CGNX saw a clear volume spike last week. We'll keep looking to add to our position on the dips this week.

問題は米国株。 主要銘柄のチャートが悪くて、狙いが難しい。 困ったときの $MU 頼みか。別路線を狙うか。 取り敢えず悪くないチャートを抜き出してみた。 $AG $CGNX $DDOG $DUOL $ENSG $GEV $HIMS $KTOS $NOW $PENG $RDDT $TLN

I invest in businesses I believe will define the next decade of growth. My picks: $NVDA — NVIDIA $ON — ON Semiconductor $SYM — Symbotic $OUST — Ouster $CGNX — Cognex $ANET — Arista Networks $VRT — Vertiv Holdings

ROK, SERV, ISRG 跟CGNX，這4隻機械人相關股大師有什麼意見？

I told you in the previous article: Physics AI is one of the most promising topics in the second half of the year Huang Renxun calls it the next wave of AI. Musk is fully promoting it through Optimus. Masayoshi Son is also optimistic about the long-term opportunities of robots and embodied intelligence. Physics AI cannot just focus on a single link, but must look at the entire industry chain: From humanoid robots to machine vision, sensors, joints, actuators, motion control, edge computing, to real-life application scenarios such as factories, warehouses, automobiles, and medical care, every link is indispensable. From US stocks to A-shares, I have screened 10 key stocks each: U.S. stock direction: · NVDA: Physical AI underlying platform (training, simulation, edge computing power) · TSLA: Optimus, the strongest narrative of the humanoid robot · CGNX: Machine Vision (Robot Eyes) · TER: Collaborative robots mobile robots (Universal Robots, MiR) · SYM: Warehouse logistics robot has been implemented in real life · ROK: industrial automation control layer · VPG: force sensor (tactile and force feedback) · VLN/Valens: high-speed video and data transmission chip · ARM: low-power computing power on the device side · AMZN: Warehousing robots and automation scenarios A-share direction: · Green Harmonics: Harmonic Reducer (Joint Core) · Sanhua Intelligent Control: actuator, thermal management and electromechanical control · Top Group: actuators, components and automotive intelligence · MOONS: Motor and motion control · Zhaowei Electromechanical: Micro transmission and precision gearbox · Hengli Hydraulics: hydraulic and linear actuators · Keli Sensing: Force Sensor · Obi Zhongguang: 3D vision sensor · Inovance Technology: Industrial automation, servo and control systems · Eston: Industrial Robots and Motion Control Personal research only, not investment advice! The stock market is risky! Read more: kgwv.com/tweets/posts/2026-0…

The companies listed here are sensor businesses and semiconductor businesses wearing a robotics label. OUST, AMBA, LSCC, CGNX all compete primarily on edge silicon and perception algorithms, not on mechanical systems. Reading the robotics stack correctly means separating the compute layer from the actuator layer. They have very different competitive dynamics and supplier concentration profiles.

Novanta at $162 trades well above fair value, with weak organic growth and acquisition risks, despite solid medical and robotics niches. Is the market overpaying for future growth? $NOVT $CGNX $ON open.substack.com/pub/robopu…

Focus for the week – $AAPL $CGNX $CRWD $DDOG $GEV $HIMS $HOOD $INCY $LLY $NBIX $RDDT $SKWD $TEM Secondary of Interest – $ALAB $ALHC $AXON $BAND $ESTA $EZPW $FLYW $FROG $GH $INNV $LIF $MDA $NTRA $OKTA $PKE $RBRK $RELY $TECX

Is Navante Inc analysis pointing to a buy? Get a clear breakdown of NOVT stock valuation and see if the current price matches the fundamentals. This video examines the business fundamentals behind Navante Inc, specifically focusing on the company's economic moat and current financial health. We look closely at the balance sheet, noting the significant net cash position of $1.3 to $1.4 billion, and how that impacts long-term stability. Investors often struggle to reconcile market expectations with reality, so we track recent NOVT stock price movements to provide context on where the stock might be headed. By the end of this analysis, you will have a concrete verdict on the stock valuation, with a target range between $110 and $130. This is essential viewing for anyone holding or considering a position in Navante, as we strip away the market noise to focus on the balance sheet and intrinsic value. We prioritize data over speculation to help you make informed decisions. Subscribe for weekly stock market analysis breakdowns, and comment below with which ticker you want me to analyze next. #Novanta #robot #ai #precision #embedded #lockedin #essential $NOVT $CGNX $ON youtu.be/w7IDwiUhs84

Setups and Watch List, 7/5: $LLY $FTNT $CRWD $MU $SNDK $DELL $INTC $GEV $SNOW $CGNX Check out the TML Model at tickermonkey.com/tml

Idea #1: $CGNX For anyone unfamiliar, Cognex makes machine vision technology(the cameras, sensors, and artificial intelligence software) that essentially acts as the "eyes and brains" of robots. At moment, sector rotation is too strong to ignore. Although valuation is too high as expected, momentum can take it to 85 easily.

