Your videos always provide me with something I can learn from. I think this time it’s about your virtues persistence and consistency. Thank you for your hard work and quality company analyses!
"That ugly-looking valuation chart," LOL! You said, brother. As much as I talk about this one, I never mustered up the courage to pull the trigger on a nibble for many of the reasons you've covered in the video. I'd rather keep building a solid foundation in On and continue nibbling on Monolithic, Axcelis, and Aehr. Thanks for getting around to this one. It's well worth the wait. I love the deep dives that give more than a cursory view of a business. Thanks for featuring Rea, she looks super happy with you two. Glad she found the right home!
I was gladly surprised to see "Control Data" flashing on your screen. My girlfriend back then worked as a keypunch for that company. Fond memories. Thanks.
China's DEEP Robotics makes agile 'all-terrain' robot dogs (probably not including deep snow, maybe not sand). I expect defense to be a big market for robots.
Thanks this helped a lot. MBOT and ARBE are looking really promising right now too and might have serious upside. MBOT has the only fully disposable robotic system for endovascular treatments, addressing a huge unmet need in the medical spaceit’s a potential game-changer. On the other hand, ARBE is leading the charge in 4D imaging radar tech for autonomous vehicles which is huge for robotic censors, smarter transportation becomes a priority. With robotics potentially following the growth trajectory of quantum computing, these two could be positioned for major moves. Can you cover these stocks? I think they’re worth a deeper dive.
There's also Surface Acoustic Wave (SAW) sensors that have applications in robots. I knew SAW was good for monitoring rotating shafts and tire pressure, but I only know about use in robots from asking an AI thing, and I haven't checked. I could name a SAW stock but it's an early-stage UK-listed microcap, so no-one would be interested.
Hello I've popped in on your vids every now and then for about a year now. Question... why is that the lady always look so mean? She looks like it hurts her to smile.
That is a CSI game face ( professional and focused on imparting serious knowledge, and making her real audience some serious money). Now if you can just listen and focus on understanding what she is saying and also if you avoid being ridiculous, that will help. Best!
Your videos always provide me with something I can learn from. I think this time it’s about your virtues persistence and consistency. Thank you for your hard work and quality company analyses!
"That ugly-looking valuation chart," LOL! You said, brother. As much as I talk about this one, I never mustered up the courage to pull the trigger on a nibble for many of the reasons you've covered in the video. I'd rather keep building a solid foundation in On and continue nibbling on Monolithic, Axcelis, and Aehr. Thanks for getting around to this one. It's well worth the wait. I love the deep dives that give more than a cursory view of a business. Thanks for featuring Rea, she looks super happy with you two. Glad she found the right home!
Update on symbotic would be fabulous. Been thinking of taking a small investment in them. Great video as always guys! Looks interesting 😉
I was gladly surprised to see "Control Data" flashing on your screen. My girlfriend back then worked as a keypunch for that company. Fond memories. Thanks.
Refresh on SYM
China's DEEP Robotics makes agile 'all-terrain' robot dogs (probably not including deep snow, maybe not sand). I expect defense to be a big market for robots.
Thank you for the deep dive
Thanks you two. Great content.
Is Navitas semi on your radar, I’d love to hear from you, about then, thx
Thanks this helped a lot. MBOT and ARBE are looking really promising right now too and might have serious upside. MBOT has the only fully disposable robotic system for endovascular treatments, addressing a huge unmet need in the medical spaceit’s a potential game-changer. On the other hand, ARBE is leading the charge in 4D imaging radar tech for autonomous vehicles which is huge for robotic censors, smarter transportation becomes a priority. With robotics potentially following the growth trajectory of quantum computing, these two could be positioned for major moves. Can you cover these stocks? I think they’re worth a deeper dive.
Do you guys have insights on Marvel after their recent report?
There's also Surface Acoustic Wave (SAW) sensors that have applications in robots. I knew SAW was good for monitoring rotating shafts and tire pressure, but I only know about use in robots from asking an AI thing, and I haven't checked. I could name a SAW stock but it's an early-stage UK-listed microcap, so no-one would be interested.
Yessss! Robotics! Thank you!
Good pick, just doesnt look cheap to me
I looked to see if you have covered either MOD or VRT on the cooling side. Have you?
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What is your average cost on AEHR?
Aspen gels pls
There's some reverb in the sound, but the ar-oh-bee-oh-tee voice issue is gone, which I think is an improvement!
Do you think it's a good idea to invest in ACMR now that trump has been elected? The price is tempting
Where my Pure Storage Gang at? Its time!
Any idea why they are hiring many people currently in Philippines?
Hello
I've popped in on your vids every now and then for about a year now. Question...
why is that the lady always look so mean? She looks like it hurts her to smile.
What’s wrong with you… she is pretty and so knowledgeable. Did you look in the mirror
its called proffesional.
I dont think the Lady in the Video look to serious or mean.
Stay the way you are KC
That is a CSI game face ( professional and focused on imparting serious knowledge, and making her real audience some serious money). Now if you can just listen and focus on understanding what she is saying and also if you avoid being ridiculous, that will help. Best!