Miro44

FORWARD EVER BACKWARD NEVER

[Con @__Con_]

https://t.co/1RgtS06Ezn

[SixSigmaCapital @SixSigmaCapital]

Enjoyed this write up by @TacticzH

Nice context for what is likely to be an important investing theme in coming years

[Ren @ren_stocks]

I’m long the bottleneck bros ⚡️

This might be the most goated formation ever to exit.

Who needs the World Cup when you have the bottleneck bros team formation.

The alpha in this team, is just insane.

The Bottleneck bros:

> @Frenchie_ French buy-side specialist. And a goat for getting us together.

>@BULLOFBRITAIN English buy-side analyst in thematic investing

>@michaelsikand US market analyst and commentator

>@ren_stocks Specialist in AI buildout and European / Asian markets.

>@KawzInvests Buy-side photonics-Physical AI analyst

>@demian_ai Growth manager at @nebiusai and LLM expert

>@Semicon_player THE Korean Demi-God of the markets

>@crux_capital_ Deep-dive specialist and photonics expert

>@Kaizen_Investor Belgian AI hardware analyst

>@damnang2 Engineer and silicon expert

>@ParadisLabs PE/IB analyst and thematic investor in hedge funds

>@PhotonCap Korean semiconductor expert

>@aleabitoreddit The famous "Did you listen Anon?" and the team coach

[TopSecretStocks 🤫 @topsecretstocks]

https://t.co/SK1ZjHNRI7

[Smart Kapital @SmartKapital001]

SEKTOR ROBOTYKA - CZERWIEC 2026 PRZEGLĄD SPÓŁEK, KTÓRYM WARTO SIĘ PRZYJRZEĆ:

🏭 Mid Cap (Kapitalizacja ~$2B - $10B)
Spółki o ugruntowanej pozycji, skalujących się przychodach i często już rentowne.
🤖 $SYM (Symbotic) Tworzy zrobotyzowane, oparte na AI systemy magazynowe dla gigantów handlu detalicznego (m. in. Walmart). Systematycznie i dynamicznie poprawia marże i generuje przychody.
👁️ $CGNX (Cognex) Światowy lider w dziedzinie systemów wizyjnych („oczy dla robotów”). Ich technologia jest kluczowa dla automatyzacji fabryk. Posiadają fantastyczny bilans i wysoką rentowność.
🚁 $AVAV (AeroVironment) Projektuje i produkuje załogowe oraz autonomiczne systemy robotyki obronnej (w tym drony taktyczne). Spółka zyskowna z ogromnym, stale rosnącym portfelem zamówień rządowych.
🩺 $PRCT (Procept BioRobotics) Twórcy systemu chirurgicznego AQUABEAM (leczenie chorób prostaty strumieniem wody sterowanym przez AI). Notują błyskawiczny wzrost adaptacji w szpitalach i silny wzrost przychodów.
🍔 $JBT (John Bean Technologies) Dostarcza zrobotyzowane rozwiązania oraz pojazdy AGV (Automated Guided Vehicles) głównie dla przemysłu spożywczego i lotniczego. Stabilna, zyskowna spółka.

🛠️ Small Cap (Kapitalizacja ~$300M - $2B)
Spółki w fazie agresywnego skalowania, dominujące w swoich technologicznych niszach.
🛰️ $LUNR (Intuitive Machines) Pionier robotyki kosmicznej i eksploracji Księżyca. Posiada kontrakty z NASA na misje komercyjne (w tym usługi nawigacyjne i lądowniki), co zapewnia mocne fundamenty.
🌊 $KRKNF (Kraken Robotics) Kanadyjska firma tworząca robotykę podwodną (UUV) i zaawansowane sonary, głównie dla marynarki wojennej i sektora offshore. Jest mocno rentowna i ma świetne przepływy pieniężne.
👁️‍🗨️ $OUST (Ouster) Producent cyfrowych sensorów LiDAR niezbędnych do autonomii robotów. W przeciwieństwie do konkurencji, szybko tną koszty, poprawiają marże brutto.
🧠 $AMBA (Ambarella) Projektuje układy scalone typu "Edge AI", które pozwalają robotom, dronom i pojazdom autonomicznym na szybkie przetwarzanie obrazu bezpośrednio na urządzeniu (bez opóźnień chmury).
📦 $SERV (Serve Robotics) Wydzielona z Ubera spółka produkująca w pełni autonomiczne roboty dostawcze. Solidny wzrost napędzany partnerstwami (m. in. Uber Eats) oraz niedawne przejęcie Diligent Robotics (roboty dla szpitali).

