$STM
stabilus1/10Does he own it?
No first-person ownership signals at all. STM appears only as one entry inside supply-chain lists (a possible IMU/GPS supplier for Tesla Optimus, an Nvidia 800V power partner, and an Nvidia ecosystem member). The only personal positions he mentions are tiny exposure to NVTS, not STM.
His thesis
STM is referenced purely as a component/partner inside larger AI and robotics supply-chain mapping. In one tweet it is floated as a candidate IMU/GPS supplier for Tesla's Optimus humanoid. In another it is listed among prior Nvidia partners for 800V DC datacenter power. In a third it is one of many Nvidia supply-chain names with its market cap noted. No standalone thesis, no price target, no buy/hold rationale specific to STM.
How his view evolved
No evolution. Across the three dated mentions (Feb-May 2026) STM stays a peripheral name dropped within supply-chain lists; his view of it never develops into a dedicated take.
Key points
- Mentioned only as a possible IMU/GPS supplier for Tesla Optimus
- Listed among prior Nvidia 800V power partners and broader Nvidia supply chain
- His only stated personal positions were in NVTS, not STM
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $STM on X ↗