ed1ala
247 posts

ed1ala
@ed1ala
$btc | Crypto OG since 2016 | Languages: English, Spanish, German, Arabic | PhD in Shitposting |
Katılım Haziran 2021
233 Takip Edilen21 Takipçiler

The humanoid robotics theme is an emerging trade I see right now and almost nobody is positioned for it correctly IMO. 🤖📈
Pay attention... most people only really know $TSLA.
Optimus is real and Tesla is the demand creator that legitimizes the entire sector, but the second order trade is interesting too.
Here's the chain... simplified drastically...
Every humanoid robot needs eyes. Lidar and vision is the layer that lets a robot actually understand the world it is walking through. $OUST is the cleanest public lidar pure play, $MBLY is the vision and ADAS leader pivoting hard into robotics, $AMBA is the edge AI vision chip that processes everything in real time, and $AEVA, $ARBE, $CGNX round out the perception layer.
Every humanoid needs precision motion. Harmonic drives, actuators, and motion control are the unsexy compounders most retail will skip right over. $VPG is the precision sensor and load cell pure play, $NOVT is motion control built specifically for robotics, $ALNT is precision motion components, and $RR is the optical sensor name that quietly shows up everywhere.
Every humanoid needs a brain. The compute that runs on board has to be cheap, low power, and reliable. $LSCC is the low power FPGA that ends up inside countless edge devices, $INDI is the automotive and robotics semi nobody has on their radar yet, $AMBQ is the analog compute play, and $MRAM is the next gen memory built for exactly these workloads.
Every humanoid needs a logistics use case. The first commercial deployments are not going to be in homes, they are going to be in warehouses. $SYM is the automated warehouse pure play, $ZBRA owns enterprise scanning and tracking, $SERV is sidewalk delivery robotics that doubles as data collection, and $KITT is the autonomous platform play.
Every humanoid needs an industrial pedigree. The companies that already build robots for factories will be the ones supplying components and software to the humanoid OEMs. $ISRG is the surgical robotics gold standard, $KLIC is the precision assembly tooling, $HG is the heavy machinery name pivoting into robotics, and $BOT is the basket ETF if you want broad exposure in one click.
And on the speculative high beta end... $ATOM is robotic software with real adoption, $XPEV has its own humanoid program coming, $AUR is autonomous trucking which is the same playbook applied to the road, and $NEO is the small cap optionality play.
Pick the chokepoints.
Own the picks and shovels... then wait.
Will share more ideas to followers soon. NFA.
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@martinhurtadocc @InvestFreedom05 100% this, robotics and the components that make up robotics are next.
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With $VPG (Vishay Precision Group) reporting earnings in less than 2 weeks, I’m laying out why I believe this is one of the most underappreciated ways to get early exposure to the humanoid robotics wave.
VPG isn’t building the robots. It’s building the sensory nervous system they rely on to function.
At its core, the company produces ultra-precise sensing solutions, specifically strain gauges and force sensors that deliver stable, repeatable measurements under extreme mechanical stress and high heat. That resistance to drift is not a small detail. It is the difference between a humanoid that can reliably interact with the real world and one that cannot.
The moat here is real. Decades of materials science, proprietary manufacturing, and a deep patent base make this incredibly difficult to replicate. Even players like Tesla or Figure AI, who push hard on vertical integration, would struggle to match this level of precision at scale without losing years in the process.
What gives me conviction is that this isn’t speculation. It’s coming directly from management commentary across earnings calls.
This is a deliberate, documented progression:
• Q1 2025: VPG disclosed that a humanoid project was progressing, with initial pre-production orders from one customer and prototype orders from a second.
• Q2 2025: The signal strengthened as the lead customer placed follow-on orders totaling roughly $1.5M, shifting the narrative from experimentation to continuity.
• Q3 2025: Both customers were active, with orders reaching $1.8M. Management explicitly addressed their capacity to support higher-volume production.
• Q4 2025: A third humanoid customer emerged, a new entrant targeting home and warehouse environments. Meanwhile, one of the original customers placed another follow-on order in January 2026.
Management has also confirmed they are in active dialogue with additional humanoid developers globally. It is a textbook funnel: prototypes evolving into follow-on orders, expanding from one customer to three, and moving toward production scale.
While no customers have been named (NDAs), the order patterns for Customers #1 and #2 align closely with the development timelines of major players like Tesla and Figure AI.
Going into this earnings call on May 12, I’m focused on one thing: confirmation of scaling or recurring orders.
Because once these sensors are designed in and certified, they don’t get easily swapped out.
If that signal shows up, VPG isn’t just participating in the humanoid wave. It becomes the primary external supplier for a critical layer of hardware inside robots that are much closer to real-world deployment than most people think.
And if there’s a better name out there with a moat this difficult to replicate, especially one that can’t be easily vertically integrated, I’m open to being challenged. I’ve done a lot of work on this space, and so far, this is the strongest conviction I’ve found.
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$ALMU is in a horrible place right now. Unfortunately, people don't question the fact that it's trading at over 1000x PER simply because it's a microcap. It's the same as always. Those who don't do the math lose money.
Scam killer@DVLT146025
The stock price of $ALMU has already priced in a huge success. It has been particularly bad over the past week. PSR of 70x is even more expensive than a PER of 1000x. And insiders and institutional investors know this very well. There is nothing to gain, and the downside is huge
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@KashRamki All I’m hearing is “You know” “you know” “you know” “you know”
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@theBestBlock @lifejoybiofun Like I said intrinsically they are worthless. We are paying a premium on them because of the future value they can have but intrinsically worthless until it goes above $11.50
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@ed1ala @lifejoybiofun Unless NUAI goes back to $1, the warrants are not worthless right now. I can sell them and bag a 10x today
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@theBestBlock @lifejoybiofun In a way yes but technically speaking warrants are worthless rn, we are just paying for the privilege to have them for $2 . Warrants are currently not in the money. Let’s say $nuai reaches $30, warrants should have an intrinsic value of 30 - 11.50 =$18.50.
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@ed1ala @lifejoybiofun That's the beauty of warrants. 3x on the stock today means 6x on the warrants today. And then a lot more once it trends up and up
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@lifejoybiofun I think you’re confusing things. The warrants currently trading at almost $2 can be exercised at a price of $11.50 if and only if $NUAI trades above $18 for 20 consecutive days. Once that threshold is reached you will have the ability to exercise warrants at a price of $11.50
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