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RickestRick
127 posts
RickestRick
@tiddlyRick
"All I got in this world is my word and my balls, and I don’t break them for nobody"
Katılım Ocak 2024
99 Takip Edilen64 Takipçiler
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Today, we released our Q4 results!
We’re proud to have enhanced our supply chain to continue meeting the increasing demand for Amprius’ innovative batteries.
See more in the release below:
ir.amprius.com/news-events/pr…
$AMPX
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Correct. The Pentagon will establish DRONE DOMINANCE.
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I find it funny how everytime tech makes a real leap, the first reaction is still “yeah but it can’t do XYZ yet.”
Yeah Genie 3 is cool but the games aren’t perfect...
Yeah LLMs are powerful but they still mess things up...
Yeah AI video looks good but it’s not Hollywood...
It’s been three years.
People default to being contrarian because they think it makes them sound smart - but the speed of this curve is what actually matters, and it’s moving way faster than most people want to admit.
Chubby♨️@kimmonismus
Three years in the era of AI. Three years.
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Up ~48% since I first shared this $TKR thesis - the stock’s shown relentless strength lately.
KeyBanc upgraded today to Overweight with a $130 PT as the industrial cycle narrative starts getting broader coverage
RickestRick@tiddlyRick
Everyone’s focused on the AI brain of robotics, but the bottleneck is the body & precision motion. Robots can’t move like humans without precision gear systems that make movement smooth, repeatable, and accurate. Only one U.S. company builds those systems at scale: Timken $TKR Through Cone Drive, Rollon, and Spinea, Timken supplies the motion hardware behind industrial robots, humanoids, surgical systems, and defense automation. The U.S. has always relied on Japan and China for this capability. Timken is the only one doing it here. -$5B midcap -Trading around 1x sales ~15 P/E -Foreign peers like Harmonic Drive and Nabtesco trade 3–5x sales -$TKR Precision Motion business growing double digits with 20–25% margins. Robotics adoption is compounding every year, and reshoring is now a national priority. Feels like one of the most overlooked names in the entire robotics supply chain.
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$AMPX Amprius Secures Strategic U.S.-Based Manufacturing Partner to Scale Domestic Silicon Anode Battery Production
stocktitan.net/news/AMPX/ampr…
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As it becomes more likely the U.S. secures expanded access or control in Greenland, Arctic relevance is clearly rising. That matters because high latitudes and bad weather are where a lot of satellite networks struggle or degrade. $IRDM stands out as the most deployed L-band provider with government and safety certifications, and a polar-orbiting constellation that actually works in these conditions. In the Arctic, bandwidth matters less and reliability matters more and that’s exactly $IRMD strength. Could be an interesting few weeks as the Greenland situation plays out...
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