$VPG mention timeline

Vishay Precision Group. Every tracked FinTwit mention of $VPG, newest first. 141 mentions since the first on Jan 20, 2026. See the price chart.

July 2026 · 26 mentions

Jul 17
Frenchie — @MYptf1ot I already reduced high beta exposure After a violent move from my best runners $AXTI $IQE and some $VPG I’m now focused on monitoring exposition, its going to be a hard…↗
Jul 15
Dustin — 1) $OUST 2) $HIMX 3) $VPG 4) $AMBQ 5) $CCXI If this helped you out, follow me for more.↗
Jul 13
Jason Luongo — 9. $VPG - Vishay Precision Group Precision sensors for humanoid robotics. Working with multiple humanoid robotics manufacturers. $100M+ in Q1 orders spanning semiconductor equipme…↗
Jul 13
Gaetano — Well, we're probably due for some nice dips Thanks $KOSPI Here is some of my watchlist for Physical AI $AMBA $VPG $OUST $QCOM $CEVA https://t.co/Q7e3epRoHl↗
Jul 12
Serenity — @Traderissimo So this was cost of the final sale price, not BOM cost. They were also using $134K at ASP, not the volume ramped <$20k costs. As seen with $VPG that $750/sensor goes…↗
Jul 11
Shay Boloor — 10 SMALL-CAP NAMES UNDER $2B WORTH WATCHING 1. $JMIA scaling logistics across Africa 2. $CLPT navigation software for neurosurgeons 3. $EOSE zinc storage built for nonstop compute…↗
Jul 9
Midas — Here are the top stocks that I found using @asymmetrix_xyz which tracks emerging themes like robotics: 1) $OUST 2) $HIMX 3) $VPG 4) $AMBQ 5) $CCXI If this helped you out, follo…↗
Jul 7
Chris Ray — @RKLBMan I like it, was looking at $VPG too and wouldn’t mind starting something there if I’m able to rotate cash. Started a small position in $RRX last week though, another robot…↗
Jul 7
Frenchie — 🤖 “La main est la partie la plus difficile” - Elon Musk J’ai essayé de mapper la supply chain de la main robotique ~30 fournisseurs, répartis sur 6 briques clés Tout n'est pas…↗
Jul 6
Midas — Here are the 5 stocks that I found using @asymmetrix_xyz which tracks emerging themes like robotics: 1) $OUST 2) $HIMX 3) $VPG 4) $AMBQ 5) $CCXI If this helped you out, follo…↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics: $MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Jason Luongo — 3. $VPG - Vishay Precision Group Vishay Precision Group, now around $1.7 billion, makes the strain gauges and torque sensors that let a humanoid robot's joints sense force and pre…↗
Jul 3
Wayne Liang — Oddly enough, I’d say there are more chokepoint plays for robotics outside of NA. (Which ironically makes NA more concentrated/a better bottleneck) For Europe... Schaeffler (ETR…↗
Jul 3
Shay Boloor — 10 WAYS TO PLAY ROBOTICS IN 2026 1. $TER tests AI chips & owns the cobots through Universal Robots 2. $NOVT precision photonics & motion inside surgical & industrial robots 3. $OU…↗
Jul 3
Michael | Hypermarkets — First, this is the bottleneck: precision actuation (motors + gearboxes + integrated force/torque sensing) Not compute, not lidar, not even batteries it's the actuator/joint system…↗
Jul 3
Michael | Hypermarkets — 16 years ago, $TSLA IPO'd at $17. It returned 445x and transformed the car industry. Here's 5 robotics companies that will 100x-200x exactly like $TSLA: 1. $OUST — Digital lidar…↗
Jul 2
Wayne Liang — Like Jensen Huang said, robotics is the next frontier of AI. When humanoids start to scale, who do you think will supply the buildout? Vishay Precision Group ( $VPG ) Ouster ( $…↗
Jul 2
Frenchie — @YodyMcfly Yo you are truly an old follower haha $VPG thesis was a double edged sword 1. At short term retails will buy the bag 2. Maybe it will have an implication in the mas…↗
Jul 1
Wayne Liang — Not the worst day on $VPG considering $HUMN / $ROBO ETFs both ended negative (same with majority of the sector). Makes sense after a pretty hot past few days. Our buy-confirmation…↗
Jul 1
Gaetano — Physical AI is here. Now. $OUST $AMBA $CGNX $AEVA $VPG $CCXI I am still building out my portfolio There are 5 companies that I am very interested in owning for the long term.…↗
Jul 1
Frenchie — @Dark_Emi_ Moi si $VPG va à 2K↗
Jul 1
Wayne Liang — Everyone's watching Tesla, Figure, Agility compete to build robots... But nobody's watching the actual bottleneck in humanoid scale. Sensors, actuators, harmonic gears, precision…↗
Jul 1
Wayne Liang — Our https://t.co/ihHRGnddfF buy-signals (1D) are starting to stack up on $VPG. Could we see a third Blue Diamond this week? Would mean next week will get very interesting. Aligns…↗
Jul 1
Wayne Liang — Here’s a simple way to think about the humanoid stack... > $OUST = eyes (LiDAR spatial vision) > $AMBA = visual cortex (edge AI vision chips) > $VPG = touch and body awareness (fo…↗
Jul 1
Wayne Liang — Thought about it some more, $VPG really is a solid candidate for $TSLA Optimus. Certain specialty components go back decades in R&D and are dominated by only a handful of global n…↗
Jul 1
Michael | Hypermarkets — $OUST — Ouster just locked a 10-year deal with Benchmark Electronics for 100,000+ Rev8 lidar units/year, plus new tie-ups with AIM Intelligent Machines (mining/construction/defense…↗

