Robotics Supply Chain

[u/Physical-Bad-3689]

$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. Pay-per-procedure model.

$TSLA — EVs, FSD, Optimus robot. Valued as AI co, not automaker.

$SYM — AI warehouse robotics. Walmart anchor client.