Ranked by total public view count. Top 15 of this channel's videos we track · public YouTube data only, nothing fabricated.
- 1
SpaceX/Elon Musk Acquires Optical Startup Mesh—Bullish for Optical Interconnects & SIVE 📡🚀124 views - 2
UBTech U1 Humanoid "Girlfriend" Robot Sells 13,000+ Units at $145K—Demand Uncomfortably High 🤖💸68 views - 3
$SIVE: The Laser Supplier for Every Next-Gen Architecture—Pluggable, CPO Scale-Out, Scale-Up, NPO 📡🔦35 views - 4
LITE 10x from $3B→$65B—Same Playbook Now with CW Lasers + CPO 📡💡31 views - 5
Mesh, Marvell, and the CW DFB Supply Chain26 views - 6
XFAB Lands €127.4M CHIPS Act Grant for Fab4Micro—European Sovereignty Play 🇪🇺💡18 views - 7
Trade Wars 101: Winning Through Frontier Supply Chains—Not Nike Socks 🇺🇸🌍16 views - 8
Humanoid Robotics: Unitree, Agility—Upstream Exposure Via Harmonic Drive (6324), Vishay Precision 🤖🔧14 views - 9
Global Correction Underway—KOSPI -8.18%, Nikkei -4.8%, TWSE -3.82% 📉🌍12 views - 10
MU CEO: Humanoid Robots Will Drive Multi-Decade Memory Demand—10x More Than Level 2+ AVs 🤖💾12 views - 11
GOOGL Restricting Meta's Compute—AI Capacity Way Below Demand, Bullish for Capex Buildout 📡⚡8 views - 12
Schaeffler (SHA0): Automotive Player with 45 Humanoid Partnerships—Huge Upside Downstream 🚗🤖8 views - 13
META Capex "Cut" DisinformationGoogle Compute Constraints Forced Meta to Neoclouds, Not Overbuilding3 views - 14
Robotics Sector Excitement Builds 📈🤖2 views - 15
META Capex "Overcapacity" Narrative Is Wrong1 views