So I initiated a new position today.. I was hunting for pure play AI exposure without paying insane mega cap multiples, and found $CEVA. They don't make physical chips, they license the intellectual property (IP) blueprints for low power wireless, smart sensing, and Edge AI. The Financial Turning Point: The Q1 2026 numbers just proved the ship is turning. Revenue hit $27.0M (up 11% YoY), beating Wall Street estimates. But the real story is licensing revenue, which surged 18% to $17.8M, a 3 year high. This means chip designers are aggressively spinning up new projects using CEVA's tech today. Insane Financial Leverage: Because they run a pure IP model, they boast ridiculous 87% non GAAP gross margins. Once these upfront licensing wins transition into mass production, high margin royalties flow straight to the profit line. Non GAAP EPS hit $0.04 last quarter, doubling analyst expectations. The Shift to "Physical AI": AI is rapidly moving out of massive data centers and onto local devices (the Smart Edge). CEVA’s NeuPro NPUs handle heavy AI workloads locally without killing batteries. Advanced Edge AI now commands over 20% of their total licensing business and is growing fast. ——— CEVA’s AI architecture is baked into the Renesas R-Car platform, which is actively shipping inside the mass volume 2026 Toyota RAV4. They are deeply embedded in NXP Semiconductors' next gen software defined vehicle (SDV) processors. ———— The Arm Multiplier: CEVA recently joined forces with $ARM in the Arm Total Design ecosystem. They are co developing integrated 5G and satellite chiplets that fuse Arm CPUs with CEVA wireless blocks. This gives them a massive, direct pipeline to Arm’s entire global customer base. Built Like a Fortress: CEVA is a small cap with zero long term debt and $215M in liquid cash. That cash alone makes up roughly 18% of their entire $1.2B market cap, giving them a massive safety net to fund R&D and absorb market volatility. I believe these new (also some not announced) licensing wins may trigger an absolute hyper growth wave of royalties. With the foundation set and macro tailwinds blowing hard toward ultra low power Edge AI, $CEVA is sitting right in the sweet spot.