June 2026 · 34 mentions

Jun 30
InvestmentGuru — Physical AI is emerging as the next major sector to watch. $OUST $AMBA $CCXI $MBLY $TSLA $AEVA $VPG $SYNA $CGNX↗
Jun 30
Gaetano — The Physical AI Thematic is moving really fast... $OUST $AMBA $AEVA $SYNA $CGNX $VPG Over the last few weeks, I put out two layer reports > A deep dive into the perception layer…↗
Jun 30
PhotonBull — Great example of why spending a part of your weekend on X offers great insight into the liuve sentiment in new sectors (for example, a lot of posts and news about robotics) Since…↗
Jun 30
Wayne Liang — Understandable why Serenity has a position in $VPG. Clean sensor exposure as one of the few qualified suppliers for humanoid makers. Landing a supply contract for $TSLA Optimus w…

May 2026 · 27 mentions

May 31
CK Capital — My favorite names in every sector right now. The full conviction list. Satellite & Space $ASTS $RKLB $OPTX AI Infrastructure $NBIS $PENG $HLIT Defense $EOS.AX $KRKNF $OP…↗
May 31
Serenity — Okay chat, it’s been awhile since the previous one. And a ton of names from $VPG to $ASPI cooked. So crowdsourcing a new list: What’s your highest conviction ticker that you thi…↗
May 29
Dillon Valdez — 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 ph…↗
May 27
CK Capital

April 2026 · 6 mentions

Apr 24
Frenchie — @aleabitoreddit $VPG is on a nice recovery run, this could be a good asymmetric bet if it gets attention↗
Apr 24
Serenity — Just putting out there... Would have been +15.02% in 2W equal-weighted return. On 30 different stocks... mostly medium-large cap. 1. $INTC +29.62% 2. $MRVL +40.95% 3. $TSM +4.7…↗
Apr 11
Serenity — Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4…↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend. Companies I’m going to look into this weekend: $ALAB $CRDO $VRT $GEV $NEE $BWXT $VIAV $AXTI $SPIR $DRAM $A…

March 2026 · 9 mentions

Mar 28
Serenity — Faster compounds: $AAOI - 10x revenue ramp from optical transcivers h2 2027 $NBIS - 10x revenue ramp Q4 2026 $ARM - 5x revenue growth from their new AI CPU $MRVL - 2-3x revenue gr…↗
Mar 25
Serenity — @throughthetape I have a position in $VPG since this was my $TSLA Optimus long. But, I'm not 100% sure if they got designed out or not by Chinese partners for mass production ram…↗
Mar 25
Serenity — 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…↗
Mar 23
Dillon Valdez

