Theme · Robotics Bucket B · Tier B Conviction · PENDING

Everspin Technologies

NASDAQ:MRAM

Structural picks-and-shovel position in the Physical AI supply chain. Tier B conviction with research from Robotics.

★ Open deep dive View in TradingView ↗ ← Back to Robotics

Today's technical signal Scan · 24 May · multi-region close

Hold

RSI 1462.3

MACD Hist-0.35

Vol Ratio—

2×ATR Stop—

EMA Cloud—

$33.68 +3.79% Last scan 24 May

Two-Layer Verdict

Structural

BUY · structural picks-and-shovel position in the AI / Physical AI supply chain.

Tactical

HOLD.

→ Hold core position. Re-add at 34/50 EMA on any meaningful pullback.

Live price

$33.68

+3.79%

Theme

Robotics

—

Conviction

PENDING

Tier B

RSI 14

62.3

—

% return

—

Not held

2×ATR stop

—

Tactical stop

★ Deep dive · Robotics · Tier B

The full 6-section lighter on Everspin Technologies.

What it physically does · the financial print · customer mix · competitive context · terminal risk · bull case · gap/bear case · optionality · the trade. ~3,138 words. Source: Robotics.

3,138 words Tier B Robotics

★ Read full deep dive ⌥ Download institutional PDF

— Live chart · TradingView · Candlestick · 50/200 EMA + Volume —

● Live · NASDAQ:MRAM

03 · 04—Top-level analysis

What MRAM physically does — preview.

One-paragraph version of the Photoncap deep dive. Read the full essay for the complete treatment.

From Robotics

The thesis — preview.

**The dominant pure-play MRAM vendor — the instant-state-save memory inside factory robots — with a genuine industrial-automation core and a new defense deal, but a tiny, lumpy P&L on the most extended tape in this batch.** *Investment Research · Photoncap-style deep dive · v1 of "Everspin Technologies" · May 14, 2026*…

Read the full essay →

★ Tier

Tier B. High conviction — add on pullback.

Source attribution

Robotics · 3,138 words. Institutional PDF available.