Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management.
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
76
新增排序
24h 提及
1
短线新增
7日新闻
0
低
收入同比
0.2%
稳定
概览
作者立场：中性；价格动量：看多。最新证据：$VPG i published news on Optimus BOM switching to Chinese suppliers for production. 暂无 AI 结论。
过去 24 小时新增 1 次提及，进入短线复核队列。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2026-01-21 01:28
来源
llm
更新时间
2026-05-24 00:55
作者立场：中性；价格动量：看多。最新证据：$VPG i published news on Optimus BOM switching to Chinese suppliers for production.
当前观点证据
$VPG i published news on Optimus BOM switching to Chinese suppliers for production.
Serenity 变化
I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward, tethered to $TSLA Optimus.
Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management.
Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
I don't post dollar amounts because they don't matter. What matters is return %。 Speaking of that... YTD: 3840.39%。 I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe...
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE...
Here's the humanoid exposure crowdsourced list: ... $VPG ...
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
307M
营收同比
0.2%
毛利率
38.9%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
Filing body read (8-K 2026-05-22) Vishay Precision Group filed an 8-K disclosing CFO William M. Clancy's planned retirement effective December 31, 2026, related separation terms, amendments or new employment agreements for several executives, and 2026 annual meeting voting results. Material changes: CFO William M. Clancy notified the company on May 18, 2026 of his retirement and resignation from employment effective December 31, 2026.; The company entered into a Transition & Separation Agreement with Mr. Clancy providing salary continuation through June 30, 2028, COBRA premium payments, fiscal 2026 bonus treatment, full vesting of time-based RSUs, and partial vesting treatment for specified PBRSUs.; CEO Ziv Shoshani's employment agreement was amended to provide, beginning fiscal 2026, an annual equity award valued at approximately 225% of base salary and an annual cash bonus target of 100% of base salary with a maximum of 150%.. Risks: CFO transition and succession risk through the December 31, 2026 retirement date.; Potential increase in executive compensation expense from salary continuation, bonuses, COBRA payments, equity awards, and severance provisions.; Potential equity dilution from RSU and PBRSU grants under the 2022 Stock Incentive Program.. Next checks: Review Exhibits 10.1 through 10.5 for full separation, amendment, employment, severance, restrictive covenant, and Israeli law provisions.; Check whether the company has named or later names a successor CFO.; Quantify outstanding RSUs and PBRSUs affected by the CFO transition agreement..
近期推文
立场
中性
价格动量
看多
$VPG i published news on Optimus BOM switching to Chinese suppliers for production.
24h / 7天 / 30天
24h
1
7D
3
30D
5
Beta
1.13
敏感度
高关注高 beta
情绪风险
极端
估值风险
正常
背景
technology-hardware-equipment-parts
-
等待 GPT xhigh 分析。
研究问题
背景
technology-hardware-equipment-parts
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
76
新增信息排序
24h 提及
1
短线新增
7天提及
3
高
30天提及
5
长周期热度
7日新闻
0
低
30日披露
3
8-K
收入同比
0.2%
稳定
Beta
1.13
高关注高 beta
llm · 2026-05-24 00:55
I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward, tethered to $TSLA Optimus.
Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management.
Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via:
I don't post dollar amounts because they don't matter. What matters is return %。 Speaking of that... YTD: 3840.39%。 I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe...
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE...
Here's the humanoid exposure crowdsourced list: ... $VPG ...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
307M
营收同比
0.2%
毛利率
38.9%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-hardware-equipment-parts
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 | 318M | - | 39.4% | 8.6% | 6.4% |
| 2022 | 363M | 14.0% | 41.3% | 12.1% | 9.9% |
| 2023 | 355M | -2.1% | 42.3% | 11.8% | 7.2% |
| 2024 | 307M | -13.7% | 41.0% | 5.5% | 3.2% |
| 2025 | 307M | 0.2% | 38.9% | 3.1% | 1.7% |
24h / 7天 / 30天
24h
1
7D
3
30D
5
风险: 极端 · 高
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
Filing body read (8-K 2026-05-22) Vishay Precision Group filed an 8-K disclosing CFO William M. Clancy's planned retirement effective December 31, 2026, related separation terms, amendments or new employment agreements for several executives, and 2026 annual meeting voting results. Material changes: CFO William M. Clancy notified the company on May 18, 2026 of his retirement and resignation from employment effective December 31, 2026.; The company entered into a Transition & Separation Agreement with Mr. Clancy providing salary continuation through June 30, 2028, COBRA premium payments, fiscal 2026 bonus treatment, full vesting of time-based RSUs, and partial vesting treatment for specified PBRSUs.; CEO Ziv Shoshani's employment agreement was amended to provide, beginning fiscal 2026, an annual equity award valued at approximately 225% of base salary and an annual cash bonus target of 100% of base salary with a maximum of 150%.. Risks: CFO transition and succession risk through the December 31, 2026 retirement date.; Potential increase in executive compensation expense from salary continuation, bonuses, COBRA payments, equity awards, and severance provisions.; Potential equity dilution from RSU and PBRSU grants under the 2022 Stock Incentive Program.. Next checks: Review Exhibits 10.1 through 10.5 for full separation, amendment, employment, severance, restrictive covenant, and Israeli law provisions.; Check whether the company has named or later names a successor CFO.; Quantify outstanding RSUs and PBRSUs affected by the CFO transition agreement..
近期披露
beta / 动量 / 主题
Beta
1.13
状态
高关注高 beta
立场
中性
动量
看多
高风险观察 · 正常
板块定位
technology-hardware-equipment-parts