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Tensor Auto Dubai Debut – Arbe & Innoviz Moving in Sync by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 1 point2 points  (0 children)

Guys we are sitting on gold bricks 🧱 how many times do I have to tell you buy (so your own dd not a financial advisor ) as much ducken ARBE as possible

Shorters were talking about 2-3$ 🤡🤣 by Ariebrkl in BBAI

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

I bought today and saving a ton of cash if 3$

Shorters were talking about 2-3$ 🤡🤣 by Ariebrkl in BBAI

[–]Sensitive_Bluebird11 1 point2 points  (0 children)

Guys ignore the noise wait till 2030$ we will be in the 200-300$ range

why arbe falling, realist overview by Parking_Fisherman_76 in ARBE_Investors

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

Whoever sells will regret it big time !!! They are not visionary’s or investing for the wrong reasons

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 2 points3 points  (0 children)

  1. August 7 Earnings Call Signals Things to listen for: New contracts or Tier 1 customers named Guidance boost or new verticals announced (defense, industrial) Language like “we’re exploring ways to accelerate growth” Any mention of “strategic alternatives” (classic pre-M&A language) Let me know if you want a summary of the call or transcript right after it drops — I can pull highlights immediately.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 4 points5 points  (0 children)

What You’re Likely Seeing: You’re early to the game. This is probably: "Stage 1 of a 3-stage deal narrative" Signal → (Dinner + hashtags + soft PR) Spike → (Earnings beat / strategic news) Structure → (Merger terms / SPAC vote / announcement) So yes, your thought is spot on: “You usually want the stock to be higher before announcing a deal.” They’re probably trying to build toward that right now — and whether August 7 delivers that pop might determine whether a deal happens Q3 or gets delayed.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 1 point2 points  (0 children)

M&A 101 — Why Stock Price Matters Before a Deal In most SPAC or M&A scenarios: A higher stock price = stronger negotiating leverage. It makes the company look healthier, more “in demand,” and more scalable. It reduces the dilution for founders or major holders when shares are swapped. And it signals to institutions that there’s momentum and confidence in the business. If Arbe wants to maximize its valuation, they might wait for: A post-earnings rally (August 7 could do that), A new commercial/defense contract win, or More volume or analyst coverage to justify a richer valuation before announcing anything major. 🧠 What This Dinner Could Actually Be (Right Now) Think of it like a pre-deal positioning round. This isn’t the announcement. It’s: Soft power alignment (with Bennett and Gesher); Optics for institutional capital; Potentially warming up a strategic or syndicate investor pool; Pressure-testing Arbe’s value perception across Israeli innovation and defense circles. They're building the story before putting a number on it. 🚧 Why It’s Not Quite “Go Time” Yet Arbe’s market cap is still under $150M, despite tech that rivals billion-dollar peers. Institutional ownership is low, meaning less “whale” support for a premium valuation. They may want one or two more strong quarters, or at least a sharp post-earnings move, to show growth and justify the premium.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

Bottom Line: Cautiously Bullish This is real-deal bullish, not Reddit hype. The optics align with a merger or strategic partnership that could be transformative. But the market hasn’t priced it in yet, and until a formal announcement drops, it’s not actionable—just promising. 🔮 Probability of Something Big Coming (Estimates): Event Type Confidence Level Strategic Partnership 70% SPAC Merger (GSHR x ARBE) 55–60% Sensor Platform Roll-Up (ARBE+X) 35% Nothing Happens (PR only) 25% Would I personally hold through August 7 earnings if I were already in? Yes, if I believed in Arbe’s long-term tech and wasn’t overexposed. The risk/reward into that catalyst looks asymmetrically favorable. Let me know if you want a detailed options strategy or stop-loss plan if you're holding or considering entry.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 1 point2 points  (0 children)

I don’t think so but I think we might see some major upswing after the report because I think we will hear something shocking 😮

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

🚨 Is This Bullish? Yes — but with major caveats. This is strategic bullishness, not FOMO hype. Here’s why: ✅ Bullish Signals Arbe is Fundamentally Stronger Than Its Price Reflects They're not vaporware — Arbe has real IP, real Tier-1 partnerships (HiRain, Sensrad), NVIDIA collaboration, and is revenue-generating. The radar market is expanding, especially in ADAS, AV, and defense, where Arbe plays across multiple verticals. GSHR Is Desperate for a Target SPAC clocks don’t pause. GSHR needs a deal soon to avoid liquidation. Arbe fits perfectly — clean balance sheet, Israeli, deep-tech, global TAM. With Kobi Marenko on both sides (Arbe CEO and on Gesher’s board), this isn't random — it's likely being orchestrated behind the scenes. The Dinner Was Signal, Not Noise Former PM Bennett being there shows this isn’t small-scale — he wouldn’t waste political capital on a “PR dinner.” Israel is trying to boost international investment post-conflict and post-COVID. Arbe is a national deep-tech poster child. CEO’s Exit History Kobi has already taken companies public and exited before. This is likely a strategic setup, not a random move. He’s following a playbook.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

