$ERIC

Telefonaktiebolaget L M Ericsson

$ERIC

Telefonaktiebolaget L M Ericsson

Past 12mo:13mentions8voices

All voices1 call since Apr 2026show all

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@aleabitoredditApr 29, 2026 · 7:11 AM

Hint... $SIVE CHIPS Act round 2 incoming soon (consistent with the CHIPS Act renewal cycle) The U.S. government doesn't just give out funding to random $1B Swedish companies. It's highly unusual. And there's probably something markets are missing. Since they got funding for: -> $RTX and $ERIC Beamformers (space/telecom). -> BAE Systems for STAR duplex arrays (radar jamming during electronic warfare) Defense Primes are likely using Sivers microchip IP to build the final products with this. As for the final products... What other space + military contractor applications are there involving LEO satellites? And I think you can guess. The defense primes aren't trying to play Taylor Swift Youtube videos in space... But the commercial spinoff can also be used for SpaceX/Amazon LEO Kuiper type applications. Regardless, you have the side of the AI photonics story, which is the core growth vertical. I'm most excited for photonics... but you also happen to get a company backed with U.S. CHIPS ACT embedded in Raytheon and BAE Systems for whatever black magic they want to do in Space. Just nobody knows exact timeline + applications because due to the nature of CHIPS ACT defense contracts. But it might appear randomly in financial statements down the road.

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About this stock

$ERIC received 13 mentions from 8 distinct FinTwit voices over a 12-month period, with the first mention appearing on 2026-03-07. The most-active voice discussing the stock was @aleabitoreddit (Serenity) with 4 mentions, followed by @bullofbritain (BULL OF BRITAIN) with 3 mentions. The most recent mention of the telecom equipment maker came on 2026-07-16. Discussion of $ERIC appeared primarily within the semiconductors voice category, reflecting the company's role in infrastructure serving that sector.

AI-generated from tracked posts · updated Aug 28, 2026