February 2026 · 19 mentions

Feb 25
Serenity — @coloene I was in largely in the space trade last year with $RKLB and other companies. I do think a lot of the valuations are a bit stretched. As for robotics, I do think we're ne…↗
Feb 11
Serenity — @savelikameisha Thanks, I fell asleep during the call lol. $1M order in 1 month is actually really bullish for $VPG if that’s a follow-on order. Their entire order flow was $3.6M…↗
Feb 11
Serenity — @Growthstocks54 For $VPG that’s actually really promising it’s $1m for January 2026 and that’s its follow up (maybe $500/humanoid, so 2K units) Their entire order flow was $3.6M u…↗
Feb 11
Serenity

January 2026 · 20 mentions

Jan 29
Serenity — @Vmaxpax These are HFT algorithms reacting to my posts, you see this with every ticker mention I do from $ETOR, $VPG, $LEU, and others. You're correct I should have worded the nu…↗
Jan 29
Serenity — @Temple_Eight HFT follow every one of my posts nowadays. It did the same for $LEU yesterday which is a $5.7B company. $VPG went up 9% yesterday after I quoted it with $TSLA earning…↗
Jan 29
Daniel Koss — The next 10x stock of 2026 could be $VPG In this post I will give you the ~80IQ thesis using exactly 0 fundamentals. Here we go: Since the SPAC low $OKLO went up +1800% to a mar…↗
Jan 29
Serenity

Jun 30

CK Capital — Humanoid stocks are going on insane runs in the last 2 days. $OUST up 40% $AMBA up 33% $VPG up 15% $BOT up 15% Just to name a few.↗

Jun 30

PhotonBull — The guy who is known for calling sector rotations is now focused on robotics with $VPG $OUST $CCXI and $AMBA, make sure to check it out🚨↗

Jun 30

Wayne Liang — When most humanoid makers are private, you know we're early to robotics/physical AI. (Figure AI, Apptronik, 1X, Sanctuary, Unitree, etc.) Also helps when... > Software bottlenec…↗

Jun 30

Frenchie — WOW… Je crois que le marché a identifié $VPG comme un pure play robotique Vous en avez ? https://t.co/NK0opE3x6Y↗

Jun 30

Wayne Liang — $VPG has three segments, all firing at once: > Sensors (foil resistors + strain gauges) - 29% sequential bookings growth, book-to-bill at 1.36. (Driven by semiconductor equipmen…↗

Jun 30

CK Capital — @TacticzH @ThematicTrader nope, $VPG↗

Jun 30

Daniel Koss — Physical AI will blow the minds of mediocre investors. I fully expect the smartest and dumbest people to make all the money. The smart ones can think a few years ahead, and the d…↗

Jun 29

Wayne Liang — I'd say AI in general is at the internet's ~1996 phase, and even earlier for robotics... > Only now getting public exposure ( $CCXI / $AGLT SPAC just announced) > Production scali…↗

Jun 29

Wayne Liang — Seeing a lot of chatter about robotics (like $OUST / $AMBA), nice to see the sector is gaining momentum again! Personally buying $VPG as the most direct humanoid play. And it hasn…↗

Jun 29

Jason Luongo — AI spent the last three years learning to think. The next three years it learns to move. Here are 10 stocks to play the robotics trade in 2026: 1. $VPG - Vishay Precision Group…↗

Jun 28

CK Capital — @optionscjp What’s your favorite play? $AMBA $VPG?↗

Jun 28

Frenchie — Petit usecase du Radar de X premium Récemment deux narratifs retails-driven ont le vent en poupe 1. La photonique et de manière générale l’optique avec $AAOI , $AXTI , $SIVE, $S…↗

Jun 28

PhotonBull — Seeing a lot of robotics talk this weekend, probably due to the investments in robotics hitting all time highs Here are some of my favourite ways to play it, with each pick focusi…↗

Jun 28

InvestmentGuru — 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…↗

Jun 28

Gaetano — What I am doing with Physical AI... $OUST $AMBA $CGNX $VPG $SYNA $AEVA Photonics has been my main coverage universe for ~10 months I am now adding Physical AI coverage to my Sub…↗

Jun 28

Michael | Hypermarkets — $17B was invested into robotics and physical AI in Q1 2026. That's nearly 10× more than in 2020. These 16 companies will benefit the most: 1. $OUST – $42.02 52wk: $16.40–$51.50…↗

Jun 27

CK Capital — Robotics VC just hit an all time high at over $16 billion in a single quarter. The smart way to play it is not guessing which robot wins. It is owning the parts that go inside ever…↗

