philrr

There is always a way, if the desire be coupled with courage.

[philrr @philrr__]

The setup, stripped of hype:
A clear category shift toward waveguide-fed 77 GHz radar (now visible in Infineon's own datasheet) + reference design foothold with the leading chipmaker + traction across multiple Tier-1s + a genuine volume ramp underway.
Execution and competition still matter. But this is a leader in the right category, still priced cautiously.
Smart money will soon catch up on the moat. 📡🚗
Disclosure: I'm long $GAPW-B. Not financial advice. DYOR.

[philrr @philrr__]

The 77 GHz radar shift just broke the traditional auto-hardware playbook. 📉
Infineon $IFX is now in mass production with the CTRX8188F, its first 8Tx8Rx imaging radar transceiver.
Straight from the datasheet: "76-81 GHz Radar Transceiver with Antenna Feed in Package," with TX/RX channels "in form of waveguide ports." Not PCB traces.
Why this matters for Gapwaves $GAPW-B. 🧵👇

[philrr @philrr__]

At a ~621 MSEK market cap, the market is still largely pricing Gapwaves as a pre-commercial story.
What this arguably misses is that the company is already a leader in waveguide-fed automotive radar antennas, the exact category that Infineon's latest datasheet now validates as the direction of travel, with real volume beginning to ramp.

[philrr @philrr__]

This 10-year deal permanently shifts the model toward recurring production revenues. The market still prices Gapwaves as a pre-commercial project, completely overlooking the structural pivot to volume-driven growth.
#Gapwaves #AutomotiveRadar

[philrr @philrr__]

Gapwaves $GAPW-B transition from the Gothenburg pilot line to automated high-volume contract manufacturing for Valeo at Frencken in China is now complete.
This is the definitive commercial milestone and exactly what long-term holders have been waiting for. 🧵👇

[philrr @philrr__]

Massive scale-up ahead: Combined with HELLA, guided volume is ~4.5M antennas in 2026, rising to 10M in 2027.
To put that in perspective: 2026 volume alone is ~3x the entire cumulative production since the company was founded.

[philrr @philrr__]

The structural shift from volume cable seller to high-margin full-stack IT/OT solutions provider is already underway.
Once RUCKUS integrates and deleveraging accelerates, a fundamental re-rating becomes very likely. Most are still looking the other way.
Full analysis here: https://t.co/FhizgZ07mW
(Disclosure: I own shares in $BDC. Based on public info & OSINT. DYOR.)

[philrr @philrr__]

https://t.co/wCxi64Ye0b

[philrr @philrr__]

Most investors are still sleeping on the real infrastructure layer behind autonomous factories and Physical AI.
$BDC is quietly becoming the critical hardware chokepoint, and the market is pricing it like a boring legacy cable company.🧵👇

[philrr @philrr__]

The market is focused on temporary leverage and near-term noise.
Result: $BDC trades at only around 14 to 15 times forward earnings versus around 32 times for the broader tech average.
What they are missing is a clear path to rapid deleveraging plus structural margin expansion as the solutions mix grows. This is a classic mispricing window.

[philrr @philrr__]

Riktigt bra! Men om det går att lösa så skulle det vara önskvärt om valutaväxlingen fortsatt kunde ske automatiskt när man handlar, mellan alla olika valutapar? Att man t.ex kan välja vid orderläggningen vilken valutaficka man vill betala ifrån.
Så slipper man krångla med att manuellt växla dem gångerna man t.ex säljer en aktie i en valuta för att direkt köpa en som handlas i en annan :)

[philrr @philrr__]

https://t.co/wCxi64Ye0b

[philrr @philrr__]

@__Con_ Gapwaves $GAPW

[philrr @philrr__]

When you actually map the full TAM across automotive, defense, space, and 6G, the current valuation starts to look ridiculous.
The market is too busy with short-term noise to see the bigger multi-vertical picture being built.

[philrr @philrr__]

The market is treating $GAPW-B like some irrelevant auto supplier that’s just waiting for the car cycle to save it.
That take is lazy and completely misses what’s actually happening. 🧵

[philrr @philrr__]

Through Sensrad, Gotmic, and $ERIC, Gapwaves is building real exposure in defense and high-frequency communications, verticals with structurally growing demand that have nothing to do with automotive.