Trnc Giang

[Heisenberg @Mr_Derivatives]

$VIX The Fear Index Seasonality has been pretty on point all year.

Prepare for August?

[❥ 𝑪𝒐𝒇𝒇𝒆𝒆 𝑳𝒐𝒗𝒆𝒓𝒔 𝒂𝒏𝒅 𝑭𝒂𝒏𝒔 ❥ @tonyhawktruther]

The Vivek Ramaswamy campaign in Ohio is producing some amazing images

[Heisenberg @Mr_Derivatives]

$ORCL Everyone sees it so let's make it a self-fulfilling prophecy.

Give us that bounce! Please.

[Mr. T @MrTinvests]

software is the trade of the second half of 2026.

the AI capex flowing through the entire software stack is showing up in the charts. every one of these names is setting up on the weekly or monthly.

here's how i'm playing it.

$NET - lead name in the book. broke out to new highs. up 12% on the week. the network layer of the AI internet.

$S - broke the descending trendline from the 2024 highs. weekly reversal underway. small cap cyber that pairs with $CRWD.

$SNOW - reclaimed the 0.5 fibonacci from the $427 top. next targets are 305 and 351. long term reversal setup.

$MDB - monthly base breakout after 3 years of consolidation. database of choice for AI agents. adding to the watchlist.

$SHOP - monthly setup mirrors MDB. waiting for the break of the descending trendline overhead. patient.

different names. same underlying force. every one of them sells a shovel to the AI buildout.

the software is just getting started.

[emini tic @TicTocTick]

Bye bye doomscrolling and brain rot.

Welcome Clicks communicator.

Buy this.

One third the price of iPhone. Peace of mind priceless .

[Prof @TheProfInvestor]

Donald Trump journal:

- Made a billion dollar in Crypto in 2025
- Bought $MU during Mar 2026 crash
- Made 21,000 trades in 2025
- Told you to buy stocks after he was already in them

He praised $PLTR at 125.
Recently talked about $LLY at $1100

[Trnc Giang @TrncGiang19]

https://t.co/BMkNk2TAY3

[Wayne Liang @wliang]

When most humanoid makers are private, you know we're early to robotics/physical AI.

(Figure AI, Apptronik, 1X, Sanctuary, Unitree, etc.)

Also helps when...

> Software bottleneck broke (Nvidia GR00T, RT-2, OpenVLA gave robots general-purpose intelligence)

> Economic crossover just started (humanoid lease costs are below human labor costs)

Our public exposure barely exists...

$VPG - Sensors, like precision strain gauges and foil resistors.

$CCXI / $AGLT - Agility Robotics going public at $2.5B valuation.

$OUST - LiDAR sensors for autonomous systems.

$AMBA - Vision/AI chips for edge devices.

Certainly biased because I have a position, but IMO $VPG is more asymmetric than other U.S-listed tickers.

They're already profitable, already supplying humanoid makers, positioned to scale on multiple fronts, and it's still under ~$2B MC.

Good hedge against getting replaced by AI/robots is to invest in them?

[Michael | Hypermarkets @itsmichaelluu]

ROBOTICS & PHYSICAL AI CHEATSHEET:

(so you know whats going to explode next...)

[Kastriot @kastriooot8]

ROBOTIC is now.
bullish on $ARBE

[Cyberpunk Sense 👑 @napoleon21st]

I am glad that @aleabitoreddit is spotlighting robotics and physical AI.

I've been talking about it for months and building a portfolio for it.

Besides the obvious plays like $OUST and $AMBA I think the most undercover and and undervalued play is RADAR.

$IFX and $GAPW just started mass production on a breakthrough 4d radar which infineon called an inflection.

It works for autonomous driving, drones and robots and smart cities

Then there are $ACCON micro-radars which are ultra small and energy efficient and all those systems will be equipping them in multiples.

Check my feed and browse the tickers for lots of info.

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

Robotics investment has hit a high.

Yet:

$OUST +34% over the last 5 years.
$AEVA -62% over the last 5 years.
$AMBA -40% over the last 5 years.
$AMZN +36% over the last 5 years.

