RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to publicly comment on ...

Core Insights - U.S. stock futures advanced on Friday following a decline on Thursday, driven by strong quarterly results from Amazon and Apple [1] - Amazon reported net sales of $180.2 billion for Q3, a 13% year-over-year increase, and projected Q4 sales between $206.0 billion and $213.0 billion, up 10% to 13% year-over-year [6] - Apple reported revenue of $102.47 billion, exceeding analyst estimates, with earnings of $1.85 per share, also above expectations [6] Market Performance - Major indices showed mixed performance with Dow Jones up 0.11%, S&P 500 up 0.69%, and Nasdaq 100 up 1.21%, while Russell 2000 was down 0.03% [2] - The SPDR S&P 500 ETF Trust (SPY) rose 0.80% to $685.27, and Invesco QQQ Trust ETF (QQQ) advanced 1.31% to $634.23 in premarket trading [2] Company Highlights - Amazon's stock jumped 12.21% in premarket trading following its positive earnings report [6] - Apple's stock rose 1.88% after reporting better-than-expected financial results [6] - Netflix advanced 3.21% after announcing a 10-for-1 stock split [6] Analyst Insights - Wells Fargo's Scott Wren advises focusing on long-term trends rather than short-term market fluctuations, emphasizing the importance of sectors like technology, financials, and industrials [9][10] - The firm views market pullbacks as buying opportunities, targeting the S&P 500 to reach 7,400-7,600 by the end of 2026 [11] Upcoming Economic Data - Investors are awaiting key economic data releases, including personal income and consumer spending figures, which have been delayed [14]

Strategic Importance of Leadership - Tesla is transitioning into a global leader in robotics [1] - Elon's leadership is crucial during this critical phase [1] - Elon possesses unique expertise across engineering design, manufacturing, AI software, and AI chips [1] Call to Action - A "yes" vote on the shareholder proposal is requested [2] - The proposal aims to bring significant prosperity to the world [2]

Read this sentence by Ashok about Elon. Then read it again.“Creating large-scale, useful robots requires expertise across engineering design, manufacturing, real-world AI software, chips for AI, and more. Elon is, quite likely, the only person on Earth with deep skills and the right instincts across all these domains.”Ashok Elluswamy (@aelluswamy):This note regarding the importance of Elon leading Tesla is more relevant now than ever.Tesla is at a critical juncture, as it is metamorphosing into the world le ...

They haven’t taken over the streets yet, but robots are starting to be deployed in U.S. cities to do jobs like firefighting, lawn mowing and beach cleaning https://t.co/b8JHQAGWZA ...

Financial Data and Key Metrics Changes - MPS achieved record quarterly revenue of $737.2 million, which is 10.9% higher than Q2 2025 and 18.9% higher than Q3 2024 [4][5]. Business Line Data and Key Metrics Changes - Revenue growth was observed across all end markets, with a notable expansion in the automotive sector, including a major Tier 1 supplier adopting MPS for its next-generation ADAS solution [4][5]. - The company secured its first design win for a full battery management system solution on a robotics platform, marking a shift from being a chip-only supplier to a full-service solutions provider [4][5]. Market Data and Key Metrics Changes - The enterprise data market is expected to be flat to down 20%, but recent performance has been better than anticipated, with additional customers contributing to momentum [9][10]. - The automotive market is seeing increased adoption of ADAS, with expectations for significant growth in the coming years as more vehicles, including combustion engine cars, integrate these systems [22][23]. Company Strategy and Development Direction - MPS is focused on innovation and solving customer challenges, investing in new technology, and diversifying its market applications and supply chain to capture future growth opportunities [5]. - The transition from a silicon-based supplier to a solutions provider is expected to improve gross margins over time as the company learns and automates its processes [24][43]. Management's Comments on Operating Environment and Future Outlook - Management acknowledges the fluid geopolitical and macroeconomic environment but remains confident in their long-term growth strategy [5]. - The company is optimistic about the future, particularly in the automotive sector, where the shift to 48V and zonal electronics is anticipated to drive growth [19][22]. Other Important Information - The company is experiencing a dynamic market with improved predictability in customer orders, although visibility into future quarters remains limited [37][68]. - The enterprise data segment is projected to grow by 30% to 40% in 2026, with significant contributions expected in the second half of the year [74]. Q&A Session Summary Question: Guidance on end market growth expectations - Management noted better-than-anticipated performance in enterprise data and industrial markets, with a layering of additional customers providing momentum [9]. Question: Thoughts on the AI market and competitive landscape - Management expressed a focus on demonstrating superior technology and customer service, regardless of the competitive landscape in the AI sector [12]. Question: Automotive market and ADAS revenue contribution - Management indicated that ADAS currently contributes less than half of automotive revenues but expects significant growth as adoption increases [20][22]. Question: Gross margin outlook - Management expects gross margins to remain stable in the mid-55% range for the foreseeable future, with potential improvements as the company transitions to more solution-based offerings [41][43]. Question: Enterprise data segment growth drivers - Management highlighted the growth of the module business and the importance of high power density products in driving future growth [73][74]. Question: Competitive positioning in new materials - Management confirmed ongoing development in silicon carbide and gallium nitride, while also emphasizing advancements in traditional silicon technologies [81].

