AIP US ( Arteris) LongThe company specializing in the development of semiconductor intelligent solutions, including interconnect technologies (Network-on-Chip, NoC) and software for automating the design of systems-on-chip (SoC)
Main products:
NoC IP: FlexNoC, Ncore, CodaCache — provide efficient communication inside chips.
Software solutions: Magillem, CSRCompiler — automate the integration of SoC components
Arteris announced a collaboration with AMD to supply FlexGen NoC IP in next-generation chiplets for AI chips
In Q2 2025, revenue reached $16.5 million (forecast $16.35 million), and EPS was -$0.11 (in line with estimates). The company also increased guidance for the full year
Expect another rise to test the level of the open gap
AIP
PLTR: some consolidation before earningsThe market needs to get used to the price range for a short while. We'll bounce between 20 & 26 prior to earnings, which I believe will be promising. It may be a sell the news event but only if the earnings "just" beat expectations - as that would be disappointing to the street given all the hype Karp has been pushing. If we get a big surprise, it'll add fuel to the fire that is the AI hype train currently at play.
Not trading advise, but the next major resistance level looks to be where we left a gap back in early 2021 - $32



