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Robotics Is Following the “Smartphone Playbook”



Managing Editor’s Note: Before we move to today’s guest issue from friend of Brownstone Jason Bodner, don’t forget to go here to automatically add your name to Larry Benedict’s guest list…
In just a couple of hours, he’s broadcasting the details of his one-ticker strategy for pulling quick profits from choppy markets.
It’s a great way to take advantage of market swings rather than sitting on the sidelines waiting for volatility to slow… here’s that link again to sign up with one click. He’s kicking things off at 8 p.m. ET tonight, so if you’re curious, make sure you get your name on the list.
As I mentioned before, today, we’re sharing another insight from contributing editor Jason Bodner. As we shared on Tuesday, Jason’s is a longtime friend and colleague of Brownstone Research. And we’re happy to welcome him back to the fold.
Today, he dives into a familiar favorite Brownstone trend – robotics. Jason shows below why the robotics revolution is already here, why this technology is following the “smartphone playbook,” and why it will be a make-or-break technology for developed economies.
Read on…

Robotics Is Following the “Smartphone Playbook”
Jason Bodner
Contributing Editor, The Bleeding Edge

Every day, millions of people talk to machines. They don’t even think twice about it.
“Hey Siri: what does a platypus eat?”
“Alexa, turn off the lights, please.” – (I’m polite).
“Hey Google – take me home.”
Just a few years ago, people talking to computers felt awkward. But today, it feels routine. Children are growing up in homes where invisible software assistants are simply part of life.
Think about it. That shift happened remarkably fast.
Now, the same thing is beginning to happen with robotics.
Robotic Assistants
Most people still think of robots as sci-fi. It’s hard not to picture humanoid machines walking through dystopian city streets or metallic assistants from Hollywood films.
But the robotics revolution is arriving in a much subtler way.
In fact, it’s already here.
There’s a good chance you’ve already interacted with robots multiple times today without noticing.
If you ordered something online recently, robotic systems likely moved that package through a fulfillment center.
Modern warehouses increasingly resemble automated cities, with fleets of machines carrying inventory all over massive facilities. Humans no longer move to products… products now move to humans.
Amazon (AMZN) was an early adopter of automation technology in its fulfillment centers. Today, approximately 75% of order volume is assisted by robotics in some way.
That’s a profound shift.
Consider self-checkout lanes. The first time I used one, it felt awkward and unnatural. Today it’s common. Millions of people scan and bag their own groceries every day without giving it a second thought. Society adapted to automation one small behavioral change at a time.
The masses keep waiting for “the robot moment.”
Sorry to say… they missed it.
Slowly… Then All at Once
The reason this transition suddenly feels real is because the missing ingredient was never the robot itself. We’ve had industrial robots for decades. Factories have used robotic arms since the 1970s. I remember a 1986 movie Gung-Ho where robots came to replace auto assembly line workers.
The robot’s physical body was a breakthrough, but the revolution was intelligence.
A robot without intelligence is just a machine repeating preprogrammed tasks. But recent advances in artificial intelligence literally changed the equation. AI models can now interpret visual environments, understand language, adapt to changing environments, and make decisions in real time.
That’s why progress suddenly seems like it is accelerating all at once. We now have that missing ingredient – the “brain.”
The same AI infrastructure powering chatbots and image generators is increasingly being connected to physical machines. Suddenly robots can navigate warehouses, identify damaged inventory, assist in manufacturing, and perform tasks that once required human judgment.
Another application is self-driving cars. As Jeff demonstrated recently, Tesla’s full-self driving technology rivals – and exceeds – human operation in most circumstances.
The craziest part is that several technological curves are converging simultaneously.
AI chips became powerful enough to process enormous amounts of data instantly. Cameras and sensors became inexpensive and highly capable. Battery technology improved. Cloud connectivity matured. Simulation software now allows robots to practice tasks millions of times virtually before operating in the real world.
This is very similar to what happened with smartphones.

