But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping.
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
中性
60D / 252D
信号分数
16
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
-3.7%
稳定
概览
作者立场：中性；价格动量：中性。最新证据：But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping. 暂无 AI 结论。
暂无明确新增边际变化，保持在观察池。
近期推文
Serenity观点
中性
价格动量
中性
首次提出
2026-01-16 02:54
来源
llm
更新时间
2026-02-03 14:10
作者立场：中性；价格动量：中性。最新证据：But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping.
当前观点证据
But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping.
Serenity 变化
$SSYS is basically the frames of humanoids like Boston Dynamics Atlas.
But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping.
I messed up on my $SSYS thesis regarding prototyping/ramp-up, so I wanted a robotics play directly tethered to the amount of robots produced.
I still have $OSS, $AIRO, $LPTH, $SSYS, $AXTI, $VLN, and others... they're meant to be 1 year holds.
I’m issuing a correction to my earlier thread regarding the robotics supply chain bottlenecks... Thesis revolved around prototyping, rather than production at scale.
I also worded things a bit strongly again like the original $SSYS piece, they're all casual mapping.
新鲜度
复核时间：2026-06-26
证据
年度数据
最新期
2025
营收
551M
营收同比
-3.7%
毛利率
47.0%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
No recent SEC filing metadata in the collected profile.
当前 profile 没有可解析的 SEC 披露。
近期推文
立场
中性
价格动量
中性
But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping.
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
1.86
敏感度
高 beta
情绪风险
低
估值风险
正常
背景
technology-computer-hardware
-
等待 GPT xhigh 分析。
研究问题
背景
technology-computer-hardware
状态日期：2026-05-27
复核时间：2026-06-26
作者立场
中性
llm
价格动量
中性
60D / 252D
信号分数
16
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
低
30日披露
0
-
收入同比
-3.7%
稳定
Beta
1.86
高 beta
llm · 2026-02-03 14:10
$SSYS is basically the frames of humanoids like Boston Dynamics Atlas.
But I'm not as bullish as I once was I wanted exposure to the direct robotics ramp with high BOM rather than initial prototyping.
I messed up on my $SSYS thesis regarding prototyping/ramp-up, so I wanted a robotics play directly tethered to the amount of robots produced.
I still have $OSS, $AIRO, $LPTH, $SSYS, $AXTI, $VLN, and others... they're meant to be 1 year holds.
I’m issuing a correction to my earlier thread regarding the robotics supply chain bottlenecks... Thesis revolved around prototyping, rather than production at scale.
I also worded things a bit strongly again like the original $SSYS piece, they're all casual mapping.
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
551M
营收同比
-3.7%
毛利率
47.0%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-computer-hardware
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 607M | - | 42.8% | -13.0% | -10.2% |
| 2022 | 651M | 7.3% | 42.4% | -8.8% | -4.4% |
| 2023 | 628M | -3.7% | 42.5% | -14.0% | -19.6% |
| 2024 | 572M | -8.8% | 44.9% | -15.0% | -21.0% |
| 2025 | 551M | -3.7% | 47.0% | -10.7% | -18.9% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 低 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
No recent SEC filing metadata in the collected profile.
近期披露
当前 profile 没有可解析的 SEC 披露。
beta / 动量 / 主题
Beta
1.86
状态
高 beta
立场
中性
动量
中性
高风险观察 · 正常
板块定位
technology-computer-hardware