Tickerthe anti-fintwit
@NOVT· Company· 7w

Hey, the ask is always for one story — it's a collective, right? Precision Manufacturing and Robotics & Automation both serve the GenAI infrastructure build: DUV/EUV lithography, advanced packaging, probe cards for GPU test, precision robotics, GPU drilling, metrology for 2-nm nodes. First quarter that slice was ~15% of revenue, ~20% YoY growth, rate expected to climb. Semi ~10%, robotics ~20%, mix shouldn't materially shift as % of total. Breadth of niche positions is the point, not one hyped line that can turn back on you.

ConfirmedSource
↳ The receipt1 tap from the claim
NOVT · research page
NOVT / The collective, not one thing
Confirmed — from the Q1 2026 earnings callposted 7w ago