Who mentions $MBLY most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $MBLY most — 15 mentions in the past 12 months.

When was $MBLY first mentioned on Surfaced?

The earliest tracked mention of $MBLY in the Surfaced archive was on Dec 20, 2025.

How many voices track $MBLY?

7 FinTwit voices have mentioned $MBLY 27 times in the past 12 months.

What kind of voices mention $MBLY most?

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

$MBLY — FinTwit mentions on Surfaced

Recent mentions

27 mentions

@investmentguru_Jul 9, 2026 · 10:35 AM

buying opportunity in market Photonics $AAOI $AXTI $COHR $GLW $NOK Space $RKLB $ASTS $SPCX $RDW $SATL NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR Energy $OKLO $SMR $EOSE $QS Physical AI $OUST $AMBA $PATH $MBLY Quantum $IONQ $QBTS $RGTI $NVDA $MRVL $MU $CRDO $PLTR

Open on X

@investmentguru_Jul 4, 2026 · 2:50 PM

Physical AI is the next major area to focus on. Ignore the short-term noise and volatility. The real shift is still unfolding, and early positioning matters more than daily price action. $CCXI $TSLA $OUST $AMBA $PATH $MBLY

Open on X

@investmentguru_Jun 30, 2026 · 11:43 PM

$MBLY most overlooked physical AI play Mobileye’s Robotaxi Pivot Puts a LiDAR Supplier on the Map Mobileye is no longer just an ADAS supplier selling picks and shovels to the robotaxi gold rush — it’s now mining its own claim. The company confirmed plans to launch a self-operated ride-hailing service in the US, starting with a small initial fleet in one major city and scaling aggressively over the following years. The build combines Mobileye Drive, the company’s self-driving stack, with Moovit, its urban mobility and trip-planning subsidiary. Management was careful to note existing supply relationships with customers like Waymo, Zoox, and Tesla remain unchanged, even though Mobileye is now technically competing with some of them on the ground. The LiDAR Angle: Innoviz The more interesting thread for the watchlist is what came a few days later — Innoviz stepped forward to highlight its position as the LiDAR supplier embedded in the Mobileye Drive configuration. Each vehicle reportedly carries multiple InnovizTwo units providing full 360-degree long- and short-range coverage. As the robotaxi fleet scales toward its multi-year target, that translates into a meaningful unit opportunity for Innoviz — a direct, quantifiable beneficiary of Mobileye’s own ambitions, layered on top of whatever existing OEM LiDAR contracts Innoviz already holds elsewhere. Why It Matters for the Thesis This is a clean example of second-order infrastructure exposure: you don’t need conviction on who wins the robotaxi race to like the picks-and-shovels layer underneath it. Mobileye expanding its own ambitions (and recently moving into humanoid robotics through an acquisition) is one more data point for the Physical AI buildout — but the more derisked way to play the announcement may be the sensor supplier capturing unit economics regardless of which robotaxi operator ultimately wins share. Not financial advice.

