Jun. 29 at 9:40 PM
The Physical AI value chain.
Here are all the companies you should know about:
Body:
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$MBLY
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$HSAI
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$STM
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$OUST
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$TDY
Re-rated ADAS monarch MBLY leverages its global 8-million-vehicle REM crowdsourced mapping node while absorbing Mentee Robotics to drive structural physical AI logic. Concurrently, lidar powerhouse HSAI delivers an exceptional Q1 beat, translating its massive 471k global unit volume and marquee European/Mercedes L3 design wins into explosive right-side PEG expansion.
Digital lidar pioneer OUST captures the right-side breakout, converting its record
$49M Q1 print (+49% YoY) and its revolutionary, NVIDIA DRIVE-qualified REV8 native-color sensor into immediate alpha. Flanked by Microelectronics provider STM and imaging conglomerate TDY (Teledyne)—which just initiated a high-profile manufacturing expansion for advanced micro fabricated MEMS sensors—this cluster controls the complete mechanical data chain.
Drop your execution playbook below! 👇
