AEVA Aeva Technologies, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
01:32
09 авг
09 авг
Watch JBL, AEVA, POET, GFS progress
Watch JBL, AEVA, POET and GFS as potential commercial-progress catalysts for the pluggable-optical opportunity; author flags them for future POs/qualifications, not ownership.
Сред.
09:06
07 авг
07 авг
Analyzes AEVA pivot into AI optical connectivity
Analyzes AEVA's strategic pivot into AI optical connectivity as a response to slow automotive LiDAR commercialization, no directional view.
Сред.
04:00
07 авг
07 авг
Long AEVA in Physical AI multi-year portfolio
Author discloses current ownership of AEVA within a Physical AI multi-year portfolio; strong single-day price action reinforces conviction, with position held for long-term thesis rather than near-term trading.
Сред.
19:30
06 авг
06 авг
Watch AEVA: real IP, financing dilution risk.
Watch AEVA: the silicon-photonics/FMCW LiDAR IP and Daimler/NVIDIA partnerships are credible, but forecast misses, cash burn, and financing/dilution risk outweigh them. No explicit author position.
Сред.
19:26
06 авг
06 авг
Watch AEVA pending optical qualification clarity
Watch AEVA rather than buy or short: the optical-connectivity optionality is already priced, near-term fundamentals lag, and qualification/ramp/dilution risks remain unresolved. Wait for de-risking or a valuation reset toward the low-$20s or below.
Сред.
17:56
06 авг
06 авг
Included in swing trading focus list.
Included in a swing trading focus list, no specific directional catalyst provided.
Низ.
14:40
06 авг
06 авг
AEVA surges on NPO/CPO space entry.
Notes AEVA surging after announcing its entry into the NPO/CPO space.
Низ.
14:30
06 авг
06 авг
Author celebrates strong gains in his Physical AI portfolio, explicitly framing AEVA, BKSY.
Author celebrates strong gains in his Physical AI portfolio, explicitly framing AEVA, BKSY, and VPG as positions built from scratch with entry levels and theses, while OUST and INDI are mentioned as after-hours watch items.
12:23
06 авг
06 авг
Author holds large AEVA position in Physical AI
Author discloses a current large position in AEVA within a Physical AI thematic portfolio, framing it as a meaningful holding that offsets a missed gain elsewhere in the same theme.
Сред.
11:05
06 авг
06 авг
AEVA hyperscaler JDA for AI optical connectivity reported
AEVA named as party to a JDA with an undisclosed hyperscaler (speculated MSFT/META/AMZN) for AI data center optical connectivity; author's directional thesis is on SIVE, not AEVA directly.
Сред.
11:00
06 авг
06 авг
AEVA could reach hyperscaler scale
Buy AEVA on the view it could scale to hyperscaler-tier status comparable to META, MSFT, or AMZN — an extremely thin, speculative re-rating thesis with no concrete catalyst provided.
Сред.
05:17
06 авг
06 авг
AEVA rose about 20% after reporting, the strongest positive reaction among the four named companies, pointing to a favorable earnings read-through.
AEVA rose about 20% after reporting, the strongest positive reaction among the four named companies, pointing to a favorable earnings read-through.
Risk: The author did not explicitly disclose a position, and post-earnings momentum can reverse quickly.
04:42
06 авг
06 авг
"AEVA long on robotics/photonics upside"
"Buy AEVA as a speculative high-beta story stock showing signs of a floor; robotics and photonics exposure offers upside potential, with acknowledged risk."
Сред.
04:21
06 авг
06 авг
Aeva CPO/NPO entry surprises positively at earnings
Aeva announced entry into CPO/NPO optical connectivity with a JDA for hyperscaler deployment; author notes it as the sole positive earnings outcome from their mapped plays, no explicit directional commitment on AEVA itself.
Сред.
04:12
06 авг
06 авг
Watch AEVA/SIVE CPO/NPO hyperscaler opportunity.
Watch AEVA and SIVE after Aeva's JDA with an optical engine player for a major hyperscaler: Aeva gains CPO/NPO source TAM while Sive is the likely CW DFB laser/amplifier supplier. No explicit position stated.