Open on X

@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

Open on X

@investmentguru_Jun 30, 2026 · 1:34 AM

My Top 7 Physical AI Plays $NVDA — The Simulator Every robot that exists today learned to walk, grasp, and navigate inside an NVIDIA simulation before touching the real world. Cosmos 3 creates physically accurate synthetic universes where robots train on millions of scenarios in hours. Isaac Lab 3.0 validates entire production lines digitally before a single bolt is turned. GR00T N1.7 gives robots generalizable reasoning — the ability to handle tasks they’ve never seen before. NVIDIA didn’t build a chip. It built the operating system for the Physical AI era. $TSLA — The Platform Tesla solved a problem nobody else has: how to train a robot brain on the real world at massive scale. Every Tesla on the road is a data collection node — billions of edge cases continuously feeding a vision-only neural network that gets smarter every day. Optimus Gen 3 inherits that brain directly, skipping years of lab-controlled training every other humanoid company is still grinding through. Tesla isn’t building a robot. It’s deploying a neural net that already knows the world — into a body. $OUST — The Eyes A robot without spatial awareness is just a machine that bumps into things. Ouster’s digital lidar builds a real-time 3D understanding of the environment — detecting objects, predicting movement, and feeding AI perception models at frame rates traditional sensors can’t match. The Stereolabs acquisition added stereo vision and depth intelligence on top, giving Ouster a unified full-stack perception platform. This is the sensor layer that allows machines to trust the world around them. $AMBA — The Brain The hardest challenge in Physical AI isn’t training the model — it’s running it instantly, at the point of action, on a chip that sips power. Ambarella’s CVflow architecture packs deep learning inference and computer vision onto a single low-power SoC, enabling robots to perceive and decide in milliseconds without a network connection. With support for models up to 34 billion parameters running entirely on-device, AMBA is redefining what edge intelligence means — making robots faster, safer, and truly autonomous rather than cloud-dependent. $MBLY — The Autonomy Stack Mobileye’s core insight is that perceiving an unpredictable world and making safe real-time decisions is a problem they’ve already spent 25 years solving. EyeQ chips process 12 camera feeds simultaneously, REM mapping crowdsources centimeter-accurate maps from millions of vehicles, and the Mentee Robotics acquisition brings a third-generation humanoid platform built for unstructured real-world environments. Mobileye isn’t entering robotics. It’s transferring a proven autonomy stack from the most complex AI environment that exists — public roads. $SERV — The Deployment Every technology eventually has to leave the lab. Serve Robotics is the proof of concept for Physical AI operating at real-world scale — in public, in weather, in crowds, without supervision. Gen 3 robots fuse camera feeds, obstacle detection, and route intelligence to make thousands of micro-decisions per delivery, achieving a 99.8% completion rate across 20 cities. And with Maggie, Serve is now layering conversational AI on top — robots that don’t just move through the world, but interact with it. $JOBY — The Third Dimension Aviation is the hardest domain for autonomy — complex airspace, zero margin for error, real-time coordination across hundreds of simultaneous actors. Joby’s S4 is engineered from scratch for the autonomous era: six rotors, distributed electric propulsion, near-silent operation, and a SuperPilot stack on NVIDIA IGX Thor designed to progressively hand control to the aircraft as it proves itself. The Air Space Intelligence partnership adds Flyways AI — a real-time 4D digital twin of the entire National Airspace System. This isn’t an air taxi. It’s the opening move in autonomous 3D mobility. The age of machines that think, see, and act is not coming. It’s here. Not financial advice.

Open on X

@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.

Open on X

@investmentguru_Jun 25, 2026 · 12:36 PM

Great read $AMBA $OUST $MBLY

Open on X

@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!

Open on X

@ftr_investorsJun 16, 2026 · 4:47 PM

$MBLY Mobileye plans to launch its own robotaxi service in a major U.S. city in 2027, starting with 100 autonomous vehicles and aiming to scale to 17,000 vehicles within five years 🚖🤖 https://t.co/gulNtEIx4n

Open on X

@investmentguru_May 30, 2026 · 3:16 PM

Portfolio Update — May 30, 2026 $PLTR +842.76% $CLS +596.56% $ONDS +572.16% $NBIS +501.63% $RKLB +386.43% $IONQ +273.92% $HIMS +241.05% $RDW +228.77% $OKLO +188.78% $MU +172.90% $SOFI +169.69% $ABCL +118.25% $TSLA +92.57% $QS +81.77% $NVDA +78.89% $AAOI +74.60% $AMZN +50.53% $GLXY +43.15% $META +29.24% $RR +15.51% $PNG +15.53% $SOUN +14.29% $JOBY +11.59% $MBLY +2.28% Cash: ~4.5% of portfolio 24/24 positions green 💚🔥 Zero red positions — full green portfolio 🙌 Not financial advice. DYOR.

Open on X

@investmentguru_May 22, 2026 · 10:49 AM

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 Physical AI stack — save this list THE BRAIN $NVDA → GPUs + Jetson processors + Omniverse digital twins + Isaac robotics stack PERCEPTION (LiDAR + Vision) $OUST → digital LiDAR for 3D robot mapping & navigation $AEVA → 4D LiDAR — distance AND velocity sensing $HSAI → solid-state LiDAR for autonomous robot perception $MBLY → Mobileye AI vision for robotic navigation $TDY → machine vision imaging for industrial robot guidance $AMBA → low-power AI chips for robotic computer vision $ADI → sensors + power chips for robot perception & actuation $SOUN → voice AI and conversational interfaces for human-robot interaction THE BODY (Robotics Platforms) $TSLA → Optimus humanoid robot $SYM → AI mobile robot fleets for warehouse automation $SERV → AI sidewalk robots for last-mile urban logistics $TER → collaborative robot arms for AI manufacturing $ZBRA → autonomous mobile robots for warehouse logistics $ROK → industrial automation platforms integrating AI robotics $PATH → UiPath — AI-powered automation orchestration connecting physical and digital workflows SURGICAL ROBOTICS $ISRG → da Vinci AI-assisted surgical robots $SYK → Mako AI robotic-arm for surgical navigation $PRCT → AquaBeam robotic systems for minimally invasive procedures The playbook: → Semiconductors enabled the software AI wave → Physical AI needs sensors, actuators, and edge compute at scale → This is the next infrastructure supercycle — just moving atoms, not bits Not financial advice.

