@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.

@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…