NVEC

Post recaps a prior deep dive on NVE Corp (NVEC) and cites a strong quarterly print (81% revenue growth, 79% net income growth) tied to new capacity coming online plus defense and spintronics growth. Author claims NVEC may be cheaper now than before despite a large one-day move and references updated price targets (not provided in excerpt).

Post argues a specific public microcap chipmaker (likely NVE Corp., NVEC) is a “free call option” on the humanoid-robotics hand/tactile-sensing bottleneck via its spintronics-based sensors, claiming management has confirmed its parts are already inside humanoid hands today. The rest is contextual explanation of why tactile sensing in fingertips is the key constraint for dexterous humanoid hands.

Post highlights $NVEC (NVE Corp) reporting “huge sequential growth” last quarter, attributed only vaguely to “MRI components,” while noting management provided sparse details and that NVEC revenue has historically been lumpy (implying potential volatility/mean reversion risk).

Post highlights $NVEC surging ~50% on earnings: revenue, net income, and EPS sharply higher. Author notes a “defense ramp” they were waiting for has not yet appeared in reported numbers; management attributed results to new product sales and strong semiconductor-related demand (text truncated). Mentions $PENG and $AEHR only as prior examples of “small cap coverage” success; no new fundamental claims provided for those tickers in this post.