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$AIRO因五角大楼“复制者”计划中拦截无人机需求激增而受益，看好其大规模生产潜力。
$AIRO 现已上涨 76.07%。 自最初发帖以来，我认为它几乎没有出现过超过 1 天的下跌（红盘）。 简单论点 TLDR：它是五角大楼“复制者(Replicator)”计划的核心，该计划旨在部署数千架低成本、可消耗无人机。 他们的“子弹无人机”基本上用于拦截无人机或巡航导弹。 并将其摧毁。 鉴于战争正转向无人机，$AIRO 仅仅因为拦截和摧毁其他大规模生产无人机所需的“子弹无人机”的巨大数量而受益。 大家都在大规模生产无人机？ -> 你需要有人大规模生产能摧毁那些无人机的无人机。 大规模生产 = 更高的收入，因此做多 $AIRO
英文原文
$AIRO is now up 76.07%. Don’t think it’s had more than 1 red day since the original posts. Simple thesis TLDR: central to Pentagon "Replicator", which aims to field thousands of low-cost, disposable drones. Their “bullet drone” basically intercepts drones or cruise missiles. And destroys them. Given warfare is moving to drones, $AIRO just benefits from the sheer, sheer amount of bullet drones needed to intercept and destroy the mass production of other drones. Everyone mass producing drones? -> You need someone to mass produce drones that destroy those drones. Mass production = higher revenue, hence long $AIRO
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BMNR投资被转给YouTuber巧克力公司，原为以太坊持有公司。
@m_MTG63 相信我，没人知道他们对 $BMNR 的投资会被转给一家由 YouTuber 运营的巧克力棒公司。这原本是一家以太坊持有公司。
英文原文
@m_MTG63 Trust me, nobody knew their investments in $BMNR would be diverted to a chocolate bar company run by a Youtuber. This was an Ethereum holding company.
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讽刺 Tom 看空以太坊却将资金投给 Mr Beast 巧克力公司
@pepemoonboy 我对 Tom 只有这一个词的评价。 -> 声称以太坊 $ETH 3300 美元是“清仓甩卖” -> 随后将大量投资者资金投入 Mr Beast 的巧克力棒公司
英文原文
@pepemoonboy That's the only word I have for Tom. -> Claims Ethereum $3300 is a "fire sale" -> proceeds to give large amounts of investors funds into Mr Beast's chocolate bar company
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调侃BMNR投资巧克力公司不如博主聊乡村音乐合理。
@Mr_Derivatives 我觉得如果你发推讨论乡村音乐，会比 $BMNR 投资 Mr. Beast 的巧克力棒公司更有道理。
英文原文
@Mr_Derivatives I think if you tweeted about Country music, it would make more sense than $BMNR investing in Mr. Beast's chocolate bar company.
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询问关于机器人领域相关公司的信息来源。
@VotrubaLog 感谢提及 $MOD 和 $LINK。我做了一些挖掘，但没找到任何关于上述机器人玩家（如 Figure/波士顿动力/Optimus）的链接。我是否漏掉了什么来源？
英文原文
@VotrubaLog Thanks for the $MOD and $LINK mentions. I did some digging but couldn’t find any links to robotics players above eg. Figure/Boston dynamics/optimus. Were there any sources I missed?
