVA – $20.04 (52wk: $8.83–$38.80) Aeva's FMCW 4D lidar detects velocity and position instantly, key for autonomous driving perception. 4. $RRX – $221.56 (52wk: $127.96–$236.35) Regal Rexnord's motors and motion control components are the muscle inside industrial automation systems. 5. $SERV – $6.02 (52wk: $5.78–$18.64) Serve Robotics builds autonomous sidewalk delivery robots, scaling embodied AI into everyday last-mile logistics. 6. $VPG – $135.40 (52wk: $25.49–$148.39) Vishay Precision's sensors enable force/weight feedback critical for humanoid robot grip and balance. 7. $AMBA – $62.16 (52wk: $40.81–$96.69) Ambarella's edge AI chips give cameras and robots on-device computer vision without cloud latency. 8. $ISRG – $404.70 (52wk: $414.30–$610.45) Intuitive Surgical's da Vinci robots pioneer robotic-assisted surgery, the gold standard in medical automation. 9. $TSLA – $379.71 (52wk: $288.77–$498.83) Tesla's Optimus humanoid and FSD stack apply real-world AI training data at massive vehicle scale. 10. $QCOM – $220.71 (52wk: $121.99–$259.92) Qualcomm's edge AI chips power robotics, drones, and AI data centers beyond its core smartphone business. 11. $FFAI – $0.26 (52wk: $0.21–$3.61) Faraday Future pivots into embodied AI humanoid robots, though execution risk remains extremely high. 12. $RR – $1.94 (52wk: $1.73–$7.43) Richtech Robotics builds AI-powered service robots and a humanoid (DEX) for hospitality and industrial use. 13. $NNDM – $1.40 (52wk: $1.19–$2.32) Nano Dimension makes additive manufacturing printers for electronics, enabling rapid robotics hardware prototyping. 14. $NVDA – $192.71 (52wk: $151.49–$236.54) Nvidia's GPUs and Jetson/Isaac platforms are the compute backbone training every major physical AI system. 15. $PATH – $10.55 (52wk: $9.20–$19.84) UiPath's software robots automate enterprise workflows, the digital-labor counterpart to physical robotics. 16. $KSCP – $1.91 (52wk: $1.78–$10.14) Knightscope's autonomous security robots patrol real-world sites, an early commercial physical-AI deployment. The robotics supercycle is starting already $OUST exploding and $MU says in their Q3 earnings the next 2 years will be massive for robots. ♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 plays for robotics.

@aleabitoredditJun 27, 2026 · 8:57 AM

@eldan_0123 $SIVE is has a decent chance to be in Boston Dynamics humanoid programs through $AEVA and LG Innotek. I don’t see it being too material to revenue near term since the leading humanoid companies have only made ~10K so far. But if you get to the millions in past 2028, it’s probably material to revenue

@aleabitoredditJun 26, 2026 · 10:02 AM

@Whitepilled777 Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential. In just that tiny timeframe for $SIVE: - $JBL announced 1.6T LRO with Sivers - $GFS reference laser announcement with $SIVE - $AMD went to $GFS for CPO - $SIVE announced CW with TFLN - Ayar (using $SIVE) raised a bunch for volume ramp and joined $NVDA NVLink ecosystem - AlChip private placement with Amazon, which is Ayar's primary ASIC partner (hinting at Trainium wins) - O-Net new ELS partnership with $SIVE for mass production - $POET new purchase order with a customer that stated their initial clients is a "top-3 hyperscaper" - New CHIPS Act nondilutive funding - "LIDAR customer will ramp production starting Q4 2026," which is likely $AEVA - New information discovery likely linking $SIVE customer to $MRVL Celestial (not through Poet), Lightelligence, and Lightelligence. - New information discovery about Ayar removing Lumentum / Macom from website and likely making Sivers primary source - More pluggable players on top of $JBL. - $NVDA bottlenecking CW laser supply and $AMD + other CSPs going around signing LTAs - NASDAQ listing planned And more.

