Who mentions $VPG most on Surfaced?

@aleabitoreddit (Serenity) mentions $VPG most — 13 mentions in the past 12 months.

When was $VPG first mentioned on Surfaced?

The earliest tracked mention of $VPG in the Surfaced archive was on Mar 25, 2026.

How many voices track $VPG?

10 FinTwit voices have mentioned $VPG 35 times in the past 12 months.

What kind of voices mention $VPG most?

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

$VPG — FinTwit mentions on Surfaced

Recent calls

12 calls

@ckcapitalxxJun 1, 2026 · 5:21 AM

NVIDIA just announced the Isaac GROOT reference humanoid robot. The humanoid sector is arriving faster than almost anyone is prepared for. Look at what Jensen just put on stage. A complete reference humanoid built on Jetson Thor onboard compute. 2070 FP4 TFLOPS. 14 core Arm CPU. 128GB of memory. A 31 degree of freedom Unitree H2 Plus body. 22 degree of freedom five finger Sharpa hands. The full GROOT software stack for data generation, policy validation, and whole body control. Available October 2026. This is the iPhone moment for humanoids. When NVIDIA ships a reference design every robotics company on earth can build on top of it instantly. They just handed the entire industry a blueprint and the compute to run it. The barrier to building a capable humanoid just collapsed. And here is what most people are missing. NVIDIA does not make the sensors, the force feedback, or the perception silicon that goes into every one of these robots at scale. The reference design proves the platform. The component suppliers capture the volume. That is exactly why I am positioned the way I am. Some names include: $AMBA — the edge AI perception brain. Already signed an $800 million Hanwha robotics partnership. $OUST — the eyes. Native color lidar for robots navigating the real world. $VPG — the force sensors that let those Sharpa hands actually feel what they are gripping. When NVIDIA puts a reference humanoid on stage with an October 2026 ship date the timeline everyone assumed was 2030 just moved years closer. The robots are coming. Own the parts inside them. $AMBA $VPG $OUST

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@dillon_valdezMay 29, 2026 · 1:01 PM

Robot demo videos are easy to watch. Smooth arms, impressive cameras, fluid movement. What they don’t show is the moment the grip is too tight and the part gets crushed. Real physical AI deployment dies without force and tactile sensing that measures pressure, grip, and feedback in real time. That layer turns prototypes into machines that can work alongside people without constant breakage or rework. $VPG has specialized in the precision strain gauges and load cells that make that feedback accurate for decades. Pair it with machine vision from CGNX, 3D sensing from OUST, and local edge processing, and you get something that can actually scale. Demos get attention. The full sensor and feedback stack decides who deploys.

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@ckcapitalxxMay 27, 2026 · 4:06 PM

Humanoid robots are going to be the largest wealth creation event of the next decade. Here is how I am playing it before everyone else figures it out. Most people are waiting for Figure or Boston Dynamics to IPO at $30 to $50 billion. By then the easy money is gone. My play is two stocks that are already in production with real humanoid customers today. $AMBA — The brain. The edge AI inference chip that processes everything the robot sees in real time. On device. In milliseconds. 15 years of software depth baked in. One of the only Western pure play edge AI chips at scale. Already in production with autonomous vehicle and robotics customers globally. $VPG — The senses. Precision force sensors and strain gauges that tell the robot what it is feeling. How hard it is gripping. How much weight it is carrying. Whether it is about to drop something. Already booking orders with four different humanoid developers. CEO confirmed low teens millions in humanoid revenue coming within a few years at $400 to $500 sensor content per robot. A humanoid without $AMBA cannot think. A humanoid without $VPG cannot feel. The wave is coming. I am not waiting for the IPOs. $AMBA $VPG

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@aleabitoredditMay 26, 2026 · 2:28 PM

Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management. And $TSLA design out risk made me cut concentration. But 3x regardless not too shabby. https://t.co/ksB8ZrnnEg

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@frenchie_May 22, 2026 · 6:55 PM

Ça devient insane ! $VPG vient de franchir les $ 1.5 Mds de capitalisation boursière Le titre fait déjà environ +180% depuis notre achat mais le plus intéressant, c’est que le marché commence seulement à comprendre le narratif. Vishay Precision Group n’est pas juste une petite boîte industrielle C’est potentiellement une des valeurs les mieux exposées au thème des robots humanoïdes Et les revenus commencent à parler : Au T1 2026, VPG a publié $84.4M de revenus, en hausse de +17.6% YoY et +4.7% QoQ. Les commandes ont dépassé les $100M, avec $102.1M de bookings et un book-to-bill de 1.21, signe que la demande accélère plus vite que les ventes actuelles. La boite a 4 clients qu’elle ne dévoile pas pour le moment mais c’est potentiellement : Tesla, Figure, Agility, Apptronik, 1X, Unitree… Le management reste hyper discret Ils disent lors du dernier transcript que les prévisions clients indiquent une rampe plus significative pour les robots humanoïdes en seconde moitié d’année, mais précise aussi que le timing et l’ampleur exacts restent incertains… C’est la queva se jouer le dossier : Bullcase : Si les clients passent de prototypes à production série, $VPG peut devenir un vrai fournisseur critique et se rerate très violemment Bearcase : Si les programmes sont retardés, le narratif peut se dégonfler temporairement. $VPG est à mon sens une des meilleurs option asymétrique sur le scaling des humanoïdes et le marché comment à timidement le pricer.

