Can this livestream kickstart the robotics trade?
1M+ views already on this vid, and robotics names seeing unusual volume + some strength.
I want to be ready if this theme lights up...here's my list:
1.Robot Brains / AI Infrastructure: $NVIDIA(NVDA)$ $Tesla Motors(TSLA)$ $Ambarella(AMBA)$ $Lattice Semiconductor(LSCC)$
2.Robot Eyes / Spatial Awareness: $Ouster Inc.(OUST)$ $Cognex(CGNX)$ $Aeva Technologies Inc.(AEVA)$ $Arbe Robotics Ltd.(ARBE)$ $Microvision(MVIS)$ $APi Group Corp(APG)$ $Mobileye Global Inc.(MBLY)$ Hesai (2525)Robosense (2498) $Indie Semiconductor Inc.(INDI)$
3.Warehouse / Real-World Automation: $Symbotic Inc.(SYM)$ $Amazon.com(AMZN)$ Beijing Geekplus
4.Motion Control / Industrial Robotics: $Teradyne(TER)$ $Rockwell Automation(ROK)$ $Novanta(NOVT)$ $Allient Inc.(ALNT)$ 6324 Harmonic Drive, 6268 Nabtesco
5.Humanoids / Robot Platforms: 277810 Rainbow Robotics, Ubtech Robotics, Unitree (private), $XPeng Inc.(XPEV)$ $Tesla Motors(TSLA)$
6.Voice / Human Interaction Layer: $SoundHound AI Inc(SOUN)$
7.Connectivity / Industrial Networks: $Nokia Oyj(NOK)$
8.Defense / Autonomous Systems: $AeroVironment(AVAV)$ $Kratos Defense & Security Solutions(KTOS)$ $Aurora Innovation(AUR)$
9.Surgical / Healthcare Robotics: $Intuitive Surgical(ISRG)$
10.High Beta / Speculative Robotics: $Serve Robotics Inc.(SERV)$ $Richtech Robotics(RR)$
Sorted by % performance this week:
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