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Robotics Is Following the Smartphone Playbook
The iPhone didn’t emerge because of one invention. It happened because batteries, mobile processors, wireless internet, touchscreens, and software ecosystems all matured at the same time.
Think how transformative the smartphone was, and how quickly it was adopted.
Pew Research tell us that in 2011, a few years after the release of the original iPhone, only 35% of adults in the U.S. owned one of these devices. Today, that figure is 91%. Now, robotics is reaching the same type of inflection point.
What makes this opportunity so large is that robotics isn’t a single product or company. It’s an entire technology stack forming in real time.
Artificial intelligence acts as the brain. Sensors allow machines to see and understand the world around them. Actuators create movement and physical interaction. Power systems provide the energy and endurance to keep everything running. And increasingly, cloud connectivity and edge computing tie it all together:
Every layer matters.
That’s important from an investment perspective because major technological shifts rarely create just one winner. Smartphones didn’t only benefit handset makers. They unleashed massive demand for chips, sensors, memory, batteries, wireless infrastructure, and software ecosystems.
The entire stack.
And then there’s the businesses made possible by the new smartphone user base. Uber (UBER), Meta (META), Spotify (SPOT) – none of those companies exist today without the smartphone.
The physical AI buildout will follow a very similar path.
And much of that ecosystem is already quietly growing before our eyes.
And there’s another reason this matters that has little to do with futuristic gadgets.
The developed world is running out of workers.
Inverted Pyramid
Japan may be offering an early preview. The country faces severe labor shortages tied to aging demographics and declining birth rates. Don’t take my word for it. See for yourself below.
Source: Populationpyramids.org
What you’re looking at is the a “population pyramid” for Japan. What it shows is the population of that country distributed by age and sex. And one thing should stand out – the pyramid is inverted. Put another way, the elderly outnumber the young.
As a result, warehousing, elder care, logistics, agriculture, and manufacturing are all under increasing strain.
That creates an uncomfortable reality.
Robotics may not arrive simply because humanity wants it.
It may arrive because aging economies can no longer function without it.
That’s what makes this larger than a niche technology story. This is increasingly about automating portions of the physical economy itself.
Naturally, investors are noticing. And the smart money always knows first.
Just look at this chart… I took the 20 highest ranking robotics-involved stocks and created a custom basket. The 1-year performance is shocking. This basket of stocks is up 104%, or more than triple the S&P 500.
Many will focus on flashy humanoid robots and viral demonstrations. But history suggests the largest winners during technological revolutions are often the hidden infrastructure companies underneath them.
The smartphone boom didn’t only create winners in phones. It created massive opportunities in semiconductors, sensors, wireless infrastructure, memory, optics, and batteries.
The robotics buildout may follow a similar pattern.
Machine vision systems, industrial automation platforms, AI chips, memory systems, and power infrastructure could all become critical layers of the emerging robotics stack.
And despite the AI buzz today, the broader robotics theme is still in its early innings.
The strange thing about technological revolutions is that they rarely feel revolutionary while they’re happening.
They arrive quietly.
One behavioral shift at a time.
Then, suddenly, the world looks completely different.
Regards,
Jason Bodner
Contributing Editor, The Bleeding Edge

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Nvidia Selects SpaceX Competitor



Nvidia helped put an H100 chip in orbit. The startup behind it just doubled its valuation to $2.2 billion in 30 days. Here's what's happening.  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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(NYSE American: NSRX) Advances A Portfolio Of Intranasal Therapies (Triggers Thursday's Radar)



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(NYSE American: NSRX) Advances A Portfolio Of Intranasal Therapies (Triggers Thursday's Radar)


*Click Here To Get Our Alerts Faster Via SMS*


May 7th

Dear Reader,


We're watching a chart closely...


With a Wednesday close above multiple technical levels (including its 20-Day SMA and 13-Day EMA), this NYSE American profile's chart may be signaling support growing.


Following a move over the last week+ of 32% from a low of $2.41 to high of $3.20 Wednesday, steady buzz could be building in early May.


And with the global epinephrine market projected to grow from $2.66Bn in 2026 to $5.46Bn by 2034, this under-the-radar company is pursuing a faster, more intuitive approach to emergency response.


