VPGVishay Precision Group
3Bull0Bear1Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
VPG is net bullish (3 bull · 0 bear)
Mentioned as a name previously covered in the KOL's analysis.
Last spoke: 07/12/2026, 12:23 · conviction 5/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (4, newest first)
- So this was cost of the final sale price, not BOM cost. They were also using $134K at ASP, not the volume ramped <$20k costs. As seen with $VPG that $750/sensor goes down to $150 at mass production. So lot of math changes, I didn’t find the cost structure particularly helpful here.
- For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players. And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players. For upstream component exposure, I currently own: - Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear. - Vishay Precision for sensors and a possible candidate for Telsa Optimus. LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally. Many of the other AI DC players, I have indirect exposure to robotics like memory. Don't recommend anyone to copy, just sharing personal positions/thoughts. Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production". Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover. Agility Robotics is my personal favorite as of now.
- Well $VPG ended up tripling since my thesis post. I got the ASP wrong in my original thesis, was $150 mass production rather than ~$750 midpoint quoted by management. And $TSLA design out risk made me cut concentration. But 3x regardless not too shabby. https://t.co/ksB8ZrnnEg
- Fun fact: Lot of the same companies are often used across different supply chains. One likely example is: $SIVE as the upstream laser supplier to Boston Dynamics via: Sivers -> $AEVA FMCW (CW DFB lasers) -> LG Innotek -> Boston Dynamics. I actually personally liked Aeva for 4D AI first. Just so happened to find out Sivers was their high confidence laser supplier for 4D FMCW lidar. So you actually get robotics exposure with photonics while the same CW lasers used for hyperscaler AI DCs. Near term revenue ramp though it's probably $SIVE supplying laser volume ramp for $NVDA self-driving car related architectures though Aeva. Humanoids are probably later in 2028? You can always get more indirect exposure like MU with memory or $INTC with edge CPUs, but of course there's more direct exposure out there. Think I've already covered a lot of names in the past like $VPG or Harmonic Drive. But hilariously enough CPO players like $SIVE are a core part of frontier physical AI development.
Ongoing takes on other optical names too
Beyond VPG, his viewpoint library also covers: