$VICR
相关推文
按时间倒序
-
汇总粉丝提出的800V直流供电相关标的清单。
好了，大家，这是你们最喜欢的 800V 直流供电(800V DC)相关想法汇总清单。 1. $IFNNY - 1158亿美元 2. $ON - 462亿美元 3. Lite-On(2301) - 160.3亿美元 4. 6504.T - 141亿美元 5. $VICR - 128亿美元 6. $LFUS - 115.7亿美元 7. https://t.co/1unM4FPf65 - 83.4亿美元 8. $VSH - 78.6亿美元 9. $ENPH - 73.6亿美元 10. $NVTS - 57.7亿美元 11. $POWI - 43.0亿美元 12. $BDC - 41.8亿美元 13. $EOSE - 38.6亿美元 14. $SEDG - 38.2亿美元 15. $AEHR - 31亿美元 16. 6890.T - 26.6亿美元 17. $WOLF - 21.6亿美元 18. $CWR.L - 17.5亿美元 19. $AMSC - 16.8亿美元 20. https://t.co/43OXU9tx65 - 16.8亿美元 21. $XFAB - 15.4亿美元 22. $AOSL - 12.5亿美元 23. $HYLN - 12.3亿美元 24. $FCEL - 8.35亿美元 25. $IQE.L - 7.80亿美元 26. $ASYS - 2.76亿美元 27. $RELL - 2.39亿美元 28. 6844.T - 2.22亿美元 29. 4973.T - 2.07亿美元 30. $PAY.BR - 1.89亿美元 31. 6616.T - 1.86亿美元 32. 6882.T - 1.24亿美元 33. $IPWR - 9600万美元 我也把你们提到的一些相邻标的放了进去，比如 $FCEL 或 $EOSE，虽然我不确定它们的敞口是否真的很好。像有人提到的 $POET 这种明显不太相关的，我就忽略了。 评论大概有500条，但我猜 X 限制了我能看到的内容。 我们拭目以待，看看你们最高信念的想法表现如何。
原推 ↗英文原文
Okay chat, here's your compiled list chat of your favorite 800V DC related ideas. 1. $IFNNY - $115.8B 2. $ON - $46.2B 3. Lite-On (2301) - $16.03B 4. 6504.T - $14.1B 5. $VICR - $12.8B 6. $LFUS - $11.57B 7. https://t.co/1unM4FPf65 - $8.34B 8. $VSH - $7.86B 9. $ENPH - $7.36B 10. $NVTS - $5.77B 11. $POWI - $4.30B 12. $BDC - $4.18B 13. $EOSE - $3.86B 14. $SEDG - $3.82B 15. $AEHR - $3.1B 16. 6890.T - $2.66B 17. $WOLF - $2.16B 18. $CWR.L - $1.75B 19. $AMSC - $1.68B 20. https://t.co/43OXU9tx65 - $1.68B 21. $XFAB - $1.54B 22. $AOSL - $1.25B 23. $HYLN - $1.23B 24. $FCEL - $835M 25. $IQE.L - $780M 26. $ASYS - $276M 27. $RELL - $239M 28. 6844.T - $222M 29. 4973.T - $207M 30. $PAY.BR - $189M 31. 6616.T - $186M 32. 6882.T - $124M 33. $IPWR - $96m Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho. There's like 500 comments, but I guess X limits everything I can see. We'll see how your highest conviction ideas do.