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因现代汽车机器人业务敞口间接，博主选择$SSYS作为替代。
@ChiefLiquidity 我非常非常喜欢波士顿动力(Boston Dynamics)。然而现代汽车(Hyundai)是一家庞大的公司，你无法通过它获得对其机器人业务板块的最直接敞口。因此我选择了 $SSYS。不过我确实通过韩国ETF间接持有了现代汽车。
英文原文
@ChiefLiquidity So I really really like Boston dynamics. However Hyundai is a massive company and you aren’t getting the most direct exposure to their robotics vertical. Hence why I opted with $SSYS. I do have indirect exposure to them through Korean ETFs though
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博主承认笔误并感谢粉丝纠正股票代码
@YaronKeren 是的，我的错，我在手机上打字经常出错，是 $SSYS，谢谢你的纠正
英文原文
@YaronKeren Yeah my bad, I typo a lot on mobile, it’s $SSYS thanks for the correction
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SSYS作为人形机器人骨架供应商，受OpenAI新闻催化值得关注。
$SSYS 是一只非常有趣的股票，因为它承担了波士顿动力“Atlas”和 Meta 人形机器人等所有人形机器人的**机体框架（骨架）**。其未来走势取决于机器人技术的普及（爬坡）进程，虽然全面启动可能需要时间，但也可能已经开始了！无论如何，我认为昨天关于 OpenAI 的新闻是一个绝佳的**催化剂**。
英文原文
$SSYS は、ボストン・ダイナミクスの「Atlas」やMetaのヒューマノイドなど、あらゆる人型ロボットの**機体フレーム（骨格）**を担っているため、非常に興味深い銘柄です。 今後の展開はロボティクスの普及（ランプアップ）次第であり、本格的な立ち上がりには時間がかかるかもしれませんが、あるいは今まさに始まっている可能性もあります！いずれにせよ、昨日のOpenAIに関するニュースは、絶好の**カタリスト（材料）**になったと考えています。
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澄清OSS看涨逻辑基于最新使用数据，强调当前与过去的实质差异。
刚看到这条帖子，感谢提及！我只是对公众信息进行综合整理，而市场经常忽略这些信息。 @pepemoonboy 也是值得关注的博主！ 很多人说“我去年就发现了”。 我关于 $OSS 的逻辑是基于上周在委内瑞拉的使用情况或新出现的信息。 人们可能三年前就提过这些股票代码，但现在做多与当时相比，存在实质性的差异。
英文原文
Just saw this post, thanks for credit! I just do information synthesis with pubic info that markets miss a lot of times. @pepemoonboy is an amazing follow as well! A lot of people are saying “I found this last year”. My thesis around $OSS was usage last week in Venezuela or with new information that comes out. People can mention the tickers even three years ago but there’s material differences why it’s a good long now compared to back then.
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澄清SSYS异动源于算法追踪，并指出其从垂死硬件转型为人形机器人核心框架。
绝对不是哈哈。那是高频交易(HFT)或机构算法在操作 $SSYS。我注意到它们现在会追踪我的 X 帖子。 此外，我确实发布了很多新信息的发现/综合。这家公司曾被定价为一家垂死的硬件公司，但现在它们很可能是每个人形机器人的框架。
英文原文
Definitely not lol. That’s HFT or institutional algorithms with $SSYS. I’ve noticed that they track my X posts nowadays Also I do post quite a lot of new information discovery/synthesis. This was priced as a dying hardware company but now they’re the likely frame of every humanoid robot.
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澄清供应链观点，看好Harmonic Drive人形机器人业务长期前景。
@TheMaximu5 这条帖子讨论的是美国供应链的角度。Harmonic Drive 是一家日本公司。 根据他们上一季度的财报电话会议，他们正在针对人形机器人订单迅速扩大产能，因此我认为在当前价位长期持有是一个很好的选择。 https://t.co/E0DECC8Y3i
英文原文
@TheMaximu5 This post was about the US supply chain angle. Harmonic Drive is a Japanese company. They're scaling up rapidly on humanoid orders from their previous earnings call so my opinion is that it's a great long at these levels. https://t.co/E0DECC8Y3i
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巨头垂直整合软件，投资无法整合的瓶颈环节更优。
虽然我喜欢 $PDYN，因为它能填补像 $RCAT 和 $DPRO 这样的小公司留下的空白，但在这里它们没有用武之地。 我关注的是波士顿动力、特斯拉、Figure 等机器人的规模化扩张。它们都像 $TSLA 的 Dojo AI5 + XAI 那样垂直整合自己的软件。 $META 等巨头没有任何动力将它们的软件栈交给 $PDYN。 它们都尽可能地进行垂直整合，因此，如果你能 pinpoint（锁定）那些在无法垂直整合的环节拥有有效垄断（即“瓶颈”）的公司，那么随着这些公司规模的扩大，投资这些瓶颈环节应该会获得回报。
英文原文
So while I like $PDYN since they fill in the gaps with smaller companies like $RCAT and $DPRO. They have no role here. I'm focused on robotics scale-up with Boston Dynamics, Tesla, Figure, and others. They all vertically integrate their own software, like $TSLA Dojo AI5 + XAI. There's 0 incentive for any of these giant companies from $META and others to give their software stack over to $PDYN. They all try and vertically integrate where they can, so if you pinpoint the companies that have effective monopolies "aka. bottlenecks" where they can't, then investing in those should be rewarding as these companies scale up.