$AVGO earnings today. Everyone watches the $2T giant. Gimme 500$ Full send. Bullish af Three under-the-radar names 👇 🔹 $SKYT 🔹 $AMBA 🔹 $CEVA All under $5B market caps. Repost. Bookmark. Subscribe $1. $SKYT SkyWater Technology is one of the few U.S.-based pure-play semiconductor foundries. 🇺🇸 Domestic manufacturing ⚛️ Quantum computing exposure 🛡️ Defense & aerospace contracts 📦 Advanced packaging expansion 2025 revenue grew 29% to a record $442M. The acquisition of Fab 25 in Texas dramatically increased manufacturing capacity and positions the company to benefit from semiconductor reshoring and CHIPS Act initiatives. The upcoming $IonQ acquisition also highlights the strategic value of SKYT’s manufacturing capabilities for next-generation quantum technologies. Notable projects and partnerships: 🔬 Working with $QTBS D-Wave on superconducting quantum technologies and fabrication. 🔬 Partnered with Silicon Quantum Computing (SQC) to advance scalable quantum hardware development. 🔬 Collaborating with QuamCore on next-generation superconducting logic and quantum architectures. 🔬 Expanding advanced packaging operations in Florida focused on heterogeneous integration and next-generation chip packaging. 🔬 Long-term supply agreements tied to Infineon’s Fab 25 operations provide recurring manufacturing demand. 🔬 Trusted Category 1A accreditation supports defense and aerospace semiconductor opportunities where secure domestic production is critical. $AMBA Ambarella may be one of the purest edge AI semiconductor plays in the market. 🤖 Edge AI processors 🚗 Autonomous driving & ADAS 📹 Computer vision 🚁 Drones & robotics Fiscal 2026 revenue grew 37% to a record $390.7M. More than 80% of revenue now comes from AI-focused products. The company has over 370 active AI projects and partnerships across automotive, security, robotics, and industrial markets. Many investors know $NVDA Notable projects and partnerships: 🚗 Strategic partnership with Continental to develop advanced driver-assistance and autonomous driving platforms. 🚗 Automotive deployments with companies including Audi and Leapmotor. 📹 Major long-term relationship with Hanwha that could exceed $800M over the life of the agreement across AI-powered security systems. 🤖 Expanding adoption of its newest CV7 and CV75 edge AI processors across robotics, industrial automation, and smart city infrastructure. 🚁 Growing presence in drones, machine vision, and physical AI applications where low-power edge inference is becoming increasingly important. 📱 Developer Zone ecosystem gives customers low-code tools to accelerate deployment of AI vision applications across industries. $CEVA CEVA is the picks-and-shovels play. Instead of manufacturing chips, it licenses the intellectual property that powers them. 🧠 AI processing IP 📶 Wireless connectivity IP 🚗 Automotive systems 📱 IoT devices Q1 licensing revenue hit the highest level in three years. Gross margins remain near 90%. Notable projects and partnerships: 🚗 CEVA AI technology is being integrated into Renesas automotive platforms, including systems supporting future vehicle intelligence and ADAS functions. 🚗 Partnered with NXP on software-defined vehicle platforms and real-time automotive processing solutions. 🧠 NeuPro-Nano and SensPro AI architectures target edge AI inference, sensor fusion, computer vision, and physical AI workloads. 📶 Strong momentum in Wi-Fi, Bluetooth, UWB, and 5G connectivity IP as connected devices continue expanding globally. 📱 MediaTek uses CEVA technology in advanced audio and mobile platforms. 📷 Novatek utilizes CEVA AI vision technology in camera and imaging applications. 🚘 BOS Semiconductors selected CEVA technology for advanced automotive and ADAS chip development. Three different ways to play the same long-term semiconductor trend.

Thank u so much for your help Julie. U suggested that my husband contact his neurologist and to review Neupro. He was only sleeping one night in seven, he is now sleeping 6 nights in seven after stopping his Neupro completely. U are a 🌟

Can't choose between 'Just drink milk, we all get aches & pains as we age' after 4 days/nights zero sleep/rest hallucinating/withdrawing from poisonous #DopamineAgonists OR the top 'expert' on #RLS at #Kings suggesting I start #Neupro after the hellish withdrawal. #Ignorance

🔥 Bullish on $CEVA and here’s why: • 68% market share in Wireless Connectivity IP • AI now 20% of licensing revenue • 10 NeuPro NPU deals signed in 2025 • 87% gross margins • $221M cash, minimal debt • Q1 2026: revenue 11% YoY, licensing 18% • Analysts targeting $42–$48 • Turning GAAP profitable in 2026 Pure-play edge AI connectivity IP. No fab risk. This is a sleeper. 👀 #CEVA #EdgeAI #Semiconductors

