SYM
2 tracked calls · 2 long · 0 short · last 90d: 2L/0S
first called by TBPN 2mo ago
LONG1mo ago
“robots as a service is probably more viable than buying fixed $100,000 robot— $100,000 robots … can you provide them at a cost where it can be a very…”TBPN · Rene Haas
If robots are sold as a service, recurring-revenue robotics platforms re-rate while pure capex hardware sellers fade.
SYMLONG@ $40.83
$42.73+4.66%
since call Jun 18
peak +9.3%
LONG2mo ago
“With how robotics are going from hardcoded to agentic, we're getting faster and cheaper at a faster pace than the industry.”TBPN
Enterprise capex shifts from hardcoded conveyors to adaptive multi-robot fulfillment; the orchestration leader compounds.
SYMLONG@ $53.65
$42.73-20.37%
since call May 26