Сред.
22:02
05 авг
05 авг
Aeva enters AI data-center optical connectivity market
Aeva launched a new optical connectivity business for AI data centers and signed its first hyperscaler customer agreement, with deployment targeted 2H27 and production ramp in 2028 — a new revenue vector beyond its LiDAR business.
Сред.
20:59
05 авг
05 авг
Notes post-earnings move but avoided trading
Notes 18% post-earnings move but states he avoided trading the event.
Сред.
20:39
05 авг
05 авг
Author highlights AEVA's 15% after-hours move and a 2027 NPO while noting both big upside.
Author highlights AEVA's 15% after-hours move and a 2027 NPO while noting both big upside and downside potential, framing it as educational rather than a directional position.
Низ.
04:22
26 июл
26 июл
The author mentions Aeva in response to a question about which company is being discussed.
The author mentions Aeva in response to a question about which company is being discussed, providing a factual identification rather than a trade recommendation.
Низ.
04:22
26 июл
26 июл
Author picks AEVA over Sivers Semiconductors when directly asked to choose between the two.
Author picks AEVA over Sivers Semiconductors when directly asked to choose between the two, implying a preference for AEVA as the better opportunity.
Сред.
02:11
26 июл
26 июл
Avoid AEVA; speaker explicitly declines any position.
Avoid AEVA; speaker explicitly declines any position, expressing skepticism while acknowledging potential upside they don't believe in enough to act on. No specific catalyst cited.
Сред.
11:06
20 июл
20 июл
Speaker highlights AEVA as a story stock with robotics/photonics exposure but gives no.
Speaker highlights AEVA as a story stock with robotics/photonics exposure but gives no directional commitment.
Низ.
02:31
14 июл
14 июл
Author discloses initiating a small starter position in AEVA.
Author discloses initiating a small starter position in AEVA, citing (via quoted context) growing robotics/embodied AI demand signaled by LG Electronics' R&D hiring push into 3D spatial reasoning and robot foundation models — a potential catalyst for LiDAR/sensing names.
Сред.
02:29
14 июл
14 июл
Author replies with a smiley to a job posting for embodied AI research.
Author replies with a smiley to a job posting for embodied AI research, implying AEVA is a beneficiary but not stating a position.
Низ.
13:05
08 июл
08 июл
Watch AEVA as a SIVE ecosystem partner targeting high-volume manufacturing around Q4 2026.
Watch AEVA as a SIVE ecosystem partner targeting high-volume manufacturing around Q4 2026. Supply-chain mapping context, not an author-owned position.
Сред.
20:11
07 июл
07 июл
Watch AEVA as a beneficiary of a potential ban on Chinese lidar.
Watch AEVA as a beneficiary of a potential ban on Chinese lidar; optical players powering Aeva also see increased revenue, but author unsure of catalyst's impact.
Сред.
19:53
07 июл
07 июл
Buy Western lidar makers as Hesai Technology faces US national security scrutiny over firmware.
Buy Western lidar makers as Hesai Technology faces US national security scrutiny over firmware vulnerabilities, likely triggering regulatory exclusion of Chinese lidar from Western OEM supply chains and redirecting demand to domestic alternatives.
Сред.
19:49
07 июл
07 июл
Monitor AEVA as a Western lidar player that could benefit from reduced competition.
Monitor AEVA as a Western lidar player that could benefit from reduced competition; no position disclosed.
Сред.
08:24
06 июл
06 июл
Watch AEVA as a laser/photonics name entering high-volume manufacturing H2 2026.
Watch AEVA as a laser/photonics name entering high-volume manufacturing H2 2026; mentioned as ecosystem context alongside SIVE, not an author position.
Сред.
Об аналитическом покрытии AEVA
Buzzberg отслеживает AEVA (Aeva Technologies, Inc.) в 15 источниках. Бычьих сигналов: 14, медвежьих: 0, от 14 аналитиков. Сентимент преимущественно бычий (21%). Всего отслеживается 67 торговых идей. За последние 7 дней: бычьих: 4, наблюдение: 15. Последние спикеры: aleabitoreddit, photoncap, crux_capital_.