Quick take on $VPG – the stealth $TSLA Optimus sensor play nobody’s talking about 🔥
Vishay Precision Group builds ultra-precise strain gauges and foil sensors that give humanoid robots real force and tactile feedback - the kind that doesn’t drift when things get hot or sweaty.
Late 2023 they quietly landed a major design win with an unnamed top humanoid developer.
Citron Research called it in April 2025: it’s Tesla’s Optimus. Timelines, tech, and Musk’s own ramp comments line up perfectly.
Fast-forward: they’re now working with three humanoid customers. Follow-on orders are rolling in, one is already shifting from prototypes to early production, and CEO Ziv Shoshani just told the Sidoti Conference (March 19) that 2026 is the pivotal year for the whole humanoid market.
Still under $600M market cap…
Vishay Precision Group builds ultra-precise strain gauges and foil sensors that give humanoid robots real force and tactile feedback - the kind that doesn’t drift when things get hot or sweaty.
Late 2023 they quietly landed a major design win with an unnamed top humanoid developer.
Citron Research called it in April 2025: it’s Tesla’s Optimus. Timelines, tech, and Musk’s own ramp comments line up perfectly.
Fast-forward: they’re now working with three humanoid customers. Follow-on orders are rolling in, one is already shifting from prototypes to early production, and CEO Ziv Shoshani just told the Sidoti Conference (March 19) that 2026 is the pivotal year for the whole humanoid market.
Still under $600M market cap…
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🇨🇭 Global One SI - Prompt
$INFQ/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$INFQ $GOOG
HUGE Bullish Catalyst for Infleqtion 🔥
Google Quantum AI just dropped a major announcement: they’re officially expanding their world-class quantum program into neutral atom quantum computing - the exact technology where Infleqtion is the undisputed global leader and first publicly listed pure-play company.
This is massive validation. Google is now running two complementary modalities in parallel:
Superconducting qubits (their long-time strength in the “time dimension” - millions of gate cycles)
Neutral atoms (Infleqtion’s wheelhouse - scaling to ~10,000+ qubits in the “space dimension” with flexible any-to-any connectivity that makes error correction far more efficient)
Google’s own words: they’re now “increasingly confident” that commercially relevant quantum computers will arrive by the end of this decade. Adding neutral atoms accelerates everything.
For $INFQ this is pure rocket fuel:
Validates the entire neutral-atom roadmap Infleqtion has been pioneering
Brings Big Tech credibility and capital inflows to the sector
Positions Infleqtion perfectly in the booming Colorado quantum ecosystem (Google’s new neutral-atom team is literally setting up right in the same neighborhood)
Opens the door to potential collaborations, talent synergies, and faster commercialization
Infleqtion already delivered the UK’s first 100-qubit neutral-atom system, is well-capitalized post-IPO, and sits at the forefront of this exact modality Google just endorsed.
This isn’t just good news - it’s a sector-defining tailwind.
HUGE Bullish Catalyst for Infleqtion 🔥
Google Quantum AI just dropped a major announcement: they’re officially expanding their world-class quantum program into neutral atom quantum computing - the exact technology where Infleqtion is the undisputed global leader and first publicly listed pure-play company.
This is massive validation. Google is now running two complementary modalities in parallel:
Superconducting qubits (their long-time strength in the “time dimension” - millions of gate cycles)
Neutral atoms (Infleqtion’s wheelhouse - scaling to ~10,000+ qubits in the “space dimension” with flexible any-to-any connectivity that makes error correction far more efficient)
Google’s own words: they’re now “increasingly confident” that commercially relevant quantum computers will arrive by the end of this decade. Adding neutral atoms accelerates everything.
For $INFQ this is pure rocket fuel:
Validates the entire neutral-atom roadmap Infleqtion has been pioneering
Brings Big Tech credibility and capital inflows to the sector
Positions Infleqtion perfectly in the booming Colorado quantum ecosystem (Google’s new neutral-atom team is literally setting up right in the same neighborhood)
Opens the door to potential collaborations, talent synergies, and faster commercialization
Infleqtion already delivered the UK’s first 100-qubit neutral-atom system, is well-capitalized post-IPO, and sits at the forefront of this exact modality Google just endorsed.