Financial Data and Key Metrics Changes - In Q3 2025, Monolithic Power Systems (MPS) achieved record quarterly revenue of $737.2 million, which is 10.9% higher than Q2 2025 and 18.9% higher than Q3 2024 [3][4] - The company continues to demonstrate its ability to grow and adapt to the geopolitical and macroeconomic environment [4] Business Line Data and Key Metrics Changes - MPS reported year-over-year revenue growth in all end markets, driven by a diversified market strategy [3] - The automotive segment saw expansion with a major Tier 1 supplier adopting MPS for its next-generation ADAS solution [3] - The company secured its first design win for a full battery management system solution on a robotics platform, marking a shift from being a chip-only supplier to a full-service solutions provider [3][4] Market Data and Key Metrics Changes - The enterprise data market is expected to be flat to down 20%, but there is improved performance anticipated in Q4 due to additional customer layering [6][7] - The automotive market is transitioning towards 48V and zonal electronics, which is expected to drive significant growth in the coming years [16][20] Company Strategy and Development Direction - MPS is focused on innovation and solving customer challenges, investing in new technology, and expanding into new markets [4] - The company aims to transition from a silicon-based supplier to a solutions provider, which is expected to improve gross margins over time [21][41] - MPS is also exploring the use of silicon carbide and gallium nitride in its products, indicating a commitment to evolving technology [78] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's long-term growth strategy and ability to adapt to market changes [4] - The company anticipates continued growth in the automotive sector, particularly with the adoption of ADAS and battery management systems [20][56] - Management noted that while the enterprise data segment is dynamic, they expect to see growth driven by new product offerings and market demand [72] Other Important Information - MPS is experiencing a stable margin environment, with gross margins expected to remain in the mid-55% range for the foreseeable future [39][41] - The company is focused on building a robust supply chain to support its growth initiatives [4] Q&A Session Summary Question: Guidance on end market growth expectations - Management noted better-than-anticipated performance in enterprise data and industrial markets, with a layering of additional customers providing momentum [7] Question: Thoughts on the AI market and competitive landscape - Management expressed that while the AI market is a distraction, MPS aims to demonstrate its technology and customer service across all segments [11] Question: Insights on the automotive segment and ADAS - Management indicated that ADAS is currently less than half of automotive revenues but expects significant growth as more vehicles adopt ADAS technology [20] Question: Gross margin outlook and implications of moving to solutions - Management believes that transitioning to a solutions provider will not negatively impact gross margins and expects improvements as volumes increase [21][41] Question: Revenue opportunities from the battery management system for robotics - Management highlighted excitement over the first design win for a battery management system, with revenue ramping expected to start in 2026 [29] Question: Competitive positioning regarding new materials - Management confirmed that MPS is actively developing silicon carbide solutions and evaluating new materials for future products [78]

This climate resilient triple condo wasn't built on this Boston street. And it wasn't built just by humans. It was built in a nearby microactory using robotics.Boston-based startup Reframe Systems is starting small with a big idea. >> You actually need to invent a new manufacturing system where you can produce different types of homes that meet unique site conditions like the one behind me, but also be able to produce these with really low fixed cost. Enti and his co-founders were former leaders at Amazon R ...