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“the US Government would sanction T-Motor, China's largest drone motor supplier, sending drone companies scrambling for a Western second source”
@Not Boring
T-Motor sanctions force US drone makers to a domestic motor source; UMAC is the listed pure-play that fills the gap.
UMACLONG@ $29.48
$20.67-29.88%
since call Jun 2
“Elon has solved this by building practically everything inside of his own companies.”
@Not Boring
Westmag becomes the winning American motor and actuator maker for drones and robots by scaling first.
USARLONG@ $30.49
$15.01-50.76%
since call Jun 2
“each humanoid robot has 20-40 actuators, and by some estimates, we will have 10 million of them in a decade, and three billion by 2060.”
@Not Boring
If you're long robotics you're long actuators; humanoid demand puts actuator TAM in the hundreds of billions
BOTTLONG@ $53.45
$41.93-21.56%
since call Jun 2
“BYD started in Shenzhen, to execute an arbitrage: reverse engineer Japanese battery manufacturing processes and replace all of the expensive automation with…”
@Not Boring
BYD's vertical battery supply chain makes it the world EV leader, a compounding component edge.
BYDDYLONG@ $11.92
$11.63-2.39%
since call Jun 2
peak +2.9%
“there are American companies like MP Materials and Vulcan Elements that can provide neo magnet block today … the government set a price floor.”
@Not Boring
OFAC/FCC actions force US drone makers to dual-source domestic, lifting US neo-magnet suppliers MP and Vulcan
MPLONG@ $69.50
$40.70-41.43%
since call Jun 2
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