This isn’t just good news - it’s a sector-defining tailwind.
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300+ Humanoid Robots Assemble! The 2026 Beijing E-Town Humanoid Half Marathon kicks off on April 19. 🤖🏃♂️
Over 300 units from 26 mainstream brands are hitting the asphalt for a grueling 21.0975km (13.1 miles) endurance gauntlet.
Beijing is ditching lab demos for a massive outdoor stress test involving 20 top-tier university labs and corporate giants.
The roster features machines over 75cm (2.46 feet) tall, restricted to pure bipedal running—no wheels or quads allowed.
Technical breakthrough: 38% of the fleet will run fully autonomous navigation, moving past the "remote-controlled puppet" era.
To force innovation, teams using remote control face a 1.2x time penalty, a ruthless filter for true embodied edge intelligence.
Each robot is equipped with a BeiDou spatial tracking system for centimeter-level positioning across urban parks and tech zones.
Beyond the run, the "Baturu" challenge throws 17 tactical obstacles at these units to verify stability for actual rescue jobs.
This is the ultimate real-world test for hardware and algorithms. What specific breakthroughs are you expecting at the 2026 Beijing E-Town Robot Marathon?
Over 300 units from 26 mainstream brands are hitting the asphalt for a grueling 21.0975km (13.1 miles) endurance gauntlet.
Beijing is ditching lab demos for a massive outdoor stress test involving 20 top-tier university labs and corporate giants.
The roster features machines over 75cm (2.46 feet) tall, restricted to pure bipedal running—no wheels or quads allowed.
Technical breakthrough: 38% of the fleet will run fully autonomous navigation, moving past the "remote-controlled puppet" era.
To force innovation, teams using remote control face a 1.2x time penalty, a ruthless filter for true embodied edge intelligence.
Each robot is equipped with a BeiDou spatial tracking system for centimeter-level positioning across urban parks and tech zones.
Beyond the run, the "Baturu" challenge throws 17 tactical obstacles at these units to verify stability for actual rescue jobs.
This is the ultimate real-world test for hardware and algorithms. What specific breakthroughs are you expecting at the 2026 Beijing E-Town Robot Marathon?
The Photonics Ecosystem
Network companies
Cisco | $CSCO
Ciena | $CIEN
Nokia | $NOK
Arista | $ANET
Juniper | $JNPR
HPE | $HPE
CPO and optical switching
Ayar Labs | Private
Celestial AI | Private
Lightmatter | Private
Broadcom | $AVGO
NVIDIA | $NVDA
Long-haul optics
Ciena | $CIEN
Nokia | $NOK
Infinera | Private
Research and standards
NTT | $9432.T
imec | Private
Transceivers
Applied Optoelectronics | AAOI
Innolight | 300308.SZ
Eoptolink | 300502.SZ
Accelink | 002281.SZ
TFC Communication | 300394.SZ
Lumentum | LITE
Coherent | COHR
Cisco | CSCO
Ciena | CIEN
Nokia | NOK
Manufacturing
Fabrinet | $FN
Jabil | $JBL
Sanmina | $SANM
Hon Hai | $2317.TW
Venture | $V03.SI
Innolight | $300308.SZ
Eoptolink | $300502.SZ
Accelink | $002281.SZ
Applied Optoelectronics | $AAOI
Packaging
Kyocera | $6971.T
