The creator is buying VPG, arguing that its legacy business justifies the current valuation, with significant upside potential from its role in the humanoid robotics market.
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The creator outlines three stocks—Applied Optoelectronics, Penguin Solutions, and Vishay Precision Group—th...
Jul 12, 2026
The creator outlines three stocks—Applied Optoelectronics, Penguin Solutions, and Vishay Precision Group—that they are buying, citing their potential to benefit from long-term trends in photonics, AI infrastructure, and robotics.
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The creator is buying PENG, projecting a fair value of $140-$155 based on its role as an AI factory platform company and its CXL memory technology.
The creator is buying AAOI, citing a massive TAM expansion for photonics and a low price-to-sales ratio that could lead to 2.5x-3x upside.