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特斯拉Optimus供应链无法从零构建，仍受关键部件瓶颈制约。
埃隆无法从零开始建立Optimus的供应链，因为这是不可能的。也许15年后才行。 他很可能指的是从设计到组装的垂直整合。 特斯拉在磁体($MP)、来自$LPTH的黑钻、来自$SYSS的框架材料、三花智控的线性执行器以及其他先进材料和晶圆厂供应商方面仍存在瓶颈。 像$AMBA这样处于产业链上游的公司，随着特斯拉制造其定制芯片，可能会被剔除。
英文原文
Elon cannot build out Optimus supply chain from scratch since it's impossible. Maybe in 15 years. He is likely talking about vertical integration from design/assembly. Tesla is still bottlenecked by magnets $MP, black diamond from $LPTH, frame materials from $SYSS, linear actuators from Sanhua, and others advanced materials and fab suppliers. Stuff like $AMBA, which is higher up on the chain might get cut off as Tesla makes their custom chips.
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梳理机器人供应链瓶颈，看好TKR、SYSS等美国本土替代标的。
波士顿动力/Optimus/机器人供应链摘要(TLDR)： - $ALGM ($65亿) 电机/传感 (Optimus) - $NOVT ($47亿) 反馈 (Atlas, Figure) - $VICR ($65亿) 电源 (Atlas) - $OUST ($16.4亿) 激光雷达(LiDAR) (Spot, Atlas) - $AMBA ($27亿) - 芯片 (Atlas, Figure) - $AEHR ($8.12亿) - 碳化硅(SiC)测试 (t2) - $RRX ($105亿) - 关节 (Agility, Apollo) - $TKR ($65.3亿) - 谐波应变 (t2) - $MP ($118.2亿) - 钕镨磁铁 (t3) - $LSCC ($116亿) - 传感器融合FPGA (t3) 我个人的持仓： - $SYSS ($9.98亿) - 骨架 (Optimus, Atlas, Figure) - $LPTH ($7.01亿) - 视觉 (T2) 在OpenAI昨日推进机器人业务后，我研究了这些公司，并想以摘要格式分享发现。 再次强调，机器人原始设备制造商(OEM)通常不公布物料清单(BOM)，因此大多数已确认，部分未确认但通过交叉引用公开资料极可能属实。 但我们应看到机器人行业在2026-2027年迎来拐点。 思考： - 哈默纳科(Harmonic Drive Systems, 6324.T)。我此前将其视为领导者，但他们刚被中国Leaderdrive以40%更低成本复制技术所颠覆。 - 基于此，$TKR (美国)可能是最具“超额收益(alpha)”的标的，因为通过收购Cone Drive，他们成为相对于哈默纳科/Leaderdrive的主要美国谐波齿轮供应商。 - $AMBA和$VICR可能是我在美国供应链中发现的除$SYSS外最有趣的标的。 - 我选择$SYSS作为机器人瓶颈敞口的首选，因为他们是每个量产人形机器人的骨架/材料（例如已知用户包括波士顿动力Atlas），且拥有有效的美国认证垄断地位。 - $LPTH碰巧也是机器人瓶颈敞口，因为我购买它也是出于对国防部/军事瓶颈敞口的考虑。 这些只是美国大规模量产中“雷达下”的标的。除了两个持仓外，我不持有其他任何标的，但我仍在研究它们。 不幸的是，许多供应链如$TSLA的执行器（与三花智控的6.85亿美元订单）仍在中国。但我预计许多将回流美国，因此仍在寻找供应链BOM方面的超额收益。 如果我遗漏了任何标的，欢迎补充。
英文原文
Boston Dynamics/Optimus/Robotic supply chains TLDR: - $ALGM ($6.5B) motor/sensing (Optimus) - $NOVT ($4.7B) feedback (Atlas, Figure) - $VICR ($6.5B) power (Atlas) - $OUST ($1.64B) LiDAR (Spot, Atlas) - $AMBA ($2.7B) - Chips (Atlas, Figure) - $AEHR ($812m) - SiC Test (t2) - $RRX ($10.5B) - Joints (Agility, Apollo) - $TKR ($6.53B) - Harmonic Strain (t2) - $MP ($11.82B) - NdPr magnets (t3) - $LSCC ($11.6B) - Sensor Fusion FPGAs (t3) I'm personally in: - $SYSS ($998M) - Skeleton (Optimus, Atlas, Figure) - $LPTH ($701M) - Vision (T2) Was researching these companies after OpenAI's push into robotics yesterday and wanted to do a TLDR format of findings. Again, robotics OEMs generally don't publish BOMs, so most of these are confirmed but some are unconfirmed but very likely from cross-referencing public findings. But we should see an inflection point for robotics going into 2026-2027. Thoughts: - Harmonic Drive Systems (6324.T). Was tracking this as the leader but they just got disrupted by China's Leaderdrive that copied their technology and at 40% lower cost. - Based on this, $TKR (US) is probably the most "alpha" up there since through Cone Drive acqusition, they're the primary US-based provider of harmonic