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
47d agoas of
AEVA $9.88 -35.9% 30d retreating AMAT $375.58 -20.5% 30d retreating AMBA $63.12 -5.9% 30d retreating ARQQ $15.81 -31.4% 30d retreating AXTI $51.56 -33.7% 30d retreating BE $217.77 -21.3% 30d coming into play BRUN $7.48 -56.2% 30d retreating CCXI $10.27 -21.8% 30d too-young CEG $255.21 -3.1% 30d coming into play CGNX $54.60 -7.4% 30d coming into play CRDO $162.77 -15.5% 30d retreating CRL $339.66 +19.1% 30d in trend DUK $125.40 +7.8% 30d coming into play EQT $54.67 +7.6% 30d coming into play FTRE $23.92 +17.1% 30d in trend GEV $827.42 -12.9% 30d coming into play GLW $123.99 -22.4% 30d retreating ICHR $37.86 -34.1% 30d retreating IONQ $31.16 -23.5% 30d retreating ISRG $443.85 +10.4% 30d retreating KGS $44.07 -19.4% 30d retreating KLIC $73.40 -18.0% 30d retreating LASR $36.10 -12.4% 30d retreating LEU $104.15 -34.0% 30d retreating MU $856.49 -21.9% 30d coming into play MXL $65.28 -25.3% 30d coming into play NVDA $212.21 -7.3% 30d in trend OUST $27.98 -30.5% 30d retreating ROK $423.87 -0.8% 30d coming into play SMH $523.35 -13.8% 30d coming into play SNDK $1,260.93 -33.2% 30d coming into play STX $642.14 -30.2% 30d retreating TER $308.75 -22.6% 30d retreating TWST $135.47 -17.7% 30d coming into play TXG $69.75 -13.6% 30d coming into play VPG $52.69 -24.6% 30d retreating WDC $354.19 -23.8% 30d retreating

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

1

Captures

3

Calendar & Lifecycle

13