Jun 27

Kevin Maro — Would love everyone's opinion on 3 different types of stocks: 1. Your top 3 favorite long's in the entire market 2. Top 3 underrated stocks right now 3. Top 3 most overrated stock…↗

Jun 19

Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in: 1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗

Jun 15

Michael | Hypermarkets — $NASA ETF core holdings (it owns $SPCX) $SPCX will easily 100x-200x by 2035: $SATS 10% EchoStar satellite operator providing broadband connectivity and video distribution global…↗

Jun 13

BULL OF BRITAIN — Stocks I like $SNDK $AAOI $MRVL $MU $SKHynix $NBIS $Kioxia $VPG $AMPG $MRVL $AIXA $HYLN $VNP.TO $DOCN $SMTC $ACMR $PENG $BB $ASML $CRDO $AEHR $TSEM $PL $ASTS…↗

Jun 11

Frenchie — Les valeurs que j’ai beaucoup regardées récemment et qui méritent selon moi d’être en watchlist : $VPG : +15.9% sur la séance Grosse continuation sur le thème capteurs de précisio…↗

Jun 11

Frenchie — $VPG en ATH quelle folie ! https://t.co/XjXUQPL4Ke↗

Jun 9

Gaetano — I am obviously very excited about researching this theme $OUST $AMBA $CEVA $BOT $VPG etc. I have written a hand full of pieces on it already This is what coverage will look like…↗

Jun 8

Serenity — I do think LeaderDrive (688017) is China's standout component leader in the robotics sector. I've done a lot of research on other robotics picks / $TSLA Optimus suppliers, but Lea…↗

Jun 6

CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each. Humanoid Robotics $AMBA $OUST $VPG AI Infrastructure $NBIS $PENG $CRDO Defense $EOS…↗

Jun 5

Chris Ray — @NickDavisNZ $OUST for sure, possibly $VPG as well.↗

Jun 1

BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack. ALREADY RUNNING (still biddable, easy money gone) > Agentic / server CPU - $INTC, $AMD, $ARM > General-server…↗

Jun 1

Jason Luongo — 10 stocks I wish I owned more of: $TE - solar manufacturing $ONDS - autonomous defense systems $NBIS - AI cloud infrastructure $NOK - telecom and networking $MP - rare earth mater…↗

Jun 1

CK Capital — 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.…↗

— The humanoid robot market is going from $1.8 billion today to $38 billion by 2035 and Goldman Sachs had to revise that number sixfold because the growth is happening faster than an…

May 27

CK Capital — 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…↗

May 26

Serenity — 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 d…↗

May 24

Serenity — Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via: Sivers ->…↗

May 24

Trade Whisperer — @kostea12 Longterm it makes sense but not sure about short term. $VPG is taking off btw.↗

May 23

Serenity — I don't post dollar amounts because they don't matter. What matters is return %. Speaking of that... YTD: 3840.39%. I'm probably the only one in the world. Who called out mul…↗

May 22

Frenchie — 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 ma…↗

May 22

Trade Whisperer — @AsianbeBlazin $VPG had a nice breakout from the earnings.↗

May 18

Frenchie — 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 précisio…↗

May 17

PhotonBull — My top three stocks in each theme I am tracking right now. Space: $ASTS: direct to cell satellite broadband, the only listed pure play on unmodified phone connectivity from orbit…↗

May 16

Frenchie — @Alex_Tsico $VPG↗

May 16

Wayne Liang — While we watch Neocloud continue to run, I'll be deep diving into humanoids/robotics again to find the latest asymmetric trades. $NVDA has really catalyzed some solid momentum acr…↗

May 15

Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100…↗

May 15

Dillon Valdez — $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 a…↗

May 15

Jason Luongo — 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 co…↗

May 14

TheValueist — $VPG KEY READ-THROUGHS FROM VISHAY PRECISION GROUP Q1 2026 EARNINGS CALL Vishay Precision Group’s Q1 2026 materials provide a high-quality read-through into several cross-sector d…↗

May 14

TheValueist — $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…↗

May 13

Michael | Hypermarkets — 1 year ago, $LITE was at $40. It's up 2600% so far at $1040. Here's 15 stocks surging right now like $LITE: 1/ $RXT — Rackspace Technology up +1,500% this quarter (favorite for m…↗

