u/vantrivs
Reddit r/investing
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
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| Calls | 0/10 | 0/10 | 0/10 | 0/10 | 0/10 | 0/10 |
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 22
$19.10
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The author argues BeammWave's distributed digital beamforming technology solves a major mmWave 5G problem and is protected by a patent fortress, with the RF-chip bring-up now completed and thereby removing the main remaining technical risk. Large customers/partners are integrating the chips in FWA, CPE, defense and smartphone prototypes, with management expecting volume chip orders in late 2026/early 2027 and 3GPP players like Murata and Sony advocating for the architecture as a 6G reference. Funding is secured and institutional investors were brought in via directed share issues, which the author expects to make the current ~100m USD market cap look cheap. Main stated risks are that BeammWave is still unprofitable and has yet to secure large orders of volume-qualified chips.
Semiconductors
Showing 1 of 1 calls · sorted by mentions
u/vantrivs has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: BEAMMW-B.ST.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
