As filed with the Securities and Exchange Commission on February 17, 2026. Registration Statement No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ___________________________________________ RICHTECH ROBOTICS INC. (Exact name of registrant as specified in its charter) ___________________________________________ | Nevada | 3569 | 88-2870106 | | --- | --- | --- | | (State or other jurisdiction of | (Primary Standa ...

Core Viewpoint - AeroVironment has undergone a significant transformation following the acquisition of BlueHalo, which has expanded its technological capabilities and market reach, positioning the company for growth in various defense sectors [1][2]. Business Repositioning - The company has restructured its operations into two reporting segments: legacy AeroVironment and legacy BlueHalo, enhancing its counter-UAS product lineup with new offerings such as Titan, Locust, and Freedom Eagle 1 [5][6]. - The acquisition of BlueHalo is described as "very transformational," allowing AeroVironment to enter complementary market areas and leverage new technologies [1][2]. Growth Areas - Major growth drivers identified include loitering munitions, counter-UAS technologies, uncrewed aircraft systems, and directed energy solutions, with specific products like Switchblade 400 and Red Dragon highlighted for their potential [4][10]. - The company sees expanding demand for its counter-UAS products, particularly Titan, which is expected to find applications beyond military use, such as in airports and stadiums [9]. Product Development - The Switchblade family is being developed with different block variations to meet customer demands, including the recently announced Switchblade 400, designed for portability and heavier payloads [10]. - Red Dragon is positioned as a long-range, GPS-denied operational solution, informed by battlefield feedback, and is designed for mass production to meet high demand [13][14]. SCAR Program Update - The SCAR/Badger program is currently paused due to a stop-work order, with both parties aiming to renegotiate terms within approximately 90 days, indicating a shift towards a more commercialized product structure [3][15]. - The initial contract for the SCAR program was valued at $1.7 billion, with an additional $300 million, and is undergoing significant changes as part of the renegotiation process [17]. Production and Supply Chain - The company is investing in production capacity, including a new 100,000-square-foot facility in Salt Lake City to support the manufacturing of Switchblade systems and other products [18]. - Long-term sourcing agreements for critical components such as semiconductors and sensors are being prioritized to ensure production scalability [18].

Summary of Aerospace and Defense Conference Call Company Overview - **Company**: AeroVironment (Ticker: AVAV) - **Recent Transformation**: The company has evolved significantly, shifting from a $700 million company operating in three segments to a more diversified entity after acquiring BlueHalo, which introduced new technologies and market sectors [3][4] Business Segments 1. **Legacy AeroVironment Products**: - **Uncrewed Aircraft Systems**: Includes products like Puma, P550, and Raven. - **Loitering Munitions**: Features the Switchblade family, including models 300, 400, and 600, which are designed for various operational needs [4][16][18]. - **Emerging Products**: The Red Dragon, a one-way attack drone, is being developed to address modern warfare needs [17][24]. 2. **BlueHalo Products**: - **Space and Directed Energy**: Includes the Badger product under the SCAR contract and the LOCUST laser weapon system for counter-UAS applications [5][7]. - **Cyber Emission Systems**: Focuses on high-tech solutions for government contracts [7][19]. Growth Opportunities - **Counter-UAS Technology**: The Titan and LOCUST products are expected to see significant growth as demand for counter-drone solutions increases [15][19]. - **International Demand**: Increased NATO spending and interest from countries like Germany and Taiwan are expected to drive sales of legacy products [61][63]. - **Innovation and R&D**: The MacCready Works division focuses on long-term technological advancements, including autonomy and AI, to stay ahead in the competitive landscape [10][12][56]. Challenges and Strategic Responses - **SCAR Program Update**: A stop work order was issued for the Badger product, prompting a renegotiation of contract terms. This pause is seen as an opportunity to pivot towards a more commercialized product line [31][34]. - **Supply Chain Management**: The company is actively managing supply chain challenges post-COVID, focusing on long-term agreements with key partners to ensure component availability [66][70]. Competitive Landscape - **Market Position**: AeroVironment maintains a leadership position in uncrewed systems and loitering munitions due to extensive real-world experience and rapid innovation cycles [54][56]. - **Partnerships**: The company is fostering collaborations with both established and emerging tech firms to enhance its product offerings and address battlefield challenges [68]. Financial Outlook - **Revenue Growth**: The company anticipates a 15% revenue growth, driven by both legacy and new product lines [62]. - **Investment in CapEx**: AeroVironment has committed to significant capital expenditures, including a new facility in Salt Lake City to boost production capabilities [79][80]. Conclusion - **Future Prospects**: AeroVironment is well-positioned for growth in the aerospace and defense sector, leveraging its innovative technologies, strategic acquisitions, and strong market demand to enhance its product offerings and expand its customer base [83].