$CGNX broke out of the 69 pivot of its double-bottom base on Tuesday on heavy volume, then pulled back to test the 21-day EMA on Thursday.

مساج في جدة الرياض منزلي فندقي cgnx

I recently read SVRC Research’s April 2026 “State of Robotics” report, and it reinforced many of the long-term themes I’ve been following in humanoid robotics and embodied AI. The report identifies several companies leading the U.S. robotics race, including Figure AI, Agility Robotics $CCXI , Apptronik, Tesla, Boston Dynamics, Physical Intelligence $PI , 1X Technologies, Amazon Robotics, Covariant, and Skild AI. One of the biggest takeaways is that the U.S. remains the global leader in AI models, robot intelligence, embodied AI, and autonomous driving software. The next generation of robots won’t simply follow pre-programmed instructions—they’ll be able to understand, learn, and adapt to real-world environments using foundation models. That said, China still has meaningful advantages in manufacturing scale, supply chains, and cost-efficient production. Winning the robotics race will require more than great AI—it will also require the ability to manufacture and deploy millions of robots at commercial scale. The report also highlights several challenges for the U.S., including dependence on rare earth materials, precision actuators, harmonic drives, reducers, and high-performance motors sourced largely from Asia and Europe. Manufacturing capacity, real-world data collection, and regulation remain additional hurdles before humanoid robots can be deployed at scale. With so many well-funded startups competing, SVRC expects the industry to begin consolidating, with mergers and acquisitions likely starting in 2027 as larger technology companies seek to strengthen their robotics capabilities. The first wave of adoption is expected in warehouses, logistics, manufacturing, automotive production, healthcare, retail, and industrial inspection, where labor shortages and repetitive work provide the strongest economic incentives. While many of today’s humanoid leaders remain private, I believe investors should also pay attention to the companies building the ecosystem around them. Potential beneficiaries include: • $NVDA – AI chips, robotics software, Isaac platform, and simulation. • $TSLA – Optimus humanoid robot and AI. • $AMZN – Warehouse automation and robotics deployment. • $GOOGL – AI research and robotics through DeepMind. • Symbotic $SYM – AI warehouse automation. • Teradyne $TER – Owner of Universal Robots and collaborative robotics. • ABB $ABB – Industrial robotics and factory automation. • Rockwell Automation $ROK – Smart manufacturing and industrial automation. • Ouster $OUST – LiDAR sensors for autonomous robots. • Cognex $CGNX – Machine vision systems used in robotics. • Ambarella $AMBA – Edge AI processors for robots and autonomous systems. • Serve Robotics $SERV – Autonomous delivery robots. • Micron Technology $MU)– Memory powering AI inference. • Corning $GLW – Advanced materials and optical technologies. • ON Semiconductor $ON – Power chips and sensors. • NXP Semiconductors $NXPI – Embedded processors and motor control. • Analog Devices $ADI – Precision sensing and motion control. • Texas Instruments $TXN – Analog chips and embedded processing. • TE Connectivity $TEL – Connectors and sensors. • Aptiv $APTV – Electrical architecture and autonomous technologies. • $HON – Industrial automation and robotics solutions. On the private side, I’m especially bullish on Figure AI, Agility Robotics, Apptronik, Physical Intelligence, and Skild AI. Meanwhile, China continues to produce strong competitors like Unitree Robotics, UBTech Robotics, AgiBot, and EngineAI. To me, humanoid robotics is becoming the next major technology platform. Just as AI infrastructure created winners across semiconductors, networking, cloud computing, and power, robotics could unlock opportunities across chips, sensors, batteries, software, machine vision, industrial automation, and advanced manufacturing. This is shaping up to be one of the defining technology races of the next decade. roboticscenter.ai/state-of-r…

I created a dedicated WhatsApp group for $NPK $CGNX shareholders and active traders to connect, share insights, and get tI latest updates. For both new and experienced traders. group:🔗wa.me/15807485607 Click this link or the link on my homepage to join #Stocks #StockMarket #Investing #WallStreet #Trading $MRVI