@kevinvestingytJun 19, 2026 · 8:20 PM

After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in: 1. Neoclouds: The GPU & Compute landlords. Whoever owns the compute owns what every AI company on the earth needs to grow & succeed. $NBIS - Nebius. Spun out of Yandex, rebuilt as a pure-play AI cloud. Microsoft and Meta committed billions in contracted backlog. The fastest growing neocloud on the board. My favorite pick as a long-term investment. $CRWV - CoreWeave. The American-founded neocloud. SemiAnalysis rated this Neocloud in a class of it's own, which can not be understated. Deals with Anthropic, OpenAI, Meta, Perplexity, Google, Microsoft... the list goes on forever. $HUT - Hut 8. Started as a bitcoin miner, pivoted hard into AI hosting and power infrastructure. Owns the power, not just the GPUs. They're landing deals left and right, definitely an underappreciated sleeper pick. $APLD - Applied Digital. Same playbook. Former crypto miner now building purpose-designed AI data center campuses with long-term hyperscaler leases. $CIFR - data center host for Anthropic's directly, purchased Google TPU v7 Ironwoods (400K units, ~$10B), backed by a 10-year, $3B+ Fluidstack hosting deal where Google guarantees $1.4B of lease obligations for a 5.4% equity stake. One of the only neocloud-adjacent names with real exposure to Google's silicon instead of pure Nvidia GPU rental. 2. Optical / Photonics: Because every GPU is useless if it can't talk to the GPU next to it. $CRDO - Credo. The connectivity layer inside every AI cluster. Active electrical cables and DSPs that scale with every rack hyperscalers deploy. $LITE - Lumentum. Legacy telecom optics company that's become a core 800G/1.6T transceiver supplier for the AI buildout. $ALAB - Astera Labs. Connectivity chips that solve the bottleneck between GPUs, memory, and storage. Pure-play AI infrastructure with almost no legacy drag. $COHR - Coherent. Lasers, optical components, and transceivers spanning the entire photonics stack from datacom to industrial. $MRVL - Marvell. Custom silicon and photonic fabric for hyperscalers. The company quietly inside more AI racks than people realize. 3. Memory: The most cyclical, most violently mispriced sector in semis. HBM demand changed the entire setup. $DRAM - DRAM ETF. One ticker, every important memory company on the planet, including South Korean companies like SK Hynix and Samsung Electronic, companies you CAN'T INVEST IN with most brokerages. $SNDK - SanDisk. Spun off from Western Digital, now a pure-play NAND flash story riding the same supply tightness as everyone else in this sector. $MU - Micron. One of three companies on Earth that makes HBM. The clearest direct line from AI buildout to memory revenue. $WDC - Western Digital. Hard drive and enterprise storage demand riding the same data center capex wave as everything else on this list. $STX - Seagate. The other half of the storage duopoly. Enterprise nearline drives are seeing the same supply crunch dynamics as memory. 4. Analog / Power Semis: Unsexy. Necessary. Every data center, every EV, every robot needs power management silicon that doesn't get the AI premium yet: $MXL - MaxLinear. Smaller-cap analog and mixed-signal play with infrastructure and data center exposure that's still flying under the radar. $STM - STMicroelectronics. European chip giant spanning auto, industrial, and power semis. Way out of favor relative to its diversification. $ON - ON Semiconductor. Power semis for EVs and industrial, now leaning harder into data center power delivery as a growth vector. $VSH - Vishay. Passive components: resistors, capacitors, diodes. Boring until you realize literally everything electronic needs them. $POWI - Power Integrations. High-voltage power conversion chips. Small cap, niche, and positioned for the power efficiency problem AI data centers haven't solved yet. 5. Physical AI / Robotics: It's coming, soon, and the market is beginning to realize it. $OUST - Ouster. Lidar for robotics, industrial, and autonomy. Consolidated the space after merging with Velodyne, now the survivor. $VICR - Vicor. High-density power modules for robotics, AI servers, and defense. Power delivery at the component level, not the rack level. $VPG - Vishay Precision Group. Precision sensors and strain gauges. The torque and force-sensing hardware that gives robots a sense of touch. $AEVA - Aeva. 4D lidar with built-in velocity sensing. Smaller and earlier stage than the rest of this list, highest risk, highest ceiling. $AMBA - Ambarella. Edge AI vision chips. Powers the cameras and perception systems inside cars, robots, and security infrastructure. I believe a portfolio with these 25 names will severely outperform the market over the next few years. I have 7 figures throughout many of these names. These are all names I'm currently invested in, or plan on investing in in the near future. None of this is financial advice.

