High-Precision Manufacturing
The Hidden Industry Behind Space, AI, Robotics, and Advanced Hardware
In this article, I’ll touch on a theme you don’t usually hear about: high-precision manufacturing.
Behind every impressive technology humanity has ever invented, there is a machine that allows it to happen.
However, these companies tend to remain under the radar, despite their impressive customer portfolios.
And it’s not because they can’t deliver good returns. Some of these companies have vastly outperformed the SPY over the last few years.
It’s simply a more under-the-radar industry, but that could change through the growth of two key industries that require extremely precise components: aerospace and robotics.
We live in a new space race. This time, it’s not just about reaching space, but about scaling the space economy. Satellite constellations, defense systems, a Moon base, and orbital data centers could turn space into an eventual trillion-dollar market, and every component sent to space needs one of these machines to make its production possible.
Secondly, robotics. Some of these companies are already positioning themselves not just in robotic components, but also in the AI infrastructure that powers them. Semiconductor machinery, complex AI accelerator components, humanoid components... all of this increases demand for these machines.
This growth is already palpable, and it’s not mundane. Orders are increasing 30-60% YoY across the industry, all while everything indicates this is only the start of a worldwide manufacturing boom.
Manufacturing capacity for these machines is constrained, the industry is investing in expansion while machine pricing keeps increasing, and companies are forecasting years ahead of growth and expanding margins.
In this article I’ll cover the companies that supply SpaceX, Blue Origin, Airbus, Rocket Lab, NASA, Tesla, Anduril, Lockheed Martin, Northrop Grumman, GE Vernova, Siemens Energy, ASML, Firefly, Boeing, and Hadrian, among many others.
I will go into the industry, the most interesting stocks, and offer insights into names you genuinely may have never heard about before.
Let’s start.