-
分享周末研究的热管理和功率半导体供应链主题股票清单
随便分享一些我周末研究的随机主题： -> 功率半导体、集成电压调节器、多相控制器、CDU、冷板、歧管、泵、阀门、热交换器、背门系统、冷水机。 $POWL、$NVT、010120 KS、267260 KS、2308 TT、$VICR、$POWI、宁德时代、阳光电源 300274 C -> 热管理相关（ALFA SS、ASTK DC、大金 6367 JP）、$CARR、MTRS SS） 这些只是我之前聊过的之外的一些，比如 $NVTS 或 $HPS.A。 它们都有点已经被定价了，但现在是个好的起点，可以帮你找到那些还没被定价的更重要玩家。 然后你会问：这些产品最有可能依赖哪一家公司？ 我个人对能源/散热/电力这个交易领域不太熟悉，我很高兴承认这一点，因为一切都是学习的过程。 但通常即使我发现了一些有趣的东西，我也觉得它不如继续持有CPO多头更有说服力。学习更多总是很有趣的。 一直在寻找SRAM相关的敞口，我觉得私募市场比 $CBRS 更好。
原推 ↗英文原文
Just random themes im looking im having a good time looking into over the weekend: -> power semis, integrated voltage regulators, multiphase controllers, CDUs, cold plates, manifolds, pumps, valves, heat exchangers, rear-door systems, chillers. $POWL, $NVT, 010120 KS, 267260 KS, 2308 TT, $VICR, $POWI , CATL, Sungrow 300274 C -> thermal stuff (ALFA SS, ASTK DC, Daikin 6367 JP), $CARR, MTRS SS) These are just ones aside from the ones I've talked about eg. $NVTS or $HPS.A. They're all kinda more priced in but now but it's a good starting point in terms of finding more important players that's not priced in. Then you try and look: which single company do most of these probably rely on? I'm personally less familiar with the energy/cooling/power trade, which I'm happy to admit since everything is a learning process. But normally even if I find something interesting, i don't find it more compelling than staying in CPO longs. Always it's always fun learning more. Was always looking for SRAM-adjacent exposure, think private markets are better to go then $CBRS?
-
AI 相关供应链全面拥堵
最近新闻和瓶颈的 TLDR，全部都在起飞： 1. CPU 瓶颈 - $INTC CEO 说 AI 推理把 CPU 比例从 1:8 推到了 1:1。 CPU 起飞（$AMD、Intel、$ARM）-> $AMAT / $TSM / $KLAC 等也跟着起飞。 2. PGME / PGMEA 短缺。DuPont、Shiny Chemical、Daxin、San Fu、$DOW 等都要起飞？ 光刻胶瓶颈也起飞？ 3. 微控制器潜在瓶颈 + 涨价（Arterytek / Arterychip）正在压缩 AI 产能。 MCU 公司可能也要起飞？ 4. 总统本周援引了《国防生产法》，里面包括： - 变压器 - 输电组件 - 先进导体 - 电力电子 - 变电站 - 高压断路器 - 保护继电器、 电容组 - 电气硅钢 这些都被称为“严重短缺”。像 $AMSC、$PLPC、$POWL、$VICR、$ATKR、$HPS.A 之类的也要起飞。 5. $GOOGL 在扩容新的 TPU 服务器。谷歌把 AI 芯片拆成训练 TPU 和推理 TPU。 台湾很开心。联发科等也要起飞？ 6. 三星、Kingston 把 SSD 价格上调了 10% 以上。 SSD 价格还会继续起飞？ 7. T-玻璃玻纤短缺还在恶化？Nittobo 等也继续起飞？ 8. 用于蚀刻电路和阻燃的关键材料溴，价格已经涨到每公吨 12,000 美元。 以色列的 ICL Group 似乎掌控了全球 40% 的供应？ 我对这个不算特别熟，但也有点可疑的起飞？ 9. “外延厂 Landmark Optoelectronics 报告称产量仍远低于客户需求”。 嗯 $IQE 和其他公司也要起飞？ 10. “AI 数据中心碰到互连限制，正在推高光模块需求”。“瓶颈不再只是算力，而是算力如何连接。” 来自 $AAOI、$LITE、$COHR、Innolight 等的光子链条继续起飞？下一代来自 $SIVE、$POET、$MRVL、Win Semi 等也起飞？ 基本上就是 AI 半导体供应链全面起飞，因为 AI 超大规模云厂商需求带来了到处都是的短缺。
原推 ↗英文原文
TLDR of recent news + bottlenecks that go brr: 1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1. CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr. 2. PGME / PGMEA shortage. DuPont, Shiny Chemical, Daxin, San Fu, $DOW and others go brr? Photoresist bottleneck go brr? 3. Microcontroller potential bottleneck + price hikes (Arterytek/Arterychip) was weighing price hikes on AI capacity squeezes. MCU companies potentially go brr? 4. President invoked the "Defense Production Act" this week, it included: -Transformers - transmission components - advanced conductors - power electronics - substations - high-voltage circuit