DK

[DK @helloheisman]

@HyperTechInvest $LASR?

[DK @helloheisman]

@ThematicTrader @aleabitoreddit

[9 Ventures @ThematicTrader]

$VPG Recent Investor Conference quotes confirming/supporting various claims, links, and theses I have built around $VPG:

On production targets of key customers:
"Yeah, from that perspective, obviously we've been dealing with the top two customers for over two years. The anticipation is probably moving into pre-production sometime in the third quarter, maybe in the hundreds of bots per week. Also with a goal of eventually, by the end of the year, it could move into the thousands of bots per week."

On the pace of innovation and speed to deployment:
"What we can see just from the customers we're working with, there is a race, and I would actually call it a sprint, to get these robots built in volume so that they can be deployed. Certainly, I talked about the pace of innovation, the number of iterations that we have had with our current customers, the amount of capital that's being deployed. I think we'll start to see these things fairly soon, within the next six months, 6-12 months."

On VPG being designed-in to a leading laser manufacturer for precision resistors:
"As I described, we do have a play in that. It's a very kind of niche play within the Co-packaged optics transmission systems."

For those doubting my $TSLA and Figure links made historically:
"I think we've mentioned the presentation, there are 12 (leading humanoid) companies throughout the world. I think six of the biggest, largest ones are in Asia, which at this time we do not work with. It's mainly been the ones that are in the U.S. That's been our primary focus at the moment. There's two big ones, and there's also, we're working with two startup companies from a humanoid perspective."

[Venu @Venu_7_]

Nice to see IBD highlighting $CGNX this week.

Cognex is the leader in industrial machine vision.

As factories automate and robotics adoption accelerates, every robot needs to inspect, identify, and make decisions in real time.

That's exactly where Cognex fits.

[DK @helloheisman]

@enrichtrades Man does that look great or what?!

[DK @helloheisman]

@ThematicTrader Yesssssss. Full port

[DK @helloheisman]

@ren_stocks $VPG is a sneaky good robotics play

[DK @helloheisman]

@NoLimitGains $VPG and $OUST

[DK @helloheisman]

@aleabitoreddit Pump it

[DK @helloheisman]

@GalV19634050 @aleabitoreddit Yup 😩

[StocksDaily @StocksDaily]

$FLNC $ENPH Trump admin drafting ban on foreign solar/battery inverters — FCC rule targeting new Chinese-made models, citing grid-disruption security risk, could land later this year
— Move follows EU's May decision blocking Chinese inverters from publicly funded energy projects
— FCC says rule is "country neutral" — but timing/context points squarely at China
— Sources caution proposal could still be modified or shelved
— Builds on prior reports of undisclosed comms hardware found in Chinese inverters checked by US experts
— Sector to watch: $FSLR $ENPH $SEDG $FLNC and other US solar/storage/inverter names could see relief rally on China-supplier displacement
Not financial advice.

[DK @helloheisman]

@aleabitoreddit $VPG huge player, low market cap, great chart. Nice call out!

[DK @helloheisman]

@EhrmantrautCap_ $fcel

[DK @helloheisman]

@HyperTechInvest $AMPG

[DK @helloheisman]

@aleabitoreddit $VPG a good one for this

[DK @helloheisman]

@ZaStocks $OUST and $VPG

[DK @helloheisman]

@ThematicTrader HUGE!

[DK @helloheisman]

@SRxTrades That last candle looks primed and ready to blow

[DK @helloheisman]

@ThematicTrader $RXT

[Enkhmanal 🟠 @Enkhmanal]

The bottleneck moved to exactly where Adeia's patents sit. Transistor shrink is exhausted; performance now comes from 3D stacking, chiplets, HBM, and cache-over-core — i.e. how you bond dies together. Adeia owns DBI / DBI Ultra / ZiBond + 1,100+ active bonding patents (~80% internally developed), a bet placed back in 2015 (Ziptronix). HBM3E → HBM4 (2027) → HBM5 makes the bonding/packaging royalty pool compound right as the AI build accelerates (Yole: ~21% CAGR on hybrid-bonding equipment through 2030). $ADEA