gearing vs. Harmonic Drive / Leaderdrive. - $AMBA and $VICR are probably the most interesting ones outside of $SYSS that I've found in the US supply chains. - I picked $SYSS as my choice for robotics bottleneck exposure since they're the skeletons/materials for each humanoid on scale up (eg. with Boston Dynamics Atlas as known users) and effective US certification monopoly. - $LPTH happened to be a coincidental Robotics bottleneck exposure since I bought this for DoD/military bottleneck exposure too . These are just the "under the radar ones" in the US for the mass production scale-up. Don't own any of them aside from two, but I'm still looking into them. Unfortunately many supply chains like $TSLA's actuators ($685M order with Sanhua) are still in China. But I expect many of them to flow back to the US, so still looking for alpha in terms of supply chain BOM. If I missed any feel free to mention others.
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博主以讽刺口吻调侃对方，称其塑料袋藏品价值300美元。
@TechEquityEng 我正在从我个人收藏中清仓一件罕见且透明的载体(carrier)。这不仅仅是一个普通的塑料袋，这是一个限量版，是对美国消费主义(consumerism)的挑衅性声明。鉴于你发现价值的过往记录，我知道你可能会欣赏它。300美元？
英文原文
@TechEquityEng I'm offloading a rare, transparent carrying vessel from my personal collection. This isn't just any plastic bag, this is a limited edition one that is a provocative statement on US consumerism. Given your track record of spotting value, I knew you might appreciate this. $300?
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ChatGPT入局助推机器人规模化拐点，$SSYS因结构框架优势受益。
问得好！以下是时间线及变化： -> 特朗普当选后的“美国优先”政策 -> 中美贸易紧张局势，促使像 Bambu 这样的公司转向美国供应链（$SSYS 是认证垄断者）。 -> 2024-2025年左右，波士顿动力(Boston Dynamics)从液压版 Atlas 转向电动版 -> 从重型液压系统转变为使用 $SSYS 的轻量化结构框架(lightweight structural frames)。 -> Meta 人形机器人等其他研究原型也开始效仿。 -> 2024-2025年人形机器人/机器人领域尚无规模化。 -> ChatGPT 今天宣布进军机器人领域（他们通常处于领先地位，例如确保内存容量） -> 我们现在可能已经触及机器人行业的拐点，此前处于原型阶段（使用 $SSYS 作为轻量化结构框架）的所有公司现在开始规模化。 -> $SSYS 受益于机器人的规模化。
英文原文
Amazing question! So here's the timeline and what changed: -> America first policies after Trump election -> China-US trade tensions, led to companies going to US supply chains ( $SSYS is certification monopoly) from companies like Bambu. -> 2024-2025ish, Boston Dynamics pivoted from hydraulic Atlas to electric version -> changed from heavy hydraulics to lightweight structural frames using $SSYS. -> Other research prototypes from Meta Humanoids to others started following suit. -> There was no scale on humanoids/robotics in 2024-2025. -> ChatGPT announced their push into robotics today (they're usually leading the charge, eg. securing memory capacity) -> We've now likely hit the inflection point for robotics, where all these companies formerly in the prototyping stage (with $SSYS as the lightweight structural frame) are now scaling. -> $SSYS benefits robotics at scale.
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批评MSTR将资金投向非核心资产而非比特币。
@noel_moore 这相当于 $MSTR 使用 10 亿美元投资者资金，将其投入 Kylie Jenner 的化妆品公司，而不是比特币。
英文原文
@noel_moore This is the equivalent of $MSTR using $1B of investor funds and putting it into Kylie Jenner’s makeup company instead of Bitcoin.
