Who mentions $ZBRA most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $ZBRA most — 7 mentions in the past 12 months.

When was $ZBRA first mentioned on Surfaced?

The earliest tracked mention of $ZBRA in the Surfaced archive was on Dec 15, 2025.

How many voices track $ZBRA?

7 FinTwit voices have mentioned $ZBRA 13 times in the past 12 months.

What kind of voices mention $ZBRA most?

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

$ZBRA — FinTwit mentions on Surfaced

Recent mentions

13 mentions

@investmentguru_Jun 28, 2026 · 4:57 PM

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. Right now. The investors who map this stack early are the ones who look like geniuses when the world catches up. This is not one sector. This is a civilization-level infrastructure upgrade. And it has layers. It starts with the senses. Before a robot can move or decide, it has to perceive. $AEVA reads velocity, not just distance. $ARBE sees in rain and darkness. $CGNX is the machine vision backbone of industrial automation. $OUST brings LiDAR to scale. $VPG gives machines the ability to feel. $ZBRA ties together the visibility layer across every warehouse on earth. Without this layer, there is no robotics revolution. Then comes the brain. Intelligence that runs at the edge, in real time, without a data center behind it. $AMBA, $AMBQ — fast, cold, embedded silicon. $QCOM extending its dominance into robotics. $PDYN building adaptive AI that learns inside physical machines. And $NVDA sitting above all of it — the GPU backbone that powers every serious robotics program on the planet. Now give it a body. $ALNT builds the drives and motors. $NOVT makes the encoders that tell a robot exactly where every joint is — down to the micron. $KLIC handles precision assembly. $TER tests every chip before it leaves the factory. $LECO automates welding and cutting on industrial floors worldwide. The musculoskeletal system of the robotic age — and it doesn’t get enough attention. Put it to work in the factory. $ROK and $HON are the embedded operating systems of industrial infrastructure — deeply integrated, extraordinarily sticky. $TSLA is building Optimus in the same facilities already pushing the limits of robotic manufacturing. This is where robotics stops being a concept and starts generating real cash flows. Send it into the warehouse. $AMZN is the largest robotic deployment operation in human history. $SYM is reimagining the warehouse from the ground up. $SERV is putting delivery robots on sidewalks today. $ATS is the integration backbone. $ZBRA is the connective tissue. Logistics is where robotics meets revenue at scale. Put it behind the wheel. $AUR is running autonomous trucks on public highways now. $MBLY is the ADAS brain inside millions of vehicles. $TSLA is running a robotaxi network while building a humanoid. $XPEV is developing the IRON humanoid alongside eVTOL. Autonomous mobility is not coming — it’s here. Send it where humans can’t go. $RR’s Dex humanoid is already serving in restaurants and hotels. $KITT and $OII are operating in the deep sea. $FARO brings precision measurement to environments where accuracy is everything. The moats here are built on capability, not price. Take it into the operating room. The most demanding environment on earth — tolerances measured in fractions of a millimeter, stakes measured in human lives. $ISRG is the gold standard. $PRCT is disrupting urology. $SYK and $MDT are embedding robotics into surgery. $OMCL is automating pharmacy. The margin profile here is unlike anything else in the stack. Hand it a weapon. The most well-funded robotics customer on earth is the DoD. $AVAV and $KTOS are the pure-play names. The primes — $LMT, $RTX, $NOC , — are integrating autonomy across every platform and every theater. Governments don’t negotiate on price when national security is on the line. Run the software on top. $PTC manages the digital twin. $PATH and $PEGA bring RPA to enterprise workflows. $PDYN builds the adaptive intelligence layer that keeps learning. Software is where the margins live and the stickiest moats get built. And for broad exposure — $BOT gets you into Figure and Apptronik before they ever hit a public exchange. $ROBO covers the entire value chain in one ticker. Ten layers. Dozens of companies. One unified thesis. Not financial advice.

Open on X

@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.