🔬 Micro Cap (Kapitalizacja poniżej $300M)
Najwyższe ryzyko zmienności, ale potencjalnie największy zysk. Wybrane spółki bronią się realną sprzedażą i unikalnymi rozwiązaniami.
🦾 $MYO (Myomo) Produkuje "wearable robotics", czyli medyczne egzoszkielety dla osób z niedowładem kończyn górnych. Mocne fundamenty opierają się na niedawnym zatwierdzeniu refundacji przez Medicare, co gwałtownie skaluje ich przychody.
⚓ $CODA (Coda Octopus Group) Dostarcza innowacyjne systemy sonarowe 3D czasu rzeczywistego i podwodną robotykę. Unikalna w tym segmencie kapitalizacja: zyskowna i nie potrzebuje emisji akcji do przetrwania.
☢️ $ARAY (Accuray) Twórcy systemu CyberKnife do zrobotyzowanej radiochirurgii nowotworów. Choć kapitalizacja to zaledwie $150M, spółka generuje ponad $400M solidnych, powtarzalnych przychodów z serwisowania urządzeń.
🦿 $EKSO (Ekso Bionics) Lider w produkcji egzoszkieletów do neurorehabilitacji i zastosowań przemysłowych. Systematycznie przejmują mniejsze podmioty z branży, optymalizując koszty i poprawiając swój bilans.
☕ $RR (Richtech Robotics) Komercjalizuje zaawansowane roboty usługowe (np. w pełni zautomatyzowani bariści ADAM) i systemy dostawcze dla branży hotelarskiej. Spółka jest w bardzo wczesnej fazie skalowania.

Macie którąś z nich w portfelu lub przyglądacie się? Jakąś ważną spółkę pominąłem?

[Ren @ren_stocks]

Everyone and their mother is talking about humanoids on my timeline, so I thought I'd give it a go.

Here's the stack, layer by layer. Household names first, hidden picks last.

1. AI Brains // the intelligence
$NVDA Nvidia -- Jetson + GR00T foundation model.
$QCOM Qualcomm -- RB6 robotics platform, lower power, industrial design wins.

2. Sensors & Perception // how it sees and feels
$CGNX Cognex -- the established machine-vision incumbent.
$ALGM Allegro Micro -- magnetic position sensors.
$OUST Ouster -- solid-state lidar pure-play, the small-cap everyone debates.
$VPG Vishay Precision -- strain gauges and force sensing.

3. Edge AI Inference // decisions on-device
$LSCC Lattice -- low-power FPGAs for sensor fusion.
$AMBA Ambarella -- edge vision processors crossing over from auto.
$CEVA Ceva -- DSP and inference IP. Pure licensing, pure obscurity.

4. Motors & Motion // the muscles
$AME Ametek -- precision instruments and motion, blue-chip industrial.
$NJDCY Nidec -- world's largest motor maker.
$RRX Regal Rexnord -- motors and drives at scale.
$RBC RBC Bearings -- precision components.

5. Joints & Precision Motion // human-like movement
$ALNT Allient -- US-listed, integrated motion.
6324.T Harmonic Drive -- strain wave gears. Every Optimus joint uses one. Potentially a bottleneck name.
6481.T THK -- linear bearings and ball screws. Tokyo-listed, off the radar.

