Who mentions $ERIC most on Surfaced?

@aleabitoreddit (Serenity) mentions $ERIC most — 4 mentions in the past 12 months.

When was $ERIC first mentioned on Surfaced?

The earliest tracked mention of $ERIC in the Surfaced archive was on Mar 7, 2026.

How many voices track $ERIC?

8 FinTwit voices have mentioned $ERIC 13 times in the past 12 months.

What kind of voices mention $ERIC most?

$ERIC is mentioned most by Semis voices on Surfaced.

$ERIC — FinTwit mentions on Surfaced

Recent mentions

13 mentions

@crux_capital_Jul 16, 2026 · 3:38 AM

What do you all think about $NOK at these levels? Concerns about what came up during $ERIC ER?

Open on X

@kawzinvestsJun 16, 2026 · 6:50 PM

$NOK just announced a 10x expansion of its photonic chip facility in Allentown, Pennsylvania. New capacity online by end of Q3 2026. Less than 2% of global semiconductor advanced test and packaging happens on US soil. Nokia's Allentown plant is one of only a handful of facilities in the country doing it for optical modules going into AI infrastructure. $CIEN trades at 11.0x forward revenue. $COHR trades at 11.6x. Nokia trades at 3.4x. All three sell optical networking gear to the same AI datacenter customers. The gap exists because optical is still only 15% of Nokia's revenue. Wall Street prices the whole company like Ericsson. Today's announcement is the capacity build that changes that mix. We ran a SOTP model attributing peer multiples to each business segment. The numbers tell a very different story than where this stock trades. $NOK is still one of the most slept on optical businesses on the market. €3.8B net cash on the balance sheet and the Ericsson floor already sets the downside. Full deep dive with the complete model and price target is live on the Substack. Link in below and in bio. $NOK $COHR $CIEN $ERIC $AAOI $LITE

Open on X

@bullofbritainJun 11, 2026 · 2:58 PM

This is probably one of the most insane SAMSUNG proxy on the market. $AMPG - AmpliTech Group > $150M market cap > Its radios are already installed in TELUS's new 5G network, side by side with Samsung > Every new style TELUS tower uses 5 radios per sector. 2 of them are AmpliTech's > Sales up 49% YoY last quarter, 48% gross margins, $18M cash, zero debt What is Open RAN? Simple: telecom giants used to buy entire networks from one vendor ($NOK, $ERIC, Huawei). Open RAN lets them mix and match equipment from multiple suppliers. TELUS is rebuilding its whole network this way by 2029. That is how a tiny New York company ended up next to Samsung on a Tier 1 carrier's towers. The math 5,000 towers x 6 AmpliTech radios = 30,000 radios 30,000 radios x $15K each = $450M opportunity Trading at 0.1x the 2029 bull case math. Even if the real price per radio is a third of that, the r/r is still extremely good. And TELUS is just the first leg: > $118M in signed letters of intent from carriers > Worked with $NVDA on the first AI-powered radio demo > Shipped space hardware to a mystery Fortune 50 building a satellite internet constellation (you can guess who) > The only US maker of a special amplifier that quantum computers need. $GOOG and $IBM have received units Sourced: @Lonsdale171255 (original article) @olyth_terminal (calculations)

