Telefonaktiebolaget L M Ericsson. Every tracked FinTwit mention of $ERIC, newest first. 8 mentions since the first on Mar 24, 2026. See the price chart.
June 2026 · 1 mention
Jun 1
BULL OF BRITAIN — 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…↗
May 2026 · 5 mentions
May 26
AlmaCap — Sometimes the smaller accounts are worth following for unique views, everyone is focused on power, cooling, chips etc but @saso_capital's focus here of communications equipment / f…↗
May 25
Wolf Capital — This is the clearest framing I've seen on why 6G isn't just "faster 5G". This is a fundamental shift in where compute lives. When every radio tower becomes an inference node, the…↗
May 25
BULL OF BRITAIN — $IQE earnings in 3 days. No one realises this company is quietly frontrunning the hidden layer of the 6G capex build-out
" $NVDA and Global Telecom Leaders Commit to Build 6G on O…↗
Serenity — 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'…↗
March 2026 · 1 mention
Mar 24
Serenity — If you didn't know by now $SIVE is important to US national security via CHIPS act.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts…↗
— Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