Been awhile since I covered $Vishay Precision(VPG.US).
This was a sensor play for $Tesla(TSLA.US) Optimus Ramp. Very important breadcrumb this week at the Sidoti Conference:"Potential to scale to hundreds of robots per week by the end of 2026."Kinda sounds aligned with Optimus? No?If we go off their CEO "$500-$1.2k per robot" statement: Not too shabby. But of course, a lot of robotic supply chains are kind of dead money until the actual inflection point humanoids at scale hits. Maybe Unitree IPO sparks some life into robotic supply chains soon?Source: Serenity
