Stratasys — 3D printing
“I messed up on my $SSYS thesis regarding prototyping/ramp-up, so I wanted a robotics play directly tethered to the amount of robots produced with high % revenue for each robot. This is speculation but an est. 3-8% ~BOM value for each Tesla Optimus is incredible for $VPG given how small they are.” post →
| Date | Tweet |
|---|---|
| 2026-01-20 | I messed up on my $SSYS thesis regarding prototyping/ramp-up, so I wanted a robotics play directly tethered to the amount of robots produced with high % revenue for each robot. This is speculation but an est. 3-8% ~BOM value for each Tesla Optimus is incredible for $VPG given how small they are. → · 3 likes · 4,178 views |
from2028 — cross-site stock view. Rebuilt at publish time.