Ibiden | $4062.T
Unimicron | $3037.TW
ASE | $ASX
AT&S | $ATS.VI
BESI | $BESI.AS
ASMPT | $0522.HK
Photonics foundries
Tower Semiconductor | $TSEM
GlobalFoundries | $GFS
TSMC | $TSM
STMicroelectronics | $STM
X-FAB | $XFAB
imec | Private
Ligentec | Private
Intel | $INTC
Connectivity chips
Broadcom | $AVGO
Marvell | $MRVL
Credo | $CRDO
Semtech | $SMTC
MACOM | $MTSI
SiTime | $SITM
Cisco | $CSCO
Ciena | $CIEN
Alphawave Semi | $AWE.L
MaxLinear | $MXL
Renesas | $6723.T
Lasers
Lumentum | $LITE
Coherent | $COHR
Mitsubishi Electric | $6503.T
Sumitomo Electric | $5802.T
Sivers Semiconductors | $SIVE
Scintil Photonics | Private
Modulators and PIC tech
Lightwave Logic | $LWLG
Celestial AI | Private
Ayar Labs | Private
Lightmatter | Private
POET Technologies | $POET
Photodiodes
Hamamatsu Photonics | $6965.T
Coherent | $COHR
MACOM | $MTSI
Aeluma | $ALMU
STMicroelectronics | $STM
Deposition and III-V tools
AIXTRON | $AIXA.DE
Veeco | $VECO
Oxford Instruments | $OXIG.L
ASM International | $ASM.AS
IQE | IQE.L
Coherent | $COHR
Materials and wafers
Sumitomo Electric | $5802.T
AXT | $AXTI
IQE | $IQE
Soitec | $SOI
Shin-Etsu | $4063.T
SUMCO | $3436.T
GlobalWafers | $6488.TW
Wafer Works | $6182.TW
Corning | GLW
Equipment
DISCO | 6146.T
Applied Materials | AMAT
Lam Research | LRCX
KLA | KLAC
MKS Instruments | MKSI
BESI | BESI.AS
ASMPT | 0522.HK
Testing
Anritsu | 6754.T
Keysight | KEYS
VIAVI | VIAV
Advantest | 6857.T
Teradyne | TER
EXFO | Private
FormFactor | FORM
Hamamatsu Photonics | $6965.T
Network companies
Cisco | $CSCO
Ciena | $CIEN
Nokia | $NOK
Arista | $ANET
Juniper | $JNPR
HPE | $HPE
CPO and optical switching
Ayar Labs | Private
Celestial AI | Private
Lightmatter | Private
Broadcom | $AVGO
NVIDIA | $NVDA
Long-haul optics
Ciena | $CIEN
Nokia | $NOK
Infinera | Private
Research and standards
NTT | $9432.T
imec | Private
Transceivers
Applied Optoelectronics | AAOI
Innolight | 300308.SZ
Eoptolink | 300502.SZ
Accelink | 002281.SZ
TFC Communication | 300394.SZ
Lumentum | LITE
Coherent | COHR
Cisco | CSCO
Ciena | CIEN
Nokia | NOK
Manufacturing
Fabrinet | $FN
Jabil | $JBL
Sanmina | $SANM
Hon Hai | $2317.TW
Venture | $V03.SI
Innolight | $300308.SZ
Eoptolink | $300502.SZ
Accelink | $002281.SZ
Applied Optoelectronics | $AAOI
Packaging
Kyocera | $6971.T
Ibiden | $4062.T
Unimicron | $3037.TW
ASE | $ASX
AT&S | $ATS.VI
BESI | $BESI.AS
ASMPT | $0522.HK
Photonics foundries
Tower Semiconductor | $TSEM
GlobalFoundries | $GFS
TSMC | $TSM
STMicroelectronics | $STM
X-FAB | $XFAB
imec | Private
Ligentec | Private
Intel | $INTC
Connectivity chips
Broadcom | $AVGO
Marvell | $MRVL
Credo | $CRDO
Semtech | $SMTC
MACOM | $MTSI
SiTime | $SITM
Cisco | $CSCO
Ciena | $CIEN
Alphawave Semi | $AWE.L
MaxLinear | $MXL
Renesas | $6723.T
Lasers
Lumentum | $LITE
Coherent | $COHR
Mitsubishi Electric | $6503.T
Sumitomo Electric | $5802.T
Sivers Semiconductors | $SIVE
Scintil Photonics | Private
Modulators and PIC tech
Lightwave Logic | $LWLG
Celestial AI | Private
Ayar Labs | Private
Lightmatter | Private
POET Technologies | $POET
Photodiodes
Hamamatsu Photonics | $6965.T
Coherent | $COHR