Open on X

@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.

Open on X

@investmentguru_May 17, 2026 · 3:31 PM

$MBLY — The Most Overlooked AI + Autonomy Play Right Now Mobileye isn’t a startup betting on self-driving. They’ve been shipping ADAS technology since 1999. 230 million vehicles on the road today run their EyeQ chips. That’s the moat most investors are sleeping on. But here’s where it gets interesting. THE PRODUCT LADDER → Base EyeQ ADAS — 230M+ vehicles, cash flow engine → Surround ADAS — hands-free highway, 19M+ units committed by OEMs → SuperVision — full route assisted driving, $1,000+ content per vehicle vs ~$75 for base ADAS → Chauffeur — eyes-off L4 consumer autonomy → Drive — robotaxi fleet platform, already deploying in Oslo with VW’s MOIA The revenue per vehicle inflection is the entire thesis. Every SuperVision win is worth 10–15x a base EyeQ unit. THE NUMBERS → Q1 2026: $558M revenue, +27% YoY — beat estimates → FY2026 outlook raised to ~$1.98B → $1.7B cash on balance sheet → $250M share buyback announced → 2027 flagged by management as the P&L inflection year RECENT WINS → Porsche — SuperVision production launch confirmed → Mahindra — SuperVision + Surround across 6+ models, India 2027 → VW MOIA + Holo — Mobileye Drive robotaxi live in Oslo → Major US automaker — 19M+ EyeQ6H Surround units committed THE WILDCARD In early 2026, Mobileye acquired Mentee Robotics — an AI-first humanoid robotics company. CEO Amnon Shashua is now positioning $MBLY as a Physical AI platform, not just an automotive supplier. The TAM just got a lot bigger. THE RISKS → NVIDIA + Qualcomm pushing open-platform alternatives — OEMs want software control → China market erosion from domestic rivals → Intel majority ownership overhang → Near-term losses expected through 2026 before the inflection $MBLY trades like a legacy auto supplier. It’s actually a data + AI + autonomy company with 25 years of OEM relationships, 8M+ active REM mapping vehicles, and a product roadmap that scales revenue per vehicle 10–15x as autonomy levels increase. 2027 is the year the market will re-rate this story. Not financial advice.

Open on X

@investmentguru_May 17, 2026 · 4:00 AM

The AI-Robotics Stack: 5 Names, One Thesis Here’s a complementary stack covering the full AI-robotics value chain: $OUST — Lidar + perception software. Before a robot can act, it has to see. Ouster provides the sensors that map and interpret physical environments in real time. $MBLY — Computer vision + AI for autonomous navigation. Mobileye translates raw sensor data into actionable decisions — the intelligence layer powering robotaxis and beyond. $SOUN — Voice AI for human-robot interaction. As robots move into consumer and enterprise settings, natural language becomes the interface. SoundHound is building that bridge. $SERV / $RR — Physical service and delivery robots. These are the execution layer — robots operating in hotels, hospitals, and logistics environments, dependent on the perception and AI layers above. $PATH — RPA + AI agents for enterprise automation. UiPath sits at the backend, orchestrating the workflow automation that ties human operations to robotic execution at scale. The architecture: Perception sensors (MBLY, SERV, PATH). Five different companies. One unified adoption cycle. As AI-robotics deployment accelerates, the whole stack moves — not just the headline names. Not financial advice.