@aleabitoredditJun 15, 2026 · 12:51 PM

@ifkfidndlskdkdl $SIVE is likely laser ramping with $AEVA soon and $AAPL with their next refresh of Apple Watches after their recent announcement. Haven’t seen anything credible to disprove that. There’s some people without technical depth conflating TASC sensors with future Apple Watches using lasers, and don’t understand NRE volumes can carry forward years too. AI DCs for photonics are $SIVE main focus though, anything else like Apple is a cherry on top.

@investmentguru_Jun 13, 2026 · 1:50 PM

Space: $ASTS $RKLB $PL Drones: $ONDS $UMAC $AVEX Robotics: $AEVA $OUST Quantum: $IONQ $RGTI $QBTS $INFQ Healthcare: $OSCR $CLOV $NVO Crypto: $CRCL $HOOD $PURR

@itsmichaelluuJun 12, 2026 · 12:59 PM

$SPCX shares are priced at $135 for its $2 trillion IPO. Its return is 100x-200x by 2035. These 20 companies will benefit the most: 1. $BKSY ~$34 AI-ready Earth observation satellites feed SpaceX orbital intelligence layer. 2. $SPIR ~$20 Space data analytics monetizing SpaceX's growing orbital constellation. 3. $ACHR ~$5 Air mobility networks integrate with Starlink's low-latency infrastructure. 5. $SATL ~$7 High-resolution imaging complements SpaceX orbital AI compute constellation data. 6. $VIAV ~$50 Optical networking components critical for Starlink ground station upgrades. 7. $OUST ~$40 Sensor fusion tech supports SpaceX booster catch reusability automation. 8. $GILT ~$15 Satellite ground infrastructure scales alongside Starlink enterprise deployments. 9. $POET ~$11 Optical interposer chips slash data center power costs inside COLOSSUS AI cluster. 10. $ARQQ ~$12 Quantum encryption securing Starshield government classified orbital networks. 11. $TWST ~$74 Synthetic biology tools accelerate SpaceX long-term Mars life support research. 12. $LUNR ~$30 NASA lunar lander tech directly supports SpaceX Moon base buildout. 13. $AEVA ~$24 LiDAR sensors enable autonomous Starship landing and booster catch precision. 14. $KTOS ~$60 Defense tech partner powering Starshield national security satellite contracts. 15. $IONQ ~$58 Quantum compute layer powering next-gen orbital AI satellites. 16. $RDDT ~$178 Real-time social data feeds Grok's truth-seeking AI via X integration. 17. $RKLB ~$115 Small payload launch fills exact gaps Falcon can't efficiently serve. 18. $ASTS ~$97 Direct-to-phone satellite broadband. Starlink's closest competitor and partner. 19. $MTSI ~$375 RF semiconductors power Starlink phased-array antenna signal processing. 20. $BWXT ~$200 Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements. I'm definetly a buyer of $SPCX IPO and want to get it super cheap. ♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.

@aleabitoredditJun 9, 2026 · 7:49 AM

@ju5t1n14n Many work against the interest of retail investors. Especially as JP Morgan / US institutions are trying to buy up the float. You have a company funded with CHIPS Act, in major hyperscaler supply chains from $NVDA to others, powering Ayar for CPO, $JBL for pluggables. And now the reference laser for $GFS. With closest ramp with $AEVA / $POET likely coming next. And following that likely US NASDAQ Listing. Sivers is one of the most compelling photonics companies, and pretty sure all the deals established that already.

