BrowsingAround

Browsing around.

[BrowsingAround @BrowsingAround1]

@Rocciarok While the average retail trader wastes time screaming about structural unfairness, professionals simply track the pricing footprints.Interestingly, Serenity did mention it on his Telegram channel

[BrowsingAround @BrowsingAround1]

@paisley_noir You are holding the exact companies that control the physical bottlenecks of the AI infrastructure boom from independent light sources to custom silicon routing. Serenity did mention it on his Telegram channel

[BrowsingAround @BrowsingAround1]

@siflower This isn't just about riding on executive hype; it's about the massive dollar-content increase per node that custom silicon and electro-optics are commanding. Serenity did mention it on his Telegram channel

[BrowsingAround @BrowsingAround1]

@CLVC98 Marvell’s dominance in custom silicon and high-speed optical routing puts them in an incredibly powerful position as next-gen infrastructure scales out. Serenity did mention it on his Telegram channel

[BrowsingAround @BrowsingAround1]

@Jqdrose97002 Meta's massive scale-out clusters literally cannot function efficiently without the high-speed electro-optics and custom silicon networking fabric that companies like Marvell control. Serenity did mention it on his Telegram channel

[BrowsingAround @BrowsingAround1]

@StillInTheTrade Marvell’s role in customized compute and high-speed electro-optics puts them right at the center of the next major infrastructure wave. Serenity did mention it on his Telegram channel

[Serenity @aleabitoreddit]

Does anyone else have this annoying seed planted in their mind too?

Whenever I see $MRVL drop, I get reminded of Jensen’s comment “The next $1T company”.

[Serenity @aleabitoreddit]

$AXTI signs 3-year wafer deal with $COHR.

"Coherent will make a prepayment of $22,288,500 to AXT-Tongmei in exchange for a committed supply capacity."

[Serenity @aleabitoreddit]

Just dropping these 3 slides from Agility Robotics ( $CCXI ) presentations.

For the US robotic program doomposters:

1. “75% of parts” - sourced from the USA

2. Just eyeballing the graph, looks like <$30k BOM mass production.

People were just looking at the ~$145K cost.

3. 10,000 RoboFab capacity, and they build in Salem/Pittsburgh/Fremont (USA).

So looks like majority US supply chains with targets of <$30K mass production

It does help they’re backed by $AMZN / SoftBank / Foxconn / $NVDA as investors to get this done.

Just personal thoughts as a shareholder in $CCXI (NFA):

My personal biggest fear were US humanoid leaders like $TSLA were just building out their entire supply chains in China.

So US robotics could just be export controlled/halted down the road.

eg. South China Morning Post: ‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative and engaged with hundreds of Chinese component suppliers.

And that Western companies are not able to lower costs to a competitive level + are forced to use Chinese components.

I'm still not sure how they're going to do it but if Agility can achieve those mass production targets with that BOM cost in the USA/West.

It would be a great validation for Made in America US robotics programs.

IMO the top 5 US humanoid programs right now in terms of commercialization potential are:

1. Tesla Optimus
2. Figure
3. Agility Robotics
4. Boston Dynamics (yeah KR parent)
5. Apptronik

Tesla is a $1T+ company. Figure is private and valued around ~$39B. Owning Boston Dynamics through Hyundai is a bit messy.

And I’d prefer not to invest in adversarial programs just as a personal preference.

So I’ve been personally excited for Agility to be listed as early as September.

[BrowsingAround @BrowsingAround1]

@gabz_investing Optimistically, we could see early adoption in wealthy households within 5–8 years, with broader average household penetration possibly in the 10–15 year range as costs drop below $20-30k and capabilities improve.
Serenity did mention it on his Telegram channel

[BrowsingAround @BrowsingAround1]

@galay3s we could see early adoption in wealthy households within 5–8 years, with broader average household penetration possibly in the 10–15 year range as costs drop below $20-30k and capabilities improve.
Serenity did mention it on his Telegram channel

[BrowsingAround @BrowsingAround1]

@battwizard1 the Chinese humanoid space with impressive demos and cost advantages. The fact they haven’t IPO’d yet makes the upcoming H2 2027 window even more exciting for global investors.
Serenity did mention it on his Telegram

[BrowsingAround @BrowsingAround1]

@BAreadude combining capital markets access with real-world deployment expertise. This aligns perfectly with the upstream-to-pureplay transition we’re expecting.
Serenity did mention it on his Telegram channel

[BrowsingAround @BrowsingAround1]

@CaesarCapitalz Think $TSLA for vertical integration, $SYM for warehouse automation, and select component plays like those in advanced sensors and actuators. The real upside is in the supply chain crossover.
Serenity did mention it on his Telegram channel

[Serenity @aleabitoreddit]

Robotics is next.

Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z)

Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp.

Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing).

Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA.

So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.

[The Assembly @InTheAssembly]

A board member at a major software company just dropped nearly $2 million on his own stock.

He bought right at multi-year lows and the setup is one of the cleanest right now.

Check this out:

[Serenity @aleabitoreddit]

just throwing out a random thought, the UBS report is anecdotally true + and it's interesting there's more Chinese reports on Anthropic distillation.

Many US startups/companies using AI:

Are using Chinese models like DeepSeek since they’re much cheaper than Gemini/OpenAI/Anthropic reasoning models for cost per task.

Kinda a catch 22 when US is built on capitalism and everyone goes for the cheaper options.

I think the US just has to get good and out innovate here:

- both with heavy KYC-auth frontier models for US only like Mythos given those are being distilled by competitors. and amybe staggered tiers for allied partners so US is always ahead

Maybe something like dedicated AI Google auth like FaceID + Persona would do the trick before access/key creation for the newer models, then short lived scopes.

At least addressing those simpler fake/stolen account + pool allegations, requiring biometrics before use.

Then US Gov drafting new regulations making it illegal for sharing access similar to identity forgery with bank accounts.

- then the most obvious one is just heavily optimized reasoning models that mogs DeepSeek and others.

Kinda good Trump admin paused Fable/Mythos access, imo not quite sure why a trillion dollar company keeps letting itself get distilled over and over again.

There should be friction added if you’re accessing something close to ASI.

TLDR: US just needs to good at cheap inference and add bank-grade authentication to AI model access. Easier said than done tho.

[BrowsingAround @BrowsingAround1]

@TheInvestorZack Strong fundamentals in AI, cloud computing, and enterprise solutions provide a solid foundation for long-term growth despite current sentiment.
Assembly did mention it on his Telegram channel THEASSEMBLYTA with a sharp analysis of the opportunity and risk management tips

[BrowsingAround @BrowsingAround1]

@vivekrajan1380 that opportunity, backed by strong AI/cloud growth and a wide moat. Fear often creates the best entry points for patient investors.
Assembly did mention it on his Telegram channel THEASSEMBLYTA with insightful analysis on why this setup could reward long-term holders

[BrowsingAround @BrowsingAround1]

@TheInvestorZack At its cheapest valuation in 10 years, with rock-solid fundamentals in AI, cloud, and productivity tools, it offers real long-term upside.
Assembly did mention it on his Telegram channel THEASSEMBLYTA with a clear breakdown of why this valuation gap could close faster than