$SPY trading at historic extremes P/S ratio around 3.47, well above the dot-com bubble peak of ~2.4 and the 2021 high of ~3.2. While momentum is strong, but it suggest the market is priced for perfection, A mean reversion in P/S to historical norms around 1.5-2 would 🤯 $SPX
8 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act.
2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks run by $LMT, $RTX & $GD
3. $TSLA, $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing.
4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving.
5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world.
6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms.
7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles.
8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods, while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.
@RobinhoodApp Robinhood’s system liquidated my contracts prematurely and without cause, robbing me of a self-directed trade that would have netted about $8,258 in profit. #robbinghood. DO NOT USE THIS PLATFORM
“If you got X thousands of dollars in your bank account and the Federal Reserve starts printing more money, it is simply stealing the value of the money that you’ve put aside.”
— Thomas Sowell
Silicon Valley's dirtiest secret:
The most "innovative" companies don't innovate, they buy.
Tesla has bought 9 companies since its inception.
And Facebook? 78 companies in 15 years.
Here's what they don't want you to know (it's crazy people don't know this):
Extraordinary 4-Story Megamansion With Rooftop Putting Green and 2 Pools Lists for $78 Million—as Florida Housing Market Is Flooded With Pricey Properties https://t.co/BEdiySvIbF