Serenity
2026.03.23 02:37

If you don't remember:

$Aeva Tech(AEVA.US) was my long for 4D Physical AI + World Models.

-> LG $50m in $Aeva Tech(AEVA.US) 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 $Jabil(JBL.US) to CPO in $Marvell Tech(MRVL.US) Celestial.

Is the likely 4D AI CW laser supplier for humanoids and 4D physical AI.

One highly possible mapping:

-> $SIVE -> $Aeva Tech(AEVA.US) -> $LG -> Boston Dynamics.

Both $SIVE and $Aeva Tech(AEVA.US) were my two longs, but frontier sectors in 4D Physical AI to photonics tend to overlap.

Source: Serenity

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