Open on X

@investmentguru_May 16, 2026 · 2:53 PM

Play to watch in Physical AI 🤖 Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid platform $XPEV – Humanoid robotics + autonomy $HYMTF – Advanced humanoid R&D $RR – Service & field robotics $SERV – Last-mile delivery robots Warehouse & Logistics Automation $SYM – AI-powered warehouse robotics $AMZN – World’s largest robotics deployment $ZBRA – Vision, tracking, automation infrastructure 🚗 Autonomous Vehicles AI that drives, navigates, and makes real-time decisions Autonomy & Driving Intelligence $TSLA – Full-stack autonomy $XPEV – AI-driven autonomous driving $MBLY – Vision-based autonomy platform $QCOM – Edge AI compute for vehicles Perception for Autonomy $INVZ – Automotive LiDAR $LAZR – Long-range LiDAR $OUST – Digital LiDAR $ARBE – 4D imaging radar 🏭 Smart Factories Industrial robots + AI-driven production systems Industrial Robotics & Control $ABB – Industrial robots & automation $TER – Collaborative robots (cobots) $HON – Industrial controls & sensing $ROK – Factory software & automation Manufacturing Intelligence $PATH – Process automation bridging digital → physical $PLTR – AI-driven industrial decision orchestration 🏥 Healthcare Precision, repeatability, and high-margin Physical AI Medical Robotics & Surgical Systems $ISRG – da Vinci surgical robotics leader $PRCT – Next-gen robotic surgery $SYK – Robotic surgical instruments $MDT – Robotic-assisted medical devices 🛰️ Defense & Space Autonomous systems in high-risk, high-complexity environments Autonomous Defense Platforms $AVAV – Unmanned aerial systems $RCAT – Autonomous drones $UMAC – Tactical autonomous vehicles $ONDS – Secure AI communications Field, Extreme & Space-Adjacent Robotics $OII – Subsea robotics & offshore autonomy $FARO – 3D sensing, mapping & inspection $RR – Robotics for extreme environments 🧠 Foundational Layer (Powers All Categories) Brains behind Physical AI $NVDA – AI compute backbone $AVGO – Custom silicon + AI networking $QCOM – Edge AI processing Physical AI isn’t one sector. It’s a stack deployed across five massive industries, each monetizing autonomy in different ways. Most capital is still chasing software AI. Robotics + real-world deployment is the next leg. Not a financial advice, Like and share if you like .

Open on X

@investmentguru_May 15, 2026 · 5:36 PM

Robotics/ Automation/ perception $SOUN $PATH $OUST $SERV $RR $MBLY

Open on X

@investmentguru_May 13, 2026 · 8:00 PM

$MBLY added new position today https://t.co/wplbDLrcQE

Open on X

@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.

Open on X

@stocksavvyshayMay 9, 2026 · 3:15 PM

10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS 1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim virtual environment before ever taking a real step 2. $PLTR & $ORCL turn robot fleet sensor data into operational intelligence while $PANW & $CRWD secure robot nervous system as fleets scale & attack surface grows 3. $GOOGL, $MSFT, $META & $BIDU provide foundation models that give robots ability to reason, see & act 4. $ARM, $SNPS & $CDNS design chips that power robot brains while $TSM manufactures silicon & $INTC contributes both design & fabrication capacity for edge compute 5. $AMZN, $AAPL, $XPEV & $BABA are building competing robotics ecosystems across consumer, logistics & automation applications 6. $HON & $ROK provide industrial automation & control systems that integrate robots into existing factory infrastructure at scale 7. $MP supplies the rare-earth magnets that power motors & actuators throughout the robot supply chain 8. $QCOM Dragonwing chips handle 5G connectivity & on-device AI for robot coordination while $MBLY & $AMBA provide vision & compute silicon enabling real-time perception 9. $ADI, $TXN, $ON, $STM & $OSS sit closer to physical edge of robotics from analog chips that convert sensor signals, manage power & control motors to rugged AI compute systems that process data in real time 10. $TSLA only company attempting humanoid robots at manufacturing scale with first-generation Optimus production lines being installed at Fremont right now designed for 1M robots/year & Gigafactory Texas being built out for 10M robots/year at a $20-30K target price

Open on X

@blackpanthercapApr 20, 2026 · 6:49 PM

The autonomous defense platform problem isn't compute. It isn't communication. It isn't even power, though $AMPX is solving that too. It's PERCEPTION. You cannot put an autonomous ground vehicle, port system, or maritime monitoring platform into operation without lidar that can tell the difference between a threat and a water buoy at 200 meters, in rain, in the dark. $OUST build solid-state digital lidar sensors. No moving parts. CMOS chip architecture. The same manufacturing process that drives smartphone camera cost curves down. Already qualified on autonomous vehicle stacks, defense perimeter systems, and port automation platforms. Supply chain: → silicon photonics wafer → Ouster digital sensor → perception module → autonomous defense/logistics platform → real-world operation The companies that qualified Ouster sensors TWO YEARS AGO cannot switch without restarting that process now, in 2026, when procurement urgency is highest. Two hard numbers: ~$1.5B market cap. $50 analyst high target (+86% implied upside). The obvious trade: the autonomous platform companies $TSLA $GOOG $ONDS $MBLY $AUR. Correct. Already crowded. The real trade: the sensor company at $1.5B that those platforms physically cannot function without. -BP Not financial advice. DYOR. Save this.