Open on X

@bullofbritainJun 1, 2026 · 3:02 PM

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 MLCC - Murata (6981.T), Taiyo Yuden (6976.T), Yageo (https://t.co/1R4b8JlPLP) > Memory + interface - $MU, SK Hynix (000660.KS), $SNDK, $RMBS > Neocloud / AI capacity - $BRUN, $NBIS, $CRWV SWEET SPOT > High-end MLCC + materials - Samsung Electro-Mechanics (009150.KS), Sakai Chemical (4078.T), Shoei Chemical (7967.T), Nippon Chemi-Con (6997.T) > On-chip interconnect IP - $AIP > Advanced packaging / hybrid bonding - $TSM, Besi, $AMKR, $CAMT, $KLIC, $ACMR > Liquid cooling - $VRT, Quanta (https://t.co/Nm2fUBkGzM), $NVT, Asetek (ASTK.OL) > CPO / 1.6T optics - $MTSI, $LITE, $COHR, $AAOI, $POET, $SIVE > Burn-in / test - $AEHR, $PDFS, $TRT FRONTRUN (scale into H2 26) > SiC / GaN power - NVTS, $POWI, Infineon, $AOSL, $WOLF > Gallium / III-V feedstock - $VNP, AXTI > 800V HVDC power systems - $VRT, $ETN, Delta (https://t.co/m1ww5mzgHD), $VICR > Grid / energy storage - $FLNC, $BE, $FCEL > 600kW rack integration - Quanta (https://t.co/Nm2fUBkGzM), Hon Hai (https://t.co/ttZlth9vkp), $DELL, $SMCI, $PENG EARLY / WATCH ONLY > Quantum - IONQ, $RGTI, $QBTS (lottery tickets) > 6G buildout - $NOK, $ERIC, $KEYS, $AMPG > Humanoids - $AMBA, Harmonic Drive (6324.T), $ALGM, $VPG, $MOG.A > Photonic memory - pre-commercial, no investable pure-play. Tracking only

Open on X

@almacap114204May 26, 2026 · 6:06 AM

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 / fibre etc is a less touched on angle - I am currently digging into these names. Alpha is about asking the right questions at the right times $HLIT, $CLFD, $CXDO, $BDC, $NOK Missing from Saso's list is $ERIC, which may be a beneficiary of the recent US / Sweden MOU https://t.co/WhguJNdy6u

Open on X

@wolfgangkasperMay 25, 2026 · 8:45 PM

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 addressable market for edge AI explodes. The infrastructure layer is being laid right now. $ERIC $NOK $ASTS $QCOM $QRVO

Open on X

@photonbullMay 25, 2026 · 8:13 PM

Edge AI means running inference where the data is born, not shipping it to a distant cloud. The catch has always been the link between them. An agent reacting to the physical world still makes a round trip to a hyperscale data center, and 5G was never built for the latency, uplink, and reliability that real time agents demand. 6G closes that gap by design. It is AI native, with compute and inference embedded in the radio network itself, so base stations stop being dumb pipes and become the edge. MWC 2026 pulled this forward from a 2030 story to something already being built on top of 5G. The addressable compute footprint stops being a few hundred data centers and becomes millions of radio sites. Five large cap names I like with direct exposure: > $ERIC: A RAN prime building AI native 6G with Intel, direct beneficiary of the upgrade cycle. > $NOK: Nvidia backed, co developing AI RAN and embedding AI into base towers. The cheapest direct RAN expression. > $ASTS: The non terrestrial layer of 6G. Direct to device broadband from low orbit to unmodified phones, with 50 plus operator agreements, extending the network and its coverage edge beyond terrestrial towers to anywhere. > $QCOM: Edge and on device AI silicon plus the modem stack agents actually run on. > $QRVO: RF front end. New 6G spectrum and sub THz mean more radio content per device, and it is the smallest cap of the group.

Open on X

@bullofbritainMay 25, 2026 · 4:30 PM

$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 Open and Secure AI-Native Platforms " 6G is the next big telco capex cycle and everyone else seems to be focusing on Physical AI. The supply chain - Tier 4 Operators: $BT, $DT , $TMUS , $SKM - Tier 3 OEMs: $NOK, $ERIC, Samsung Networks - Tier 2 Chips: $MTSI, $QRVO, $LITE - Tier 1 Wafers: $IQE Why IQE is the biggest Photonics beneficary of 6G > IQE manufactures epi wafers for all four of the III-V families (GaAs, InP, GaN, and GaSb), with both MOCVD and MBE capabilities. > That breadth matters here because the 6G frontend doesn't use one material, it uses several layered together, and IQE is the only independent supplier that can sell into all of them from one footprint. > In April 2026. $MTSI led an £81M investment into $IQE. That is 83% of IQE's annual revenue. > Their telecom is up +41% YoY in FY25. We know this for a fact. That wafer demand prints onto future quarters.