breakers - protective relays, capacitor banks - electrical core steel As "severe shortages". Stuff like $AMSC, $PLPC, $POWL, $VICR, $ATKR, $HPS.A go brr. 5. $GOOGL ramps new TPU servers. Google splits AI chips into training and inference TPUs. Taiwan happy. Mediatek and others go brr? 6. Samsung, Kingston lift SSD prices by over 10%. SSD prices keep going brrr? 7. T-glass fiberglass shortages keep getting worse? Nittobo and others keep going brrr? 8. Bromine, essential for etching circuits and flame retardancy, has surged to $12,000 per metric ton. ICL Group in Israel apparently controls 40% of the global supply? Not as familiar with this but questionable brrr? 9. "Epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs". Uhh $IQE and others go brr? 10. "AI data centers hit interconnect limits, boosting optical module demand". "the bottleneck is no longer computing power alone, but how that power is connected." Photonics from $AAOI, $LITE, $COHR, Innolight and others keep going brr? next gen from $SIVE, $POET, $MRVL, Win Semi and others go brr? Basically AI semi supply chains go brr because there's widespread shortages everywhere due to AI hyperscaler demand.
-
DPA 受益者清单
是的。总统在两天前援引了“国防生产法”。 这是为了扩张本土基础设施。 隐含受益者包括： 输电和先进导体： $AMSC - HTS 线材（先进导体）、电力电子 $PLPC - 先进导体 $ATKR - 输电组件 $VMI - 电网组件 电力电子 $AEIS - 电力控制电子 $VICR - 电力传输 电容组 $VSH - 电力电容和电容组 变电站和高压断路器 $POWL - 变电站 / 开关设备 $AZZ - 变电站 变压器 $HPS.A - 我最喜欢的变压器标的 $SPXC - 电力变压器 电工核心钢 $CLF - 美国唯一的电工钢生产商？ 这里面包括： - 变压器 - 输电组件 - 先进导体 - 电力电子 - 变电站 - 高压断路器 - 保护继电器、电容组 - 电工核心钢 TLDR：这项行政行动宣布了关于电网基础设施本土供应链的国家能源紧急状态。它授权联邦资金、采购承诺和加速措施，以迅速扩产。 受益者很多，我把 $AMSC、$CLF、$PLPC、还有 $HPS.A 组成了一个迷你 ETF；其他的我没持有。 我猜接下来 3 到 6 个月会有一堆 DOE 合同，比如“DoE 奖励 ___ 给 $POWL”之类的。
原推 ↗英文原文
Yes. The President invoked the "Defense Production Act" 2 days ago. To expand on domestic infra. Implicit beneficiaries were: Transmission & Advanced Conductors: $AMSC - HTS Wires (advanced conductors), power electronics $PLPC - advanced conductors $ATKR - transmission components $VMI - grid components Power Electronics $AEIS - power control electronics $VICR - power delivery Capacitor Banks $VSH - power capacitors and capacitor banks Substations & High-Voltage Circuit Breakers $POWL - substations/switchgear $AZZ - substations Transformers $HPS.A - My favorite for transformers $SPXC - power transformers Electrical Core Steel $CLF - Only producer of electrical steel in America? This included: -Transformers - transmission components - advanced conductors - power electronics - substations - high-voltage circuit breakers - protective relays, capacitor banks - electrical core steel TLDR: The executive action declared a national energy emergency regarding the domestic supply chain for grid infrastructure. Authorized federal funding, purchase commitments, and expedited actions to rapidly expand the manufacturing. Lot of beneficiaries, I made a mini ETF of with $AMSC, $CLF, $PLPC, and then $HPS.A; dont have any of the others. There's probably going to be a bunch of DOE contracts in the next 3-6 months like " DoE Awards ___ to $POWL " off this act is my guess.