May 13

Frenchie — Mes 5 plus grosses convictions actuellement sur le stock : $STMPA - MCAP ~$51.5B / ~€43.8B Semi européen sous-valorisé. Exposition auto, industriel, Datacenter, power semis. Le m…↗

May 12

Serenity — Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijin…↗

May 12

Frenchie — $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 di…↗

May 12

Chris Ray — $VPG, a robotics stock I’ve had my eye on for the last week or two, is up 20% in the pre-market on strong earnings results. 👀 https://t.co/oKAkU32egb↗

May 7

Frenchie — @brivael Long $VPG↗

May 3

Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment : 1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗

Apr 9

Serenity — Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asic…↗

Apr 3

Serenity — Serenity's Followers Favorite Stock Parabolic Growth ETF: The most anticipated ETF of all time: $TRT - $5.88 $HGRAF - $4.49 $SIVE - 9.9 SEK $QURE - $17.21 $AEHR - $45.08 $ENVX -…↗

— My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago. Not paper trades. Not backtested theory. Real money, real positions,…

Mar 19

Serenity — @SL2056 Unless there’s material changes. If $TSLA comes in and uses Chinese suppliers instead of $VPG for mass production, then my thesis on Optimus BOM slightly breaks and I’ll…↗

Mar 19

Serenity — Year to Date return from Jan to March: +564.36%. I’m speed running last year’s 600%+ returns by finding undiscovered AI bottlenecks. And picking the winners. - 500%+ unrealize…↗

Mar 17

Serenity — @Bry_m0n I post when my thesis might have changed such as $SNAP SBC. Or with possibly $VPG with mass production, when there was news on Tesla contracting hundreds of Chinese suppl…↗

Mar 14

Frenchie — @BourseAsieFR Yep tu peux aussi miser sur $VPG ;)↗

Mar 14

Serenity — @snipeder Appreciate you calling me out on that. If you ever read my posts, my thesis can change. Markets are constantly updating every earnings with new catalysts such as macro.…↗

— @mholz315 Yeah the ER figures are just noise, most important thing is what the $VPG CEO mentions during the call regarding humanoid orders of that $37.8M and potential freezes.

Feb 11

Serenity — @mholz315 That $37M figure is multifaceted, it's not purely humanoids like Optimus. But it's a positive tell for ramp since it was a strong beat. As you mentioned, most important…↗

Feb 11

Serenity — $VPG reported earnings. TLDR: Revenue: $80.6 Million vs. Consensus: ~$78.1 Million (BEAT) Adjusted EPS: $0.07 vs. Consensus: ~$0.20 - $0.21 (MISS) Gross Margin: Fell to 36.8% (d…↗

Feb 7

Serenity — Portfolio weightings is my most common question. Here’s what my portfolio looks like: 35% Memory Supercycle _ 10% Samsung Electronics 10% Sk Hynix 10% $MU 5% $SNDK 25% Digital…↗

Feb 7

Serenity — $TSLA Optimus Bottleneck TLDR - Elon Musk Interview: "There's only three hard things for humanoid robots": 1. Real World Intelligence (eg. Dojo, $NVDA, Samsung Electro-Mechanics)…↗

Feb 6

Frenchie — $VPG est immunisé aux pullbacks ! Une ligne très solide pour parier sur l’essor de la robotique de précision. https://t.co/45RBmc0zx3↗

Feb 5

Serenity — @ThematicTrader So that’s just the direct quote from the article, haven’t gone further into analysis. It did mention “hundreds of Chinese suppliers” so other threats may be Keli Se…↗

Feb 5

Serenity — @LuffyDDK It’s a lot more nuanced than that. From my research, for cheap mass production $20k Optimus, it’s possible Tesla is designing two different models. The mass production m…↗

Feb 5

Serenity — @kacper_kalinski Yes sorry I should have added highly likely. $VPG link to Optimus was found by Citron. And cross checked that with a few institutional reports/newsletters recentl…↗

Feb 5

Serenity — @Bonek2801 Risk management purposes. I’d rather hold 50% in Bitcoin around $70K than sit on cash to lower volatility. Also the downside risk of $VPG is $TSLA creating their own s…↗

Feb 4

Frenchie — Vishay Precision Group $VPG semble parti pour run très fort Prochaine grosse échéance : résultats du Q4 le 11 Février https://t.co/jTIOT6ndWi↗

