Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation)

perspective

Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation)

archived thesis

status closed scan-mentioned tickers 37 events 26 latest
34d agoas of
AEVA $13.66 -12.6% 30d retreating AMAT $507.03 +8.1% 30d coming into play AMBA $67.43 -2.0% 30d coming into play ARQQ $17.23 -20.4% 30d coming into play AXTI $68.46 -0.7% 30d coming into play BE $280.50 +4.2% 30d coming into play BRUN $13.18 -24.1% 30d retreating CCXI $10.93 -17.2% 30d too-young CEG $298.07 +1.4% 30d coming into play CGNX $62.92 +1.7% 30d coming into play CRDO $216.55 +29.0% 30d coming into play CRL $301.79 +8.4% 30d in trend DUK $116.65 -3.1% 30d coming into play EQT $52.83 -3.3% 30d retreating FTRE $20.84 +24.1% 30d in trend GEV $1,004.73 +5.7% 30d coming into play GLW $156.68 -7.0% 30d coming into play ICHR $59.91 +3.5% 30d coming into play IONQ $39.89 +4.6% 30d retreating ISRG $423.96 +20.0% 30d retreating KGS $53.47 -16.5% 30d coming into play KLIC $92.01 +9.8% 30d coming into play LASR $38.48 -6.1% 30d retreating LEU $142.44 -21.5% 30d retreating MU $1,029.00 +0.1% 30d coming into play MXL $96.16 +34.5% 30d coming into play NVDA $229.28 +2.5% 30d in trend OUST $39.90 +10.1% 30d coming into play ROK $432.59 +1.5% 30d coming into play SMH $603.33 +5.1% 30d in trend SNDK $1,581.82 -10.3% 30d coming into play STX $783.00 -11.6% 30d coming into play TER $402.68 +5.0% 30d coming into play TWST $159.78 +27.3% 30d coming into play TXG $80.65 +19.9% 30d coming into play VPG $72.63 +14.8% 30d coming into play WDC $397.28 -17.6% 30d coming into play

Desk commentary

Authored analysis and challenge notes tied to Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation).

1

The Thread

The thesis as it unfolds — by source type (the symbol grid above is the current state).

Recent Shifts

7

Signals

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Research

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Captures

3

Calendar & Lifecycle

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