6. Power Electronics // energy into controlled motion
$TXN Texas Instruments -- motor control MCUs at scale.
$STM STMicro -- broad motor control portfolio.
$IFNNY Infineon -- dominant in automotive-grade power.
$ON onsemi -- power management and sensing.
$RNECY Renesas -- automotive and industrial motor control.
$MPWR Monolithic Power -- high-efficiency DC-DC for compact systems.
$WOLF Wolfspeed -- silicon carbide pure-play, the distressed wildcard.
$NVTS Navitas -- GaN, asymmetric small-cap.

7. Energy & Rare Earth // the raw fuel
$MP MP Materials -- the REE pure-play everyone knows.
$LYSCF Lynas -- largest non-China producer.
$ENS EnerSys -- industrial batteries.
$UUUU Energy Fuels -- diversified REE and uranium.
$USAR USA Rare Earth -- magnet manufacturing, the new entrant.

The winners may not be the robot makers. They may be the companies inside the robot.

Now, I'm not investing in this theme just yet.

Robotics VC hit a RECORD HIGH of ~$16B in Q1 2026.

But AI venture funding reached $255.5B in the same quarter, eclipsing the full-year 2025 total of $254.4B in a single three-month stretch. That's 16x what robotics pulled in the same window.

I'm bullish on everything here, but I also know where to allocate my money.

Maybe 5 of every 100 lesser-known names in this sector will actually do well. I'm going to keep waiting to see which ones have a clearer path.

For now I have exactly 3 in mind, and I'm not yet invested. I'll do proper research before I talk about it.

Credit to @realfuturistlens on Substack for the ilustration.

[scofield @tinercimayki]

birileri Allah nasip etmedi dedikçe Allah'ın futbol harici her branşa başarı nasip etmesi fena gümletiyo aq

[MAKALE HABER TÜRKİYE @makalehaber11]

Türkiye Futbol Konuşurken, O Üçüncü Kez Dünya Şampiyonu Oldu: İlgisizliğe Sitem Etti

Milli wushu sporcusu Ecrin Çokhamur’un sözleri gündem oldu: “Türkiye futbol milli takımımız elendi diye üzülürken, sen tek sporun futbol sayıldığı ülkende üçüncü dünya şampiyonluğunu almışsındır

[berna lacin🌟 @bernalacin35_5]

Kim bilir ne ödüller ne primler ne hediyeler ile karşılanacak.
Sahi,kim bilir?

[HusMen @HusMen50]

Türkiye🇹🇷Milli wushu sporcusu #EcrinÇokhamur
3. Dünya şampiyonluğu..

[ihtiyar_33_ @Dede38__]

Geleceğin Yelkencilerinden Dünyaya Gövde Gösterisi
Optimist Milli Takımımız, dünya ikincisi oldu. 🇹🇷
Optimist Milli Takımı, çocukların ve genç sporcuların yarıştığı Optimist sınıfı yelken branşında Türkiye'yi uluslararası yarışlarda temsil eden milli takımdır.
Optimist, 7-15 yaş arası sporcular için tasarlanmış küçük ve tek kişilik bir yelkenli teknedir. Dünyada yelkene başlangıç sınıfı olarak kabul edilir.

[Boşuna Tıklama @bosunatiklama]

Optimist Milli Takımımız, dünya ikincisi oldu. 🇹🇷 🥈

[Okuryazar @okuryazarlar]

Milli tenisçimiz Zeynep Sönmez, kadınlar dünya sıralamasında kariyer rekoru kırarak 49. sıraya yükseldi ve adını dünya sıralamasında ilk 50'ye yazdıran ilk ve tek Türk tenisçi olarak tarihe geçti.

