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Stocks · · 1 min read · x.com ↗

Physical AI is where the money is going next :

$OUST — Lidar sensors for robots and AVs. Velodyne merger. Profitability unproven. $QCOM — Smartphone and auto chip designer. Snapdragon. Diversifying beyond mobile. $ISRG — Robotic surgery monopoly. Da Vinci system. https://t.co/TtsrYn6knx