Ceva. Every tracked FinTwit mention of $CEVA, newest first. 26 mentions since the first on Apr 30, 2026. See the price chart.
July 2026 · 1 mention
Jul 13
Gaetano — Well, we're probably due for some nice dips
Thanks $KOSPI
Here is some of my watchlist for Physical AI
$AMBA $VPG $OUST $QCOM $CEVA https://t.co/Q7e3epRoHl↗
June 2026 · 14 mentions
Jun 30
Gaetano — 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…↗
Jun 28
Mike Investing — In 2022, $NVDA traded at just $10 making many generational wealth.
Then in 2023, $PLTR traded at $8 which yet again made many generational wealth.
Now everyone is focused on the…↗
Jun 25
Gaetano — If you care about Physical AI...
Or companies like
$AMBA $OUST $CEVA $MBLY $CGNX etc.
Bookmark + read this!↗
Jun 9
Gaetano — I am obviously very excited about researching this theme
$OUST $AMBA $CEVA $BOT $VPG etc.
I have written a hand full of pieces on it already
This is what coverage will look like…↗
May 2026 · 10 mentions
May 20
Alphatica — Keep an eye on these names in after-hours trading and over the next few days. $NVDA’s earnings report tonight presents supply chain risks to both the upside and downside, as these…↗
May 15
Dillon Valdez — $CEVA — CEVA
Revenue was $27.0M, +11.5% YoY, and beat expectations of ~$26.1M by 3.5%. EPS was $0.04 vs $0.02 expected. Stock fell 1.4% on report day and is roughly flat through t…↗
May 14
InvestmentGuru — @ILS_555 $CEVA we got at $27 https://t.co/pmGXsifRct↗
May 13
InvestmentGuru — 15 of my favorite AI infrastructure plays in this market right now:
$MU
$AMD
$INTC
$SNDK
$AAOI
$MRAM
$PENG
$MXL
$CRDO
$MRVL
$GLW
$NOK
$CEVA
$GFS
From…
InvestmentGuru — 16 Semiconductor & AI Infrastructure Stocks to Watch
$AMBA
$CEVA
$OSS
$SKM
$HPE
$INOD
$AOSL
$PENG
$MCHP
$MXL
$VSH
$AXTI
$GFS
$PLAB
$LASR
$AEHR
From Edge AI and photonics to AI da…↗
Jun 7
Gaetano — It is clear to me that I see this theme differently.
When I started positioning into the optical supercycle my focus was on the supply chain.
Raw materials
Susbtrates
Epitaxy
Tes…↗
Jun 7
InvestmentGuru — The AI buildout is expanding far beyond $NVDA.
Key areas seeing accelerating demand:
✅ AI servers & data centers ($HPE, $MCHP)
✅ Edge AI ($AMBA, $OSS)
✅ AI data infrastructure ($I…↗
Jun 7
InvestmentGuru — SEMICONDUCTOR & TECH SECTOR SWEEP — 16 Names You Need To Know
$AMBA
Edge AI Inflection Is Real — $800M Hanwha Deal Seals the Narrative
$CEVA
IP Licensing Machine Beats Expectatio…↗
InvestmentGuru — $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, connectivi…↗
May 11
InvestmentGuru — $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, an…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
🤖 EDGE AI
$QUIK · $CEVA · $SYNA · $QCOM · $INDI · $VLN · $SMTC
→ AI leaves the data center. Devices. Cars. Factories…↗
May 9
InvestmentGuru — 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 · $AM…↗
May 7
Tradable Astronaut — The Aion Index just got an upgrade.
Top 40 & Top 60 views are now live.
That means you can start tracking names as they climb the ranks before they ever crack the top 20.
Earlie…↗
May 4
Gaetano — My research brought me lots of great companies
Some of my top ones were $CEVA $BZAI $OUST $AMBA
I think there is lots to like about each and they should all do well over time if…↗