Open on X

@investmentguru_May 22, 2026 · 10:49 AM

Physical AI is the next wave. The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world. Here’s the complete Physical AI stack — save this list THE BRAIN $NVDA → GPUs + Jetson processors + Omniverse digital twins + Isaac robotics stack PERCEPTION (LiDAR + Vision) $OUST → digital LiDAR for 3D robot mapping & navigation $AEVA → 4D LiDAR — distance AND velocity sensing $HSAI → solid-state LiDAR for autonomous robot perception $MBLY → Mobileye AI vision for robotic navigation $TDY → machine vision imaging for industrial robot guidance $AMBA → low-power AI chips for robotic computer vision $ADI → sensors + power chips for robot perception & actuation $SOUN → voice AI and conversational interfaces for human-robot interaction THE BODY (Robotics Platforms) $TSLA → Optimus humanoid robot $SYM → AI mobile robot fleets for warehouse automation $SERV → AI sidewalk robots for last-mile urban logistics $TER → collaborative robot arms for AI manufacturing $ZBRA → autonomous mobile robots for warehouse logistics $ROK → industrial automation platforms integrating AI robotics $PATH → UiPath — AI-powered automation orchestration connecting physical and digital workflows SURGICAL ROBOTICS $ISRG → da Vinci AI-assisted surgical robots $SYK → Mako AI robotic-arm for surgical navigation $PRCT → AquaBeam robotic systems for minimally invasive procedures The playbook: → Semiconductors enabled the software AI wave → Physical AI needs sensors, actuators, and edge compute at scale → This is the next infrastructure supercycle — just moving atoms, not bits Not financial advice.

Open on X

@blackpanthercapMay 21, 2026 · 5:44 PM

The clearest sign you can get 😳 “Physical AI is the next wave.” — Jensen Huang. Here’s the complete Physical AI list - save it: $NVDA: GPUs, Jetson processors, Omniverse digital twins and Isaac stack for physical AI robots.  $OUST: digital LiDAR sensors for robot 3D mapping and navigation.  $TSLA: Optimus humanoid robots for general-purpose physical tasks.  $SYM: AI mobile robot fleets for warehouse automation.  $SERV: AI sidewalk robots for last-mile urban logistics.  $TER: collaborative robot arms for AI manufacturing automation.  $CGNX: machine vision cameras for industrial robot perception.  $AMBA: low-power AI chips for robotic computer vision.  $AEVA: 4D LiDAR sensors for robot distance, velocity and mapping.  $HSAI: solid-state LiDAR sensors for autonomous robot perception.  $ISRG: AI-assisted da Vinci surgical robots for precision physical procedures.  $ZBRA: AI autonomous mobile robots for warehouse logistics automation.  $ROK: industrial automation platforms integrating AI robotics control.  $ADI: sensors and power chips for robot perception and actuation.  $ONDS: unmanned robotic systems for aerial and ground physical AI.  $SYK: Mako AI robotic-arm systems for surgical navigation.  $PRCT: AquaBeam robotic systems for minimally invasive prostate procedures.  $LAZR: Luminar LiDAR sensors for 3D robot and autonomy perception.  $MBLY: Mobileye AI vision systems for robotic navigation.  $TDY: machine vision cameras and imaging for industrial robot guidance. -BP Please note: this is not financial advice.

Open on X

@investmentguru_May 16, 2026 · 2:53 PM

Play to watch in Physical AI 🤖 Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid platform $XPEV – Humanoid robotics + autonomy $HYMTF – Advanced humanoid R&D $RR – Service & field robotics $SERV – Last-mile delivery robots Warehouse & Logistics Automation $SYM – AI-powered warehouse robotics $AMZN – World’s largest robotics deployment $ZBRA – Vision, tracking, automation infrastructure 🚗 Autonomous Vehicles AI that drives, navigates, and makes real-time decisions Autonomy & Driving Intelligence $TSLA – Full-stack autonomy $XPEV – AI-driven autonomous driving $MBLY – Vision-based autonomy platform $QCOM – Edge AI compute for vehicles Perception for Autonomy $INVZ – Automotive LiDAR $LAZR – Long-range LiDAR $OUST – Digital LiDAR $ARBE – 4D imaging radar 🏭 Smart Factories Industrial robots + AI-driven production systems Industrial Robotics & Control $ABB – Industrial robots & automation $TER – Collaborative robots (cobots) $HON – Industrial controls & sensing $ROK – Factory software & automation Manufacturing Intelligence $PATH – Process automation bridging digital → physical $PLTR – AI-driven industrial decision orchestration 🏥 Healthcare Precision, repeatability, and high-margin Physical AI Medical Robotics & Surgical Systems $ISRG – da Vinci surgical robotics leader $PRCT – Next-gen robotic surgery $SYK – Robotic surgical instruments $MDT – Robotic-assisted medical devices 🛰️ Defense & Space Autonomous systems in high-risk, high-complexity environments Autonomous Defense Platforms $AVAV – Unmanned aerial systems $RCAT – Autonomous drones $UMAC – Tactical autonomous vehicles $ONDS – Secure AI communications Field, Extreme & Space-Adjacent Robotics $OII – Subsea robotics & offshore autonomy $FARO – 3D sensing, mapping & inspection $RR – Robotics for extreme environments 🧠 Foundational Layer (Powers All Categories) Brains behind Physical AI $NVDA – AI compute backbone $AVGO – Custom silicon + AI networking $QCOM – Edge AI processing Physical AI isn’t one sector. It’s a stack deployed across five massive industries, each monetizing autonomy in different ways. Most capital is still chasing software AI. Robotics + real-world deployment is the next leg. Not a financial advice, Like and share if you like .