[kadir @kadnezya]

sizin çocuklar dışında herkes başarıdan başarıya koşuyor filenin sultanlarından sonra filenin efeleri de çini 3-0 mağlup etti biz voleybol ülkesiyiz derken şaka yapmıyorduk sizinle gurur duyuyoruz gurur

[hayat acelen neee @krvlhulya]

Alkışlar sana👏👏🙏 iste boylede guzel yurekler var 👍🇹🇷

[ihtiyar_33_ @Dede38__]

❤️🇹🇷❤️
📌 Yıl 2023, Belçika’nın başkenti Brüksel. Yani AB’nin merkezi. Voleybol Federasyon Başkanı Mehmet Akif Üstündağ, ekibi ve diğer görevliler salonda. Daniele Santarelli ve sporcular da hazır.
📌 Başkan, “Şampiyonluk için ne versek az. Prim olur, başka bir şey olur. Tüm özel isteklerinizi yerine getireceğiz. Salonda işiniz bitti. Şimdi söz sırası sizde” dedi..”
📌 Önce İtalyan hoca söz aldı. “Bu konuda konuşması gereken oyuncularım..” diyerek sözü Kaptan Eda Erdem’e bıraktı. Otelin salonu bir anda sessizliğe büründü. Kimseden çıt çıkmıyordu.”
📌 “İşte Eda’nın o kısa konuşması: "Atatürk’ün sporcu kızları, ülkesi adına kazandıkları başarıyı pazarlık konusu yapmaz. Ne prim ister, ne de başka özel bir şey. 85 milyona yaşattığımız mutluluk bize yeter..”

[Con @__Con_]

I'm warning you now.

If hyperscalers do double current issuance expectations, these are the stocks to buy:

Highest alignment are core data-center/ interconnect/memory/capacity plays (listed below).

$SIVE, $IQE, $AAOI, $OPTX: Photonics/optics enablers (lasers, epi-wafers, transceivers, custom optics). Critical for scale-out networking and CPO in larger AI clusters. Higher hyperscaler spend = more fiber/interconnect demand.

$MU: HBM memory. Hyperscalers are the primary buyers; supply is already sold out for 2026 with multi-year agreements. Accelerated capex reinforces the supercycle.

$IREN, $BRUN, $CRWV, $HIVE, $CLSK: AI cloud/HPC/GPU capacity and power infrastructure providers. Hyperscalers buy capacity or compete in the buildout; more spend supports power and compute demand.

$ASYS, $ICHR, $INTT: Semiconductor equipment/subsystems/test for AI GPU packaging and chip production ramp. Direct beneficiary of higher chip volumes needed for hyperscaler clusters.

$PENG: Advanced computing + memory solutions for AI/HPC deployments.

Moderate/edge alignment:

$AMPG: RF/microwave amplifiers and 5G/O-RAN subsystems. Benefits from broader AI infrastructure (AI-RAN, edge wireless, satellite for distributed setups) and new customers like NVIDIA/Amazon. Less direct than pure DC enablers but positive from overall spend.

$SILC, $NOK: Networking/telecom infrastructure supporting AI data flows and edge.

$XFAB: Specialty foundry for power/analog/sensors used in AI systems.

Lower or indirect:

$MCHP, $MX, $AMBQ: More diversified/edge-focused; some benefit but less concentrated exposure.

$AKAM: Edge delivery; indirect tailwind from overall AI growth.

I'm really sticking to the main high alignment plays (that I've been saying for a bit).

$OPTX, $ASYS, $IQE, $HIVE $BRUN in particular are the plays I like.

Buy any of the good ones listed above, and I believe you will perform great over 2026-2027.

Just my 2c on what happens next.

Any other good plays that I'm missing here?

[mon @moninvestor]

This is a very simple research template I sometimes complete before deciding whether a stock is a buy for my short-term portfolio.

Note that I've added an extra section (What to look for) and expanded on a few points so new investors can understand it better.

I hope you guys find it useful.
Take it, tweak it and make it your own.

[yes context @yescontexttjk]

Türk milli takımı bu fotoğrafı unutmasın.

[A.. 🇹🇷 @_firkete]

Türklerin Babası,
Babalar günün kutlu olsun.