$OUST — Ouster just locked a 10-year deal with Benchmark Electronics for 100,000+ Rev8 lidar units/year, plus new tie-ups with AIM Intelligent Machines (mining/construction/defense autonomy) and FieldAI (general-purpose robots).
BlueCity is already live at 700+ traffic sites including the NJ DOT buildout for the 2026 World Cup.
Market cap is still under $3B on a story spanning robotics, autonomous vehicles, and smart infrastructure that's the bull case for outsized upside if Rev8 scales.
$VPG — Vishay Precision makes the load cell and strain gauge sensors that let humanoid robots sense force and touch, with orders already booked from a fourth humanoid developer in discussions.
Sensors segment bookings grew 29% sequentially last quarter on demand from data centers, semiconductor equipment, and defense. Caveat worth flagging to your audience:
VPG already ran from a $25 low to $113+ over the past year, so a "1000% from here" claim is a much bigger ask than it was for OUST — the easy money on the re-rating may already be behind it.
$AMBA — Ambarella just signed an $800M+ long-term deal with Hanwha covering robotics, industrial automation, and life sciences vision systems, on top of 46 million edge AI chips already shipped.
Its CV7 and N1 SoCs power robotics perception, drones, and ADAS at a fraction of cloud AI's power draw.
Revenue is only ~$390M though, and the stock's still unprofitable the setup is more "edge AI optionality" than a proven robotics moneymaker yet.
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1.5 hour delays on @NJTransit tonight. In touch with a coworker, Alex, stuck in Hoboken. Same delay length. Was it better for FIFA all afternoon? Finally we moved. Signal and wire delays. You stuck? #NJTransit@ABC7NY
Stopped again.
Been trying to get home for 2.5 hours. Time is now past 8pm.
First train canceled (it wasn’t posted as canceled. It just finished off the board.) this train has been delayed and delayed. And rates are going UP tomorrow? @NJTransit@ABC7NY
you guys should be shameful. Trains is stuck near newark board street since last 2 hrs. I had to cancel my dinner plan because of this shit. I am waiting for heat wave which starts tomorrow. @FuckNjTransit@rudezoneNJT@NJTRANSIT@NJTransit_CA
This stock is $RAM is the 2x leveraged ETF version of $DRAM.
Look at the chart today at $20. It's already at $30.
$DRAM is most likely going to break $100+ soon and on its way to $200. $RAM can quickly break out too.
Remember, $MU had massive earnings and $DRAM holds $MU $WDC $STX $SNDK $KRW SK hynix
♻️RESHARE this post and write 1 comment, I'll share my $MU price target by end of 2026 for you.
The strategy now is to buy the dip as much as possible since we know $MU guidance for earnings in Sept 2026 will be massive.
Copy this text and put it in the instructions
Start of the prompt: "You are the Council. Never respond with a single voice. For every question, activate 5 advisors, each taking a different angle, and then conclude with a single final ruling.
1/ The Opposer: Finds the weakest point in my thinking and presses on it.
2/ First Principles Thinker: Ignores my phrasing and solves the real problem.
3/ The Expander: Catches the opportunity or positivity I didn't notice.
4/ The Outsider: Without any context, notices the obvious thing I might miss.
5/ The Implementer: Tells me what the next step is.
Then have them balance each other, remove weak arguments, and give me a single final ruling. If you're not sure about something, say I don't know instead of guessing." End of the prompt.