$CEVA — FinTwit mentions on Surfaced

$CEVA — FinTwit mentions on Surfaced

Recent mentions

25 mentions

@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 28, 2026 · 3:19 PM

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 same tech stocks… Meanwhile these 5 companies that no one is talking about are setup to 10X Soon: 1. Ouster ~ $OUST 2. Cognex ~ $CGNX 3. Oklo ~ $OKLO 4. BlackBerry ~ $BB 5. Ceva ~ $CEVA Don’t miss out on these life changing opportunities.

@crux_capital_Jun 25, 2026 · 11:19 AM

If you care about Physical AI... Or companies like $AMBA $OUST $CEVA $MBLY $CGNX etc. Bookmark + read this!

@crux_capital_Jun 9, 2026 · 8:08 AM

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 Check this out!

@investmentguru_Jun 8, 2026 · 10:37 AM

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 data centers, memory, power delivery, defense, and semiconductor infrastructure, these 16 names cover multiple layers of the AI ecosystem. The AI buildout isn’t just about chips. It’s about the entire stack. Not financial advice.

@crux_capital_Jun 7, 2026 · 9:18 PM

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 Testing etc. Chokepoints / Bottlenecks But when I am going about building my Physical AI portfolio, I am looking at it through a different lens Yes you can have a literal supply chain for humanoids or warehouse robots from the smallest pieces to the deployed system. And that is part of it But I am looking at it through LAYERS What are all the different sub-industries that will benefit as Physical AI gets adopted? And when I think about Physical AI, I am thinking broadly about AI interacting with the physical environment That is very vast. And that's why the research is so exciting You can have exposure to data / simulation companies like $PL $INOD $BKSY $U $TASK You can have exposure to edge like $OSS $CEVA $AMBA You can have exposure to lidar like $OUST There are so many layers to have exposure to that will benefit as AI gets adopted in the physical world. Some make money now Others won't make money for years So there is opportunity across the spectrum

@investmentguru_Jun 7, 2026 · 2:24 PM

The AI buildout is expanding far beyond $NVDA. Key areas seeing accelerating demand: ✅ AI servers & data centers ($HPE, $MCHP) ✅ Edge AI ($AMBA, $OSS) ✅ AI data infrastructure ($INOD) ✅ Optical networking & photonics ($MXL, $AXTI, $LASR) ✅ Specialty foundries ($GFS) ✅ Semiconductor IP ($CEVA) ✅ AI testing & burn-in ($AEHR)

@investmentguru_Jun 7, 2026 · 12:55 PM

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 Expectations — AI/NPU Design Wins Piling Up $OSS Rugged Edge AI Play Turns Profitable — Book-to-Bill of 1.8x Screams Momentum. Defense + AI Edge compute. Clean balance sheet. This is quietly one of the best small-cap setups in the space. $SKM Korea’s AI Infrastructure Play Hidden in Plain Sight SKM is repositioning as an AI-native telco — AGI services, data centers, and enterprise AI deployment in KR/APAC. $HPE Blowout Quarter — AI Server Demand Goes Parabolic, 2 Years Ahead of Plan $INOD Record Q1 Revenue +54% YoY — AI Data Infrastructure Demand Goes Vertical. Pure AI data infrastructure play. Revenue trajectory is one of the cleanest in the space right now. $AOSL AI Data Center Power Story — PCIM 2026 Presentation Spotlights the Thesis. Power delivery is the invisible bottleneck in AI infrastructure. AOSL is a direct pick-and-shovel play on the AI power density problem. $PENG Advanced Computing + HPC Memory — Quietly Positioned at the AI Infrastructure Stack. Penguin Solutions operates across Advanced Computing, Integrated Memory, and Optimized LED. HPC and AI cluster deployment services are the growth engine. $MCHP Data Center Unit Targeting $500M in 2026 — PCIe Gen6 Switch Is a Hidden Gem. PCIe switches, CXL memory controllers, storage accelerators — all AI data center critical path. MCHP is not just a microcontroller company anymore. $MXL 76% Single-Day Pop After Q1 — AI Optical Silicon Play Validates the Thesis. Co-packaged optics adjacency is real. If Rushmore platform executes the way Keystone did, there’s further upside. High risk/high reward. $VSH Passive Component Cycle Recovery — Industrial + Defense Tailwinds Building. Vishay is the bellwether for the passive semiconductor cycle. Resistors, capacitors, and diodes are the unsexy underpinning of every PCB on earth. Industrial and defense exposure gives a more durable demand profile vs. consumer electronics.. $AXTI Record InP Substrate Quarter Coming — AI Infrastructure Driving the Ramp. AXT is pursuing one of the most aggressive expansion plans in the industry. InP substrates are the foundational input for photonic chips — the backbone of AI data center optical interconnects. The AXTI story is a direct derivative of the co-packaged optics supercycle. $GFS Specialty Foundry with Defense + Automotive Moat — The Other Foundry Play. GFS is the pure-play on specialty nodes — RF, analog, mixed-signal, defense-grade silicon. Not competing with TSMC on leading edge; competing on reliability and geopolitical security. US government CHIPS Act tailwind and defense qualification moats make this a differentiated foundry allocation. $PLAB Photomask Leader Holds Steady — AI Chip Complexity Is a Long-Term Tailwind. Margin compression is the near-term headwind. But every advanced node chip — AI, HPC, or otherwise — requires photomasks. PLAB is infrastructure-of-infrastructure. Durable, if not flashy. $LASR Defense Laser Demand Accelerating — The Photonics-to-Defense Bridge. nLIGHT sits at the intersection of two mega-themes: photonics and defense. High-power fiber lasers for directed energy weapons and industrial manufacturing. As defense laser systems scale from R&D to production deployment, LASR transitions from speculative to revenue-compounding. $AEHR FY2027 Setup Is Exceptional — Record Bookings + AI Processor Production Orders Signal the Inflection. AEHR secured first production orders from a major AI accelerator company for wafer-level burn-in using the FOX-XP system. AEHR also announced a partnership with ISE/ASE — the world’s largest OSAT — to co-market and proliferate wafer-level burn-in for AI processors. Not financial advice.

