$CGNX — FinTwit mentions on Surfaced

$CGNX — FinTwit mentions on Surfaced

Recent mentions

17 mentions

@crux_capital_Jul 1, 2026 · 10:30 PM

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. They will take up 40-50% of my Physical AI port I list them here with my levels I am watching https://t.co/ID4tW8MKEU And will post a deep dive on all of them in the coming weeks

@investmentguru_Jun 30, 2026 · 11:28 PM

Physical AI is emerging as the next major sector to watch. $OUST $AMBA $CCXI $MBLY $TSLA $AEVA $VPG $SYNA $CGNX

@crux_capital_Jun 30, 2026 · 7:30 PM

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 > A deep dive into the edge compute layer The top 3 companies from each layer I presented: > $AMBA $OUST $CGNX > $SYNA $CEVA $LSCC So the way it works is 3 steps: 1 - I present the 'layer' as an overview like why it's important, how dollars are captured, the durability etc. 2 - Within this report I present the top 3 companies I believe are well positioned. A quick thesis / overview 3 - Once I decide upon the top candidates, I then do a full deep dive into every aspect of the company, along with the weightings I am interested in and the financial modeling around them While this is a very exciting time for this theme, we are still very early. There is no rush on my end for positioning or research. I started covering Physical AI ~6 weeks ago and along with photonics, these are the two themes I am researching and covering in depth. If we can really identify the strongest companies, we can position with a multi-year mindset I still have 7 more layers to present and lots of positions I still need to take Join us if you are interested! https://t.co/Xv5BKKCwOR

@mrmikeinvestingJun 30, 2026 · 2:59 AM

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. Space ~ $RKLB, $SPCX, $ASTS 4. Energy/Rare Earths ~ $BE, $TE, $OKLO, $MP 5. Software ~ $NOW, $DDOG, $MSFT Generational wealth awaits you amongst these names. Don’t miss out again…

@mrmikeinvestingJun 30, 2026 · 2:59 AM

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. Space ~ $RKLB, $SPCX, $ASTS 4. Energy/Rare Earths ~ $BE, $TE, $OKLO, $MP 5. Software ~ $NOW, $DDOG, $MSFT Generational wealth awaits you amongst these names. Don’t miss out again…

@mrmikeinvestingJun 29, 2026 · 11:09 PM

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 Robotics $OUST ~ Ouster $SYM ~ Symbotic $AEVA ~ Aeva Technologies $BB ~ BlackBerry $CGNX ~ Cognex Robotics is the next phase to boom amongst the AI super cycle. Don’t miss out…

@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.

@mrmikeinvestingJun 28, 2026 · 3:19 PM

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 same tech stocks… Meanwhile these 5 companies that no one is talking about are setup to 10X Soon: 1. Ouster ~ $OUST 2. Cognex ~ $CGNX 3. Oklo ~ $OKLO 4. BlackBerry ~ $BB 5. Ceva ~ $CEVA Don’t miss out on these life changing opportunities.

@crux_capital_Jun 28, 2026 · 11:00 AM

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 Substack Practically that means: 1 - An 11 layer investment framework, researching & presenting each one. So far I have covered: > Training/Model Development > Data/Simulation > Perception > Edge Compute 2 - Identifying the best companies within each layer and presenting full deep dives (I just posted my $OUST one yesterday) 3 - Building my portfolio in real time. It's one thing to present to research, but I also want to show you all how I am taking that research and investing in it myself The goal with all of this is over the next few months to build a coverage universe and a portfolio that I believe is well equipped to ride this supercycle If you are interested, please check it out! https://t.co/LqPOxJ7d2g

@crux_capital_Jun 25, 2026 · 11:19 AM

If you care about Physical AI... Or companies like $AMBA $OUST $CEVA $MBLY $CGNX etc. Bookmark + read this!

@dillon_valdezMay 28, 2026 · 8:23 PM

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 $AME $ST $ITT Sensors / vision: $CGNX $ZBRA $TDY $OUST $ON $ADI $AMBA Edge compute: $NVDA $QCOM $ARM $AMD $NXPI Simulation: $NVDA $SNPS $PTC $ADSK Factory automation / yield: $TER $ROK $EMR $HON $SYM Demos get attention. The supply chain decides who can actually deploy.

