It's not a totally new thing, machine learning has been optimizing 3D printing for years already. It's more about how the narrative can roll around from industry to industry. Quantum computing has nothing to do with LLMs, but it got hit by the bubble magic anyway.
SpaceX has been using 3D printing for years. A company called Velo3D VLDX was supplying printers to them but had some quality issues which hurt the company materially. It is now a turnaround story but given the potential of metal 3d printing VLDX could be interesting...
Haven’t interacted much in the 3D space TBH but I can ask people who might know more. Probably not the answer you wanted but mfg space in general or on the robotics side I can talk more about.
-30% on earnings. Oof.
Sell off very overdone...still expected to grow in a terrible Europe Manufacturing environment. Here is our write up > https://industrialanalyst.substack.com/p/european-challenges-create-headwinds
Everything seems to sell off on earnings this week. It's crazy
Thoughts on earnings. Might enter here
so how does ai and 3d printing intersect for materialise?
It's not a totally new thing, machine learning has been optimizing 3D printing for years already. It's more about how the narrative can roll around from industry to industry. Quantum computing has nothing to do with LLMs, but it got hit by the bubble magic anyway.
if elon says even 1 part of spacex is made by 3d printing, then we are off to the races
SpaceX has been using 3D printing for years. A company called Velo3D VLDX was supplying printers to them but had some quality issues which hurt the company materially. It is now a turnaround story but given the potential of metal 3d printing VLDX could be interesting...
I sell turnkey automation solutions into the manufacturing space. Happy to answer any questions. Been in the industry 8 years.
How do you feel about Materialise compared to their competitors?
Haven’t interacted much in the 3D space TBH but I can ask people who might know more. Probably not the answer you wanted but mfg space in general or on the robotics side I can talk more about.
Any hot robotics small caps I should know about?
Hi Steve, I came across this company recently. Helix energy solutions (HLX).
News: HLX's Robotics Unit Secures Major Subsea Trenching Contract in UK.
Would love for you to deep dive into them and find if it’s a long term value play.
I will add it to the list! Thank you. It might be interesting with Russian and Chinese ships dragging anchors and severing undersea cables!
I’ll think on it. Industry definitely in a lull