11Lun
My weekend research 😎 By the way, my wife works in urology and these operations (BHP) are still mostly done by hand here in Germany. (I don't know if it can also be done with the da Vinci.) What's more, these operations are performed very often, it's practically a widespread disease among men. I'll work my way through everything and report back. Mega exciting share!!! Thank you, my dearest.
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@toscho perfect, I don't think da Vinci System can do that, there is nothing comparable and what makes me so bullish is that the founder of $ISRG is on the board and has bought shares himself. He probably wouldn't do that if da Vinci/Intuitive Surgical could do the same and they are now starting to expand further and have no price pressure here, which you can also see from the rising margins. Mega exciting, so I had to double the position today 🤣
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•11Lun
Yes, da Vinci can't do it because it doesn't "shoot with water" 😅 I see the real treasure in their AI.
Every operation performed with the system provides new data - and that's where the real moat comes from. And it's precisely this growing database that makes the entire model scalable.
The AI collects all these cases, compares them with each other and automatically improves with each treatment.
That's the part you can't copy.
That's where the long-term value lies.
Procept reminds me a lot of my position at $XMTR. It's completely different, but the principle is the same.
With Xometry, the AI analyzes every single production request, compares it with millions of previous orders and automatically suggests a price, delivery time and the right manufacturer. The system gets better with every request.
This is exactly what happens at Procept - only in the operating room.
Every aquablation operation flows into the AI, which uses it to create ever more precise surgical plans. The doctor basically follows what the system derives from all previous cases.
In both cases, the data creates the moat - and this is precisely what makes the models so extremely scalable.
I specifically look for such scalable systems because they become more valuable with every use and the human being becomes less and less of a limiting factor and the Moat becomes bigger and bigger.
A big thank you to @BamBamInvest. Always mega input ❗️ Greetings also go out to @Tenbagger2024 who always drops good ideas or exciting thoughts.
Thanks to the whole community - it's great what you work out together here. ✊🏽 One Love ❤️
Every operation performed with the system provides new data - and that's where the real moat comes from. And it's precisely this growing database that makes the entire model scalable.
The AI collects all these cases, compares them with each other and automatically improves with each treatment.
That's the part you can't copy.
That's where the long-term value lies.
Procept reminds me a lot of my position at $XMTR. It's completely different, but the principle is the same.
With Xometry, the AI analyzes every single production request, compares it with millions of previous orders and automatically suggests a price, delivery time and the right manufacturer. The system gets better with every request.
This is exactly what happens at Procept - only in the operating room.
Every aquablation operation flows into the AI, which uses it to create ever more precise surgical plans. The doctor basically follows what the system derives from all previous cases.
In both cases, the data creates the moat - and this is precisely what makes the models so extremely scalable.
I specifically look for such scalable systems because they become more valuable with every use and the human being becomes less and less of a limiting factor and the Moat becomes bigger and bigger.
A big thank you to @BamBamInvest. Always mega input ❗️ Greetings also go out to @Tenbagger2024 who always drops good ideas or exciting thoughts.
Thanks to the whole community - it's great what you work out together here. ✊🏽 One Love ❤️
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•@toscho absolutely, that's why I immediately had fomo and had to buy the first tranche. 🤣 When a company captivates me, I find it very difficult not to buy the first tranche straight away 😊
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•11Lun
Dito 👊🏼
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@toscho
$AORT might also be interesting @BamBamInvest originally even from Germany
$AORT might also be interesting @BamBamInvest originally even from Germany
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11Lun
@Tenbagger2024 🙏 Thank you. I'll take a look at it at my leisure.
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•@Tenbagger2024 you had me up to that point originally Germany 🤣 . Joking aside, it doesn't really have anything to do with robotics and I don't see any unique selling point. Unfortunately, it doesn't captivate me ☺️
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•@toscho tell me, which companies do you still find interesting at the current valuation or what should one look at? $ZETA and $EOSE I had a quick look at, $ZETA I find very exciting, I just think that this can be very cyclical and in a recessionary/difficult environment they will probably not perform, as the larger companies are probably most likely to cut back on spending here. However, they should grow strongly and continue to benefit strongly with the Athena AI agent launch. $EOSE should also be exciting, but has already performed well, is not profitable and I am cautious in the battery storage segment because I am not familiar with it either. However, this should be exciting because they are not lithium batteries, are much easier to dispose of and are heavily involved in the data center sector, etc. Which stocks do you have on your watchlist or where are you about to buy?
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