中文翻译
许多人基于同比(Y/Y)营收对 $VPG 进行建模，但低估了机器人领域的拐点。从当前水平实现25亿至40亿美元的营收增长，提供了相当高的上行空间和极佳的机器人领域增长敞口。但这只股票已被机构广泛熟知，我认为Citron Research等机构可能只是时机把握有误，因为他们提前了数月甚至数年。
· 个股论点
VPG被低估机器人拐点，营收增长潜力大，机构或仅时机过早。
涉及标的： $VPG
英文原文
A lot of people model $VPG based on Y/Y revenue, but underestimate inflection point for robotics. $2.5-$4B revenue ramp from current levels presents pretty high upside and great exposure to robotics ramp. But it's already a pretty well known stock by institutions, I think Citron and others likely just got timing off since they were months or years ahead of time.