$CEVA

@investmentguru_May 13, 2026 · 1:50 AM

$PENG $MRAM $MXL $CEVA $NOK Some of the best AI infrastructure plays in this market right now. AI infrastructure is not just GPUs anymore. Memory, edge AI, connectivity, photonics, inference, low power compute and telecom infrastructure are becoming the next wave of the AI buildout. $PENG quietly becoming an AI factory / enterprise AI infrastructure story with HPC, memory and cluster management exposure. $MRAM is one of the most underrated AI memory themes. MRAM technology is gaining traction for low power AI compute, edge AI and in-memory computing applications. (Tom's Hardware) $MXL positioning for AI networking and connectivity demand. $CEVA strong edge AI and wireless IP exposure as AI moves toward devices and edge computing. $NOK very interesting long term AI infrastructure + telecom + data center connectivity play as sovereign AI and AI networking spending grows globally. Market still heavily focused only on hyperscalers and GPUs, but the next leg of AI money flow could move deeper into infrastructure, memory, networking and edge AI names. Risk/reward in these types of early infrastructure plays can become asymmetric very fast.

@investmentguru_May 11, 2026 · 10:27 AM

$MU $AMD $INTC $P $MRAM $MXL $CEVA $PENG $HIMX $ON $GFS $GLW $NOK Some of the better-looking setups in this market right now. Semiconductor, connectivity, memory, optical, and AI infrastructure names continue showing relative strength while many sectors are chopping sideways. A lot of these charts are either breaking out or setting up near key levels with momentum still favoring the sector rotation theme.

@investmentguru_May 9, 2026 · 3:53 PM

The Complete Semiconductor Playbook — AI Supercycle 2026 🤖 EDGE AI $QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC → AI leaves the data center. Devices. Cars. Factories. Multi-year secular trend just getting started. 🏗️ AI INFRA $SGH · $SKYT · $AVGO · $NVDA · $ARM · $CRDO · $MRVL → The “Nvidia-only” era is over. The full stack is getting priced in. ⚡ POWER $POWI · $TXN · $MPWR · $VICR · $GANX · $AEHR → AI data centers are power monsters. Unsexy. Essential. Increasingly scarce. 🔬 FUTURE-TECH $LWLG · $AXTI · $POET · $TSEM · $GFS · $IPGP → Silicon photonics foundry capacity = national strategic asset. 🛠️ EQUIPMENT $AMAT · $LRCX · $KLAC · $ASML · $ONTO · $ACMR → Without these, nothing above gets built. Map the full stack. That’s where the alpha is. Not financial advice. DYOR

@investmentguru_May 9, 2026 · 3:53 PM

The Complete Semiconductor Playbook — AI Supercycle 2026 The AI trade is no longer one ticker. It’s a full stack. Here’s every layer: 💾 MEMORY $MU · $WDC · $STX · $SNDK · $AMAT · $LRCX → HBM4 = the new oil. Not a commodity anymore. Strategic infrastructure. 🔌 CONTROLLERS $RMBS · $SIMO · $ATOM · $MCHP · $ADI · $TXN → The traffic cops of every AI system. Overlooked. Undervalued. Critical. 📦 PACKAGING / TESTING $AMKR · $FORM · $CAMT · $ONTO · $COHU · $ACMR → CoWoS. HBM stacking. Chiplets. This is where chips become systems. 🧠 NEXT-GEN MEMORY $MRAM · $GSIT · $NVEC · $NLST · $CEVA → Beyond DRAM. Early-stage. Asymmetric upside when the cycle arrives. 🌐 OPTICAL / INTERCONNECT $LITE · $AAOI · $COHR · $CIEN · $MRVL · $GLW · $MTSI · $TSEM · $POET · $LWLG · $FN → The hottest sub-sector in semis right now. 800G → 1.6T. CPO is the next arms race.

@investmentguru_Apr 30, 2026 · 4:21 PM

$CEVA Long term potential