@investmentguru_May 31, 2026 · 12:27 PM

Everyone’s asking what to buy in 2026. The answer’s been in the executive orders the whole time. The reshoring of America is real. And it starts with the ground-level stuff nobody talks about. Critical Minerals: $MP $LAC $TMQ Rare Earths: $CRML $USAR $TMC Manufacturing: $STRL $CDNL You can’t build the future without the raw materials first. Then comes the energy layer — because AI, drones, and chips all need power. Nuclear: $OKLO $CCJ $UUUU $XE Energy: $GEV $BE $TE $FCEL Batteries: $AMPX $QS $FLNC Now you’re cooking. Stack the infrastructure, then deploy the technology. Photonics: $CRDO $LITE $AAOI $AXTI Chips: $NVDA $AMD $TSMC $ARM $INTC AI: $MU $DELL $WDC $SNDK The applications sitting on top of all of it? Space: $ASTS $RKLB $PL Drones: $ONDS $UMAC $AVEX Robotics: $AEVA $OUST Quantum: $IONQ $RGTI $QBTS $INFQ Healthcare: $OSCR $CLOV $NVO Crypto: $CRCL $HOOD $PURR This isn’t a stock list. It’s a supply chain. Read the policy. Follow the capital. Connect the dots. Not financial advice. DYOR. Bookmark this post , like and repost so it can help others.

@vulturetradesMay 26, 2026 · 9:13 PM

I turned $76 into $870+ with $AEVA This is the power of options. I gave this for free on my X! https://t.co/NuZxGCGlLi

@vulturetradesMay 26, 2026 · 7:44 PM

$AEVA CALLS UP 1000% OMG 0.85 —> 8.00. LIFE CHANGING MARKET. https://t.co/2qEnCIhb13

@vulturetradesMay 26, 2026 · 1:32 PM

$AEVA 800% gainer wow

@aleabitoredditMay 25, 2026 · 11:42 PM

$JBL literally announced in their fireside chat… Mass production of their 1.6T LRO with excessive demand in 3-10 months. $SIVE is likely sole source laser supplier for this specific optical transceiver. Ayar raised $500M for volume ramp recently, and $SIVE is the primary / sole source laser supplier. 2025 annual report, $SIVE signaled start of volume ramp with both (likely) $AEVA and $POET. This is how you do supply chain mapping on qualification cycles. Anything they make, Sivers makes revenue off lasers. If you ask AI they will keep confidently citing 2024 revenue numbers without knowing volume hints. Which is why I keep seeing these false claims like this over and over, despite Sivers being on the precipice of mass production for 2027.

@aleabitoredditMay 24, 2026 · 8:42 PM

When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries. I'm not sure people are fully aware yet. $SIVE -> $AAPL, $NOK, $RTX (us defense contractrs), $YSS (golden dome). Not including Ericcson + others. Then you have $SIVE -> $AEVA -> Boston Dynamics / $NVDA self-driving architectural standards. Then you have $SIVE -> Celestial / $POET / Lightmatter / Lightelligence / Ayar / $JBL, and many others for CPO/1.6T. Those go to GUC/ALCHIP/Marvell -> hyperscalers. Then there's a ton more... Like their US Gov CHIPS Act work that are secretive. Normally with stuff like $POET, it's like "hey" you have 1 customer with a $50m purchase order, we know where that's going. Not some Swedish company with a smaller valuation, going into everywhere from Space, Robotics, AI, consumer segments...

@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.

