Who mentions $AIP most on Surfaced?

@bullofbritain (BULL OF BRITAIN) mentions $AIP most — 3 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 Jul 11, 2025.

How many voices track $AIP?

4 FinTwit voices have mentioned $AIP 11 times in the past 12 months.

What kind of voices mention $AIP most?

$AIP is mentioned most by Semis voices on Surfaced.

$AIP — FinTwit mentions on Surfaced

Recent mentions

11 mentions

@bullofbritainJun 1, 2026 · 3:02 PM

A follow up as promised - a few names from every layer of the stack. ALREADY RUNNING (still biddable, easy money gone) > Agentic / server CPU - $INTC, $AMD, $ARM > General-server MLCC - Murata (6981.T), Taiyo Yuden (6976.T), Yageo (https://t.co/1R4b8JlPLP) > Memory + interface - $MU, SK Hynix (000660.KS), $SNDK, $RMBS > Neocloud / AI capacity - $BRUN, $NBIS, $CRWV SWEET SPOT > High-end MLCC + materials - Samsung Electro-Mechanics (009150.KS), Sakai Chemical (4078.T), Shoei Chemical (7967.T), Nippon Chemi-Con (6997.T) > On-chip interconnect IP - $AIP > Advanced packaging / hybrid bonding - $TSM, Besi, $AMKR, $CAMT, $KLIC, $ACMR > Liquid cooling - $VRT, Quanta (https://t.co/Nm2fUBkGzM), $NVT, Asetek (ASTK.OL) > CPO / 1.6T optics - $MTSI, $LITE, $COHR, $AAOI, $POET, $SIVE > Burn-in / test - $AEHR, $PDFS, $TRT FRONTRUN (scale into H2 26) > SiC / GaN power - NVTS, $POWI, Infineon, $AOSL, $WOLF > Gallium / III-V feedstock - $VNP, AXTI > 800V HVDC power systems - $VRT, $ETN, Delta (https://t.co/m1ww5mzgHD), $VICR > Grid / energy storage - $FLNC, $BE, $FCEL > 600kW rack integration - Quanta (https://t.co/Nm2fUBkGzM), Hon Hai (https://t.co/ttZlth9vkp), $DELL, $SMCI, $PENG EARLY / WATCH ONLY > Quantum - IONQ, $RGTI, $QBTS (lottery tickets) > 6G buildout - $NOK, $ERIC, $KEYS, $AMPG > Humanoids - $AMBA, Harmonic Drive (6324.T), $ALGM, $VPG, $MOG.A > Photonic memory - pre-commercial, no investable pure-play. Tracking only

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@crux_capital_May 14, 2026 · 2:51 PM

$AIP Up 50% in 3 weeks! Anyone in this?

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@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

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@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!

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@thevalueistMay 13, 2026 · 6:48 PM

$AIP All-time high. https://t.co/oYesa1u5yZ

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@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.

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@bullofbritainApr 26, 2026 · 6:25 PM

CPU is the next rotation of the AI supercycle. The market spent 2023-2025 pricing GPU. Now $INTC's $AMD and $ARM printing. The Evercore 1:8 -> 8:1 gpu/cpu ratio swap, and the agentic workload shift are flipping the trade. The chip names already moved. The asymmetric upside is one layer down the stack. These are the 3 plays I'm most convicted on right now. $DOCN - DOCN literally rebranded as "the agentic inference cloud" and the Q4 2025 print already validated the thesis. 70% of their AI customer ARR comes from inference services + core cloud, NOT GPU RENTALS. AI ARR grew 150% YoY to $120M. Million-dollar customers up 123% YoY. $1B annualized run-rate hit Dec 2025. Their customer base IS the agentic builder cohort Character ai, Workato, Persistent Systems eight-figure partnership. If the CPU/GPU ratio inverts as Evercore projects, $DOCN benefits structurally because their pricing model captures the non-GPU portion of agentic spend that pure GPU clouds like CRWV miss entirely. $9.9B market cap. Up 50% in 30 days but still small enough that re-rating from "SMB cloud with AI" to "pure-play agentic infrastructure" is a multi-bagger from here. $AIP - Arteris sells the Network-on-Chip IP that connects every block inside every modern SoC and chiplet. 4 billion chips and chiplets deployed milestone hit in March 2026. As silicon goes multi-die and every CPU, GPU, ASIC, and custom AI chip is now multi-die, AIP gets paid per-design and per-chip on royalties. The agentic supercycle isn't a single-architecture trade. It's CPU + GPU + ASIC + custom inference silicon, all simultaneously. AIP captures the IP tax across all of them. April 21 MIPS partnership for physical AI platforms is the latest signal. Sub-$1B market cap when I started watching it; now $26. The tape is telling you something. As chiplet architectures eat the world and tape-out cycles accelerate for every hyperscaler's custom silicon, AIP is the picks-and-shovels play that doesn't require picking a winner at the chip layer. $PDFS - PDF Solutions sells the Exensio analytics platform and Cimetrix integration software that fabs use to manage yield at advanced nodes. Customer list is the entire AI semiconductor ecosystem $NVDA, $AMD, IDMs, foundries. The thesis is structural: at sub-5nm nodes, defect densities are exponentially harder to manage, and a 1% yield improvement is worth millions per fab. AI workloads are pushing the entire industry to leading-edge nodes faster than ever, which means more wafers running on processes where yield analytics is non optional. Q4 2025 was a record quarter. 2026 guidance reaffirms 20% long-term revenue growth. ~$1.84B market cap. Software-like recurring revenue model, high-margin, scales without proportional cost increases. As the CHIPS Act fabs come online and $TSMC Arizona ramps, PDFS is in every one of them. The market hasn't fully priced this as an AI compounder because it's a "boring software" name. That's the opportunity. Three different layers of the same supercycle. DOCN captures the agentic workload shift. AIP captures the silicon architecture shift. PDFS captures the manufacturing shift required to produce all of it. All three are sub-$10B market cap with structural exposure to a multi-year demand inflection that the chip giants have already started pricing in.

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@bullofbritainApr 26, 2026 · 6:05 PM

@PepInvestStocks Agree. $PDFS - $AIP look very nice imo

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@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

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@leveraged_catAug 4, 2025 · 9:34 PM

$AIP 🤝 $AMD

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@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

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