Roth
What changed, and what is the evidence.
ComputeGpu
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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What changed, and what is the evidence.
Oct 11, 2026 · Post · posted
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$VICR is up nearly 50% since I posted my deep dive last month, and I think this run is still early. Exactly four analysts cover this company. Four, for a $12 billion name sitting on the nastiest problem in AI hardware. A wafer-scale AI… |