Jun. 28 at 3:21 PM
Robotics is quietly becoming the next major capital rotation theme.
$OUST $AEVA $VPG
$OUST has evolved from hardware to a full spatial intelligence stack, now tightly aligned with
$NVDA Jetson ecosystems. Its 3D perception pipeline is already embedded across logistics, mining, and autonomous fleet deployments via partners like SERV and Komatsu.
$AEVA is positioning on the high-performance side of autonomy. FMCW LiDAR delivers real-time distance + velocity data, not just depth, effectively reducing latency in AI decision loops. Backed by
$NVDA DRIVE integration and industrial partnerships like Daimler Truck and LG Innotek, it’s targeting heavy autonomy and robotics scale.
$VPG is the quiet backbone play. While not flashy, it powers the tactile layer of humanoid robotics-force, strain, and feedback systems used in dexterity and balance.
Different layers of the same robotics stack: perception, intelligence, and physical interaction.
