Investor Builds "Physical AI" Basket During Drawdown, Citing $VPG, $OUST, $AMBQ and $OSS

An investor said they have been using the recent drawdown to build a "Physical AI" basket. As AI moves into the real world, they believe some of the biggest opportunities will come from companies developing the sensing and computing technology behind robotics, industrial automation and defense.
Where they have been building exposure:
- $VPG gives machines a sense of touch
- $OUST gives them the ability to see in 3D
- $AMBQ helps them run AI longer on battery power
- $OSS gives them computing power to operate without the cloud