Q: Inspired by Ryan's recent webinar (bought Ouster thank you) I spent some time over the holidays looking at other companies in robotics and automation. I would appreciate 5i's input on which (if any) they see as being set up for success based on the idea you discussed that robotics had yet to have its Chat GPT moment and therefore was not overbought.

Please provide a brief evaluation on the growth and prospects of each one and whether they are a buy today or provide a suggested entry point if they are overpriced. Please rank from highest growth potential to lowest without respect to risk and then again with a 50% weighting on growth and 50% on safety.

SYM - Warehouse automation, robotic vehicles, automated storage. Fast growth, Walmart account (concentration risk?).

PRCT - makes the AquaBeam Robotic System, a specialized surgical robot for treating benign prostatic hyperplasia. Seems like something a lot of people could use. 43% YOY growth through Q3. Acquisition target?

Alient Inc - designs and manufactures specialized motion control products that are used in advanced automation systems (robots). Under 1 billion market cap so little coverage. Profitable

CGNX - smart cameras, vision sensors, and AI-based image processing software that allow machines to see, identify, and guide

NOVT - Smaller market cap. Limited analyst coverage driving stock price. Comonent maker for automation, medical robots and industrial systems. Profitable if expensive.

AEVA - I wish I'd asked this before today's announcement. Sell FMCW (Frequency Modulated Continuous Wave) LiDAR-on-chip, which detects velocity in real-time, unlike standard LiDAR. NVDIA partner on self driving cars. Still a tiny company after today with limited but very positive analyst coverage.

AIT - They design and install robotics cells, fluid power, and motion control systems for US manufacturers. Profitable and reasonably priced. Moving from distributor to higher value robotic engineering?

Note I left out TER, KTOS and AVAV intentionally but if you feel that either have higher potential, please insert them into the rankings. Lastly, any better suggestions that the 5i Team feels strongly about would be a welcome addition. This is a lengthy question so I would support consuming an extra credit or two if that helps you allocate time to provide an in-depth reply.

Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.

Q: Hello 5i Team,

Could you please comment on NOVT earnings and guidance, given the 11% drop in share price.

Would you consider it a SELL, HOLD or BUY? Are there better options in this space?

Thanks in advance for your always helpful advice!