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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-09 23:35
"AI and robotics is advancing at a very rapid pace, whether I like it or not. It will be able to do anything that humans want them to do, essentially."@elonmusk https://t.co/dANg8GPjms ...
X @Herbert Ong
Herbert Ong· 2025-12-09 23:17
🚨 Elon Musk on AI and robots replacing jobs:"AI and robotics is advancing at a very rapid pace, whether I like it or not. It will be able to do anything that humans want them to do, essentially."via @katiemillerpod$TSLA https://t.co/GvVYiMvcSi ...
Crane Harbor Acquisition(CRANU) - Prospectus(update)
2025-12-09 22:16
As filed with the United States Securities and Exchange Commission on December 9, 2025. Registration No. 333-291289 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _______________________________ Crane Harbor Acquisition Corp. II (Exact name of registrant as specified in its charter) _______________________________ (State or other jurisdiction of incorporation or organi ...
Celestica Inc. (CLS): A Bull Case Theory
Yahoo Finance· 2025-12-09 20:11
Company Overview - Celestica Inc. is a Canadian electronics manufacturing services (EMS) leader, providing end-to-end design, manufacturing, and supply chain solutions for OEMs across various sectors including aerospace, defense, healthtech, industrial, communications, and enterprise markets [2] - The company operates through two primary segments: Advanced Technology Solutions (ATS) and Connectivity & Cloud Solutions (CCS) [2] Financial Performance - In 2024, Celestica achieved $9.6 billion in revenue, with CCS driving 30% growth to $6.5 billion, while ATS contributed $3.1 billion with 5–6% growth [3] - The company maintains steady margins, with a gross margin of 10.72%, operating margin of 4.8%, and net income margin of 4.44% [3] - Celestica generated strong free cash flow of $303 million and has a return on equity of 22.5% [3] Industry Trends - Key industry trends such as digital transformation, cloud computing expansion, IoT proliferation, advancements in AI, 5G, and robotics, as well as reshoring and supply chain resilience align with Celestica's strengths [4] - The company's global footprint and diversified capabilities position it well to capitalize on these trends [4] Investment Case - Despite potential headwinds from cyclical demand, pricing pressures, and geopolitical uncertainties, Celestica's robust fundamentals and diversified portfolio create a compelling investment case [5] - The company is seen as a critical player in the EMS sector, offering steady growth, solid cash generation, and strategic exposure to the evolving electronics landscape [5] - The bullish thesis on Celestica emphasizes segment-level performance and exposure to high-growth markets [6]
X @Forbes
Forbes· 2025-12-09 16:15
Even astronauts do grunt work, including routine maintenance and organizing cargo. It's a waste of precious space time, and taxpayer money -- it costs about $130,000 an hour to keep astronauts in orbit. Ethan Barajas' Icarus Robotics aims to delegate those menial tasks to robots. #ForbesUnder30Read more: https://t.co/4foeJQrpOQPhoto: Sebastian Nevols for Forbes ...
Anthony Pompliano Says US Is Entering 'Deflationary Boom' Fueled By AI, Robotics, Demographics Which Are Forcing Fed's Hand On Rate Cuts - Tesla (NASDAQ:TSLA)
Benzinga· 2025-12-09 08:17
Core Viewpoint - The U.S. economy is undergoing significant changes due to powerful deflationary forces, driven by technological advancements and demographic trends, which are influencing the Federal Reserve's monetary policy towards lower interest rates [1][2]. Group 1: Deflationary Forces - The U.S. is experiencing multiple simultaneous deflationary forces, which are considered a major concern [2]. - Technological advancements, particularly in artificial intelligence and robotics, are leading to substantial cost savings by eliminating inefficiencies across various sectors [3][4]. - This situation is characterized as "good deflation," where supply growth outpaces demand, resulting in productivity surges and cost compression [4]. Group 2: Demographic and Policy Influences - Key demographic shifts, such as an aging workforce and immigration restrictions, along with policy changes like tariffs, are contributing to a reduced labor supply and demand [5]. - These factors may promote sustainable economic growth but also increase the risk of a sharper downturn if they become more pronounced [5]. Group 3: Economic Outlook - The combination of technological innovation, demographic changes, and evolving policies could lead to lower prices while simultaneously fueling a new economic boom [6]. - Experts, including Sam Altman from OpenAI and Cathie Wood from Ark Invest, support the view that advancements in AI and technology will drive deflation and enhance productivity, potentially offsetting inflation [7].
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-08 17:45
Jordi Visser (@jvisserlabs) explains the perfect storm for A.I, robotics, and loose monetary policy. https://t.co/wOXnPUSC0s ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-08 16:54
Deflation is coming.At least that is what @elonmusk is warning.A.I., robotics, and lower energy prices will force interest rates lower. https://t.co/WomOJOflZi ...
X @Bloomberg
Bloomberg· 2025-12-08 16:12
Elon Musk is eager to transform Tesla into a robotics and AI company, but the EV maker’s stock price already reflects those businesses and is at a “full valuation,” according to Morgan Stanley https://t.co/EZ1xNwFloR ...