May. 30 at 1:24 PM
🤖 Everyone's crowding into the AI software trade.
The asymmetric money is in the PHYSICAL layer - the chips, eyes, magnets, and motors that let AI act in the real world.
Robots can't run on vibes. Here's the stack that builds them - asymmetric setups up top, anchors at the base.
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⚡ THE ASYMMETRIC SETUPS
(small-cap chokepoints — multiple-X potential if the theme delivers)
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🧠 BRAIN - Edge Compute
$CEVA - IP royalty toll, 87% margins, 2.1B devices shipped
$AIP - on-chip "highway" (NoC); 90% margins, royalties +67%, founder owns ~32%
$AMBA - edge-AI vision SoC; Hanwha LTA
$800M+ over 10 yrs in robotics & automation
👁️ EYES - Perception
$OUST - digital lidar, +49% rev, NVIDIA-qualified
$AEVA - FMCW 4D lidar, +90% rev; exclusive long-range supplier for Daimler's autonomous trucks
