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Technology Stocks : Impinj, Inc.
PI 216.93-10.2%11:21 AM EDT
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From: Cooters6/30/2025 7:44:39 AM
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Amati’s Mikhail Zverev: Avoiding the ‘magnificent seven effect’ and finding the next frontier

Amati’s Mikhail Zverev: Avoiding the 'magnificent seven effect' and finding the next frontier | Portfolio Adviser

What about automation trends – are you seeing opportunities there too?

Yes, logistics and retail automation are often overlooked. Post-Covid, there’s been a renewed push to modernise. One fascinating area is RFID – think of it as an electronic barcode you can read wirelessly from 30 feet away. Every UPS parcel and many items in stores such as Uniqlo and Zara now have RFID chips.

We own Impinj, a leader in RFID technology, and Zebra Technologies, which makes the readers. It’s a high-volume, recurring revenue model. Another play is SES-imagotag, a French firm that makes electronic shelf labels. They’re rolling out with Walmart in the US and the Co-op in the UK.
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