Here's where things get good: this company is fresh off positive Phase 2 topline results representing a giant milestone achieved.


Mix in a low float under 6Mn shares and Zacks SCR taking notice with a key report, this NYSE American idea is surging up Thursday's watchlist:


Nasus Pharma Ltd. (NYSE American: NSRX)


Nasus Pharma is a clinical-stage pharmaceutical company developing a number of intranasal powder products addressing acute medical conditions in the community.


NS002, Nasus’ intranasal powder Epinephrine product candidate is being developed as a needle-free alternative to Epinephrine autoinjectors for patients with anaphylaxis.


And based on 5 potential catalysts we've discovered, (NYSE American: NSRX) tops our watchlist Thursday. Take a look:


#1. A Float Of This Small Nature Could Create An Environment For Potential Volatility.


#2. Positive Results Represent A Major Milestone As Top Line Data Roles Out From Key Phase 2 Clinical Study.


#3. Zacks SCR Points Its Focus Towards NSRX With An Explosive Report.


#4. Could Chart Support Be Developing At Multiple Technical Levels?


#5. The Company's CEO Believes Nasus Pharma Is Well Positioned For Multiple Clinical Inflection Points In 2026.


But more on those in a second...

Founded by life sciences entrepreneurs and clinicians, Nasus Pharma is advancing therapies for anaphylaxis, opioid overdose, poisoning, seizure, and other medical emergencies.


The Nasax® Platform


Proprietary Nasax Platform Enables Superior Drug Absorption


Powder formulation can reach all parts of the nasal cavity. The greater intranasal absorption area enables faster delivery and higher maximal drug concentration compared to liquid formulations.

NS002: Intranasal Epinephrine


NS002 is Nasus Pharma’s epinephrine intranasal powder candidate in development for the treatment of anaphylaxis.


With phase 2 data demonstrating faster and higher absorption than the EpiPen®, NS002 is poised to transform a market underserved by the current bulky needle-based autoinjectors and nasal sprays with a short shelf life.


NS002: Designed to Address the Limitations of Intramuscular Epinephrine

NS002: Summary of Phase 2 Results


NS002 Could Be a Compelling Alternative to Epinephrine Autoinjectors

  • NS002 reached the hemodynamic therapeutic plasma threshold faster than the EpiPen®


  • Maximum epinephrine absorption (tmax) achieved significantly faster compared to EpiPen®


  • Nasax powder was well tolerated with transient mild symptoms


  • No findings at the nasal examinations


  • No serious adverse events


NS002: Clear Roadmap to NDA (New Drug Application)


  • Following FDA guidance based on the 505(b)(2) regulatory pathway


  • Demonstration of comparable PK/PD to EpiPen® only requirement for regulatory approval


  • Pivotal trial expected to initiate Q4 2026


  • Short and cost-effective clinical development

Nasus Pharma Pipeline: Robust Asset Pipeline Setting Up Potential for Long Term Growth


Nasus Pharma is advancing a portfolio of powder-based intranasal therapies designed to address life-threatening emergencies. 


Their proprietary Nasax® platform delivers rapid, reliable absorption and predictable pharmacokinetics, creating opportunities across multiple acute indications.

Grab Sources And Learn More Here: NSRX Website. NSRX Presentation.

-----



And as we mentioned previously, (NYSE American: NSRX) has multiple potential catalysts on our radar. Check them out:


#1. NSRX Potential Catalyst - A Float Of This Small Nature Could Create An Environment For Potential Volatility.


According to info from the Yahoo Finance websiteNSRX has a fairly low float.


The website reports this profile to have roughly 5.5Mn shares in its float.


Why is that important? It's important on one crucial level. Volatility potential.


If the company provides positive news during the first half of 2026, could it help provide a breakout spark when paired with this volatility potential?

-----


#2. NSRX Potential Catalyst - Positive Results Represent A Major Milestone As Top Line Data Roles Out From Key Phase 2 Clinical Study.