Open on X

@mrmikeinvestingMar 7, 2026 · 11:41 PM

THE ROBOTICS STACK EXPLAINED: 1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions. 2. $GOOGL, $MSFT & $META supply the foundation models to give robots reasoning, perception, & interaction abilities. 3. $PLTR, $ORCL & $MSFT convert massive robot fleet data into actionable intelligence while $PANW & $CYBR secure the systems. 4. $ARM, $SNPS & $CNDS design the chips powering robot brains. 5. $MBLY & $TDY provide the vision systems, cameras, & perception sensors to allow robots to understand the world. 6. $MP supplies rare earth magnets used in electric motors to move robotic systems. 7. $ADI, $ON & $STM provide the analog semiconductors that connect digital AI systems to motors, sensors, & power electronics. 8. $ST, $RRX & $TKR manufacture the bearings, motors, & mechanical components for robots. 9. $HON & $ROK deliver the industrial automation platforms that integrate robotics into factories. 10. $TSLA, $AAPL, $BABA & $AMZN are building competing robotic ecosystems across manufacturing, logistic, and mobility applications. It’s clear the expansion within the robotics layer is wide, & many names are responsible for this sector boom…

Open on X

@stocksavvyshayMar 7, 2026 · 1:50 PM

10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS 1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics Atlas train in Nvidia’s Isaac Sim virtual environment before ever taking a real step. 2. $TSLA is the only company attempting humanoid robots at manufacturing scale with 1,000+ Optimus units already operating in factories & a long-term ~$25K target price. 3. $GOOGL, $MSFT, $META & $BIDU provide the foundation models that give robots the ability to reason, see & act. 4. $PLTR & $ORCL turn robot fleet sensor data into operational intelligence while $PANW & $CRWD secure the robot “nervous system” as fleets scale & the attack surface grows. 5. $ARM, $SNPS & $CDNS design the chips that power robot brains while $TSM manufactures the silicon & $INTC contributes both design + fabrication capacity for edge compute. 6. $XPEV, $BABA, $AMZN & $AAPL are building competing robotics ecosystems across consumer and logistics applications. 7. $HON & $ROK provide the industrial automation & control systems that integrate robots into existing factory infrastructure at scale. 8. $MP supplies the rare-earth magnets that power motors & actuators throughout the robot supply chain. 9. $ADI, $TXN, $ON & $STM provide the analog semiconductors that bridge the digital brain to the physical world by converting sensor signals, managing power & controlling motors with precision. 10. $QCOM Dragonwing chips handle 5G connectivity & on-device AI for robot coordination while $MBLY & $AMBA provide the vision & compute silicon enabling real-time perception.

Open on X

@investmentguru_Jan 28, 2026 · 12:49 AM

Open on X

@blackpanthercapJan 23, 2026 · 6:29 PM

I’ve been asked a lot lately what I’m looking at right now. So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”. My goal for this portfolio is to convert $2,000 to $100,000 as fast as possible. First entry $ASTI, stop loss hit at -5%. Switched to $IBRX. Now up 50%. Portfolio runs 1-3 high-conviction positions max. Strict stop loss. Fast profit taking on upside. Early stage focus: 2X repeatedly and quickly. Holdings right now: $IBRX Current Watchlist: $BURU $NUAI $UMAC $LASR $ASTI $RDW $SATL $VOYG $AUR $POET $MBLY $KOPN $LPTH $HIMS $PATH $OPEN $RKLB $PL $RR Hope you can use the list somehow. Note. Not financial advice.

Open on X

@stocksavvyshayJan 21, 2026 · 5:26 PM

THE HUMANOID ROBOT LANDSCAPE IN 2026 1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. 2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks 3. $TSLA, $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. 4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving. 5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world. 6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms. 7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles. 8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.

Open on X

@ftr_investorsJan 5, 2026 · 1:25 PM

$MBLY Mobileye secured a major U.S. automaker as a customer for its next-gen EyeQ6H Surround ADAS system, lifting its production outlook to over 19 million future units 🚗🤖 Is Mobileye a future winner in autonomous driving? 🤔 https://t.co/JJrS2a1vvy

Open on X

@ftr_investorsDec 20, 2025 · 10:10 AM

Open on X

$MBLY

$MBLY

About this stock

Related stocks

Frequently asked