NVE looks cheaper on annualized run-rate earnings than two weeks ago despite a 50% jump, because earnings grew so fast. Revenue rose 81% to $11.03M and EPS to $1.32 from $0.74, with 81.3% gross and 66% operating margins, driven by new products, a strong semiconductor market and precision automation and robotics. The defense ramp the thesis rests on has not yet appeared in the numbers. x.com 

NVE's spintronic sensors are locked into products that cannot requalify a second source. Once one is designed into a pacemaker or defense module, swapping it means redoing the whole safety qualification, and couplers carry 40-plus-week lead times once a design is locked. Revenue grew 81% year over year last quarter on $31M trailing, with 79% gross and 66% operating margins, net cash and a 0.84 PEG. The risk: at $486M and 14.9x EV/sales, growth must repeat against a brutal comparison next year. … Show more

NVE is a company worth liking but not owning now through 2027, because a historic bear market next year looks likely to drag everything down, regardless of the company's own scaling timeline. x.com  x.com  x.com 

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.com 

NVE Corporation's spintronics technology is no longer a joke, and its earnings transcripts reveal a wide range of applications. With fringe technologies suddenly far more valuable, its IP may find new uses and a surge in demand, even if management, long content with high-margin niches, does not radically change. It is a quantum-adjacent pure play paying about a 6% dividend that has escaped the quantum craze, partly because spintronics is a different niche and investor relations is inactive. … Show more

NVIDIA is cheap at 14.7x 2027 earnings with 69% consensus EPS growth, a next-year PEG of 0.21, and it can keep rising from all-time highs. The next wave is robotics and AI in the physical world, where NVIDIA will be the brain of the robots. x.com 

Vishay Precision Group makes the foil strain gauges that give humanoid robot wrists their sense of touch, and once qualified into a robot or flight design they are hard to swap out. Orders outrun shipments: book-to-bill was 1.14, a seventh straight quarter above 1.0, with a $136M backlog, and Q2 revenue grew 12% at a 39% gross margin with net cash. At 43.6x forward earnings, part of the story is priced in. It fails if the humanoid vendor nomination never becomes a production order. x.com 

Vishay Precision Group has at least 10-15x upside to a $10B market cap if robotics is even half of what Elon Musk and other experts predict. It supplies one of the hardest hardware parts to make, has three customers prototyping, and trades at only about $700M. Low trading volume suggests there are no sellers. x.com 

Ouster sits at the convergence of four themes: robotics, smart infrastructure, industrial automation and physical AI. Revenue is projected to grow from $19 million in 2020 to $220 million in 2026 and $540 million in 2029, a 45% compound rate. The stock is in a Stage 2 uptrend with strong accumulation. x.com 

Allegro MicroSystems looks ready for its next leg higher after building a 24-month base. It leads in magnetic sensors and power semiconductors for EVs, industrial automation, robotics and data centers, with strong margins, a solid balance sheet and growing exposure to AI power infrastructure. x.com