Nasus Pharma Announces Positive Top Line Data from Phase 2 Clinical Study of NS002: Achieves Significantly Superior and Faster Epinephrine Delivery Compared to EpiPen® with Accelerated Speed to Therapeutic Threshold


NS002 demonstrated significantly faster time to the critical 100 pg/mL epinephrine threshold compared to EpiPen®, with a median T100 of 1.69 minutes versus 3.42 minutes (p=0.033). At 5 minutes, 88.4% of subjects receiving NS002 reached the threshold compared to 64.6% with EpiPen®


NS002 continued to demonstrate a favorable safety profile with no serious adverse events reported and comparable pharmacodynamic response to EpiPen® across all participants


Pivotal study initiation planned for fourth quarter of 2026


...


TEL AVIV, Israel, March 16, 2026 (GLOBE NEWSWIRE) -- Nasus Pharma Ltd. (NYSE: NSRX) ("Nasus Pharma" or the "Company"), a clinical-stage pharmaceutical company focused on the development of innovative intranasal products, today announced positive top line results from its Phase 2 clinical study of NS002, the Company's investigational intranasal epinephrine powder formulation for the treatment of anaphylaxis. The comprehensive analysis demonstrated that NS002 achieved significantly faster and higher early epinephrine absorption compared to intramuscular EpiPen® autoinjector. The Company plans to initiate its pivotal clinical study in fourth quarter of 2026.


The open-label Phase 2 study enrolled 50 healthy adults with a history of allergic rhinitis. All subjects received a single and repeat dose of NS002 and intramuscular EpiPen® with and without a nasal allergic challenge (“NAC”). This robust study design provided comprehensive data supporting NS002's clinical utility across multiple administration scenarios that patients may encounter during actual anaphylactic emergencies.


"We've successfully demonstrated NS002's differentiated and potentially superior product profile compared to traditional epinephrine autoinjectors," said Dan Teleman, Chief Executive Officer of Nasus Pharma. "NS002 was specifically engineered for superior epinephrine delivery, powered by our proprietary Nasax® powder platform, and designed as a needle-free, easy to use and carry device. The compelling top line data significantly strengthens our conviction that NS002 has the potential to become a leading product in anaphylaxis treatment. These positive results represent a major milestone for Nasus Pharma as we advance NS002 towards the pivotal study and future marketing applications. We remain on track to initiate our pivotal study in the fourth quarter of 2026, bringing us closer to delivering this potentially life-saving innovation to patients worldwide."


...


Read the full article here.

-----


#3. Zacks SCR Points Its Focus Towards NSRX With An Explosive Report.


In March, Zacks SCR, shared a fully-detailed report on (NYSE American: NSRX).


Important recent and future milestones from the report:


  • NP007 Phase II Interim Readout – March 2026
  • NS002 Investigation New Drug (IND) submission – 3Q:26
  • Target presentation at allergy and anaphylaxis conferences (AAAAI & ACAAI) – 2026/2027
  • Publication of data in a respected journal – 2026/2027
  • Launch NS002 pivotal study – 4Q:26
  • Pivotal study readout – 1Q:27
  • New Drug Application (NDA) submission to the FDA – 2Q:27

-----


#4. NSRX Potential Catalyst - Could Chart Support Be Developing At Multiple Technical Levels?


Take a look at NSRX's 3-month chart from close Wednesday:

With a close at $3.15, NSRX finished ab above 4 key technical chart levels in its:


  • 5-Day Simple Moving Average (SMA)
  • 20-Day SMA
  • 5-Day Exponential Moving Average (EMA)
  • 13-Day EMA


If support is growing at those 4 levels, it could act as building blocks towards a continued vertical move.

-----


#5. NSRX Potential Catalyst - The Company's CEO Believes Nasus Pharma Is Well Positioned For Multiple Clinical Inflection Points In 2026.


