$AIP

Arteris Inc

$AIP

Arteris Inc

Past 12mo:15mentions5voices

All voices5 calls past 12moshow all

Loading price chart…

About this stock

$AIP has generated 15 mentions from 5 distinct FinTwit voices over the past 12 months, with the first mention appearing on August 4, 2025. The semiconductor-focused discussion has been led by @crux_capital_ (Gaetano) with 7 mentions, followed by @bullofbritain and @leveraged_cat with 3 mentions each. The most recent activity occurred on June 1, 2026, when @bullofbritain positioned $AIP in the "sweet spot" category of AI infrastructure beneficiaries, specifically highlighting on-chip interconnect IP as a critical layer in the AI stack alongside advanced packaging and liquid cooling solutions.

AI-generated from tracked posts · updated Jul 14, 2026

Related stocks

$PDFSPDF Solutions

$SANMSanmina

$UCTTUltra Clean Hldgs

$ICHRIchor Holdings

Recent calls

5 calls

@crux_capital_May 14, 2026 · 6:35 AM

$AIP Reported Earnings Today... > Sells the data-movement fabric inside complex chips > Benefits as CPUs, NPUs, chiplets, automotive AI, and custom silicon get harder to integrate > Revenue grew 39% YoY to $22.9M > ACV + royalties grew 39% YoY to $92.8M > Trailing royalties grew 67% YoY, with Q1 royalties up 100%+ YoY > Enterprise/data center became the largest license vertical, slightly ahead of automotive > April was the strongest April on record for deal flow, roughly 4x the next biggest April Exciting times ahead

Open on X

@crux_capital_May 13, 2026 · 9:49 PM

$AIP Was the way I wanted to play the CPU momentum They released earnings today and the stock hit ATH Will post some thoughts later Well done for those positioned!

Open on X

@thevalueistApr 27, 2026 · 12:35 PM

$AIP Arteris Strategic Analysis: IP Leadership, Financial Inflection, and Investment Thesis. Arteris provides network-on-chip IP for complex SoCs and chiplets, occupying a dominant architectural position in on-chip data movement. Gross margins are high, but the company remains GAAP unprofitable and is valued primarily on forward growth expectations. Financial trajectory is approaching an inflection point. The company has reached positive free cash flow, and contracted backlog (RPO) has increased significantly, providing near-term revenue visibility. The portfolio is expanding into AI-driven design productivity tools and hardware security IP via acquisition, broadening the addressable market within semiconductor IP. Management is founder-led with strong technical credibility, which supports long-term strategic alignment. Key risks include elevated stock-based compensation diluting shareholder value and a valuation that leaves limited margin for execution missteps. The thesis depends on Arteris converting its architectural incumbency and growing backlog into durable, profitable revenue at scale.

Open on X

@leveraged_catAug 4, 2025 · 10:38 PM

$AIP +50% AH hope some of my followers banked! did not have my full position on but profits are profits. figured I’d have at least through tomorrow to buy more before ER support levels to add tomorrow if you missed this are ~$12.50 and ~$11. Tomorrow will be insanely volatile

Open on X

@leveraged_catJul 11, 2025 · 3:50 AM

I’m hardly the first to mention it but I think $AIP Arteris has the makings of a true compounder The key is they are a small player filling a critical niche that is hard for a large player to take over It’s a bet on SoC production growing and the niche to remain a niche

Open on X

Frequently asked

Who mentions $AIP most on Surfaced?

@crux_capital_ (Gaetano) mentions $AIP most — 7 mentions in the past 12 months.

When was $AIP first mentioned on Surfaced?

The earliest tracked mention of $AIP in the Surfaced archive was on Aug 4, 2025.

How many voices track $AIP?

5 FinTwit voices have mentioned $AIP 15 times in the past 12 months.

What kind of voices mention $AIP most?

$AIP is mentioned most by Semis voices on Surfaced.