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Why did the European/Chinese conglomerate cross the road? To infiltrate GameStop's HQ, duh!
Why did the European/Chinese conglomerate cross the road? To infiltrate GameStop's HQ, duh!
Why did the European/Chinese conglomerate cross the road? To infiltrate GameStop's HQ, duh!
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This analysis focuses on four companies—AmpliTech Group (AMPG), Gilat Satellite Networks (GILT), RADCOM Ltd. (RDCM), and CEVA Inc. (CEVA)—that operate in critical layers supporting satellite communications and 5G infrastructure, complementing AST SpaceMobile’s satellite layer business. AmpliTech (AMPG) specializes in ultra-low-noise RF amplifiers and ORAN 5G radios, critical for satellite ground systems. It showed remarkable growth with FY2025 revenues up 163%, guided for $50 million revenues in FY2026 (about 100% growth), and achieved positive EBITDA in Q3 2025 after strategic margin compression investments to secure Tier 1 customers. AmpliTech has no debt and modest cash reserves ($8.4M), with concentrated customer exposure posing execution risk. Gilat Satellite Networks (GILT) delivers satellite gateways, terminals, and network management across commercial, defense, and international markets. It grew revenues 58% YoY in Q3 2025 to $158 million, raised 2025 revenue guidance to $435-$455 million, and improved operating income with strong cash generation. Gilat benefits from secular growth in in-flight connectivity and multi-orbit satellite markets, maintaining a strong balance sheet with low leverage. RADCOM (RDCM) provides AI-driven network analytics and telecom traffic monitoring software. It reported 16-19% YoY revenue growth in 2025, achieving positive GAAP and non-GAAP operating incomes, with the highest margins (20.9% non-GAAP operating margin). RADCOM has a strong cash position, zero debt, and solid recurring revenue from cloud-native 5G network assurance, positioned well for telecom digital transformation. CEVA (CEVA) licenses DSP and AI processor IP targeting wireless connectivity and AI acceleration. While revenue growth is modest (\~4% YoY) and GAAP losses persist due to heavy R&D investment, CEVA shows very high gross margins (\~88%) and positive trends in AI-related licenses, including partnerships with major semiconductor manufacturers. The balance sheet is strong with $162M cash and no debt. In comparison to AST SpaceMobile (ASTS), which is a high-risk, early-stage satellite network provider with large market cap but little current revenue, these four companies offer more immediate cash flows, profitability, and critical complementary infrastructure exposure at significantly lower valuations. Risks across the group include customer concentration (especially AmpliTech), geopolitical tensions (impacting Gilat’s defense contracts and market environment), competitive pressures from larger integrated operators, and the challenge of keeping pace with rapid technological standards and AI commoditization (notably for CEVA). Given their differentiated roles in the 5G-satellite ecosystem, substantial recent growth, improving profitability, and strong balance sheets (except for CEVA’s net loss but offset by robust cash and R&D investment), these companies present compelling opportunities for investors seeking exposure to the evolving satellite and telecommunications infrastructure market beyond the speculative AST SpaceMobile stock. Recommendation: BUY with 80% confidence based on strong growth rates, increasing margins, visible revenue pipelines, and strategic positioning as foundational providers in ground and signal-processing layers critical for global satellite and 5G network scale-up.
#TLDR --- **Ticker:** CEVA **Direction:** Up 🚀 **Prognosis:** Buy Shares or LEAPS before next earnings **Catalyst:** High margin Edge AI/IP licensing (The "Landlords" of chips) **Dietary Preference:** Crayons 🖍️
CEVA Inc. is also well-positioned but sells more software than encoding. Ambarella is also a major player. VPG remains my favorite among sensors.
I buy lucrative developing companies in aerospace and defense…….. My first year started with $3500, I’m in my 3rd year sitting on $35,000….. you may want to try doing some research on up and coming companies that have disruptive technologies that don’t have a lot of competitors. I can only buy and sell stocks with 50% of my 401k. The other 50% has to go into target funds. ACHR, LUNR, RKLB, HWM, BE, NTAP, RDW, CEVA have all given me very respectable returns. I’m limited to 30 trades per month. I swing these trades with a target of 4% upside and set tight stop losses. Yes, I’m gambling. But it’s winning
Amazon logistics is a joke. I ordered a shed build kit from Amazon. 1st they deliver half the shed (1 of 2 pallets), then they make a new order and send 2 pallets with this company called CEVA, on the day of scheduled delivery CEVA emails me and says they can't deliver it because it's too big and heavy (3000lbs) so they send it back to Amazon. I call and complain to Amazon so they make a 3rd order and assure me they will use someone else to deliver. I get a new tracking order a few days later and it's a CEVA tracking number lmao. Guess what happened with that delivery? Yup same exact thing. So a month of waiting and still no shed. I cancelled and got my $3000 back from Amazon. What a joke! I guess I'll try Home Depot instead.
CEVA $800m+ market cap. SSFT is voluntarily delisting and going private
CMA CGM won't sell CEVA to Maeresk. They are gobbling up other LSPs at the same rate. GEFCO, Ingram Micro CLS, Colin Prieve.
Lol you don't know what you're talking about regarding Eagle (now CEVA) AND Jim Crane.
This looks more and more like the EGL/CEVA and Crane Worldwide Logistics shenanigans by the ~~day~~ meme-it.
Hol'up, is that the same group that owned GameStop's headquarters and now leases a warehouse to them across the street? Why yes it is. They also heavily invested in AMC during the EGL/CEVA shitshow.
Eagle Global Logistics, EGL Inc., Crane Worldwide Logistics (Crane Capital Group), CEVA (Apollo Global Management), CMA CGM (CMA CGM Group)
CEVA Logistics is Jim Crane crew.
I have several hundred very damaging pieces of evidence to support each and every claim I make. The wildest imaginations can't make shit like this up. Look how long ago Jim Crane's Eagle Logistics purchased that commercial address before CEVA owned it. That is not a coincidence.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: MLP CEVA. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
What is going on with CEVA? It's up +9.3% today, but I cannot find any news.
Um... PLTR’s participation here isn’t exactly key. They’re just one of a bunch of companies nominally signed up to reduce their aviation related emissions. “””” As inaugural participants, the following companies are taking a lead within their respective industries, reducing their aviation-related impact on the environment at the source, and creating demand for more SAF production. Autodesk Boston Consulting Group CEVA Logistics Deloitte DHL Global Forwarding DSV Panalpina HP Inc. Nike Palantir Siemens Takeda Pharmaceuticals “”””
Comapnies that are building up infra for 5G/ anything IoT related. Just got a bunch of AMD and CEVA