Nasus Pharma Advances NS002 Towards Pivotal Study Following Positive Phase 2; Reports Annual Results and Provides Business Update


Recent Phase 2 topline results demonstrate NS002’s potential for best-in-class epinephrine delivery, with statistically significant improvements in early absorption compared to EpiPen®; pivotal study planned for Q4 2026


Company advancing pipeline assets NS003 (Ondansetron for chemotherapy-induced nausea and vomiting) and NS004 (metabolic) toward first-in-human studies expected to start in the second half of 2026, significantly expanding the Company’s intranasal product portfolio into additional high value therapeutic areas


Company well funded through planned NS002 pivotal study and potential NDA submission


TEL AVIV, Israel, March 25, 2026 (GLOBE NEWSWIRE) -- Nasus Pharma Ltd. (NYSE: NSRX) ("Nasus Pharma" or the "Company"), a clinical-stage pharmaceutical company focused on the development of innovative intranasal products, today announced the filing of its annual report on Form 20-F for the year ended December 31, 2025, and provided a business update highlighting recent Phase 2 results for NS002 and upcoming clinical milestones.


"With positive Phase 2 data for NS002 and a strong cash position, we believe Nasus is well positioned to deliver on multiple clinical inflection points in 2026,said Dan Teleman, Chief Executive Officer of Nasus Pharma. "Following the compelling topline Phase 2 results of NS002, we are advancing our intranasal epinephrine powder formulation towards a pivotal study planned to initiate in the fourth quarter of this year. The Company is well-funded to complete NS002’s pivotal study and see through a potential NDA filing. In addition, we plan to progress our earlier pipeline assets, Ondansetron for chemotherapy induced nausea and vomiting, and NS004 targeting metabolic disorders, into first-in-human studies in the second half of the year and are also advancing NS005 targeting cardiovascular diseases. We believe our pipeline of innovative intranasal products, leveraging our proprietary powder platform technology, can deliver significant clinical benefits to patients and could unlock substantial value to our shareholders. We are committed to executing on this vision.


...


Early Pipeline


Nasus is advancing its earlier-stage pipeline programs, which leverage the Company’s proprietary intranasal powder platform:


NS003 – Ondansetron for chemotherapy-induced nausea and vomiting


NS004 – targeting metabolic disorders


NS005 – targeting cardiovascular diseases


All programs are currently in preclinical development, with first-in-human Phase 1 studies expected to initiate in the second half of 2026 for NS003 and NS004, supporting the continued expansion of the Company’s intranasal product portfolio.


...


Read the full article here.

-----


(NYSE American: NSRX) Recap - 5 Potential Catalysts Lead The Way


#1. A Float Of This Small Nature Could Create An Environment For Potential Volatility.


#2. Positive Results Represent A Major Milestone As Top Line Data Roles Out From Key Phase 2 Clinical Study.


#3. Zacks SCR Points Its Focus Towards NSRX With An Explosive Report.


#4. Could Chart Support Be Developing At Multiple Technical Levels?


#5. The Company's CEO Believes Nasus Pharma Is Well Positioned For Multiple Clinical Inflection Points In 2026.

-----


Coverage is officially launched on Nasus Pharma Ltd. (NYSE American: NSRX).


Be on watch for updates heading out shortly. Talk again soon.


Sincerely,

FierceAnalyst | Jaks Swift

Editorial Writer



(Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)


*FierceInvestor (FierceInvestor . com) is owned by SWN Media LLC, a limited liability company. Data is provided from third-party sources and FierceInvestor ("FI") is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile I bring to your attention. We do not provide personalized fin-ancial advice, are not finan-cial advisors, and our opinions are not suitable for all in-vest-ors.


Pursuant to an agreement between SWN Media LLC and TD Media LLC, SWN Media LLC has been hired for a period beginning on 05/06/2026 and ending on 05/07/2026 to publicly disseminate information about (NSRX:US) via digital communications. Under this agreement, TD Media LLC has paid SWN Media LLC seventeen thousand five hundred USD ("Funds"). These Funds were part of the fifty thousand USD funds that TD Media LLC received from a third party named JRZ Capital LLC who did receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices.


Neither SWN Media LLC, TD Media LLC and their member own shares of (NSRX:US).


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