his 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI

X post

his 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI

Concentrated-conviction physical-AI basket from a tracked Follow — sensor/vision layer (OUST/AMBA/CGNX/AEVA), VPG (our physical-ai-robotics spine) + CCXI. Useful cross-check against our robotics watchlist; he's putting 40-50% of the book here.

Open on X @crux_capital_ (Gaetano)
Gaetano✓ @Gaetano2026
Jul 1

Physical AI is here. Now. $OUST $AMBA $CGNX $AEVA $VPG $CCXI I am still building out my portfolio There are 5 companies that I am very interested in owning for the long term. They will take up 40-50% of my Physical AI port I list them here with my levels I am watching

@crux_capital_ — his 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI

Why it's worth your time

Concentrated-conviction physical-AI basket from a tracked Follow — sensor/vision layer (OUST/AMBA/CGNX/AEVA), VPG (our physical-ai-robotics spine) + CCXI. Useful cross-check against our robotics watchlist; he's putting 40-50% of the book here.

6 events
DateTypeEvent
Jul 3 Peer ReviewSystematic peer review: crux_capital physical-AI conviction basket vs our engine Jun 30 Market SignalRobotics Rotation Source Convergence Jul 11 ScanMonster Scan Aug 8 ScanMonster Scan Aug 12 ScanMonster Scan Aug 13 ScanMonster Scan

Tweets, videos, filings, articles, and source pages tied to this read.

1
X@crux_capital_ tweet