$CEVA just went full beast mode on the tape. Momentum isn’t building anymore - it’s exploding. The shorts who laughed last month are bleeding out right now. But here’s what has me wired: this move isn’t random. Something bigger is cooking. The shorts got smoked because they missed the AI royalty landmine ticking under $CEVA. 2025 wasn’t just “good” - it was the inflection. AI licensing exploded to >20% of total licensing revenue. 10 fresh NeuPro NPU deals signed. One of them is a strategic monster with a top-tier PC OEM. They don't disclose the exact name, but mention vague words like "one of the world’s leading PC original equipment manufacturers" and “a global PC and smart-device leader”. But they are doing this deliberately. IP licensing deals with major OEMs almost always stay under NDA until the customer decides to brag (or until silicon ships and royalties start printing). Silicon coming online by late 2026. Royalties haven’t even started printing yet. But here’s the dirty little secret the retail is sleeping on: Microchip went all-in at the end of 2025. Long-term, portfolio-wide license for the entire NeuPro family - from tiny edge devices to GenAI beasts. This isn’t one random design win. This is embedded AI infrastructure getting Ceva-powered across billions of devices. Physical AI isn’t coming. It’s already shipping. Then you layer on the new IP weapons: * NeuPro-Nano just won AI Product of the Year at embedded world 2026. * Ceva-Waves UWB just dropped — 30x ranging, 4x data rates, IEEE 802.15.4ab compliant. All this does not look like an incremental upgrades. They’re moat expanders for hearables, automotive, industrial, and secure access. The kind of IP that prints recurring high-margin licensing future royalties for years. Management just guided 8-12% revenue growth 35-40% op income growth for 2026. Higher in 2H. Q1 earnings drop May 11. After a record Q4 and the cleanest balance sheet in years, this move isn’t random. It’s coiled. The tape is screaming what the shorts still refuse to accept: $CEVA is no longer just an IP company. It’s becoming the picks-and-shovels king of Physical AI. And I do believe that the real explosion is still ahead. Watch May 11. If the royalty commentary hits even mildly constructive… You’ll see why the smart money is already positioned. And why the bleeding shorts still have no cover. None of this appears to be just incremental upgrades. Momentum isn’t fading. It’s just getting started. I am following for the next leg.

Vedetonga de cuarta mi viejo laburo de los 14 años tiene 80 años y cáncer, un solo riñón, diabetico y parkinson. Cada caja de parche neupro sale 2 millones de pesos. Te deseo lo mismo para tu familia y ver como subre y se entumece primero las piernas hasta la garganta y se mueren

Ceva’s NeuPro-Nano NPU Wins Artificial Intelligence Award at embedded world 2026 Ultra-efficient NPU IP recognized for advancing edge AI in resource-constrained devices... ow.ly/1l7b50YtbPT

Ceva’s NeuPro-Nano NPU Wins Artificial Intelligence Award at embedded world 2026 Ultra-efficient NPU IP recognized for advancing edge AI in resource-constrained devices... ow.ly/1l7b50YtbPT

Ceva’s NeuPro-Nano NPU Wins Artificial Intelligence Award at embedded world 2026 Ultra-efficient NPU IP recognized for advancing edge AI in resource-constrained devices... ow.ly/1l7b50YtbPT

Ceva’s NeuPro-Nano NPU Wins Artificial Intelligence Award at embedded world 2026 Ultra-efficient NPU IP recognized for advancing edge AI in resource-constrained devices... ow.ly/1l7b50YtbPT

RANK SESSION! W/ @Neupro @iiDahza X: @Ronnywrld twitch.tv/ronnywrld

Hi, Thank u for the information on dopamine agonist, in January. MY husband has successfully stopped completely Neupro patches. It was very difficult stopping from 4mg to 0 and also stopping his antidepressants. His improved 50%, Iron Infusion shortly for low ferritin levels

RANK SESSION! W/ @Neupro @iiDahza X: @Ronnywrld twitch.tv/ronnywrld

Rotigotine or Neupro. It provides continuous delivery over 24 hours, helping with motor issues like tremors, stiffness, and slowness

Ceva Enhances NeuPro-Nano NPU Ecosystem with Addition of Sensory’s TrulyHandsfree Voice Activation Sensory’s industry-leading embedded voice wake word technology is now available for NeuPro-Nano, enabling ultra-low power, always-on applications in... ow.ly/h93f50XWTat

RANK SESSION! W/ @Neupro @iDahza X: @Ronnywrld twitch.tv/ronnywrld

Ceva Enhances NeuPro-Nano NPU Ecosystem with Addition of Sensory’s TrulyHandsfree Voice Activation Sensory’s industry-leading embedded voice wake word technology is now available for NeuPro-Nano, enabling ultra-low power, always-on applications in... ow.ly/h93f50XWTat

24 HR RANK SESSION! W/ @Neupro @iDahza X: @Ronnywrld twitch.tv/ronnywrld