The AI Investor @aiconomics

$INDI quietly showing what “Physical AI” actually looks like in production. This demo combines emotion3D DMS/OMS with the iND881, using real-time eye-gaze tracking plus driver/passenger detection. The interesting part isn’t just the UI. It’s the stack underneath: vision + edge AI + ultra-low-latency processing inside the vehicle. That same architecture is exactly why automotive sensing names are starting to matter beyond cars. Cameras don’t create intelligence by themselves. The value is in processing what they see, locally and fast.

@HunterAllen4 You're the good one

$NOVT $VPG $INDI could be three under-the-radar ways to play the humanoid robotics boom. Everyone is watching the companies building the robots. I’m increasingly interested in the companies building their senses and nervous system. NOVT — Novanta Force + motion sensing. Already has a humanoid-focused product range with products available today. VPG — Vishay Precision Group Precision sensing. A humanoid customer hasn’t been disclosed, but the company has been identified as a selected supplier. INDI — indie Semiconductor Sensing chips. indie has disclosed robotics design wins with Unitree and AGIBOT. That’s what makes this interesting. Humanoids don’t just need massive AI compute. They need to see, feel, measure force, understand position and react to the physical world in real time. NVIDIA may provide part of the brain. $NOVT, $VPG and $INDI are positioned around the senses and nervous system. And unlike many of the humanoid companies getting all the attention, these three are already publicly traded. Everyone asks which humanoid robot will win. Maybe the better question is: Who gets paid regardless of which robot wins?

@kevinxu Help needed. x.com/aiconomics/sta…

The AI Investor @aiconomics

2 days ago

Asking for @kevinxu... Is $NVTS a good buy right now?

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Asking for @kevinxu... Is $NVTS a good buy right now?

@ScroogeCap @JonahLupton Also, worth to add, the data may be biased. Needs to be double checked.

@deepvaluedude Probably too early to short $FSLY. It's starting to get viral. I'm surprised how everyone jumped in without fact-checking.

The AI Investor @aiconomics

2 days ago

Interesting $INDI finding from looking at Tesla Optimus and Figure AI. I spent the past several days reviewing a large sample of public demo footage, supplier references, automotive-grade sensing architectures, and known component requirements for humanoid robotics. What stood

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Interesting $INDI finding from looking at Tesla Optimus and Figure AI. I spent the past several days reviewing a large sample of public demo footage, supplier references, automotive-grade sensing architectures, and known component requirements for humanoid robotics. What stood out is that the potential overlap with indie Semiconductor’s existing product portfolio may be larger than the market is currently assuming. Across the systems I reviewed, roughly 80% of the core sensing / perception functions mapped conceptually to areas where $INDI already has products or announced capabilities: - vision / camera processing - radar and sensor fusion - edge perception - connectivity - power management - functional safety Tesla Optimus and Figure are obviously very different platforms, so I tried to separate tasks by function. For locomotion-only tasks, the overlap looked relatively limited. But once the robot was required to navigate around people, identify objects, operate in changing lighting conditions, or interact with its environment, the number of relevant sensing functions increased substantially. The most interesting part was perception. In nearly every complex task I reviewed, the robot depended on multiple simultaneous sensor inputs rather than a single vision stream. That architecture looks much closer to modern ADAS than I originally expected. That matters because $INDI is already positioned around exactly that problem: taking multiple sensor inputs and helping a system understand its surroundings in real time. I also noticed that as task complexity increased, the theoretical semiconductor content associated with sensing and edge processing rose disproportionately. My takeaway is that the humanoid robotics opportunity for companies already exposed to automotive sensing could eventually be much more meaningful than most current models assume. If Tesla Optimus, Figure, or another major humanoid platform were to standardize around architectures similar to advanced ADAS, the semiconductor content per robot could be significant. Important: this post is parody/fiction. The 80% figure and any implication that Tesla or Figure uses $INDI are invented and are not based on supplier disclosures or confirmed product teardowns.

I don't doubt @OddDiligence's good intentions, but $FSLY pumping that much over a single tweet makes you wonder. What if he just made the whole thing up?

@StonkChris Thank you for sharing. Great to see $NVTS as your fav pick. Would you mind to chart $INDI?

@kevinxu Are you back in $NVTS? x.com/CompAlmanac/st…

The Compounder's Almanac @CompAlmanac

3 days ago

Added a new position $NVTS - Navitas Semiconductor My quant gave me this info and that's everything you need to know, add your macro thesis to it on where you think market is heading in the next 3-6 months and you have got a huge winner here.. 1. High-power markets grew >50%

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After a few days, $INDI will do its typical 30% jump, and suddenly everyone will want in. Don't wait, it's better than $AMBA and $VPG at these levels.

CK Capital @CKCapitalxx

2 days ago

I still believe $INDI is one of the best opportunities for investing in the growth of humanoid robots, and nobody talks about this stock. Some of the biggest humanoid robot companies in the world are already using indie’s products. Robots need the same things as cars, the

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