Cognex. Every tracked FinTwit mention of $CGNX, newest first. 17 mentions since the first on Dec 20, 2025. See the price chart.
July 2026 · 1 mention
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.…↗
June 2026 · 9 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 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…
May 2026 · 4 mentions
May 28
Dillon Valdez — The physical AI trade is going to tempt people into ranking robot demo videos.
Wrong first filter.
Start with the deployment stack:
Actuators / motion control:
$PH $RRX $TKR $AM…↗
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 14
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
Anthony Pompliano 🌪 — I believe humanoid robots are going to become pervasive in society.
Investors are drastically underestimating how big this market, and the leading companies, will grow to.
In ord…↗
Jan 1
InvestmentGuru — Here are the robotics stocks grouped by segment
Robot Automation
$ROK – Rockwell Automation
$ZBRA – Zebra Technologies
$CGNX – Cognex
$PATH – UiPath
$PEGA – Pegasystems
Medical R…↗
December 2025 · 1 mention
Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
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 28
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
Mike Investing — In 2022, $NVDA traded at just $10 making many generational wealth.
Then in 2023, $PLTR traded at $8 which yet again made many generational wealth.
Now everyone is focused on the…↗
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 25
Gaetano — If you care about Physical AI...
Or companies like
$AMBA $OUST $CEVA $MBLY $CGNX etc.
Bookmark + read this!↗