TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

yossi

T3 · host / generalist

Swiss medtech founder addressing orthopedic surgeon shortage with FDA-cleared dual-arm humanoid robot. Instrument/implant agnostic architecture. Uses NVIDIA simulation stack (Cosmos, Isaac SIM) for scalable training before OR deployment. Focus on hard tissue (spine, joints, long bones).

3 calls·2 names·100% bull·last heard 2 months ago·NVIDIA
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MOON-SURGICALMoon Surgical

Moon Surgical CEO presents dual-arm humanoid architecture for hard tissue surgery with instrument-agnostic design

Yossi (CEO/founder) argues demographic crisis (40% of US orthopedic surgeons >60) requires physical AI in hard tissue; current single-arm robots are limiting. Moon's upper-torso humanoid with two operating arms + synchronized vision enables instrument/implant agnostic operation and path to supervised autonomy.

NVIDIA2026-08episode →
2ndhigh conviction
$LAMB-SURGICALLamb Surgical

Lamb Surgical's FDA-cleared dual-arm humanoid targets orthopedic surgeon shortage with simulation-first training

Yossi (CEO/founder) frames orthopedic surgeon shortage (40% > age 60) as 'perfect storm' requiring physical AI. Lamb's two-arm humanoid with synchronized vision stabilizes bone while milling, enabling predictable results. Uses NVIDIA Cosmos/Isaac SIM for scalable synthetic training before OR deployment.

NVIDIA2026-08episode →

most discussed · click a bar to filter

  • $LAMB-SURGICAL
  • $MOON-SURGICAL
3 total
$MOON-SURGICAL
Moon Surgical
HIGHyossi·NVIDIA·2 months ago·GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development
Moon Surgical CEO presents dual-arm humanoid architecture for hard tissue surgery with instrument-agnostic design
Yossi (CEO/founder) argues demographic crisis (40% of US orthopedic surgeons >60) requires physical AI in hard tissue; current single-arm robots are limiting. Moon's upper-torso humanoid with two operating arms + synchronized vision enables instrument/implant agnostic operation and path to supervised autonomy.
"We bring a first of its kind upper torso humanoid architecture meaning two robotic arms synchronized with a third arm which is the vision and then you can have the human architect…"
34:50
$LAMB-SURGICAL
Lamb Surgical
HIGHyossi·NVIDIA·2 months ago·GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development
Lamb Surgical's FDA-cleared dual-arm humanoid targets orthopedic surgeon shortage with simulation-first training
Yossi (CEO/founder) frames orthopedic surgeon shortage (40% > age 60) as 'perfect storm' requiring physical AI. Lamb's two-arm humanoid with synchronized vision stabilizes bone while milling, enabling predictable results. Uses NVIDIA Cosmos/Isaac SIM for scalable synthetic training before OR deployment.
"Today 40% 40% of US orthopedic surgeons are above the age of 60. So take it four or five years down the road and then you see the perfect storm coming few years from now. there wi…"
31:14
$LAMB-SURGICAL
Lamb Surgical
HIGHyossi·NVIDIA·2 months ago·GTC SJ 2026: Physical AI for Healthcare Robotics - Simulation-First Design & Accelerated Development
Lamb Surgical introduces upper-torso humanoid architecture for hard tissue orthopedic surgery
Lamb Surgical's FDA-cleared dual-arm humanoid robot with synchronized vision addresses the fundamental limitation of single-arm hard tissue robots, enabling bimanual coordination and instrument-agnostic operation for complex orthopedic procedures.
"We bring a first of its kind upper torso humanoid architecture meaning two robotic arms synchronized with a third arm which is the vision... instrument and implant agnostic... the…"
30:48
no insights match this filter