Michael | Hypermarkets — $SPCX crashed right after its IPO to $147.
It's going under $100 first before ripping $1,000+
These 19 SPACE stocks will explode too:
1. $RKLB ~$87
Small-launch and satellite m…↗
Jul 8
Serenity — @Emre07465060084 For this type of mapping with $SIVE, it's a good idea look at their partners and their timelines.
- $JBL confirmed via JPM fireside chat they have a relatively dr…↗
Jul 7
Serenity — @jey0316 Basically:
> major Chinese lidar player might be banned in West.
> $OUST, $AEVA, and others benefit by filling in the vacuum
> optical players players that power wester…↗
Jul 7
Serenity — Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors.
For $OUST, $AEVA, and Western lidar bros, this is g…↗
Jul 6
Serenity — I personally think $SIVE can be the next $LITE.
In the past few months alone, we've seen:
1. Partnerships with O-Net pushing ELS into mass production
2. $JBL 1.6T LRO mass produ…↗
Jul 3
Serenity — Just some public market read through from Chinese private VC markets:
Institutions are pouring funds into physical AI and world models.
1. Large models / LLMs: ~$23.56B
2. AI in…↗
Jul 3
Michael | Hypermarkets — 16 years ago, $TSLA IPO'd at $17.
It returned 445x and transformed the car industry.
Here's 5 robotics companies that will 100x-200x exactly like $TSLA:
1. $OUST — Digital lidar…↗
Jul 2
Serenity — @Cped221267 Nobody should care about TA charts since people just made up squiggly lines trying to convince others to sell.
$SIVE just raised an emergency $70M for mass production…↗
Jul 1
Gaetano — Physical AI is here. Now.
$OUST $AMBA $CGNX $AEVA $VPG $CCXI
I am still building out my portfolio
There are 5 companies that I am very interested in owning for the long term.…↗
Jul 1
Serenity — @AleksandarGenov Probably Agility Robotics going public with $CCXI and all the media narratives around it was the catalyst.
Feels like $OUST, $AEVA and other names were pretty fla…↗
June 2026 · 14 mentions
Jun 30
InvestmentGuru — Physical AI is emerging as the next major sector to watch.
$OUST
$AMBA
$CCXI
$MBLY
$TSLA
$AEVA
$VPG
$SYNA
$CGNX↗
Jun 30
Gaetano — The Physical AI Thematic is moving really fast...
$OUST $AMBA $AEVA $SYNA $CGNX $VPG
Over the last few weeks, I put out two layer reports
> A deep dive into the perception layer…↗
Jun 29
Mike Investing — If you missed the Photonics, Memory, or even the Space sector run…
DO NOT miss out on Robotics.
Here are the names within this sector that’ll be the next to 10X:
$ARBE ~ Arbe Ro…↗
Jun 29
Kevin Maro — Started a personal $100K to $1M trading challenge last Friday. Currently +$29K, not bad!
- Went full-port $AEVA before close Friday after seeing bullish flow
- Sold the pump and r…
May 2026 · 25 mentions
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 26
Vulture trades 🦅 — I turned $76 into $870+ with $AEVA
This is the power of options.
I gave this for free on my X! https://t.co/NuZxGCGlLi↗
May 26
Vulture trades 🦅 — $AEVA CALLS UP 1000% OMG
0.85 —> 8.00.
LIFE CHANGING MARKET. https://t.co/2qEnCIhb13↗
Chris Ray — Wasn’t someone just telling me that $AEVA is better than $OUST? 🤭↗
Apr 28
Serenity — I'm happy Japanese communities started positions in $SIVE after doing research!
A stronger international shareholder base is always positive.
As for some thoughts, my read on the…↗
Apr 11
KaizenInvestor — @Ragnarbenzema I only did my research in $AEVA. Technically their sensors are better than those of $OUST. But in 95% of the cases their sensors are overkill and thus too expensive.…↗
March 2026 · 6 mentions
Mar 25
KaizenInvestor — @Hill_AndrewD I think $AEVA’s technology is superior to that off Ouster. The problem is that in 95% of those cases you don’t need those advanced Lidars. In those cases the cheaper…↗
Mar 24
InvestmentGuru — Hopefully you not missing
$LITE $COHR $AAOI $AXTI $IPGP $LASR $VIAV $LWLG $POET $AEVA
$EMKR $LASE $SIVEF $TSEM↗
Mar 24
InvestmentGuru — Photonics is quietly becoming one of the most interesting sectors right now. Money is starting to flow in, but unlike other crowded trades, many names are still undervalued relativ…↗
Mar 23
Serenity — @JuhongH $SIVE -> $AEVA is already well known.
People often cite $AEVA for more industrial stuff like trucking and maybe defense.
But I like it for humanoids in specific. And…
February 2026 · 4 mentions
Feb 9
Serenity — @Pashabd7 ~$14.1. So basically where prices are now.
