Viavi Solutions Inc. is shown on screen with its stock price, but no specific commentary or thesis is provided.
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The creator discusses the emerging trend of 'physical AI,' which involves AI systems that can perceive and...
May 21, 2026
The creator discusses the emerging trend of 'physical AI,' which involves AI systems that can perceive and act in the real world. They highlight companies like Ouster and Nvidia as key players in this space, suggesting it's a significant area for investment.
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Applied Optoelectronics Inc. is shown on screen with its stock price, but no specific commentary or thesis is provided.
Nvidia is highlighted for its role in physical AI, extending its reach into autonomous vehicles, robotics, and other real-world applications.
Ouster is mentioned as a North American company in the competitive physical AI space, focusing on lidar and camera-based perception systems.
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