Campaign 1: WOUNDED, priority bench

Thesis

Campaign 1: WOUNDED, priority bench

  • Type: thesis-shift
  • event_id: 2026-09-06-campaign-01-physical-ai-robotics-review
  • Source: Campaign thesis review; receipt selector CGNX-Q2-2026. September 4 settled corpus; issuer dates retained.
    • parent_event: 2026-09-06-theses-read-campaign-01
  • Shift: Physical-AI moves to the bench because commercial machine vision does not yet establish scarce robot-component content and supplier economics.
  • Effect on thesis: Named component supplier verifies relevant design wins, defensible content and profitable revenue conversion.
1 event
DateTypeEvent
Aug 19 tweetmichaelsikand — Unitree pops +629% on its China listing

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