ROBO Brief: Nearsightedness No More?

August 25, 2022

ROBO Brief: Nearsightedness No More?

Here are some highlights of two innovative companies that beat expectations thanks to the increasing demand for supply chain solutions and...

ROBO Brief: Amazon Acquiring iRobot, Supply Chain Event Takeaways & More

August 11, 2022

ROBO Brief: Amazon Acquiring iRobot, Supply Chain Event Takeaways & More

Let's discuss Amazon’s $1.7B acquisition of iRobot, key takeaways from the largest supply chain industry events, and spotlight an incredible new...

ROBO Brief: A New Semiconductor Push in the US & Two Tech Stock Highlights

July 28, 2022

ROBO Brief: A New Semiconductor Push in the US & Two Tech Stock Highlights

Let's discuss the long-awaited passing of a $52 billion CHIPS Act to boost semiconductor manufacturing in the US, a new shining star in the THNQ and...

Q2 2022 In Review: ROBO Global Innovation Indices

July 13, 2022

Q2 2022 In Review: ROBO Global Innovation Indices

The Robotics & Automation Index (ROBO) declined 23% in Q2, leaving best-in-class robotics and automation stocks 38% below their all-time high...

How Twist Industrialized DNA Synthesis

June 29, 2022

How Twist Industrialized DNA Synthesis

Twist Bioscience is a pioneer and market leader in DNA writing, having developed a disruptive DNA synthesis platform that industrialized the...

The Hidden Gem Behind Masimo's Sound United Acquisition

May 10, 2022

The Hidden Gem Behind Masimo's Sound United Acquisition

Masimo, a market-leading medical technology company focusing on monitoring devices, lost approximately one-third of its market cap on the...

ROBO Brief: Record High Robot Orders & A New Blood Test for Colorectal Cancer

April 28, 2022

ROBO Brief: Record High Robot Orders & A New Blood Test for Colorectal Cancer

This week, we discuss record high robot orders for Fanuc, the critical role of networking infrastructure in keeping data centers running, and the...

Genomics is Not Left for Dead, Despite Where it’s Trading

April 27, 2022

Genomics is Not Left for Dead, Despite Where it’s Trading

Genomics companies have been all the rage over the last few years as technologies like next gen sequencing and cancer testing have been capturing...

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