Etc

I think it's clear where the money may flow next.

[Pep Invest @PepInvestStocks]

Robotics is NEXT - You only NEED 3 stocks

$OUST has successfully transitioned from a pure-play component manufacturer into an integrated hardware-and-software platform provider purpose-built for spatial intelligence.

Through an expanded collaboration with the $NVDA Jetson platform, $OUST provides the reference 3D data pipeline for autonomous machine vision.

Key scale agreements include $SERV (last-mile delivery fleets), Komatsu (heavy autonomous machinery), and global testing validator DXOMARK,

The deployment of the Rev8 OS sensor family represents the world's first native color-matching digital LiDAR. By acquiring Stereolabs, $OUST bundles high-resolution 3D point clouds, stereo vision, and edge-AI processing into a single architectural layer. This structure completely replaces legacy, multi-sensor hardware arrays for warehouse and logistics operators.

Manufacturing is scaled via a 10-year production roadmap with Benchmark Electronics, securing a globally resilient capacity of over 100,000 units annually.

$AEVA controls the high-performance spectrum of automated driving and heavy industrial robotics via its proprietary Frequency Modulated Continuous Wave (FMCW) technology.

$AEVA is deeply embedded in long-term commercial supply agreements. Key relationships include Daimler Truck (exclusive long-range LiDAR provider), LG Innotek (co-developing optical modules for commercial humanoid robotics), and industrial automation titan SICK AG.

Standard LiDAR systems only register spatial depth. $AEVA unique 4D LiDAR-on-chip measures distance and instantaneous velocity for every single pixel in real-time. This structural feedback loop completely removes computational latency from artificial intelligence engines by telling a robot not just where an object is, but exactly where it will be in the next millisecond.

Backed by an official $NVDA DRIVE integration, $AEVA is leveraging shorter sales cycles through its compact Omni and Eve precision portfolios, rolling out high-margin sub-micron sensing options to factory automation systems.

Unlike vision providers, $VPG acts as the pure-play supplier to the mechanical mechanics of advanced humanoid platforms.

Due to intense commercial positioning, $VPG operates under strict Non-Disclosure Agreements (NDAs) with leading humanoid developers (spanning major players like Figure AI, Apptronik, or $TSLA Optimus.

To replicate human-like dexterity, tactile grip, and dynamic balance, a humanoid robot requires highly specialized strain gauges and force sensors inside every joint, finger, and actuator. $VPG is the global market leader in these high-precision components. They hold an unmatched content value capture of roughly $1,000 per produced robot unit.

$VPG represents the structurally profitable baseline asset of the trio. The firm reported a book-to-bill ratio of 1.21x (indicating demand significantly outpacing production capacity). In 2025, new business initiatives from humanoid clients hit $37.8 million, with management targeting $45 million in new business initiatives while expanding operating margins toward a targeted 20%.

Mark my words.

[Prof @TheProfInvestor]

Nov 2025 I called it: "2026 will be the year of Healthcare."

People thought it was bold. It was. But here we are.

Healthcare went from one of the worst sectors YTD to top 5 YTD and #1 over the past month - all in one week. It went from laggard to leader fast, and now everyone is talking about it.

Most of these names are already up 50-100% from when I posted. Healthcare is not done yet. Look at

$XLV $XBI

they're coming out of multi year bases.

Now here's the clean list everyone should be focused on. Pulled together by tier so you can pick your style. Mature companies (the safe plays):

$ABBV $LLY $NVS $MRK $JNJ $UNH

Large caps ( rewarding ):

$RVMD $MRNA $DVA $JAZZ $ILMN $MOH $CVS $CYTK $BIIB $ARWR $NBIX $CAH $AMGN $VRTX $TEVA $SOLV

Mid caps (high risk but high reward ):

$PGEN $MBX $VERA $ADPT $IDYA $OKRA $NRIX $RCUS $RYTM $WRBY $NAMS $GKOS $HIMS $OSCR

This is what I do.

I share my market insights with you
I inform everyone about rotations
and I put together top stocks for you to focus on
Happy Saturday folks.