-
NVDA 推进 800V
$NVDA 正在积极推进 800V，这对今天来说是一个相当大的信号。 “2026 年 4 月 22 日，NVIDIA 已经与主要韩国电力设备公司展开讨论，探索基于约 800V 直流（DC）系统设计数据中心基础设施。” 之前提到的 Nvidia 合作伙伴包括：Infineon、$TXN、$STM、$NVTS、Delta、Flex、$ETN、Schneider 和 $VRT。 早就知道他们在往这个方向推了，但……看起来现在真的是 Nvidia 在主导。 我个人对 $NVTS 的敞口很小，因为它们在 800V DC 的 SiC / GaN IC 方面暴露很高。 我知道其他人更喜欢 $VICR 作为敞口。
原推 ↗英文原文
$NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system" Previous named Nvidia partners include: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT. It's been known they're been pushing for this but... looks like Nvidia is really driving it. Personally very small exposure to $NVTS since they're they have a high exposure for SiC/GaN ICs for 800V DCs. I know others really liked $VICR for exposure.
-
想起 VICR 了
@PhotonCap 忘了 $VICR，不过很高兴看到它表现不错。
原推 ↗英文原文
@PhotonCap Forgot about $VICR but glad to see it’s doing well
-
供应链瓶颈等权重组合周涨12.83%，全红表现惊人。
基于供应链映射的“瓶颈ETF”。 没有一只股票是红色的（下跌）。 等权重组合1周收益：+12.83%。 名单： $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW: +23.57% $COHR: +23.5% $ONTO: +18.4% $CAMT: +17.7% $TSM: +15.8% $ON: +15.8% Samsung: +15.4% $KLAC: +12.7% $APH: +11.6% $MRVL: +11.4% $MU: +10.6% $MOD: +10.6% Sk Hynix: +10.31% $VICR: +9.6% $AVGO: +9.46% $SBGSY: +9.27% $ETN: +9.1% $BESIY: +8.53% $IFNNY: +7.37% $MPWR: +6.85% $SNDK: +6.4% $QLCM: +6.12% $AMD: +6.01% Mediatek: +6% Kioxia: +3.68% $INTC: +1.62% 我觉得机构是不是直接把上周框架里的这份名单全买了？ 这种表现水平简直太疯狂了。
原推 ↗英文原文
The "Bottleneck ETF" from supply chain mapping. Not a single name red. Equal weighted results 1W: +12.83%. List: $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW: +23.57% $COHR: +23.5% $ONTO: +18.4% $CAMT: +17.7% $TSM: +15.8% $ON: +15.8% Samsung: +15.4% $KLAC: +12.7% $APH: +11.6% $MRVL: +11.4% $MU: +10.6% $MOD: +10.6% Sk Hynix: +10.31% $VICR: +9.6% $AVGO: +9.46% $SBGSY: +9.27% $ETN: +9.1% $BESIY: +8.53% $IFNNY: +7.37% $MPWR: +6.85% $SNDK: +6.4% $QLCM: +6.12% $AMD: +6.01% Mediatek: +6% Kioxia: +3.68% $INTC: +1.62% I feel like institutions just bought this entire list from last week's framework? This level of performance is pretty crazy.