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@frenchie_May 18, 2026 · 2:02 PM

Le délire total sur $VPG Plusieurs analyses de l’industrie suggèrent que les technologies de VPG sont utilisées dans les doigts des robots de Figure AI pour améliorer la précision et la dextérité des manipulations Si l’adoption des humanoïdes accélère, les composants de sensing ultra précis de $VPG pourraient devenir une brique essentielle de toute la chaîne robotique avancée

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@dillon_valdezMay 15, 2026 · 5:53 PM

$VPG — Vishay Precision Group Revenue was $84.4M, +17.6% YoY, and beat expectations of ~$77.1M by 9.4%. EPS was $0.07 vs near-zero expectations. Stock jumped 28.5% on report day and is still +13.2% through today. This was one of the cleaner reactions in the group. Orders exceeded $100M, revenue grew sequentially and YoY, and the stock move suggests investors saw more than a small EPS beat. The key now is whether order strength converts into durable revenue and margin improvement.

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@jasonl_capitalMay 15, 2026 · 12:06 PM

7. $VPG - Vishay Precision Group The precision force and weight sensing layer most people have never heard of. Q1 revenue $84.4M, up 18% year over year. Orders hit $102M with a consolidated book-to-bill of 1.21. Sensor bookings grew 29% sequentially. Already booked $1M in humanoid robotics orders and is engaged with a fourth robotics developer. Shipped $600K to humanoid makers in Q1 and expects to more than double that in Q2. When a robot needs to know exactly how much force it's applying, VPG makes the sensor that tells it.

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@thevalueistMay 14, 2026 · 11:54 AM

$VPG Vishay Precision Group occupies a defensible technical niche — high-precision sensors and weighing systems are not commodity products, and the expertise required to compete at the accuracy levels VPG targets creates real barriers to entry. The strategic pivot toward AI infrastructure and robotics is a logical extension of that positioning; both sectors demand the kind of precision measurement capabilities that define VPG's core competency. The 2028 roadmap is ambitious. Doubling profitability over roughly two years requires a combination of operational efficiency gains and successful penetration of higher-growth verticals — semiconductors and aerospace alongside the AI and robotics exposure. Management has been restructured to support the transition, which signals organizational intent but also introduces execution risk at a moment when the roadmap requires sustained focus. First-quarter 2026 results were strong, and record bookings provide near-term visibility. The critical question is conversion — whether those bookings translate into the margin expansion the roadmap requires, or whether revenue growth comes in without the bottom-line leverage that justifies the strategic narrative. Bookings are a leading indicator, not a guarantee, and the gap between order intake and margin realization is where execution stories tend to succeed or fail. The valuation is the primary caution. The stock already reflects a meaningful portion of the 2028 roadmap success, which compresses the upside and raises the cost of any operational misstep. This is a prove-it setup — the technical positioning is credible, but the market has already assigned significant probability to the transformation succeeding, leaving little room for timeline slippage or margin disappointment. The dual-class ownership structure is a persistent governance consideration. It limits outside investor influence over strategic decisions at a time when the company is undergoing material transformation — a structural feature that is worth carrying as a discount factor, particularly given the execution-heavy nature of the current phase.

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@frenchie_May 12, 2026 · 1:13 PM

$VPG explose ses earnings >+20% en pré-market Revenus: $84.4M, +17.6% YoY Bookings: $102.1M, +25.5% QoQ Ils ont aussi reçu $1M de commandes liées aux robots humanoïdes et discute déjà avec un 4e développeur non disclosed https://t.co/x2DvI5SYBk

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@frenchie_Apr 24, 2026 · 5:55 AM

@aleabitoreddit $VPG is on a nice recovery run, this could be a good asymmetric bet if it gets attention

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@aleabitoredditMar 25, 2026 · 5:05 PM

Been awhile since I covered $VPG. This was a sensor play for $TSLA Optimus Ramp. Very important breadcrumb this week at the Sidoti Conference: "Potential to scale to hundreds of robots per week by the end of 2026." Kinda sounds aligned with Optimus? No? If we go off their CEO "$500-$1.2k per robot" statement: Not too shabby. But of course, a lot of robotic supply chains are kind of dead money until the actual inflection point humanoids at scale hits. Maybe Unitree IPO sparks some life into robotic supply chains soon?

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