NEO's hands are breaking the internet today.
The hand is well known as the biggest bottleneck in building a capable humanoid, so it's not surprising that 1X is getting attention for the insane dexterity shown here.
What's interesting is there's a publicly traded company specifically tied to humanoid hands that no one is citing around the robotics thesis.
The CEO of $NVEC has literally said "some of the places where our sensors get used in robotics is on the end effectors, which are the hands or fingers of the robot."
The reason NVE sits there is physics. Its sensors run on spintronics, the same effect (GMR) IBM put in a hard drive in the 90s to make storage cheap. Instead of pushing electric charge, it reads the electron's spin, so you get extreme precision and barely any power draw in a package small enough to vanish on a fingertip.
And this isn't a pre-revenue story. NVE fabs its own spintronic wafers in house in Minnesota, prints ~79% gross margins with almost no debt, and has been embedded in Abbott pacemakers for 20+ years. The factory just doubled, capex is about to roll off, and management already confirmed its parts are inside humanoid hands today. Currently trading under 30x PE.
$NVEC feels like a stock every robotics investors needs on their watchlist. Solid fundamentals today with a free call option on the humanoid thesis.
We just published a deep dive into spintronics and $NVEC on Substack. Check it out at link in bio or link below.