Open on X

@investmentguru_May 14, 2026 · 2:25 AM

Here are the robotics stocks grouped by segment Robot Automation $ROK – Rockwell Automation $ZBRA – Zebra Technologies $CGNX – Cognex $PATH – UiPath $PEGA – Pegasystems Medical Robotics $MDT – Medtronic $PRCT – PROCEPT BioRobotics $OMCL – Omnicell $SYK – Stryker $ISRG – Intuitive Surgical Industrial Robotics $TSLA – Tesla $HON – Honeywell $TER – Teradyne $LECO – Lincoln Electric Professional Robotics $OII – Oceaneering International $FARO – FARO Technologies Service Robotics $RR – Richtech Robotics Robot Software / AI $NVDA – NVIDIA $PTC – PTC Inc $PDYN – Palladyne AI $QCOM – Qualcomm Logistics Robotics $AMZN – Amazon $SYM – Symbotic $SERV – Servr Robotics $ATS – ATS Corp Defense Robotics $AVAV – AeroVironment $LMT – Lockheed Martin $BA – Boeing $TDY – Teledyne Technologies $TXT – Textron $ESLT – Elbit Systems $KTOS – Kratos Defense $NOC – Northrop Grumman $GD – General Dynamics $RTX – RTX Corp $LHX – L3Harris Technologies

Open on X

@aleabitoredditMay 12, 2026 · 11:00 PM

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

Open on X

@investmentguru_Mar 15, 2026 · 1:07 PM

Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid platform $XPEV – Humanoid robotics + autonomy $HYMTF – Advanced humanoid R&D $RR – Service & field robotics $SERV – Last-mile delivery robots Warehouse & Logistics Automation $SYM – AI-powered warehouse robotics $AMZN – World’s largest robotics deployment $ZBRA – Vision, tracking, automation infrastructure

Open on X

@investmentguru_Jan 28, 2026 · 12:49 AM

Open on X

@stocksavvyshayJan 21, 2026 · 5:26 PM

THE HUMANOID ROBOT LANDSCAPE IN 2026 1. $PLTR & $PATH are the traffic controllers for the whole fleet while $NVDA, $AVGO & $QCOM are the engines & nervous system that let the robots sense and act. 2. $AVAV, $ONDS, $RCAT & $UMAC are building the UAV drone fleets that feed into the autonomous defense networks 3. $TSLA, $HON & $TER drive industrial robots that automate assembly lines & heavy-duty manufacturing. 4. $GOOGL, $AMZN & $MSFT supply the AI data layer that connects every machine, while $ROK & $ZBRA provide the controls, scanners & mobile robots that keep factory lines/warehouses moving. 5. $MBLY, $LIDR, $LAZR & $INVZ supply the perception stack that lets robots see & navigate the world. 6. $ISRG, $PRCT, $SYK & $MDT bring surgical robotics that are reshaping operating rooms. 7. $RR, $OII, & $FARO push robotics into underwater, field & customer-facing service roles. 8. $AMZN deploys hundreds of thousands of warehouse robots to move & pick goods while $SYM & $SERV build the autonomous mobile robots that power fulfillment & last-mile retail logistics.

Open on X

@investmentguru_Jan 1, 2026 · 10:46 PM

Open on X

@ftr_investorsDec 20, 2025 · 10:10 AM

Open on X

@crux_capital_Dec 15, 2025 · 7:43 PM

🚨One critical question for robotics investors… $SYM $ROK $TSLA $ZBRA $ISRG What happens when the robot is wrong? That single moment determines whether you have automation or a human overseeing a machine. At scale, robotics becomes a closed-loop control + exception handling system: Sense → Perceive → Plan → Act → Feedback Real environments produce endless edge cases. Different lighting. Different packaging. Slippery materials. Occlusions. Wear. Drift. The gap between a lab demo and a scaled deployment lives inside the feedback loop, because the loop decides what happens next. It does 3 things: 1 - Detects the miss Slip. Drop. Mis-pick. Mis-placement. Drift. 2 - Recovers fast Verify → retry → reroute → escalate only when needed. 3 - Protects throughput One miss turns into a stoppage. Stoppage turns into a backlog. Backlog turns into late orders and frustrated customers. Uptime becomes a moat. This is one of the lenses I use when analyzing application and companies like: Warehouse automation: $SYM Surgical robotics: $ISRG Industrial controls: $ROK Edge data capture: $ZBRA Autonomy: $TSLA Robotics scales through closed-loop integrity. Then the economics follow.

Open on X

$ZBRA

$ZBRA

About this stock

Frequently asked

Related stocks