That being said this is a small position since $AEVA company is inherently a venture bet on 4D AI. They also made a breakthrou…↗
Feb 9
Serenity — @upand_right World* models.
Apparently if the world's most advanced World Models require Doppler-level precision, $AEVA is one of the only companies that can do it compared to com…↗
Feb 9
Serenity — @upand_right Apparently $OUST sits more in “Probabilistic AI”while $AEVA FMCW solves the Deterministic Physical AI that word models need
“FMCW gives velocity as a direct physical…↗
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
InvestmentGuru — The Robotics Bull Run Is Here.
Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years…↗
Jun 28
Gaetano — What I am doing with Physical AI...
$OUST $AMBA $CGNX $VPG $SYNA $AEVA
Photonics has been my main coverage universe for ~10 months
I am now adding Physical AI coverage to my Sub…↗
Jun 28
Michael | Hypermarkets — $17B was invested into robotics and physical AI in Q1 2026.
That's nearly 10× more than in 2020.
These 16 companies will benefit the most:
1. $OUST – $42.02 52wk: $16.40–$51.50…↗
Jun 27
Serenity — @eldan_0123 $SIVE is has a decent chance to be in Boston Dynamics humanoid programs through $AEVA and LG Innotek.
I don’t see it being too material to revenue near term since the…↗
Jun 26
Serenity — @Whitepilled777 Not really, I personally still think it's undervalued. It's about MC relative to forward revenue potential.
In just that tiny timeframe for $SIVE:
- $JBL announc…↗
Jun 19
Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in:
1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗
Jun 15
Serenity — @ifkfidndlskdkdl $SIVE is likely laser ramping with $AEVA soon and $AAPL with their next refresh of Apple Watches after their recent announcement.
Haven’t seen anything credible…↗
Michael | Hypermarkets — $SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation sate…↗
Jun 9
Serenity — @ju5t1n14n Many work against the interest of retail investors.
Especially as JP Morgan / US institutions are trying to buy up the float.
You have a company funded with CHIPS Act…↗
Serenity — $JBL literally announced in their fireside chat…
Mass production of their 1.6T LRO with excessive demand in 3-10 months.
$SIVE is likely sole source laser supplier for this spec…↗
May 24
Serenity — When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries.
I'm not sure people are fully aware yet.
$SIVE -> $AAPL, $NOK, $RTX (u…↗
May 24
Serenity — Fun fact: Lot of the same companies are often used across different supply chains.
One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
Sivers ->…↗
May 24
Tradable Astronaut — Aion Index update. 05/24.
1190 tickers scored across 31 sector profiles.
Here's the full breakdown of what the model is showing right now.
$WOLF is the standout. 16-day streak.…↗
May 22
Vulture trades 🦅 — $AEVA 580% Gainer at 5.85 🦅
Anyone still holding with me? https://t.co/KN8U2mSJFr↗
May 22
InvestmentGuru — Physical AI is the next wave.
The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world.
Here’s the complete P…↗
May 21
Black Panther Capital — The clearest sign you can get 😳
“Physical AI is the next wave.”
— Jensen Huang.
Here’s the complete Physical AI list - save it:
$NVDA: GPUs, Jetson processors, Omniverse digita…↗
May 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
May 19
Serenity — Just putting it out there:
$SIVE short interest is probably higher than 17%+ now.
As lot of local Swedish hedge funds are very underwater, shorting Sivers.
They're about to mee…↗
May 14
Serenity — $SIVE 2025 annual report analysis.
TLDR: Extremely Bullish.
Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications…↗
May 13
Vulture trades 🦅 — $AEVA 400% OMGGG
WERE SO PAID. 3.85 from 0.85 ✅
ARE YOU NOT ENTERTAINED?? https://t.co/QS8BlCk9HB↗
Vulture trades 🦅 — $AEVA oh my we did it again…
Caught another squeeze before the move.
Are you not entertained?
Calls up 130%+ https://t.co/c7WxFytd1c↗
May 12
Vulture trades 🦅 — $AEVA 100% Banger at 1.70 from 0.85 🔥
Another one in the books
Are you not entertained? https://t.co/dDKtpGMVnm↗
Serenity — @AscendingLife3 I just find it interesting when I’m already invested in a frontier tech company like $AEVA.
The other one in $SIVE happens to be their likely upstream supplier as…↗
Mar 23
Serenity — If you don't remember:
$AEVA was my long for 4D Physical AI + World Models.
-> LG $50m in $AEVA to co-develop FMCW 4D LiDAR, explicitly citing Humanoids
-> LG (Boston Dynamics vi…↗
— Speaking of other bottlenecks like $AXTI.
I’ve been looking into 4D AI.
Convos with industry insiders leads me to believe it’s an upcoming trend eg. “World Models” for physical A…