A Reminder with Most Physical AI Stocks Down ~30% From Highs

MMMTWealth
09-24

A reminder with most physical AI stocks down ~30% from highs

Jensen $NVIDIA(NVDA)$ said Physical AI could ultimately be 10x larger than digital AI

Here's a simple "picks and shovels" roadmap:

-> BEARINGS & ACTUATORS: $Regal Rexnord(RRX)$ $RBC Bearings(RBC)$ $Ametek Inc(AME)$ Harmonic Drive

-> SENSORS: $Sensata Technologies Holding N.V.(ST)$ $Allegro MicroSystems, Inc.(ALGM)$ $Allient Inc.(ALNT)$

-> MOTION CONTROL: $Rockwell Automation(ROK)$ $Parker Hannifin(PH)$ $Allient Inc.(ALNT)$

-> PERCEPTION: $Ouster Inc.(OUST)$$Aeva Technologies Inc.(AEVA)$ $Cognex(CGNX)$

-> CONNECTIVITY: $Iridium(IRDM)$ $Silicon Laboratories(SLAB)$ $Amphenol(APH)$

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
25