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15 handpicked stocks

Intel's RealSense Spin-Off: The 3D Vision Revolution

This carefully selected group of stocks represents companies poised to benefit from Intel's RealSense becoming an independent company. Handpicked by professional analysts, these companies span computer vision, robotics, and automation, all set to thrive in the expanding 3D perception technology market.

Author avatar

Han Tan | Market Analyst

Published on July 14

Your Basket's Financial Footprint

Market capitalisation breakdown for the basket 'Intel's RealSense Spin-Off: The 3D Vision Revolution'.

Key Takeaways for Investors:
  • Large-cap dominance suggests generally lower volatility and closer tracking of broader markets, though single-stock risk remains.
  • Treat as a core portfolio holding for stable exposure, not a speculative growth position.
  • Expect steady, long-term value rather than rapid short-term gains; upside is likely gradual, not immediate.
Total Market Cap
  • NVDA: $4.40T

  • CGNX: $8.10B

  • MVIS: $361.16M

  • Other

About This Group of Stocks

1

Our Expert Thinking

Intel's RealSense spin-off with $50 million in funding is a catalyst for the entire 3D vision industry. This newly independent company will accelerate innovation and competition, creating a ripple effect that benefits hardware providers, software developers, and companies in key markets like robotics and augmented reality.

2

What You Need to Know

This collection represents a tactical growth opportunity focused on the expanding machine perception market. It includes companies across the value chain, from GPU manufacturers and LiDAR sensors to specialized AI software and integrated robotics systems. The accelerated adoption of 3D vision technology creates potential across multiple sectors.

3

Why These Stocks

These companies were handpicked to capture the full ecosystem benefiting from 3D vision advancement. They include direct competitors to RealSense, providers of complementary hardware, and companies in end-markets like industrial automation and automotive systems that will see increased demand as the technology becomes more widespread.

Why You'll Want to Watch These Stocks

🚀

New Player, Big Money

Intel's RealSense is now an independent company with $50 million in fresh funding. This cash injection and autonomy means faster innovation and growing opportunities for the entire 3D vision ecosystem.

🔍

The Future Is 3D

From self-driving cars to warehouse robots, 3D vision technology is becoming essential in tomorrow's world. These companies are positioned at the forefront of this technological revolution.

🌊

Rising Tide Effect

As competition heats up in the 3D vision space, the entire market expands, benefiting hardware makers, software developers, and end-users alike. This collection captures value across the full ecosystem.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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