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?
