$NOVT 0.61 Developing

Notable posts

• @StockSavvyShay neutral 1743 eng

  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. $OUST eyes & perception for physical AI machines that need to see & map physical world 4. $HIMX provides vision & display chips that help robots process images, depth & sensor inputs at edge 5. $AMBQ low power edge AI layer for robots & devices that need intelligence without burning massive amounts of energy 6. $ON becomes physical AI edge stack after acquiring $SYNA combining power, sensing, connectivity & edge AI for robotics 7. $SYM warehouse automation pure play using robotics & software to redesign how goods move through fulfillment centers 8. $VPG sits in force sensing & precision measurement layer that helps robots understand pressure, weight & real world movement 9. $TSLA humanoid platform bet with Optimus combining custom hardware, AI inference, autonomy software & real world manufacturing scale 10. $CCXI gives public market exposure to Agility Robotics which is one of clearest pure play humanoid robotics companies through its Digit warehouse robot

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• @StockSavvyShay neutral 1066 eng

  WHO GETS PAID TO BUILD A HUMANOID ROBOT Who builds the robots | $TSLA, $XPEV, $MBLY, $CCXI These are companies designing & assembling finished robot that ultimately gets deployed into factories, warehouses & eventually consumer environments. Who gives the robot intelligence & compute | $NVDA $GOOGL $META $INTC $QCOM These are companies building AI models, software & silicon that allow humanoids to understand instructions, reason through tasks, process their surroundings & control movement in real time. Who lets the robot grip & feel | $NOVT, $VPG These are companies building dexterous hands, force sensors & tactile systems that allow humanoids to grasp objects, control pressure & perform really precise physical tasks Who lets the robot see | $OUST, $INVZ, $AEVA These are companies supplying cameras, LiDAR & 3D sensing systems that allow humanoids to recognize objects, measure distance, navigate environments & understand whats happening around them

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• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

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• @TheETFTracker neutral 13 eng

  Here is every stock currently in the NEW VistaShares Robotics Supercycle ETF $RTOO: Yaskawa Electric 4.56% weighting Harmonic Drive Systems 3.60% Nabtesco 3.52% FANUC 3.19% Novanta $NOVT 3.10% Keyence 3.09% Rockwell Automation $ROK 3.01% Schaeffler 2.95% THK 2.56% AutoStore Holdings 2.55% SMC 2.53% Siemens 2.42% China Leadshine Technology 2.33% Leader Harmonious Drive Systems 2.31% Nidec 2.26% Robotis 2.25% Vishay Precision Group $VPG 2.17% Renishaw 2.13% Teradyne $TER 2.13% Shenzhen Inovance Technology 2.12% Cognex $CGNX 2.06% Omron 2.05% Hiwin Technologies 1.86% Mitsubishi Electric 1.86% Hyundai Mobis 1.85% HMS Networks 1.80% Daifuku 1.78% UBTech Robotics 1.66% Doosan Robotics 1.61% Delta Electronics 1.60% Zhejiang Sanhua Intelligent Controls 1.59% Lincoln Electric Holdings $LECO 1.54% Orbbec 1.50% Ningbo Tuopu Group 1.50% Airtac International Group 1.42% Kardex Holding 1.34% Rainbow Robotics 1.33% Symbotic $SYM 1.29% Estun Automation 1.25% Advantech 1.19% Odawara Engineering 1.08% Jiangsu Hengli Hydraulic 1.05% Sanyo Denki 1.03% RoboSense Technology 0.86% Techman Robot 0.81% Sumitomo Heavy Industries 0.80% NVIDIA $NVDA 0.78% Ambarella $AMBA 0.77% Basler 0.75% Infineon Technologies 0.75% IPG Photonics $IPGP 0.72% Shenzhen Dobot 0.57% Hesai Group $HSAI 0.53% TDK 0.52% Exail Technologies 0.52% STMicroelectronics $STM 0.49% MP Materials $MP 0.47% JL Mag Rare-Earth 0.27% Disclosure: @VistaSharesX is a WOLF Financial partner. This post is for informational purposes only, not investment advice. Always read a fund's prospectus.

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