Who mentions $ATS most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $ATS most — 3 mentions in the past 12 months.

When was $ATS first mentioned on Surfaced?

The earliest tracked mention of $ATS in the Surfaced archive was on Jan 1, 2026.

How many voices track $ATS?

2 FinTwit voices have mentioned $ATS 4 times in the past 12 months.

What kind of voices mention $ATS most?

$ATS is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

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Past 12mo:4mentions2voices

All voices4 mentions since Jan 2026calls only

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About this stock

$ATS has been mentioned 4 times over the past 12 months by 2 distinct FinTwit voices, with the first mention appearing on 2026-01-01. @investmentguru_ is the most active voice discussing the stock, accounting for 3 mentions, while @semianalysis_ contributed 1 mention. The most recent discussion occurred on 2026-06-28, positioning $ATS within a broader robotics infrastructure thesis. The stock appears primarily in long research content, categorized alongside logistics robotics and warehouse automation companies.

In the context of robotics sector analysis, $ATS is identified as an integration backbone within warehouse and logistics automation, positioned alongside companies like Amazon, Symbotic, and Zebra Technologies. An earlier mention on 2026-02-06 by @semianalysis_ highlighted $ATS as a beneficiary of an anticipated Advanced Packaging (ABF) bottleneck, noting a +66% performance gain for those who acted on that analysis.

AI-generated from tracked posts · updated Aug 31, 2026

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Recent mentions

4 mentions

@investmentguru_Jun 28, 2026 · 4:57 PM

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. Right now. The investors who map this stack early are the ones who look like geniuses when the world catches up. This is not one sector. This is a civilization-level infrastructure upgrade. And it has layers. It starts with the senses. Before a robot can move or decide, it has to perceive. $AEVA reads velocity, not just distance. $ARBE sees in rain and darkness. $CGNX is the machine vision backbone of industrial automation. $OUST brings LiDAR to scale. $VPG gives machines the ability to feel. $ZBRA ties together the visibility layer across every warehouse on earth. Without this layer, there is no robotics revolution. Then comes the brain. Intelligence that runs at the edge, in real time, without a data center behind it. $AMBA, $AMBQ — fast, cold, embedded silicon. $QCOM extending its dominance into robotics. $PDYN building adaptive AI that learns inside physical machines. And $NVDA sitting above all of it — the GPU backbone that powers every serious robotics program on the planet. Now give it a body. $ALNT builds the drives and motors. $NOVT makes the encoders that tell a robot exactly where every joint is — down to the micron. $KLIC handles precision assembly. $TER tests every chip before it leaves the factory. $LECO automates welding and cutting on industrial floors worldwide. The musculoskeletal system of the robotic age — and it doesn’t get enough attention. Put it to work in the factory. $ROK and $HON are the embedded operating systems of industrial infrastructure — deeply integrated, extraordinarily sticky. $TSLA is building Optimus in the same facilities already pushing the limits of robotic manufacturing. This is where robotics stops being a concept and starts generating real cash flows. Send it into the warehouse. $AMZN is the largest robotic deployment operation in human history. $SYM is reimagining the warehouse from the ground up. $SERV is putting delivery robots on sidewalks today. $ATS is the integration backbone. $ZBRA is the connective tissue. Logistics is where robotics meets revenue at scale. Put it behind the wheel. $AUR is running autonomous trucks on public highways now. $MBLY is the ADAS brain inside millions of vehicles. $TSLA is running a robotaxi network while building a humanoid. $XPEV is developing the IRON humanoid alongside eVTOL. Autonomous mobility is not coming — it’s here. Send it where humans can’t go. $RR’s Dex humanoid is already serving in restaurants and hotels. $KITT and $OII are operating in the deep sea. $FARO brings precision measurement to environments where accuracy is everything. The moats here are built on capability, not price. Take it into the operating room. The most demanding environment on earth — tolerances measured in fractions of a millimeter, stakes measured in human lives. $ISRG is the gold standard. $PRCT is disrupting urology. $SYK and $MDT are embedding robotics into surgery. $OMCL is automating pharmacy. The margin profile here is unlike anything else in the stack. Hand it a weapon. The most well-funded robotics customer on earth is the DoD. $AVAV and $KTOS are the pure-play names. The primes — $LMT, $RTX, $NOC , — are integrating autonomy across every platform and every theater. Governments don’t negotiate on price when national security is on the line. Run the software on top. $PTC manages the digital twin. $PATH and $PEGA bring RPA to enterprise workflows. $PDYN builds the adaptive intelligence layer that keeps learning. Software is where the margins live and the stickiest moats get built. And for broad exposure — $BOT gets you into Figure and Apptronik before they ever hit a public exchange. $ROBO covers the entire value chain in one ticker. Ten layers. Dozens of companies. One unified thesis. Not financial advice.

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@investmentguru_May 14, 2026 · 2:25 AM

Here are the robotics stocks grouped by segment Robot Automation $ROK – Rockwell Automation $ZBRA – Zebra Technologies $CGNX – Cognex $PATH – UiPath $PEGA – Pegasystems Medical Robotics $MDT – Medtronic $PRCT – PROCEPT BioRobotics $OMCL – Omnicell $SYK – Stryker $ISRG – Intuitive Surgical Industrial Robotics $TSLA – Tesla $HON – Honeywell $TER – Teradyne $LECO – Lincoln Electric Professional Robotics $OII – Oceaneering International $FARO – FARO Technologies Service Robotics $RR – Richtech Robotics Robot Software / AI $NVDA – NVIDIA $PTC – PTC Inc $PDYN – Palladyne AI $QCOM – Qualcomm Logistics Robotics $AMZN – Amazon $SYM – Symbotic $SERV – Servr Robotics $ATS – ATS Corp Defense Robotics $AVAV – AeroVironment $LMT – Lockheed Martin $BA – Boeing $TDY – Teledyne Technologies $TXT – Textron $ESLT – Elbit Systems $KTOS – Kratos Defense $NOC – Northrop Grumman $GD – General Dynamics $RTX – RTX Corp $LHX – L3Harris Technologies

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@semianalysis_Feb 6, 2026 · 12:00 AM

We put out a Core Research article ~6 weeks ago highlighting the logic behind the imminent ABF bottleneck, while calling out AT&S $ATS and some of the other key beneficiaries. Those who listened then would be up +66% by now. https://t.co/8MD0qRfVgE

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@investmentguru_Jan 1, 2026 · 10:46 PM

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