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in postLONG
“programs within large players like $AMZN or $TSLA.”
@aleabitoreddit · Serenity
Tesla's Optimus humanoid program is one of the only investable pure-play robotics exposures ahead of the pure-play IPO wave
TSLALONG@ $379.08
$313.14-17.40%
since call Jun 27
peak +5.8%
in postLONG
“Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing).”
@aleabitoreddit · Serenity
Humanoid robotics ramp creates structural new demand for DRAM/NAND memory; Micron is the most liquid pure play
MULONG@ $1,106.56
$815.30-26.32%
since call Jun 27
in postLONG
“DFB lasers with photonics (FMCW LiDAR vision/sensing).”
@aleabitoreddit · Serenity
Humanoid robot vision/sensing ramp drives DFB laser and FMCW LiDAR photonics demand; Lumentum is a key optical component supplier
LITELONG@ $831.08
$724.81-12.79%
since call Jun 27
peak +5.2%
TIMESTAMPS
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