Feb 3

Serenity — @JoeNezitic So made the mistake earlier with $SSYS regarding the fact they print the frames for the prototypes of the robotics. They're more like an $ASML for robotics. For the…↗

Feb 2

Serenity — @willynilly53634 They’re all running it down Toplane. Hence why $VPG is the hard carry. Jokes aside $AIRO, $LPTH and $AVAV were all mentioned last month. $AIRO was up 24.9% since…↗

Feb 2

Serenity — @Cheva28789724 This was my write up about $VPG earlier https://t.co/Vno2bP3wCV↗

Feb 2

Serenity — The $VPG hard carry, +23% 5D. For people that don’t know, Elon Musk converted Tesla factories for Optimus production on $TSLA ER. This company makes est. $850 midpoint/robot. 1…↗

Feb 2

Serenity — @sovereignsense Yeah I’ve been talking about $VPG a lot recently. Up 22% this week, silent winner from Optimus ramp.↗

— @StocksSoccer I do own positions, this was my take on $VPG earlier https://t.co/OE9toKfSbh

Jan 29

Serenity — Elon Musk from $TSLA earnings: "We are replacing the Model S and Model X production line in Fremont with a line capable of producing up to 1 million Optimus units per year" Just s…↗

Jan 29

Serenity — @willkyi Spot on, I share similar thoughts with $VPG and revenue recognition.↗

Jan 28

Serenity — FYI: Markets often miss statements in earnings calls like $TSLA and their second order effects (price them in much later) This is probably one of the biggest news for robotic supp…↗

Jan 27

Dillon Valdez — @GrindeOptions @SawyerMerritt Want to know who works with https://t.co/Hd0IzDxbDm and Tesla? $VPG↗

Jan 24

Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER. Strong Buy: $SNAP $META Samsung Electronics SK Hynix $MU Unimicron $TSM $CRCL $AXTI $LPTH $COPX $LIT $AEHR $FORM $AMKR $AVGO $MRV…↗

Jan 23

Serenity — $INTC crashes 17% and finishes the day back at $45. Short dated options are down 95%+ with leaps down 40%+. Intel is the perfect example of “Stocks don’t move in a straight line…↗

Jan 21

Serenity — Looks like markets are starting to find out about $VPG. This is my top robotics sector stock. And reminds me of $SNDK at $30 before current memory rally to $470. Or $SMCI at $1.…↗

Jan 21

Serenity — @leavego8102 $VPG 를 이제라도 알게 되셔서 다행이네요! 테슬라 옵티머스 수혜주 중 서구 로봇 공급망 쪽에서는 정말 알짜배기 니치 종목이거든요. 다들 AI에만 몰두하느라 우주나 로봇, 드론 공급망 쪽은 아직 많이들 안 보는데, 그래서 저는 여기가 진짜 기회라고 생각해요↗

Jan 21

Serenity — @dizstocks I normally don’t reply to disingenuous leading questions like this but I’m posting information synthesis on robotic supply chain stocks linked to Tesla Optimus. Unfortu…↗

Jan 21

Serenity — $VPG is one of the least known robotic supply chain stocks. However, it's likely the single best asymmetrical exposure to robotics Humanoid ramp for - $TSLA Optimus ~ Figure AI…↗

Jan 21

Serenity — @ThematicTrader Great thesis on $VPG! Fully agree, ramp up on robotics presents an incredibly opportunity↗

Jan 20

Serenity — @StockStormX Yeah $VPG is like the $LITE (Google TPU) for robotics/ $TSLA Optimus ramp up. Not very well known since markets haven't focused on robotics supply chains yet↗

Jan 20

Serenity — @ak_dfranco I messed up on my $SSYS thesis regarding prototyping/ramp-up, so I wanted a robotics play directly tethered to the amount of robots produced with high % revenue for eac…↗

Jan 20

Serenity — @ThematicTrader A lot of people model $VPG based on Y/Y revenue, but underestimate inflection point for robotics. $2.5-$4B revenue ramp from current levels presents pretty high u…↗

Jan 20

Serenity — @alecolace That's fair if you're bearish on $VPG! Drone sector has a lot more catalysts than robotics for sure, but thought I'd personally frontrun the robotics ramp with $VPG. A…↗

Jan 20

Serenity — I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward, tethered to $TSLA Optimus. Markets have completely overlooked this robot…↗