MACOM | $MTSI
Aeluma | $ALMU
STMicroelectronics | $STM
Deposition and III-V tools
AIXTRON | $AIXA.DE
Veeco | $VECO
Oxford Instruments | $OXIG.L
ASM International | $ASM.AS
IQE | IQE.L
Coherent | $COHR
Materials and wafers
Sumitomo Electric | $5802.T
AXT | $AXTI
IQE | $IQE
Soitec | $SOI
Shin-Etsu | $4063.T
SUMCO | $3436.T
GlobalWafers | $6488.TW
Wafer Works | $6182.TW
Corning | GLW
Equipment
DISCO | 6146.T
Applied Materials | AMAT
Lam Research | LRCX
KLA | KLAC
MKS Instruments | MKSI
BESI | BESI.AS
ASMPT | 0522.HK
Testing
Anritsu | 6754.T
Keysight | KEYS
VIAVI | VIAV
Advantest | 6857.T
Teradyne | TER
EXFO | Private
FormFactor | FORM
Hamamatsu Photonics | $6965.T
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#Copper miners have been crashing since the start of the war
Down from their 2026 highs:
Oroco Resource Corp. | $OCO: -52%
Capstone Copper | $CS: -47%
Ivanhoe Electric | $IE: -44%
Ivanhoe Mines | $IVN: -43%
Ero Copper | $ERO: -40%
Taseko Mines | $TGB: -40%
Lundin Mining | $LUN: -35%
Southern Copper | $SCCO: -30%
Solaris Resources | $SLSR: -30%
Teck Resources | $TECK: -27%
Freeport-McMoRan | $FCX: -25%
Down from their 2026 highs:
Oroco Resource Corp. | $OCO: -52%
Capstone Copper | $CS: -47%
Ivanhoe Electric | $IE: -44%
Ivanhoe Mines | $IVN: -43%
Ero Copper | $ERO: -40%
Taseko Mines | $TGB: -40%
Lundin Mining | $LUN: -35%
Southern Copper | $SCCO: -30%
Solaris Resources | $SLSR: -30%
Teck Resources | $TECK: -27%
Freeport-McMoRan | $FCX: -25%
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🇨🇭 Global One SI - Prompt
$OUST/USD H2 #Indicator #Signal #Trading #GlobalOneAI
$OUST is simply everywhere there is physical AI
🇨🇭 Global One SI - Prompt
This actually happened. In a U.S. Army-backed test, Leonidas (HPM weapon) wiped out 49 drones in a single pulse — and went 61/61 kills overall. No missiles. No interceptors. Just electromagnetic energy. ⚡ One shot → entire swarm disabled ⚡ Cost per shot…
U.S. unveils self-driving Leonidas AGV microwave weapon to take down drone swarms in seconds
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$ARM is trading at 50x forward earnings, up 17% in a day on a CPU announcement, growing at 20% YoY
$NVDA is trading at 18x forward earnings, growing at 70% YoY
$AMD is trading at 28x earnings, growing at 40% YoY
$NVDA is trading at 18x forward earnings, growing at 70% YoY
$AMD is trading at 28x earnings, growing at 40% YoY
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🇨🇭 Global One SI - Prompt
300+ Humanoid Robots Assemble! The 2026 Beijing E-Town Humanoid Half Marathon kicks off on April 19. 🤖🏃♂️ Over 300 units from 26 mainstream brands are hitting the asphalt for a grueling 21.0975km (13.1 miles) endurance gauntlet. Beijing is ditching lab…
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Damn... they all run faster than I do
Who will be the champion of this year's humanoid robot half-marathon?
Who will be the champion of this year's humanoid robot half-marathon?
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🇺🇸A U.S. startup is 3D printing cruise missiles for $300k.
