Robotics supply chain play?

Daio is a super small cap stock (28m) but i was listening back to the q1 earnings and the ceo had mentioned that they had 2 new logos from robotics companies. And i can only assume that numbers going to be higher and higher each quarter. This is already a company that is in the supply chain with so many big players, tsla, micron, samsung, skhynix. They will be programming the memory that go into robots! More robotics plus edge ai means more chips and bigger memory to program. Newer robot makers also fit their new paas model. Small company(early logos already landed) clean secondary exposure to the theme. They also are finishing up an accretive acquisition right now so thats still in store as well. Taking a small yolo on this one haha.

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u/lightlylevered 1 4 hours ago

They have missed every earnings for the last year. And every missed earnings was missed even worse than the one prior.
u/leduke188 OP 1 4 hours ago

Yes but most recent earnings actually showed good improvement and the acquisition is being said to double revenue to around 40-45m.👀
u/IvoryTowerResident 1 4 hours ago

OUST
u/leduke188 OP 1 4 hours ago

This one ive been hearing about as well!
u/dvdmovie1 1 4 hours ago

I own OUST and TER. There's a number of names in Japan that are supply chain names - Keyence, Fanuc, Yokogawa Electric, Daifuku, etc etc. No idea about DAIO but I'd be cautious with anything that has a 27M market cap; so often the story is "less than advertised" with microcaps.
u/leduke188 OP 1 3 hours ago

Those are probably some good picks, im sure many will do well. I am very risky so i dont mind small caps, the acquisition is whats most intriguing besides the downwind demand from robotics and ai.
u/DianeL_2025 1 3 hours ago

your summary is very encouraging!
u/Drakula106 1 1 hour ago

I have a personal trading tool xAlphaAudit that tracks X accounts and success across 1.3m tweets. I built a little AI tool that lets you run research across those tweets. I gave it your post and found.. $VPG is probably a good play for this theme. Hardware supplier to robotics manufacturers. $BAND for AI voice applications. $OSS military grade computers that allow edge AI capabilities. Sturdy AI brains basically. $BZAI another local AI play. More smart city or kinda surveillance type stuff. $AMBQ for low power microcontrollers that are gonna be needed in robotics.
u/Velocirapture_Jesus 1 1 hour ago

Undersea robotics. $KRKNF Kraken Robotics.