Shay Boloor(@StockSavvyShay):I've been using this drawdown to build my 'Physical AI' basket because as AI moves into the real world I think some of biggest opportunities will come from companies developing the sensing & computing tech behind robotics, industrial automation & defense. Here's where I've been building exposure: • $VPG gives machines a sense of touch • $OUST gives them the ability to see in 3D • $AMBQ helps them run AI longer on battery power • $OSS gives them computing power to operate without the cloud

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.10.18 14:23

I've been using this drawdown to build my 'Physical AI' basket because as AI moves into the real world I think some of biggest opportunities will come from companies developing the sensing & computing tech behind robotics, industrial automation & defense. Here's where I've been building exposure: • $VPG gives machines a sense of touch • $OUST gives them the ability to see in 3D • $AMBQ helps them run AI longer on battery power • $OSS gives them computing power to operate without the cloud

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