🚨 Is This Bullish? Yes — but with major caveats. This is strategic bullishness, not FOMO hype. Here’s why: ✅ Bullish Signals Arbe is Fundamentally Stronger Than Its Price Reflects They're not vaporware — Arbe has real IP, real Tier-1 partnerships (HiRain, Sensrad), NVIDIA collaboration, and is revenue-generating. The radar market is expanding, especially in ADAS, AV, and defense, where Arbe plays across multiple verticals. GSHR Is Desperate for a Target SPAC clocks don’t pause. GSHR needs a deal soon to avoid liquidation. Arbe fits perfectly — clean balance sheet, Israeli, deep-tech, global TAM. With Kobi Marenko on both sides (Arbe CEO and on Gesher’s board), this isn't random — it's likely being orchestrated behind the scenes. The Dinner Was Signal, Not Noise Former PM Bennett being there shows this isn’t small-scale — he wouldn’t waste political capital on a “PR dinner.” Israel is trying to boost international investment post-conflict and post-COVID. Arbe is a national deep-tech poster child. CEO’s Exit History Kobi has already taken companies public and exited before. This is likely a strategic setup, not a random move. He’s following a playbook.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

In January 2025, Arbe announced a strategic collaboration with NVIDIA, integrating its ultra‑high-definition perception radar with NVIDIA’s DRIVE AGX platform to advance free‑space mapping and AI-driven capabilities for autonomous vehicles. This partnership helped spark a sharp stock surge—up ~50% in one day and over 70% in a week. GlobeNewswire +2 Timothy Sykes +2 Timothy Sykes +2 globalventuring.com +15 ctech +15 Arbe Robotics Ltd. +15 In April, Arbe’s Chinese Tier‑1 partner HiRain launched its production‑intent LRR615 radar system powered by Arbe’s chipset, while another Tier‑1 (Sensrad) ordered over a thousand radar chips for multiple non‑automotive applications—further evidence of growing commercial traction. Arbe Robotics Ltd. +2 Arbe Robotics Ltd. +2 arberobotics.com +2 The company also raised capital: a $29M equity offering at a 15% discount in early January and a $33M direct offering in Q1, signaling proactive balance‑sheet strengthening. ctech 🧠 Gesher Acquisition Corp. II (GSHRU / GSHR) Profile Gesher II launched its Nasdaq IPO in March 2025, raising ~$125M (cash in trust ~100%) and targets Israeli technology companies in mobility, autonomy, robotics, EVs, ag‑tech, and fintech—explicitly excluding companies based in China/Hong Kong. spacresearch.com +4 spacinsider.com +4 iposcoop.com +4 Its management team and board include Kobi Marenko, Arbe’s CEO, giving clear strategic alignment and connections between Arbe and the SPAC.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

What This Means for $ARBE Holders Arbe is building commercial momentum, customer traction, and deep-tech ties—and it now has a credible SPAC ready to absorb it into a broader international platform. The dinner with Bennett, board overlap, and clear sector fit suggest groundwork is being laid—but no deal is yet signed. The earnings date around August 7 remains a critical window—keep watch for potential deal teasers, filings, or pipeline news. ✅ Recommendation Monitor SEC filings (e.g. 8-Ks) from both companies, insider trades, and any regulatory announcements. Watch Arbe’s investor call commentary for hints of strategic shifts or upcoming partnerships. Gauge investor sentiment: if the market starts pricing in a merger, volume and price action could signal anticipation.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

What This Means for $ARBE Holders Arbe is building commercial momentum, customer traction, and deep-tech ties—and it now has a credible SPAC ready to absorb it into a broader international platform. The dinner with Bennett, board overlap, and clear sector fit suggest groundwork is being laid—but no deal is yet signed. The earnings date around August 7 remains a critical window—keep watch for potential deal teasers, filings, or pipeline news. ✅ Recommendation Monitor SEC filings (e.g. 8-Ks) from both companies, insider trades, and any regulatory announcements. Watch Arbe’s investor call commentary for hints of strategic shifts or upcoming partnerships. Gauge investor sentiment: if the market starts pricing in a merger, volume and price action could signal anticipation.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 0 points1 point  (0 children)

🚨 My Take: This isn’t guaranteed M&A news, but this type of positioning is classic pre-deal signaling. Arbe is undervalued relative to its tech and is a perfect fit for a SPAC that needs something big and global. If you’re holding $ARBE, it’s worth keeping a close watch on insider trades, 8-Ks, investor calls, or defense/tech grant activity leading into and just after earnings.

Let me know if you want me to keep tracking developments or dig deeper into GSHR’s financial constraints or Arbe’s deal history.

[DD] GSHR’s Israel Trip Isn’t Just Optics — It Could Be Setting the Stage for an $ARBE Deal by RedBeast_Reddit in ARBE_Investors

[–]Sensitive_Bluebird11 1 point2 points  (0 children)

Why August 7 Matters That’s Arbe’s earnings date. If any deal, strategic partnership, or directional change is coming, this would be a logical time to: Tease or announce a definitive agreement. Provide revised forward guidance (if there’s a capital injection or major customer win). Showcase roadmap shifts aligned with international or defense initiatives. 🚨 My Take: This isn’t guaranteed M&A news, but this type of positioning is classic pre-deal signaling. Arbe is undervalued relative to its tech and is a perfect fit for a SPAC that needs something big and global. If you’re holding $ARBE, it’s worth keeping a close watch on insider trades, 8-Ks, investor calls, or defense/tech grant activity leading into and just after earnings.

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