-
梳理AI半导体供应链瓶颈，看好存储、光子及台积电，指出中游为定价关键。
以下是我对 Semivision 瓶颈总结的 TLDR（太长不看版）及其映射到投资框架的内容： HBM（高带宽内存）： HBM4 (16Hi) - 三星，SK 海力士，$MU HBF（高带宽闪存）- $SNDK，Kioxia Base Die（基础晶圆）- $TSM，三星（内部） CPO（共封装光学）/光子学： 玻璃基板：$GLW，$INTC，Ibiden 光学：$LITE，$AVGO，$COHR，$MRVL 电力传输： 电压：$MPWR，$VICR 散热：$VRT，$NVT，$MOD 电网：$ETN，$SBGSY SiC/GaN（碳化硅/氮化镓）：$ON，$IFNNY 机架：$APH N2 产能： $TSM，$AMD（数据中心先行者），$QLCM，联发科，$NVDA 先进封装： 良率：$CAMT，$ONTO，$KLAC OSATs（外包半导体组装与测试）：$AMKR $BESIY，Disco Semivision 的总结： 1. “先进封装产能与良率控制” 2. “HBM 生态系统协调” 3. “电力传输创新（SiC、GaN PMICs、机架级电源架构）” 4. “CPO/光子学集成能力” 5. “数据中心基础设施作为半导体收入实现的‘隐性限制因素’” 正如你可能知道的，我对上述的存储/光子学领域（如 SK 海力士/三星，$SNDK，$MU，$LITE）以及 $TSM 最为看好。 我可能会稍微向上游延伸，比如 $AXTI（磷化铟前驱体），但中游玩家是瓶颈所在，并掌控大部分定价权。 但为了简化普通散户投资者的理解，我添加了相关公司的评论。
原推 ↗英文原文
Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung, Sk Hynix, $MU HBF - $SNDK, Kioxia Base Die - $TSM, Samsung (internal) CPO/photonics; Glass Substrate: $GLW, $INTC, Ibiden Optical: $LITE, $AVGO, $COHR, $MRVL Power Delivery: Volatage: $MPWR, $VICR Thermal: $VRT, $NVT, $MOD Grid: $ETN, $SBGSY SiC/GaN: $ON, $IFNNY Rack: $APH N2 Volume: $TSM , $AMD (First mover dc), $QLCM, Mediatek, $NVDA Advanced Packaging: Yield: $CAMT, $ONTO, $KLAC OSATs: $AMKR $BESIY, Disco Semivision's summary: 1. "advanced packaging capacity and yield control" 2. "HBM ecosystem coordination" 3. "power delivery innovation (SiC, GaN PMICs, rack-level power architectures)" 4. "CPO/photonics integration capability" 5. "data center infrastructure as a “hidden limiter” to semiconductor revenue realization" As you probably know, I'm probably most bullish on memory/photonics like Sk Hynix/Samsung, $SNDK, $MU, $LITE above. And $TSM. I probably go a bit more upstream like $AXTI for InP precursors, but midstream players are the chokepoint + control most of the pricing. But just added commentary of related companies to topics to make things simpler for the regular retail investor.
-
关注VICR的GPU供电技术，预判机构正布局下一代架构瓶颈。
@PhotonCap 我得好好研究一下 $VICR。直接在 GPU 裸片(die)下方供电这一点真的很有趣！ 虽然 2027 年的下一代架构可能会出现许多新的瓶颈，但我确信许多投资机构已经在研究并抢先布局了。
原推 ↗英文原文
@PhotonCap $VICR 을 한번 살펴봐야겠네요. GPU 다이(die) 바로 아래에서 전력을 공급한다는 점이 정말 흥미롭습니다! 2027년 차세대 아키텍처에서는 수많은 새로운 병목 현상들이 발생할 수 있겠지만, 이미 많은 투자사들이 이를 연구하며 선점에 나서고 있을 것이라 확신합니다.
-
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。
原推 ↗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.
-
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。
原推 ↗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.