YOU MISSED SANDISK (Don't Miss This One)

@barebone.ai

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An agentic AI investment research terminal that puts an entire Wall Street institution behind every decision. Real-time data, fundamental analysis, smart-money tracking, and 24/7 AI portfolio monitoring — built by ex-Goldman Sachs bankers.

6 videos

Why it worked

The video effectively uses a compelling hook (missed SanDisk opportunity) and a clear, educational explanation of a complex topic (robot actuator supply chain) to engage viewers. By breaking down the supply chain into understandable layers and highlighting potential investment opportunities within bottlenecks, it provides valuable, actionable insights.

Summary

The video explains the concept of supply chain bottlenecks and how they can lead to price explosions, using the example of SanDisk's stock surge. It then details the supply chain for actuators, the components that enable robot movement, highlighting key suppliers at each layer and emphasizing the limited number of suppliers and high demand in this emerging market.

Structure

1Introduction: SanDisk's past performance and the potential of the next big investment.
2The AI trade: Robots and the importance of actuators.
3

Original caption

$1,000 into SanDisk a year ago is $31,000 today. You missed that one. Jensen Huang says robots are the next AI trade, but the real money is not in the robots themselves. It is in actuators, the muscles and joints that make them move. These are the kind of investing insights every trader and investor needs before trading the next supply chain bottleneck. Here is the full map. Every joint in a humanoid needs an actuator, dozens per robot, together nearly half the cost. We mapped the entire supply chain looking for where the fewest companies control it. Bottleneck plus extreme demand is exactly how SanDisk went 31x. The chain runs 5 layers deep. It starts with rare earth magnets. No magnet, no motor, no movement. MP Materials ($MP) is backed by the Pentagon and runs America's only rare earth mine at scale. Then magnets go into motors, which turn electricity into motion. Nidec is the world's largest motor maker, now building humanoid joint parts. AMETEK ($AME) is top 3 globally in the precision motors named in the Optimus chain. A joint either rotates or pushes, like your shoulder and knee. Rotating joints need a reducer to turn fast, weak spin into slow, powerful force. Harmonic Drive Systems commercialized it, orders up 56% last quarter. Pushing joints need a planetary roller screw, turning spin into a straight push like a piston. So precise each one costs up to $2,700. JP Morgan says screws and reducers alone make up a third of the robot. NSK is Japan's precision screw giant at just 17 times earnings. Schaeffler bought Swedish screw maker Ewellix and now sells directly into humanoids. Finally it all gets assembled. Sanhua is Tesla's most-cited actuator partner, listed in Hong Kong last year. Every layer has only a few suppliers, and demand is about to explode as humanoids mature. That is a textbook price explosion setup. Comment ROBOTICS for the same AI agents we used to map this entire chain. This content is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

More from @barebone.ai

Product placement

SanDisk Corp (NASDAQ: SNDK) - A company whose stock surged 3,110% in one year, making it a significant investment opportunity. It ACTS as a stock that investors can buy. Removing it would change the video's premise. NVIDIA - A company mentioned as being in the AI trade and whose CEO is quoted. It APPEARS as a company in the AI sector. Removing it would not change what happens in the video. AI CHIP - A component used in AI. It APPEARS as a visual representation of AI technology. Removing it would not change what happens in the video. ACTUATOR - A component that acts as the muscles and joints for robots. It ACTS as a key component in humanoid robots. Removing it would change the video's explanation of robot mechanics. MP Materials - A company that mines rare earth magnets, which are essential for actuators. It ACTS as a supplier in the actuator supply chain. Removing it would change the video's explanation of the supply chain. NIDEC - The world's largest motor maker, now building parts for humanoid joints. It ACTS as a supplier of motors for humanoid robots. Removing it would change the video's explanation of the supply chain. AMETEK - A company that makes tiny precision motors. It ACTS as a supplier of motors for humanoid robots. Removing it would change the video's explanation of the supply chain. TESLA - A company building the humanoid robot Optimus. It ACTS as a customer for motor suppliers. Removing it would change the video's explanation of the supply chain. HARMONIC DRIVE SYSTEMS - A company that commercialized harmonic reducers. It ACTS as a supplier of reducers for robots. Removing it would change the video's explanation of the supply chain. NSK - Japan's precision screw giant. It ACTS as a supplier of screws for robots. Removing it would change the video's explanation of the supply chain. SCHAEFFLER - A company that acquired the Swedish screw maker Ewellix. It ACTS as a supplier of screws for humanoid robots. Removing it would change the video's explanation of the supply chain. EWELLIX - A Swedish screw maker acquired by Schaeffler. It ACTS as a supplier of screws for humanoid robots. Removing it would change the video's explanation of the supply chain. SANHUA - Tesla's most cited actuator partner, listed in Hong Kong. It ACTS as an assembler of actuators for Tesla. Removing it would change the video's explanation of the supply chain. BAREBONE - An investment AI engine that maps supply chains and identifies investment opportunities. It ACTS as the tool used to analyze the supply chain and find stocks. Removing it would change the video's premise and explanation. Goldman Sachs - A company the creator quit to build Barebone. It APPEARS as the creator's former employer. Removing it would not change what happens in the video.