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揭露BMNR挪用资金投糖果公司，涉嫌欺诈。
这其实是真实的 $BMNR： ->说服投资者给你资金，用于购买5%的以太坊供应 ->将其命名为“5%的炼金术” ->声称“以太坊将涨至1万美元以上” ->将2亿美元投资者资金转移至Mr. Beast的巧克力糖果棒公司。 https://t.co/fAHP7Vp8Uj
英文原文
This is actually real $BMNR: ->convince investors to give you funds to buy 5% of Ethereum supply -> call it “The Alchemy of 5%” -> say “Ethereum is going to 10k+” -> divert $200 Million of investor funds into Mr. Beast’s chocolate candy bar company. https://t.co/fAHP7Vp8Uj
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强调在事件发生前发布论点，避免追高。
一般来说，如果你还在等波士顿动力Atlas机器人实现规模化量产，那你可能已经有点晚了。我喜欢在事件发生前就发布我的投资论点，就像之前对$AXTI或这次的$SSYS那样，这与那些只在行情波动后反应或在高位入场的人不同。
英文原文
In general, if you're waiting for Boston Dynamics Atlas to be at scale already, you're probably a little late. I like to post my thesis at the start before any moment happens like with $AXTI or in this case $SSYS, which is different than others who just react to movements or enter near the top.
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看好SYSS机器人规模化前景及低下行风险，视为对未来的押注。
鉴于2025年尚无任何机器人玩家实现规模化，我看待 $SYSS 时更着眼于机器人规模化前景，而非过往财报。我认为2026年可能是机器人的拐点，这也是我买入该股的原因。 现金占比超1/4，无债务，下行风险较低。 由于他们也提供零部件（如 Ghost Robotics + 材料），在规模化过程中每生产一台机器人他们都能获利。但目前整体规模非常有限，因此这更多是对机器人未来的押注。
英文原文
I’m more forward looking toward robotics scale up on $SYSS than looking at previous earnings given lack of any robotic player at scale in 2025. I do think 2026 might be the inflection point for robotics, which is why I entered this stock. More than 1/4th cash, no debt, gives it lower downside risk. As they do components as well eg. ghost robotics + material, they make money for each robot produced on scale up. But the scale of everything is so limited right now, so this is more of a bet on the future of robotics
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推荐$NODE作为无需再平衡和选股的便捷投资工具。
@matthew_sigel ^. 此外，$NODE 是一种无需担心投资组合再平衡和个股挑选即可获取敞口的绝佳方式。https://t.co/hNThPPqP5u
英文原文
@matthew_sigel ^. Also $NODE is a great way to get exposure without worrying about portfolio rebalancing and stock picking. https://t.co/hNThPPqP5u
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AXTI 大涨，看好人形机器人量产前的 SSYS 瓶颈机会。
@pepemoonboy 是的，我关于 $AXTI 的 AI 瓶颈观点表现不错。自发布以来上涨 78%，今天又涨了 20%。AI 瓶颈已经相当明显，但像 $SSYS 这样的机器人瓶颈环节非常低调，直到 Atlas 到 Optimus 的人形机器人量产爬坡。 https://t.co/tAgC1q7bss
英文原文
@pepemoonboy Yeah my AI bottleneck one in $AXTI has been doing well. Up 78% since posting and 20% today. AI bottlenecks are pretty obvious but robotics ones like $SSYS are very under the radar until humanoid production from Atlas to Optimus ramp up. https://t.co/tAgC1q7bss
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惊讶政客发现冷门机器人瓶颈股SSYS。
@FarmerJoe0x 是的，Debbie 买的所有东西看起来都涨了 300%-700% 哈哈。新的 Nancy。 $SSYS 在机器人瓶颈领域如此冷门，以至于我极度惊讶一位政客竟然发现了它。
英文原文
@FarmerJoe0x Yeah everything Debbie bought looks like it went up 300%-700% lol. The new Nancy. $SSYS is so obscure in the robotics bottleneck so I’m extremely surprised a politician found it.
