Jan. 6 at 6:16 PM
$CGNX A "Reshoring" Winner? As the U.S. reshoring movement peaks in 2026, Cognex has emerged as the primary beneficiary of the new American industrial landscape. After a multi-year reset in expectations, the company is now a lean, high-quality small-cap with significant operating leverage as domestic manufacturing ramps up.
Every new semiconductor, battery, and EV facility built in the U.S. requires high-end automation from day one. These “Dark Factories”—designed to operate with minimal human oversight—rely on Cognex’s machine vision for tasks ranging from 3D alignment to microscopic defect detection. Cognex has successfully integrated Deep Learning into its edge-sensing devices. Unlike rule-based systems of the past, these AI-powered “eyes” can learn to recognize unpredictable defects (like scratches or misaligned components) just like a human, but at 10x the speed.
(1/2) https://open.substack.com/pub/bullmarketwizard/p/2026-investment-ideas
What do you think? @howardlindzon?