On-screen text

YOU MISSED SANDISK (Don't Miss This One) If you invested $1,000 into SanDisk one year ago you would have $31,000 today After Surging 3,110%, Has Sandisk Already Had Its "Nvidia Moment"? But you missed it and you can't afford to miss what's coming next Jensen Huang Just Called Humanoid Robots a $40 Trillion Market Markets Desk · Today The CEO of NVIDIA says robots is the future of the AI trade THE MONEY AI CHIP ACTUATOR but the money isn't in the AI it's in something called actuators MOTOR · GEARS · SCREW THE ROBOT'S MUSCLES ACTUATORS that move the robot inside its supply chain TOP STOCKS · 5 LAYERS FEWEST SUPPLIERS BOTTLE NECK + EXTREME DEMAND = PRICE EXPLOSION That's how you get a price explosion PRICE EXPLOSION SANDISK Source: Barebone · 9H bars 31x ONE YEAR Literally how SanDisk did 31x The supply chain is five layers deep 5 LAYERS DEEP 1 MAGNENTS START HERE 2 MOTORS 3 REDUCERS 4 SCREWS 5 ASSEMBLY Everything starts with rare earth magnets 3,200 RPM 500 RPM 0 RPM No magnet no motors no robotic movement MP MATERIALS BACKED BY THE PENTAGON ONLY U.S. MINE AT SCALE rare earth mine at scale LAYER 2 · MOTORS NEODYMIUM MAGNETS Then the magnets go into motors The motor turns electricity into motion ELECTRICITY IN MOTION OUT It's the muscle itself THE MOTOR MAKERS NIDEC WORLD'S LARGEST MOTOR MAKER → HUMANOID JOINTS now building parts for humanoid joints AMETEK TOP 3 · TINY PRECISION MOTORS in the tiny precision motors supplying Tesla's humanoid robot Optimus ROTATE OR PUSH Now think about the human body ROTATES PUSHES A joint either rotates or pushes Your shoulder rotates your knee pushes ROTATES PUSHES A robot is the same REDUCER ROLLER SCREW and each needs a different part LAYER 3 · REDUCERS FAST · WEAK SPIN It turns the motor's fast weak spin SLOW · POWERFUL FORCE into slow powerful force HARMONIC DRIVE SYSTEMS Harmonic Drive Systems the company that commercialized harmonic reducers ORDERS · LAST QUARTER +56% orders up 56% last quarter LAYER 4 · ROLLER SCREWS PUSHING JOINTS For pushing joints you need a planetary roller screw SPIN IN It turns the motor's spin into a straight push like a piston STRAIGHT PUSH OUT THE BOTTLENECK That's the bottleneck UP TO $2,700 EACH it costs up to $2,700 each JP MORGAN 1/3 OF THE ROBOT SCREWS + REDUCERS Only a handful of companies make them THE SCREW MAKERS NSK JAPAN · PRECISION SCREWS 17x EARNINGS at just 17 times earnings SCHAEFFLER GERMANY · BEARINGS ACQUIRED EWELLIX the Swedish screw maker Ewellix and now sell directly into humanoids LAYER 5 · ASSEMBLY Finally it all gets assembled ONE ACTUATOR SANHUA 2050.HK TESLA'S MOST-CITED ACTUATOR PARTNER HK LISTED · LAST YEAR listed in Hong Kong last year FEW SUPPLIERS · HUGE DEMAND Every layer has only a few suppliers HUMANOID DEMAND FEW SUPPLIERS but demand is about to explode as humanoids mature BOTTLENECK That's a classic bottleneck and how you mathematically get a price explosion LIVE SUPPLY CHAIN CHANGES EVERY WEEK Your edge is catching that shift first so if you want the same army ARMY OF AI AGENTS of AI agents we use to find these stocks comment ROBOTICS and we'll DM it to you BAREBONE Day 1: Top 100 Apple App Store · Day 60: Top 10 Google Play COMMENT ROBOTICS we'll DM it to you Making investing easier is why Goldman Sachs I quit Goldman Sachs to build Barebone Follow for the next one