@blackpanthercapMay 21, 2026 · 5:44 PM

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 digital twins and Isaac stack for physical AI robots.  $OUST: digital LiDAR sensors for robot 3D mapping and navigation.  $TSLA: Optimus humanoid robots for general-purpose physical tasks.  $SYM: AI mobile robot fleets for warehouse automation.  $SERV: AI sidewalk robots for last-mile urban logistics.  $TER: collaborative robot arms for AI manufacturing automation.  $CGNX: machine vision cameras for industrial robot perception.  $AMBA: low-power AI chips for robotic computer vision.  $AEVA: 4D LiDAR sensors for robot distance, velocity and mapping.  $HSAI: solid-state LiDAR sensors for autonomous robot perception.  $ISRG: AI-assisted da Vinci surgical robots for precision physical procedures.  $ZBRA: AI autonomous mobile robots for warehouse logistics automation.  $ROK: industrial automation platforms integrating AI robotics control.  $ADI: sensors and power chips for robot perception and actuation.  $ONDS: unmanned robotic systems for aerial and ground physical AI.  $SYK: Mako AI robotic-arm systems for surgical navigation.  $PRCT: AquaBeam robotic systems for minimally invasive prostate procedures.  $LAZR: Luminar LiDAR sensors for 3D robot and autonomy perception.  $MBLY: Mobileye AI vision systems for robotic navigation.  $TDY: machine vision cameras and imaging for industrial robot guidance. -BP Please note: this is not financial advice.

@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

@aleabitoredditMay 12, 2026 · 11:00 PM

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

@apomplianoJan 19, 2026 · 2:48 PM

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 order to position myself correctly, I asked @cfosilvia to generate a list of companies around the world that I could invest in to profit from this mispriced opportunity. She suggested: $TSLA $ISRG $ROK $NVDA $AMD $MRVL $ARM $CGNX $AMBA $LITE $6324. T (Japan) $PH $NOVT $QS $ALB $FLEX $JBL Silvia then analyzed my personal portfolio to see where I already had some exposure to humanoids, while also suggesting specific names or allocations that could compliment my current portfolio. I don't make any financial decisions without checking with Silvia first. You can try her free: https://t.co/bMI7hLeciU

@investmentguru_Jan 1, 2026 · 10:46 PM

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

@ftr_investorsDec 20, 2025 · 10:10 AM

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 👇 🥇𝗧𝗶𝗲𝗿 𝟭: 𝗕𝗿𝗮𝗶𝗻𝘀 + 𝘀𝗰𝗮𝗹𝗲 $NVDA | Nvidia $TSLA | Tesla $GOOGL | Alphabet $AMZN | Amazon $MSFT | Microsoft 🥈 𝗧𝗶𝗲𝗿 𝟮: 𝗣𝘂𝗿𝗲 𝗿𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝗹𝗲𝗮𝗱𝗲𝗿𝘀 $ABB | ABB $FANUY | FANUC $TER | Teradyne $ROK | Rockwell Automation $ZBRA | Zebra Technologies 🥉 𝗧𝗶𝗲𝗿 𝟯: 𝗥𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲, 𝗽𝗲𝗿𝗰𝗲𝗽𝘁𝗶𝗼𝗻 & 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝘆 $ISRG | Intuitive Surgical $MBLY | Mobileye $QCOM | Qualcomm $CGNX | Cognex $PTC | PTC ⚙️ 𝗧𝗶𝗲𝗿 𝟰: 𝗗𝗲𝗳𝗲𝗻𝘀𝗲, 𝗹𝗼𝗴𝗶𝘀𝘁𝗶𝗰𝘀 & 𝗮𝗽𝗽𝗹𝗶𝗲𝗱 𝗿𝗼𝗯𝗼𝘁𝗶𝗰𝘀 $AVAV | AeroVironment $LMT | Lockheed Martin $SYM | Symbotic $HON | Honeywell $SERV | Serve Robotics What’s your top pick for the robotics era? 🤖🚀