@tradableastroMay 24, 2026 · 3:23 PM

Aion Index update. 05/24. 1190 tickers scored across 31 sector profiles. Here's the full breakdown of what the model is showing right now. $WOLF is the standout. 16-day streak. Ranked #7. Up 90.1% since added. EV/Autonomy profile. That is not a typo. The index has been holding this name for over three weeks and it keeps climbing. $AMPG takes the #1 spot today. Quantum profile. 5-day streak. +36.2% since added. Quantum is making a serious push into the rankings this week. Speaking of Quantum 4 names just entered or held the top 20. $AMPG at #1. $RGTI at #11. $QBTS at #16. $INFQ at #19. That kind of sector concentration in the top 20 is a signal worth paying attention to. Space is still dominant. $RDW at #6 with a 7-day streak and +25%. $VELO at #8. $SIDU at #9. $VOYG at #12 with +16.3%. $SATL at #15 with +7.8%. Five Space names in the top 20 the sector rotation we've been calling all month is still fully intact. Solar is back. $ENPH just entered the top 20 at #3 with a 6-day streak and +21.1%. $SEDG holding at #20. Something to watch as the sector heats back up. EV/Autonomy is also showing up. $FCEL at #2 with +23.7%. $AEVA at #4 with +19.9%. $WOLF at #7 with +90.1%. The weakest names right now are almost entirely China. $FUTU, $TIGR, $BILI, $GDS, $HUYA, $LU, and $YINN all sitting in the bottom 20 with scores of 0. China is where the model is saying stay away. Metals laggards continuing $JNUG and $NUGT both in the bottom 20. Crypto laggards $CONL, $CAN, $SBET, $MSTY all scoring near zero. The strongest ticker globally: $AMPG. The weakest: $FUTU. Three themes leading: Quantum. Space. EV/Autonomy. Three themes to avoid: China. Metals. Crypto laggards. 1190 tickers. 31 profiles. Updated daily. This is the edge. (Annual plans are now availble, link in bio)

@vulturetradesMay 22, 2026 · 2:22 PM

$AEVA 580% Gainer at 5.85 🦅 Anyone still holding with me? https://t.co/KN8U2mSJFr

@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.

@itsmichaelluuMay 20, 2026 · 10:57 PM

The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion. Elon Musk says by 2030 regular people will be ultra-wealthy. Here's 20 companies directly linked to SPACEX: 1. $ASTS — Satellite-to-phone tech becomes backbone of Starlink's global mobile dead-zone elimination 2. $IONQ — Quantum computing powers SpaceX orbital AI compute satellites launching in 2028 3. $RDDT — Real-time data feeds Grok's truth-seeking AI engine via X integration 4. $RKLB — Rocket Lab fills small-payload launch demand SpaceX's Falcon can't efficiently serve 5. $LUNR — Lunar lander tech directly supports SpaceX's Moon base buildout timeline 6. $ACHR — Air mobility networks integrate with Starlink low-latency connectivity infrastructure 7. $LLAP — Terran Orbital builds small sats riding SpaceX rideshare missions at scale 8. $VIAV — Optical networking components critical for Starlink ground station infrastructure upgrades 9. $AEVA — LiDAR sensors enable autonomous Starship landing and booster catch precision systems 10. $SPIR — Space data analytics layer monetizing SpaceX's growing orbital satellite constellation 11. $KTOS — Defense tech partner powering Starshield national security satellite network contracts 12. $BWXT — Nuclear propulsion R&D aligns with SpaceX's Mars mission power requirements 13. $ARQQ — Quantum encryption secures Starshield government communications on classified orbital networks 14. $LAZR — Luminar LiDAR enables SpaceX autonomous vehicle docking and precision landing systems 15. $OUST — Sensor fusion tech supports SpaceX's booster catch and reusability automation stack 16. $MTSI — RF semiconductors power Starlink user terminal phased-array antenna signal processing 17. $GILT — Gilat Satellite ground infrastructure scales alongside Starlink enterprise fixed-site deployments 18. $SATL — Satellogic high-resolution imaging complements SpaceX orbital AI compute satellite constellation data 19. $TWST — Synthetic biology tools accelerate SpaceX's long-term Mars colonization life support research 20. $POET — Optical interposer chips slash data center power costs inside COLOSSUS AI cluster Remember, the total market for space economy can be $200 trillion in less than 10 years thats 100x from IPO. ♻️RESHARE this post and make 1 comment. I'll tell you which one is my #1 favorite and I own this one already.

