ARBE
Arbe Robotics Ltd.
stock NASDAQ

Arbe Wins “Sensor Technology Solution of the Year” In 2025 AutoTech Breakthrough Awards Program - ARBE ARBEW

My High-Conviction Deep-Tech Portfolio — Betting on Hydrogen, Batteries, Robotics, and AI Hardware (Would Love Serious Opinions)
Hey everyone,
I wanted to share my current portfolio and get your views on whether I’m positioned in the right industries for the next 3–5 years. I know it looks risky, but I’ve been intentionally building exposure to what I believe are the foundation layers of the future industrial economy — power, storage, robotics, and autonomous systems.
My portfolio right now:
• PLUG (Plug Power) – 5,000 shares – Hydrogen / Clean Energy – around $18,600 value
• DFLI (Dragonfly Energy) – 12,000 shares – Battery Storage – around $16,200 value
• ARBE (Arbe Robotics) – 7,800 shares – 4D Radar / Autonomous Tech – around $17,700 value
• RR (Richtech Robotics) – 2,950 shares – Robotics / Automation – around $16,700 value
Total portfolio size is roughly $69,000 USD.
My Thesis
I’m betting on industries that sit underneath the AI and electrification boom — the physical enablers of the next decade.
• Hydrogen & clean energy (PLUG): The world’s transition to energy independence will need hydrogen and fuel-cell infrastructure.
• Battery storage (DFLI): Without large-scale storage, renewable energy grids can’t function efficiently.
• Autonomous radar (ARBE): 4D imaging radar is essential for next-gen mobility, defense, and robotics.
• Service & industrial robotics (RR): Labor shortages and rising automation will make robotics mainstream across logistics, retail, and hospitality.
In short, I call my setup the “Power + Brain + Body” triangle:
– Power (PLUG & DFLI) fuels and stores energy.
– Brain (ARBE) gives machines perception.
– Body (RR) executes automation in the physical world.
I Know It’s Risky
These are small-cap, high-volatility names with dilution and cash-burn risks. I’m fully aware that the short term will be rough.
But historically, innovation sectors rebound the hardest after macro crises. Governments eventually fund energy, AI, and robotics to drive productivity again.
I’m okay being early — I just don’t want to be wrong.
My Three-Year Outlook (Base Case)
If these industries evolve the way I expect, I see roughly 130–180% upside across most of these names over the next three years. In numbers, that would put my portfolio somewhere around $170K in a normal recovery and possibly $220–250K in a strong bull cycle. In a worst-case macro crisis, it could fall to around $25K, but innovation usually comes back first.
What I’d Like To Hear From You
• Am I positioned in the right sectors for the next industrial/AI cycle?
• Are these companies just too early, or does patience pay off?
• What would you diversify into without killing the deep-tech theme?
I’m not here to pump anything — I just want honest takes from experienced investors who’ve lived through past market cycles and understand how early-stage industries move.
Appreciate any input, bullish or bearish. I’m here to learn and refine my conviction before 2026 hits.
Thanks,

Arbe Wins “Sensor Technology Solution of the Year” In 2025 AutoTech Breakthrough Awards Program - ARBE ARBEW