Serenity
2026.03.25 17:07

Been awhile since I covered $Vishay Precision(VPG.US).

This was a sensor play for $Tesla(TSLA.US) Optimus Ramp.

Very important breadcrumb this week at the Sidoti Conference:

"Potential to scale to hundreds of robots per week by the end of 2026."

Kinda sounds aligned with Optimus? No?

If we go off their CEO "$500-$1.2k per robot" statement: Not too shabby.

But of course, a lot of robotic supply chains are kind of dead money until the actual inflection point humanoids at scale hits.

Maybe Unitree IPO sparks some life into robotic supply chains soon?

Source: Serenity

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