### @NOVT — Confirmed — from the Q1 2026 earnings call
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.
- tier: Confirmed (✓)
- source: NOVT / The collective, not one thing
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-novt-src-novt-genai-collective-rotation
- posted: 2026-07-24T05:57:17.934Z