Transcript

If you invested $1,000 into SanDisk one year ago you would have $31,000 today After Surging 3,110%, Has Sandisk Already Had Its "Nvidia Moment"? But you missed it and you can't afford to miss what's coming next Jensen Huang Just Called Humanoid Robots a $40 Trillion Market The CEO of NVIDIA says robots is the future of the AI trade but the money isn't in the AI it's in something called actuators MOTOR · GEARS · SCREW that move the robot inside its supply chain TOP STOCKS · 5 LAYERS FEWEST SUPPLIERS BOTTLE NECK + EXTREME DEMAND = PRICE EXPLOSION That's how you get a price explosion PRICE EXPLOSION SANDISK Literally how SanDisk did 31x The supply chain is five layers deep 5 LAYERS DEEP 1 MAGNENTS START HERE 2 MOTORS 3 REDUCERS 4 SCREWS 5 ASSEMBLY Everything starts with rare earth magnets No magnet no motors no robotic movement MP MATERIALS BACKED BY THE PENTAGON ONLY U.S. MINE AT SCALE rare earth mine at scale LAYER 2 · MOTORS NEODYMIUM MAGNETS Then the magnets go into motors The motor turns electricity into motion ELECTRICITY IN MOTION OUT It's the muscle itself THE MOTOR MAKERS NIDEC WORLD'S LARGEST MOTOR MAKER → HUMANOID JOINTS now building parts for humanoid joints AMETEK TOP 3 · TINY PRECISION MOTORS in the tiny precision motors supplying Tesla's humanoid robot Optimus ROTATE OR PUSH Now think about the human body ROTATES PUSHES A joint either rotates or pushes Your shoulder rotates your knee pushes ROTATES PUSHES A robot is the same REDUCER ROLLER SCREW and each needs a different part LAYER 3 · REDUCERS FAST · WEAK SPIN It turns the motor's fast weak spin SLOW · POWERFUL FORCE into slow powerful force HARMONIC DRIVE SYSTEMS Harmonic Drive Systems the company that commercialized harmonic reducers ORDERS · LAST QUARTER +56% orders up 56% last quarter LAYER 4 · ROLLER SCREWS PUSHING JOINTS For pushing joints you need a planetary roller screw SPIN IN It turns the motor's spin into a straight push like a piston STRAIGHT PUSH OUT THE BOTTLENECK That's the bottleneck UP TO $2,700 EACH it costs up to $2,700 each JP MORGAN 1/3 OF THE ROBOT SCREWS + REDUCERS Only a handful of companies make them THE SCREW MAKERS NSK JAPAN · PRECISION SCREWS 17x EARNINGS at just 17 times earnings SCHAEFFLER GERMANY · BEARINGS ACQUIRED EWELLIX the Swedish screw maker Ewellix and now sell directly into humanoids LAYER 5 · ASSEMBLY Finally it all gets assembled ONE ACTUATOR SANHUA 2050.HK TESLA'S MOST-CITED ACTUATOR PARTNER HK LISTED · LAST YEAR listed in Hong Kong last year FEW SUPPLIERS · HUGE DEMAND Every layer has only a few suppliers HUMANOID DEMAND FEW SUPPLIERS but demand is about to explode as humanoids mature BOTTLENECK That's a classic bottleneck and how you mathematically get a price explosion LIVE SUPPLY CHAIN CHANGES EVERY WEEK Your edge is catching that shift first so if you want the same army ARMY OF AI AGENTS of AI agents we use to find these stocks comment ROBOTICS and we'll DM it to you BAREBONE Day 1: Top 100 Apple App Store · Day 60: Top 10 Google Play COMMENT ROBOTICS we'll DM it to you Making investing easier is why Goldman Sachs I quit Goldman Sachs to build Barebone Follow for the next one