Core Viewpoint - TSMC's latest earnings report significantly exceeded expectations, showcasing a strong performance with a gross margin surpassing 60% for the first time and a net profit of $16 billion, indicating robust demand for advanced process technologies driven by AI chip production [1][2]. Group 1: Capital Expenditure - TSMC raised its 2026 capital expenditure guidance to $52-56 billion, exceeding both sell-side and buy-side analyst expectations [2]. - The company indicated that capital investments over the next three years will be "significantly higher," reducing market concerns about potential spending pullbacks [2]. - TSMC adjusted its revenue CAGR forecast for 2024-2029 from 20% to 25%, and increased the CAGR for its AI accelerator business from the mid-40s to the mid-50s [2]. Group 2: Profitability and Margin Improvement - TSMC's Q4 gross margin reached 62.3%, surpassing previous guidance and market expectations [3]. - The operating profit margin for the quarter was 54%, exceeding market predictions [3]. - The company raised its Q1 gross margin guidance to 63-65%, significantly above analyst estimates [3]. - TSMC's long-term structural gross margin target was increased from "53% and above" to "56% and above," driven by improved pricing power and operational efficiency [3]. Group 3: Semiconductor Equipment Sector Impact - TSMC's capital expenditure outlook is expected to benefit the Asian semiconductor equipment sector, with companies like Tokyo Electron and Advantest anticipated to see strong growth [4]. - The demand for DRAM storage chips is rapidly increasing, prompting companies like SK Hynix to accelerate new factory operations [5]. Group 4: Analyst Ratings and Market Sentiment - JPMorgan maintained an "overweight" rating on TSMC with a target price of 2,100 TWD, based on a 20x P/E ratio for 2027 [5]. - Bank of America also maintained a "buy" rating with a target price of 2,150 TWD, citing TSMC's position in a high-growth and profit-expanding cycle driven by ongoing AI investments [5]. - Analysts view TSMC as a critical capacity bottleneck in the AI supply chain, and the recent increase in capital expenditure guidance is seen as a positive signal for the semiconductor and AI sectors [5].

Group 1 - Richtech Robotics Inc. is recognized as one of the most promising robotics stocks according to Wall Street analysts [1] - The company plans to showcase its mobile humanoid robot, Dex, at CES 2026, which is designed for dynamic environments and real-time reasoning [2] - Street analysts have a consensus Hold rating for Richtech Robotics Inc. with an average price objective of $4.50, indicating a potential upside of approximately 22.45% from the current price of $3.68 [3] Group 2 - Richtech Robotics Inc. specializes in AI-driven robotic solutions for various sectors including service, hospitality, healthcare, retail, and industrial environments [4] - The company is headquartered in Las Vegas, Nevada, and develops autonomous robots like ADAM, Scorpion, and Titan, which utilize advanced AI and machine vision [4]

Core Insights - Richtech Robotics Inc. is set to showcase its humanoid robot Dex at CES 2026, highlighting its advanced robotics solution platform aimed at enhancing productivity and efficiency in commercial and industrial environments [1][4]. Group 1: Product Features - Dex operates in dynamic environments, utilizing NVIDIA Jetson Thor for real-time reasoning and complex task execution, with a battery life of four hours on a single charge [2]. - The robot has undergone simulation and training using NVIDIA's open-source frameworks, specifically NVIDIA Isaac Sim and NVIDIA Isaac Lab, to enhance its operational capabilities [2]. Group 2: Company Overview - Richtech Robotics focuses on developing advanced robotic solutions and the necessary data infrastructure to improve robot intelligence, guided by three strategic pillars: Industrial, Commercial, and Data Services [4]. - The company's robots are designed to work alongside humans in various settings, including factory floors and hospitality venues, to improve efficiency, precision, and quality [4]. Group 3: Event Details - The CES 2026 event will take place from January 6 to 9, 2026, at the Las Vegas Convention Center, with Richtech Robotics exhibiting at Booth Number 8447 [7]. - Investors and industry participants are invited to schedule meetings for live demonstrations of Dex and other robotic solutions [3]. Group 4: Additional Robotic Solutions - Other robotic solutions presented by Richtech Robotics include ADAM for coffee-making, Matradee Plus for food delivery, Titan for logistics, and Scorpion for enhanced visual monitoring capabilities [8].

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Solana DEX Aggregators Overview - Blockworks has added a DEX Aggregators tab to its public Solana dashboard [1] - The dashboard covers Jupiter, DFlow, Titan, and OKX [1] Key Metrics Tracked - The dashboard tracks total volume across DEX aggregators [1] - It monitors the AMMs (Automated Market Makers) being routed to [1] - It analyzes the trading pairs being utilized [1] - It tracks volume originating from atomic arbitrage [1]

Core Insights - Robotics has transitioned from pilot projects to deployable technology due to advancements in artificial intelligence [2][3] - The robotics market is projected to reach between $190 billion and $400 billion by 2035, driven by improved AI integration and utilization rates [3][9] Company Analysis - **Amazon (NASDAQ: AMZN)** has surpassed one million robots in operation and introduced DeepFleet, which enhances fleet travel efficiency by approximately 10% [5][7] - Amazon's robotics systems, including Sequoia for inventory and various robotic arms, improve operational efficiency, reduce costs, and enhance delivery times [6][7] - The operational leverage from robotics is expected to increase Amazon's gross margins and free cash flow, positioning it favorably for future stock performance [7] - **Tesla (NASDAQ: TSLA)** is advancing its humanoid robot, Optimus, focusing on reducing labor costs and improving production efficiency within its factories [8] - The financial impact of Optimus is currently more related to margins than revenue, with expected productivity gains materializing later in the decade [8] - The integration of foundation models and vision systems in robotics is facilitating the handling of unstructured tasks, which is crucial for scaling deployments [9]