Open on X

@aleabitoredditMay 5, 2026 · 7:36 AM

Just a recap of recent information discovery + likely mapping with $SIVE: -> $JBL 1.6T -> Lightmatter -> Ayar -> $MRVL Celestial -> Lightelligence -> $POET -> $GFS ecosystem -> $AMD CPO -> O-Net / Enablence -> $AAPL Silicon Photonics _ -> $YSS Golden Dome/DoD -> $RTX / $ERIC (Space) -> Bae Systems -> $AEVA With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META. With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu. On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B. And Sivers happens to be the bleeding edge for CPO (also starting from 0). This is definitely high-beta and volatile. But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year. This is just extremely early on (H1) before the CPO supercycle starts H2 2026.

Open on X

@aleabitoredditMay 1, 2026 · 6:02 AM

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 year, they're the literal bleeding edge for CPO lasers alongside $LITE and $COHR. At a $1.3B MC... For likely mapping: Photonics: $AMD CPO, $MRVL Celestial CPO, $JBL 1.6T, Lightmatter, Ayar, ALChip, GUC, O-Net (ELS), $POET. For Space + Defense: Golden Dome via $YSS, $RTX / $ERIC / Bae Systems. Silicon Photonics: $AAPL (Apple Watches). This is just a stupid amount of customers and it's still increasing. They can always TAM expansion downstream through IP acquisitions or vertically integrate to speedrun $LITE's $60B MC one day once they get more funding. 2. MSSCORP (6830): CPO monopoly over inspection at ~$1.2B. 100% monopoly over CPO yields, $TSM, $AMAT, $NVDA, $LCRX, $INTC, and others are all likely customers. "The company’s goal is to seize a 90 percent share of the CPO inspection market" This basically means 100%, they just don't want antitrust. If they defend their monopoly and CPO ramps, can easily see this worth ~$5B-$9B from $1.2B 3. Auros (322310): Samsung / SK Hynix supplier at ~$210M for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (either Samsung/Sk hynix), targets mass supply this year. They've been developing for the past decade, only to volume ramp two products from years of qualification H2 this year. Seems extremely likely to 3x to $630M if they switch to volume ramp, feels like an undiscovered gem in the Korean market? Of course, not sure how they play out and this is all speculative but high confidence supply chain mapping. But off the top of my head these three that I own are the most likely ones at this level.

Open on X

@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.

Open on X

@aleabitoredditMar 24, 2026 · 3:51 AM

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 grants ~$11.6M so far: 1. FR3 beamformer ICs with $ERIC and Raytheon $RTX. 2. EW Tech with $BA (LSE) BAE Systems With more coming funding from CHIPS in 2026 hinted by the CEO. Small caps almost never get this sort of support from the US government. You have a company sitting at $330M: That's critical to US National Security for their Semi arm. and Critical to Hyperscaler supply chains ( $MSFT, $META, $AMZN, $ORCL, etc) for Photonics through $MRVL Celestial, Ayar, Jabil, ONet, and others... The main question regarding scale vs. capex is now answered by Win Semi partnership. And the question regarding "CPO waiting" opportunity cost is now answered by the Jabil 1.6T pluggable ramp from OFC. $SIVE of the most unknown gems in the photonics space and I personally think this company should be $2B+ today.

Open on X

@investmentguru_Mar 7, 2026 · 1:30 PM

2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know The optical networking revolution is accelerating, and the investment landscape just got a whole lot more interesting. Here’s a breakdown of the key US stocks across the entire value chain: Optics Chips & Devices $INTC $COHR $NVDA $MRVL $NOK $CRDO $SMTC $AVGO $CSCO $LITE $POET $MTSI $ALAB SiPho/CMOS Fabs (the foundries making it all possible) $TSM $UMC $INTC $GFS $TSEM $STM $SKYT InP Device Fabs $COHR $LITE OSAT (Packaging) $ASX $AMKR EMS/Connectors $APH $CLS $FN $JBL Optical Fiber & Cable $GLW Compound Substrate Suppliers $AXTI Merchant Transceiver Vendors $COHR $LITE $AAOI System OEM Optics $ANET $CSCO $NOK $CIEN $HPE $DELL Networking Equipment $ANET $CSCO $NVDA $HPE $DELL Telecom Equipment $CIEN $NOK $ERIC The AI data center buildout is driving massive demand for optical connectivity. The picks-and-shovels play here isn’t just semiconductors — it’s the entire photonics stack. Not financial advice. DYOR.

Open on X

$ERIC

$ERIC

About this stock

Frequently asked

Related stocks