@investmentguru_Jun 2, 2026 · 7:52 PM

$CEVA https://t.co/D8jPrjPHHo

@cobraalertsJun 2, 2026 · 3:16 PM

$CEVA UP 50%+ 🚨🐍

@cobraalertsJun 1, 2026 · 3:30 PM

$CEVA 60 CALL 6/18 @ .85 🐍🚨

@cobraalertsJun 1, 2026 · 3:29 PM

$CEVA 60 CALL 6/18 @ .90 🐍🚨🚨

@cobraalertsJun 1, 2026 · 3:29 PM

HIGH CONFIDENCE $CEVA 60 CALL 6/18 @ .90 🐍🚨

@cobraalertsJun 1, 2026 · 3:29 PM

$CEVA 60 CALL 6/18 @ .90 🐍🚨

@alphaticaioMay 20, 2026 · 7:40 PM

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 companies are partners or customers in NVIDIA’s ecosystem. $HUT $MRCY $SSTI $SMCI $KLTR $WYFI $GDYN $INGM $PSTG $ANET $CDW $CTSH $CRNC $BAM $ANET $RXRX $CEVA $TDC $NVDA

@dillon_valdezMay 15, 2026 · 5:53 PM

$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 today. The cleaner story is licensing growth. CEVA called out integrated solutions and edge AI adoption, which makes this less about one quarter’s EPS and more about whether design-win momentum keeps compounding. If edge AI spreads into more devices, CEVA’s IP model gets more interesting.

@investmentguru_May 14, 2026 · 10:48 AM

@ILS_555 $CEVA we got at $27 https://t.co/pmGXsifRct

@investmentguru_May 13, 2026 · 10:27 AM

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 memory, networking, photonics, optical connectivity, foundry, edge AI to telecom infrastructure — this sector is becoming the backbone of the next AI cycle. AI demand is no longer just about GPUs, it’s power, memory, data movement, fiber, cooling, networking and low latency infrastructure. That’s where I see some of the biggest long term opportunities developing. Every pullback in strong AI infrastructure names continues to get bought aggressively so far. Selective accumulation still looks like the best strategy in this market IMO.

@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.

@tradableastroMay 7, 2026 · 1:30 AM

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. Earlier signal. Can add to watchlist early. $MXL is the proof of concept. 14-day streak. +209.2% since added. Still sitting at #1. New additions to the top 20 today: $AMD, $HUT, $OSS. Memory is dominating the leaderboard $SOXL, $MRAM, $SIMO, $SNDK, $CEVA, $STX all scoring 99-100. AI Infra making a move $KEEL, $AMD, $APLD all entering the top 20. 1184 tickers scored daily across 31 sector profiles. The top 40 and top 60 views mean the watchlist starts earlier now. That's the edge

@crux_capital_May 4, 2026 · 10:31 AM

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 edge really takes off But there is one that I have the most faith in https://t.co/7a2YnJK9Ar

@investmentguru_Apr 30, 2026 · 4:21 PM

$CEVA Long term potential