Aeva Technologies matters because LiDAR is the eyes of physical AI, letting robots perceive, map and understand the world while semiconductors act as its brains. Aeva is expanding beyond automotive into industrial sensing and smart infrastructure and is backed by Nvidia. It is also a small cap with elevated short interest, and its recent breakout VWAP held during the pullback to the 21-day EMA. x.com 

Aeva is shifting from concept stock to execution story, and a large production design win with an unnamed top-10 European passenger OEM is the key catalyst. Its 4D FMCW lidar measures per-point velocity as well as position, resists glare and interference, and could extend into silicon photonic AI data center interconnects. Deployments in industrial, trucking (Daimler, Bendix) and smart cities diversify revenue, and a $115 million June raise removes insolvency or dilution risk for 18-24 months. … Show more

Aeva Technologies' new hyperscaler optical connectivity deal raises risk rather than removing it. The multi-hundred-million-dollar deal faces hurdles before ramping in the second half of 2027, and it is a new product category for a company with $6M of quarterly revenue. The stock has again hit resistance around $28. x.com 

Aeva could triple to about $78 a share by 2029 as its new optical-source business adds to its LiDAR revenue. Management guides to millions of near-packaged optics units for a major hyperscaler, which could mean $300M of revenue by 2029 as volumes ramp in 2028, on top of the roughly $522M analysts expect from perception. Risking combined revenue at 80%, about $657M, a 12x sales multiple like optical peers gives $7.8B, assuming dilution to about 100M shares from SBC, raises and warrants. x.com 

Aeva's optical connectivity launch and a new hyperscaler deal set the stage for major revenue growth in 2027. x.com 

Aeva is opening a new market as an optical source for co-packaged and near-packaged optics, backed by a hyperscaler program. It signed a joint development agreement with an optical engine player for deployment at a major hyperscaler in H2 2027 and a production ramp in 2028, using its existing high-volume manufacturing and foundry supply chain for external and on-chip light sources. That is also a positive read-through for upstream laser supplier Sivers. x.com 

Ouster has a lot of long-term upside as lidar gains traction, and at a $2.2 billion market cap it could make a Rigetti-like move if lidar takes off, since small starting caps allow outsized gains. It is preferable to Nokia, whose $78 billion market cap limits upside. The wedge breakout has already had its pop, though, so it is not worth chasing now. x.com  x.com 

Aurora Innovation should be worth at least Waymo's $120-130B valuation at scale, a future floor rather than a ceiling, making it a 10-bagger in plain sight. Per @TechEquityEng, CEO Chris Urmson, a Waymo co-founder, confirmed fully driverless L4 deployment is imminent, with hundreds of autonomous trucks on the road this year scaling to thousands next year, while Waymo has roughly 4,000 vehicles today. x.com  x.com  x.com