Riley @not_rileyj - Twitter Profile

2 months ago

@wallstengine @grok what stocks are directly tied to AMZN relative to AMZN spending capital for AI servers and networking equipment? List 1-2 tickers in each layer of the AI stack that will benefit from this statement.

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P Equity Research 📰

@pequityresearch

3 months ago

Morgan Stanley: Bearings The Big Picture: Bearings as a Core Robotics Play > Architecture-Agnostic Growth: Bearings offer a diversified way to invest in the robotics sector because they are required regardless of a robot's ultimate design or form factor. > Massive Market Expansion: Morgan Stanley forecasts a massive ~300x growth in the robot bearings market through the year 2050. > Low Risk of Obsolescence: Bearings face very low substitution, in-sourcing, or obsolescence risks—you simply cannot design moving machines around them. > OpenAI Endorsement: In a recent Request for Proposal (RFP) for U.S.-based hardware manufacturing capacity, OpenAI listed precision bearings as 1 of 6 critical components in its robotics category. Content Scales with Robot Complexity > Bearings 101: Every single motor in a robot requires at least one or more bearings to reduce friction and support rotating parts. > Degrees of Freedom (DoF): As robots get more complex, the number of bearings multiplies. Small quadcopter drone: Requires 8–12 bearings. Humanoid robot: Requires 70 or more bearings. > Pricing Variability: Depending on the specific use-case, individual bearings can range from under $1 to as much as $100 Global Bearings Market Dynamics > Consolidated Supply: The top 6 global manufacturers control over 50% of the global roller market, with Chinese manufacturers making up about 25%. > Current Demand Split: Roughly 40% of the overall market goes to industrial equipment OEMs, 30% to automotive, and 30 to distribution channels