Venu
Position Trader, Market Leaders, Fundamental/Technical Analysis
Vishay Precision Group looks cheap relative to its growth while robotics is still in its infancy. The upside is huge against medium downside risk; size accordingly. x.comÂ
Vishay is a bet on the whole passive and discrete component cycle tightening, and its order books look better than its chart, 52% off its June peak. Five of six segments booked orders above 1.3 times shipments, and capacitor revenue rose 26.7% on volume and pricing. It is a weak direct play on Morgan Stanley's 166% jump in MLCC content per Vera Rubin rack, as its MLCCs skew to high-voltage and auto parts. MOSFETs drag; if book-to-bill falls toward 1, June was the cycle peak. x.comÂ
Vishay Precision Group is a pick-and-shovel play on humanoid robots, which need large volumes of strain gages and precision torque sensors where VPG is a global technology leader. It is already in the pre-production supply chains of four humanoid developers, and management expects its robot revenue, $4 million in 2025, to compound 50% a year. Its bulk metal foil resistors are essential to AI chip test equipment and server boards, and Q1 brought record defense resistor orders. x.comÂ
Vishay's 48V AI buildout revenue is now hitting its results. Its Q1 2026 report was a significant beat on both revenue and earnings, sending the stock up 9.1% premarket to $36.69. x.comÂ