@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.

@vulturetradesMay 13, 2026 · 6:32 PM

$AEVA 400% OMGGG WERE SO PAID. 3.85 from 0.85 ✅ ARE YOU NOT ENTERTAINED?? https://t.co/QS8BlCk9HB

@vulturetradesMay 13, 2026 · 1:43 PM

$AEVA UP 200% here 🔥

@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.

@vulturetradesMay 12, 2026 · 5:54 PM

$AEVA oh my we did it again… Caught another squeeze before the move. Are you not entertained? Calls up 130%+ https://t.co/c7WxFytd1c

@vulturetradesMay 12, 2026 · 2:15 PM

$AEVA 100% Banger at 1.70 from 0.85 🔥 Another one in the books Are you not entertained? https://t.co/dDKtpGMVnm

@cobraalertsMay 12, 2026 · 2:13 PM

$AEVA am I him?

@vulturetradesMay 12, 2026 · 1:46 PM

$AEVA at 1.30 from 0.85 nice 50% https://t.co/xLs1mAYQ4o

@cobraalertsMay 12, 2026 · 1:34 PM

$AEVA going crazy here 🐍

@vulturetradesMay 11, 2026 · 4:01 PM

$AEVA 20 Call 6/18 at 0.85 🚨

@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.

@itschrisrayApr 29, 2026 · 11:21 AM

Wasn’t someone just telling me that $AEVA is better than $OUST? 🤭

@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.

@investmentguru_Mar 24, 2026 · 6:06 PM

Hopefully you not missing $LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA $EMKR $LASE $SIVEF $TSEM

@investmentguru_Mar 24, 2026 · 10:29 AM

Photonics is quietly becoming one of the most interesting sectors right now. Money is starting to flow in, but unlike other crowded trades, many names are still undervalued relative to their long-term potential. This is the kind of space where early positioning matters. The real opportunity isn’t in chasing spikes — it’s in identifying strong companies, building a watchlist, and waiting for the right entries. AI, data centers, and next-gen communication all rely heavily on photonics — the demand tailwind is real and growing. Smart money builds positions early… not after the hype. $LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA $EMKR $LASE $SIVEF $TSEM

@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.

@aleabitoredditFeb 9, 2026 · 7:21 PM

@Pashabd7 ~$14.1. So basically where prices are now. That being said this is a small position since $AEVA company is inherently a venture bet on 4D AI. They also made a breakthrough for CPO using the same technology apparently. It’s not generating massive FCF like $RDDT, but decided it was worth the risk.

@aleabitoredditFeb 9, 2026 · 7:07 PM

@upand_right World* models. Apparently if the world's most advanced World Models require Doppler-level precision, $AEVA is one of the only companies that can do it compared to companies to $OUST here? If you give Cosmos "probabilistic" depth data (from $OUST ) the model has to spend massive amounts of compute cycles calculating where things are moving. $AEVA just feeds in deterministic velocity data. “If a model has to infer motion from sequential depth frames, that’s additional computation versus receiving velocity as a direct input”

@aleabitoredditFeb 9, 2026 · 6:55 PM

@upand_right Apparently $OUST sits more in “Probabilistic AI”while $AEVA FMCW solves the Deterministic Physical AI that word models need “FMCW gives velocity as a direct physical measurement (Doppler shift) versus ToF requiring computational derivation across frames”. Maybe you can help articulate the nuance with $OUST and why you think it’s better exposure to 4D AI

@aleabitoredditFeb 9, 2026 · 6:24 PM

Speaking of other bottlenecks like $AXTI. I’ve been looking into 4D AI. Convos with industry insiders leads me to believe it’s an upcoming trend eg. “World Models” for physical AI and humanoids post $NVDA Jensen’s conference. So took positions into $AEVA which is 4D LiDAR. Looks like the clearest functional midstream bottleneck exposure to the trend, from my research? Unless someone has others they’d like to mention. There’s stuff like $AMBA, $U (yes the games software), $TER, and $OUST but they’re larger companies without the clearest exposure. That being said it’s still a new space so still doing research. Also, fundamentals are shaky, so this is more of a venture bet for the industry growth. Disclosure: I have long shares only of $AEVA, as speculative exposure to 4D AI + World Models for physical AI.

