Robotics, automation, machine vision & physical AI

Claim

Screened as part of the July tech sweep rounds. The businesses are good and the prices are not: quality names at 32–35x earnings after a large drawdown — another instance of [[pattern-ai-levered-fields-trade-above-own-band]].

ZBRA emerged as a survivor at conviction 7.0. Notably it also appeared in the March 2026 hardware screen at 10.2x forward and 43% off its high, described then as "an interesting turnaround." It has since re-rated substantially. A name held through that gap would have captured the move; the March screen identified it and nothing acted.

CGNX — watch trigger at <$48, never added to the watchlist.

Price triggers identified but not entered on the watchlist

CGNX <$48 · FORM <$70 (ideally <$60)

These were surfaced in the July synthesis and offered to the user; they were never added to Watchlist.md. They exist only here.

What would falsify this

Multiple compression into the low-20s on the quality names, which would move this field from watch to work. The triggers above are the specific levels.

Related

[[hardware-infrastructure]] — ZBRA's March appearance · [[pattern-ai-levered-fields-trade-above-own-band]]

History

• 2026-07-29 — swept in round 2 of the July tech sweeps.