🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-23 09:52:58时区推断·⟳ 抓取 06-03 23:11:29回填·⚡ 决策 06-18 00:22:38·131.8 天前
KOL分享AEVA投资逻辑并挖掘二阶供应商，底层LG投资为旧闻无新催化
📄 原文Serenity↗ 原文
If you don't remember: $AEVA was my long for 4D Physical AI + World Models. -> LG $50m in $AEVA to co-develop FMCW 4D L…
不做 AEVA.US
KOL重申旧有投资逻辑，底层LG投资50M为旧闻（If you don't remember），无新催化剂，缺乏交易edge。
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原文全文
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If you don't remember:
$AEVA was my long for 4D Physical AI + World Models.
-> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids
-> LG (Boston Dynamics vision spuplier).
But...
Guess who makes those CW lasers for FM-CW Lidar?
The very same company for scaling photonics with 1.6T+ pluggables with $JBL to CPO in $MRVL Celestial.
Is the likely 4D AI CW laser supplier for humanoids and 4D physical AI.
One highly possible mapping:
-> $SIVE -> $AEVA -> $LG -> Boston Dynamics.
Both $SIVE and $AEVA were my two longs, but frontier sectors in 4D Physical AI to photonics tend to overlap.
$AEVA was my long for 4D Physical AI + World Models.
-> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids
-> LG (Boston Dynamics vision spuplier).
But...
Guess who makes those CW lasers for FM-CW Lidar?
The very same company for scaling photonics with 1.6T+ pluggables with $JBL to CPO in $MRVL Celestial.
Is the likely 4D AI CW laser supplier for humanoids and 4D physical AI.
One highly possible mapping:
-> $SIVE -> $AEVA -> $LG -> Boston Dynamics.
Both $SIVE and $AEVA were my two longs, but frontier sectors in 4D Physical AI to photonics tend to overlap.
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