@jasonl_capitalJan 23, 2026 · 1:44 PM

📈 2026 Tech Cheat Sheet Artificial Intelligence $MSFT | $GOOGL | $PLTR | $META Infrastructure & Hardware 🖥️ Data Centers: $AMZN | $IREN | $NBIS 💾 Compute/Chips: $NVDA | $MU | $TSM | $ALAB ⚡ Energy: $GEV | $PWR | $FLNC | $UUUU | $BE | $VG 🔋 Batteries: $EOSE | $ELVA | $TE Defense & Frontiers 🚀 Space: $RKLB | $ASTS | $PL | $RDW 🛡️ Defense/Drones: $KTOS | $AVAV | $ONDS | $RCAT 🛸 Autonomy/Aero: $AEVA | $JOBY | $ACHR Emerging Tech: 🤖 Robotics: $TSLA | $SERV ⚛️ Quantum: $IONQ | $QBTS | $RGTI ⛓️ Crypto Infra: $GLXY | $RIOT | $HUT | $FIGR Resources & Biotech: 🧬 Healthcare: $GH | $GRAL | $MIRM | $IBRX | $OSCR 🌍 Rare Earths: $CRML | $IDR | $USAR 💎 Critical Minerals: $TMQ | $UAMY

@investmentguru_Jan 23, 2026 · 1:19 AM

This is where the money is going in this market Rare Earths / Strategic Metals $CRML $TMC $USAR $MP Defense & National Security $SKYT $KTOS $KRMN $AMTM AI Infrastructure & Compute $GOOGL $NUAI $NBIS $IREN Critical Minerals & Uranium $TMQ $UUUU $UAMY Energy & Grid Modernization $BE $GEV $PWR Semiconductors $TSM $INTC $NVDA $AMD Memory & Data Storage $SNDK $MU $STX $WDC Space Economy $RKLB $ASTS $PL $FLY $RDW Drones & Autonomous Defense $ONDS $UMAC $RCAT Nuclear & Advanced Reactors $LEU $CCJ $OKLO $BWXT Autonomous Vehicles $TSLA $AEVA $RIVN Robotics & Automation $SERV $AMZN $ARBE $RR Batteries & Energy Storage $TE $EOSE $ELVA $FLNC $QS Smart money is rotating into hard assets, AI, defense, energy, and infrastructure — follow the sectors, and the stocks will follow.

@investmentguru_Jan 7, 2026 · 1:12 AM

𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲 Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital platforms. Leadership is forming across three clear layers — established market leaders, emerging growth names, and high-upside speculative plays. Here’s a clean framework to track where leadership is developing: Leaders Proven companies with scale, earnings power, and institutional sponsorship — often the backbone of strong portfolios. $SNDK $WDC $RKLB $LRCX $SYM $STX $TER $MU $KLAC $CCJ $ASML $FIX $RDDT $RKT $MPWR $NU Growth stocks Faster-growing disruptors gaining traction, revenue acceleration, and expanding TAMs — where leadership is still forming. $SKYT $FIGR $LEU $VICR $AVAV $CAMT $INOD $FTAI $KRMN $APLD $VSAT $KTOS $HSAI $NVMI $ACMR $OSCR $ZETA Speculative stocks High-risk, high-reward names tied to frontier tech, space, rare earths, drones, nuclear, and next-gen mobility. $CRML $USAR $AEVA $RCAT $UAMY $ASTS $NVTS $BKSY $ONDS $UUUU $UMAC $HUT $SERV $JOBY $AEHR $AXTI $MP Market leaders provide stability, young growth drives performance, and speculative names deliver optionality. The strongest portfolios in 2026 will blend all three — scaling exposure as leadership confirms.