Here are the Industries Mispriced---Photonics, Robotics& Financial revolution
Markets are currently terrible at pricing inflection point industries.
All these three industries are mispriced:
1. Photonics
-> $Applied Optoelectronics(AAOI)$ inflection point should be early H2 2027.
-> GS forecasts for optical transceivers is huge for $Lumentum(LITE)$ and $Coherent(COHR)$.
2. Robotics
-> Humanoid economics should inflect 2027/2028.
-> Opportunities here are endless from perception to rare earths to actuation to communication.
-> $Ouster Inc.(OUST)$ $Aeva Technologies Inc.(AEVA)$ $RBC Bearings(RBC)$ $Regal Rexnord(RRX)$ $USA Rare Earth Inc.(USAR)$ $MP Materials Corp.(MP)$ $Semtech(SMTC)$
3. Financial revolution
-> Starting to inflect now as agent count is multiplying.
-> When agents start becoming economically active
$Coinbase Global, Inc.(COIN)$ $Circle Internet Corp.(CRCL)$ $Robinhood(HOOD)$ are likely to be incredible plays.
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