physical-ai-robotics theme · 3 dossiers

Post-Hanwha re-rating failed: the 2026-06-05 weekly close ~$63.52 (−11.84%) broke the $68 base and gave back the entire $800M-deal pop. Edge-AI theme still accelerating sector-wide, but AMBA is being rejected on valuation modest +16.9%…

Lidar-for-Physical-AI + counter-drone narrative is intact, but the momentum leg snapped: after a parabolic run to a $49.39 high, OUST fell ~16% on 2026-06-05 toward ~$39 as a $100M ATM, CTO selling, and a Nasdaq semis flush hit. Froth…

Legacy touch/display semi re-rating as edge-AI silicon: Core IoT +31% YoY (Q3, 5/7) toward FY26 >+40%/>$385M, plus a Google Research Coralboard/Coral NPU tie-up at I/O 2026. Narrative accelerating, but the easy leg ran $58→$149 and there's…