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SSYS作为人形机器人骨架，其收入增长取决于行业规模化进程。
我不知道。没有（具体标的）。 $SSYS 基本上是人形机器人的框架/骨架，其收入增长取决于机器人规模化进程。 如果波士顿动力（Boston Dynamics）的 Atlas、Optimus 或其他产品实现规模化，那么收入将呈指数级增长。 目前尚无机器人玩家实现规模化，因此此前的收入一直较低。 但这只是我个人关于如何在机器人规模化进程中获取最大非对称收益的想法。
英文原文
I don't know. Don't have one. $SSYS basically the frame/skeleton of humanoid robots and revenue ramp depends on robotics scale up. If Atlas from Boston Dynamics or Optimus or others achieves scale, then revenue increases exponentially. No robotics player achieved anything at scale yet, hence why revenue's been lower so far. But this is just my personal thought regarding getting the most asymmetry on the robotics ramp.
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基于OpenAI机器人业务推动，看好SSYS作为人形机器人骨架供应商的长线潜力。
@pepemoonboy 谢谢！我只是在 OpenAI 机器人业务推动后，根据公开信息关注 $SSYS。自从我发帖以来，它已经上涨了 6%。但这是一个很好的长线标的，因为他们是所有人形机器人的骨架/框架。
英文原文
@pepemoonboy Thanks! I'm just following public information after the OpenAI robotics push for $SSYS. It was already up 6% since I posted. But this one is a great long as they're the skeleton/frames of all the humanoid robots.
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SSYS作为人形机器人骨架供应商，处于多家巨头供应链底部。
是的，我正在梳理波士顿动力、特斯拉Optimus、Meta人形机器人等的供应链。而$SSYS恰好处于所有这些供应链的底部，作为所有人形机器人的骨架/框架。例如，Atlas放弃了金属框架，转而采用Stratasys的Nylon 12CF（碳纤维）用于肢体。
英文原文
Yeah I was going down the supply chains of Boston Dynamics, Tesla Optimus, Meta Humanoids, and others. And $SSYS happened to be at the bottom of them all as the skeleton/frame of all the humanoids. EG. Atlas abandoned metal frames for Stratasys Nylon 12CF (carbon fiber) for the limbs
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SSYS消息公布后已大涨，推测政客提前知情。
@SlumberMD $SSYS 自该消息公布以来已经上涨了相当可观的幅度。我只是在跟随公开信息，但我确信政客们提前就知道了。https://t.co/fRE8n2gyTU
英文原文
@SlumberMD $SSYS was already up quite a decent amount since this news got published. I'm just following public information, but I'm sure politicians know ahead of time. https://t.co/fRE8n2gyTU
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SSYS作为人形机器人底层框架被忽视，市场聚焦AI而非机器人供应链。
$SSYS 基本上就是像波士顿动力 Atlas 这样的人形机器人的框架。营收较低是因为从特斯拉到 Figure 还没有任何一家实现规模化。但市场关注的是 $MOG.A（执行器）、$VICR（能源）、$AMBA（Figure、视觉）等更大牌的名字。然而，这家小公司处于整个链条的底层。大家都在深入研究 AI 供应链瓶颈，但没人关注机器人或国防领域。
英文原文
$SSYS is basically the frames of humanoids like Boston Dynamics Atlas. Revenue was lower because nobody from Tesla to Figure achieved anything at scale yet. But markets were looking at bigger names like $MOG.A (actuators), $VICR (energy), $AMBA (Figure, Vision). However, this small company is kinda at the bottom of it all. Everyone was diving into AI supply chain bottlenecks but nobody was doing Robotics or Defense.
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指出$ETOR客户反馈不佳，但提供简化指标供参考。
@LongInnovation $ETOR 的客户反馈并不理想。话虽如此，我只是以易于理解的 TLDR（太长不看）格式发布一些信息指标。人们可以随意使用这些信息。
英文原文
@LongInnovation $ETOR customer feedback isn’t great. That being said I’m just posting info metrics in a TLDR format that makes things easy to understand. People can do whatever they want with the information
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反驳看空观点，指出ETOR回本快且SPY成分股业绩强劲。
@ShortsHoward 呃，$ETOR 基本上能在 3.9 年内收回其企业价值(EV)。大多数 $SPY 成分股公司的平均交易市盈率为 22 倍。鉴于其资产管理规模(AUM)同比增长了 76%，它们显然并未陷入困境。
英文原文
@ShortsHoward Uh $ETOR basically makes their EV back in 3.9 years. Most $SPY companies are trading 22x avg. They’re not exactly dying given their AUM grew 76% y/y