Venture Side Cap

Entrepreneur, Investor, many successful exits had over 500 employees. ❤️ being a trader, Made/lost 1M in a day. My trades are my ideas, not investment advice.

[Saso Capital @saso_capital]

My favorite humanoid stocks ranked:

1. $AMBA (Ambarella) — Best pure-play edge AI vision for robotics. 37% revenue growth, 60% gross margins,$100M+ robotic pipeline, still under $5B market cap. The risk is concentration and scale. The upside is being the de facto vision processor as robots proliferate.

2. $6324.T (Harmonic Drive) — Irreplaceable. There is no substitute for strain wave reducers in high-precision robot joints. 75% market share with Nabtesco. Hard to replicate. If humanoid robots ship in any volume, this company prints money.

3. $ALGM (Allegro MicroSystems) — Near-monopoly in motor current sensing, priced like an auto cyclical. 30-50 sensors per humanoid at automotive-tier P/E multiples. The market hasn’t re-rated this for robotics yet.

4. $VPG (Vishay Precision Group) — The purest humanoid hardware play. Precision load cells and force sensors with a 1.21 book-to-bill. Risk: trading at 255x current earnings on ~$320M revenue. If humanoid volumes slip, this gets crushed. But if they don’t, VPG is the most direct bet on robot touch.

5. $MOG.A (Moog) — Aerospace-grade precision actuators with a credible humanoid crossover. Already up 83% on the thesis but the volume ramp hasn’t started. Defense + robotics optionality.

[Venture Side Cap @VentureSideCap]

@moonmarket TY

[Venture Side Cap @VentureSideCap]

@moonmarket 05/27/2026Purchase
ASTC
ASTROTECH CORP PAR $
50,000.000
USD
6.7386
-340,420.03
05/28/2026CASH

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane.

President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi:

1. Elon Musk, Tesla and SpaceX CEO
2. Jensen Huang, Nvidia CEO
3. Tim Cook, Apple CEO
4. Larry Fink, BlackRock CEO
5. Stephen Schwarzman, Blackstone CEO
6. Kelly Ortberg, Boeing CEO
7. Brian Sikes, Cargill CEO
8. Jane Fraser, Citigroup CEO
9. Larry Culp, General Electric CEO
10. David Solomon, Goldman Sachs CEO
11. Sanjay Mehrotra, Micron CEO
12. Cristiano Amon, Qualcomm CEO

President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed.

Never in history has such a trip even remotely near this scale and caliber occurred.

This Trump-Xi meeting is far bigger than most realize.

[Venture Side Cap @VentureSideCap]

What a D bag for not answering...

[Squawk Box @SquawkCNBC]

“We are offering half cash, half stock, and we have the ability to issue stock in order to get the deal done," says $GME CEO @ryancohen on offering a bid for @eBay.

Watch the full interview: https://t.co/EMOmPbQiia

[Venture Side Cap @VentureSideCap]

@MMatters22596 $aloy?

[Perpetuals Group @Perpetuals_com]

$6 trillion.
That’s the size of the global commodities market.

Yet for institutions, the real problem is not demand - it’s distribution, settlement, and access.

https://t.co/fKRy6e7ukX

[CyrilXBT @cyrilXBT]

MIT just quietly dropped a free AI curriculum that puts $50,000 university courses to shame.

12 books.

Zero tuition.

From the same institution that produced the people building the models everyone is talking about.

FOUNDATIONS

1. Foundations of Machine Learning — https://t.co/Un6UbjJ3Xo
2. Understanding Deep Learning — https://t.co/UQxZmyESdn
3. Machine Learning Systems — https://t.co/YAgrLVGAXt

ADVANCED TECHNIQUES

4. Algorithms for ML — https://t.co/YlBk59o8Hp
5. Deep Learning — https://t.co/KMO1uWPyk1

REINFORCEMENT LEARNING

6. RL Basics (Sutton & Barto) — https://t.co/sOZlDXzu41
7. Distributional RL — https://t.co/uOkviYiAq7
8. Multi-Agent Systems — https://t.co/Dx9caJVx1d
9. Long Game AI — https://t.co/K9Qm2TjAQ6

ETHICS & PROBABILITY

10. Fairness in ML — https://t.co/MgkLdRvicO
11. Probabilistic ML Part 1 — https://t.co/Zz33gQi1vG
12. Probabilistic ML Part 2 — https://t.co/qBe776EjCg

This is a complete MIT-level AI education.

Not a YouTube playlist.

Not a Twitter thread full of fluff.

Textbooks written by the researchers who built the field.

The people who actually study this will not just understand AI better than their peers.

They will understand it better than most people currently getting paid to work in it.

Most people will bookmark this and never open it.

The ones who open it tonight are the ones who show up in 12 months having built something nobody around them understands yet.

Bookmark this.

Open the first one tonight.

Follow @cyrilXBT for more resources that actually compound.

[Venture Side Cap @VentureSideCap]

@MartinShkreli I have vehicles dm me...

[Ash Crypto @AshCrypto]

THIS IS INSANE

In 2022, FTX bought 5% of Anysphere's stake for $200,000.

Anysphere is the company behind the Cursor code editor.

In 2023, FTX sold its entire Cursor stake for $200,000.

Today, SpaceX announced its plans to buy "Cursor" for $60 billion.

If FTX hasn't sold it in 2023, the same stake would now be worth $3 billion, a 15,000x return.

[Venture Side Cap @VentureSideCap]

@macspiller @macspiller follow me so I can send a dm please in regards to purchasing a transformer

[David Daines @daviddorg]

Stanford paid 35,000 people to quit Facebook and Instagram for 6 weeks

Depression dropped. Anxiety dropped. Happiness went up. Women under 25 on Instagram saw the biggest gains

That was 6 weeks. I'm going a full year.

[Venture Side Cap @VentureSideCap]

$BBGI short squeeze in 3, 2, 1...

[Venture Side Cap @VentureSideCap]

@stonksamiam I am building the next fermi like and subscribe and follow along babe

[Venture Side Cap @VentureSideCap]

@thestonknewb I hope it happens for you brother! I know its just a trade not married to it. I just hate the CEO with the talks that we had lol

[Venture Side Cap @VentureSideCap]

@MrTumzTrades Rich got rich by being smart and having an ego. They can sell their places like most have done move out of the state and rent the nicest penthouse hotel room for 200k for a week and save millions while not finding stupid democratic spending…

[Venture Side Cap @VentureSideCap]

This guy is about to learn a lesson lol.

[Mayor Zohran Kwame Mamdani @NYCMayor]

Happy Tax Day, New York. We’re taxing the rich.

[Venture Side Cap @VentureSideCap]

@jimpallotta13 @TomSteyer Agreed Jim!

[Venture Side Cap @VentureSideCap]

@stonksamiam Do you still
Trade?