Iran's Shahed drones cost $20k and are crippling Gulf economies.
Asymmetric warfare means the cheapest weapon often wins.
Iran's Shahed drones cost $20k and are crippling Gulf economies.
Asymmetric warfare means the cheapest weapon often wins.
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🇨🇭 Global One SI - Prompt
The Photonics Ecosystem Network companies Cisco | $CSCO Ciena | $CIEN Nokia | $NOK Arista | $ANET Juniper | $JNPR HPE | $HPE CPO and optical switching Ayar Labs | Private Celestial AI | Private Lightmatter | Private Broadcom | $AVGO NVIDIA | $NVDA Long…
A List of Photonics Stocks:
Optical Transceivers
$AAOI Applied Optoelectronics
$LITE Lumentum
$COHR Coherent
Materials
$AXTI AXT Inc.
$GLW Corning
$LWLG Lightwave Logic
$ALMU Aeluma
Optical Components
$MTSI MACOM Technology Solutions
$STM STMicroelectronics
$HIMX Himax
$OPTX Syntec Optics
$LPTH LightPath
$LASR nLight
Optical Packaging & Integration
$FN Fabrinet
$POET POET Technologies
$AMKR Amkor Technology
Switching & Interconnects
$MRVL Marvell Technology
$NVDA NVIDIA
$AVGO Broadcom
Networking Systems
$ANET Arista Networks
$CSCO Cisco Systems
$CIEN Ciena
Testing & QA
$AEHR Aehr Test Systems
$FORM FormFactor
$KEYS Keysight Technologies
$ONTO Onto Innovation
$VIAV VIAVI Solutions
Foundry
$TSM TSMC
$GFS GlobalFoundries
$TSEM Tower Semiconductor
Optical Transceivers
$AAOI Applied Optoelectronics
$LITE Lumentum
$COHR Coherent
Materials
$AXTI AXT Inc.
$GLW Corning
$LWLG Lightwave Logic
$ALMU Aeluma
Optical Components
$MTSI MACOM Technology Solutions
$STM STMicroelectronics
$HIMX Himax
$OPTX Syntec Optics
$LPTH LightPath
$LASR nLight
Optical Packaging & Integration
$FN Fabrinet
$POET POET Technologies
$AMKR Amkor Technology
Switching & Interconnects
$MRVL Marvell Technology
$NVDA NVIDIA
$AVGO Broadcom
Networking Systems
$ANET Arista Networks
$CSCO Cisco Systems
$CIEN Ciena
Testing & QA
$AEHR Aehr Test Systems
$FORM FormFactor
$KEYS Keysight Technologies
$ONTO Onto Innovation
$VIAV VIAVI Solutions
Foundry
$TSM TSMC
$GFS GlobalFoundries
$TSEM Tower Semiconductor
🇨🇭 Global One SI - Prompt
🇺🇸🇮🇷 Donald Trump is considering sending thousands of American troops to Iran, despite significant risks and increasing political and international pressure, NBC News reports. ➡️ The options under consideration include securing the Strait of Hormuz by deploying…
🇺🇸🇮🇷 The U.S. is moving serious firepower toward the Middle East, 82nd Airborne troops, Marine units, and amphibious ships, all signaling rapid-response readiness near Iran.
At the same time, diplomatic channels are still ongoing, with backchannel talks, regional mediation, and temporary pauses hinting that a deal is at least being explored.
Then there’s Israel, reportedly pushing for intensified strikes on Iran’s military infrastructure within a tight window.
It’s a rare moment where escalation and de-escalation are unfolding in parallel, not sequence.
Because apparently the strategy is: prepare for war… while negotiating peace.
At the same time, diplomatic channels are still ongoing, with backchannel talks, regional mediation, and temporary pauses hinting that a deal is at least being explored.
Then there’s Israel, reportedly pushing for intensified strikes on Iran’s military infrastructure within a tight window.
It’s a rare moment where escalation and de-escalation are unfolding in parallel, not sequence.
Because apparently the strategy is: prepare for war… while negotiating peace.
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