CNC

Prior-Preparation896

CNC pulled their guide bc of HIX biz — so read thrus to Oscar

Psychological_Web704

CNC

leomeng

CNC collapsing After hours. UNH may not hold up

bananaslayer100

CNC was jealous that UNH was getting all the attention and decided to do something about it

Waveytony

I’m sure there’s plenty overlap but I know first-hand that CNC has little-to-no ICHRA exposure which I think is going to be a huge driver for Oscar if the BBB codifies ICHRA into CHOICE

MrCoolGuy42

DAMN! Glad I sold those CNC calls today for a healthy profit, down 25% after-hours today

PadreJuanBrumoso

CNC pulled guidance

looool_k_libtard

CFO already said they have no problems with the exact reason CNC got nuked after hours, so I would assume this gets bought up. They’ve already reaffirmed guidance for 2025.

str8rippinfartz

bought some 7/18 CNC after the BBB news, will be a nice 10x there it seems buddy bought weeklies on same news and might be nabbing a 100x+ though lmao

Xzlk

ChatGPT finally spit out its answer to the conclusions of the bill? How does CNC take 3 hours to react?

cutiesarustimes2

Unh rallies Iran shit happens Unh rallies Fucking CNC happens.

str8rippinfartz

What the ever-living FUCK is happening to CNC after hours??? Did people just realize how fucked they will be with Medicaid cuts? (75% of their business is medicaid)

str8rippinfartz

so, shouldn't BBB medicaid cuts crush companies like MOH and CNC that have a fuckton of their patients (like 75%) paying via medicaid?

funhipp0

Can you program a CNC mill?

Inevitable_Pilot1353

CNC!! Better fomo in today

William_Ce

Shouldn't the rare earth go to metal producers? The car makers do stamping and CNC. I don't think they do the process of adding elements to the metal.

yamface12

Buying CNC, UAL, NVDA, UBER, GOOG and LULU

WherePoetryGoesToDie

Seriously? Just from looking at my screener: CI, GM, F, ELV, CVS, CAH, CNC, PSX, VLO… In fact, UNH’s current market cap as a percentage of revenue still seems to be an outlier in its own category. Not saying it’s a bad investment, but having an MC below revenue isn’t a great buy indicator (eg, WBA, which has FY revenue 15x its MC, but also is very far from a sound investment these days).

pythonbashman

Get my garage space ready to scale my business. * Expand the space by double toward the back of the property. * Heat, AC, and insulation * Electrical upgrade to 300 amps * 12-16 high-speed 3D printers * 2 laser cutters * 2 CNC machines The rest I'd use for marketing. Sorry, when I started replying, I thought this was in r/smallbusiness my bad, but you asked.

CompanyCharts

UNH 11.47 P/E Market Cap of 248B ELV 15.22 P/E MC of 88B CI 17 P/E MC of 82B CVS 14.45 P/E MC of 76B CNC 9 P/E MC of 30B (The cash flow shrinkage keeps me away from this one) HUM 16 P/E MC of 27.5B MOH 15 P/E MC of 17B OSCR 60 P/E MC of 4.2B a 15 P/E feels appropriate for the group. Today's move down was imo a great opportunity.

True-Pressure-8913

Other health plans have gotten dragged down with their stock. But UNH doing badly should be good for them. Picked up some CNC today

WorkSucks135

CNC

turtlebeachbum

Not an odd amount at all. The tariff rate before the orange pos..slung his shit..was 3.45% (I think on all EU countries). New tariff rate is 10% on top of that. Even the new so called deal with GB shows this as the 3.45% was eliminated, now just 10% The product is a 3D Printer from Prusa Research (Czech Republic). They pay no part of tariff fees. Shipping was $120 via FedEx Priority, it will clear custom in Memphis and they will bill me the full tariffs + fees in about a week....normally. Sometimes it's a whole other story and nightmare...where documents have to be signed before customs released. On another note. I bought a CNC machine ($4000) from a company in Canada since this tariff bs started. They pay 100% of tariffs (no matter what the amount is...as of now) and actually cross the border for you using a company named BorderWorx, then delivery to UPS in US for finally delivery. Tariffs can be collected in all kinds of way. In general...what you originally stated is correct. It gets spread out for large companies, smaller companies don't always have that option. I've also read a few years ago that China..has at times..paid some tariffs as like a tax subsidy to grow company. But not like the orange pos claims.

gfolder

Why not CNC everything and make and pay in the US?

Responsible_Sky_9480

Guess what. That 6-axis CNC is replacing probably 3 full time machinists on old equipment. it didn't exist until fairly recently. The Fusion reactor i am working on now was just a theory 10 years ago. Technology is going to continue in the same manner my friend. More and more will be automated. and likely at and accelerated rate over the next 10 years due to AI. It coming, whether you believe it or not.

thriftshopmusketeer

I fucking work in actual manufacturing, right now. I can walk 10 feet onto the floor and see people making airplane parts. A “robot” is a 6axis CNC machine that can cut a part at the press of a button. We’re still fucking desperate for work. The techno future sold to you by Musk and his ilk is a poisoned lie. It’s a fuckin smoke show. It will not save us. Only collective action will.

rriggsco

So you have an excuse to buy a shit-ton of robots and CNC machines?

Crabby_Monkey

Part 2: 4. He Has no concept of the time it takes to onshore manufacturing. We don’t currently have the skill sets to do some of the manufacturing required. We don’t have the engineering skill, the CNC machines or labor, the skilled labor for specific industries (textiles). Doing so would require funding and policies of the type that he is slashing. What types of policies and funding is that? Education funding to train workers with those skill sets which could be via schools or corporate funding to train staff. Immigration of skilled workers in those field to train on shore workers locally until we can train people on our own. 5. If he really wanted to solve the problem of underemployment and get people off government assistance he would not punish the people but lean on the companies. Why should companies post record profits when front line employees can work front 40 hours a week and still qualify for SNAP? (Disney). Why should companies be allowed to play games with hours to avoid providing people health insurance? (Walmart). We should require companies to pay a wage that doesn’t require the government to support a portion of their workers. 6. Tariffs are a tax paid by the importer which will be passed on to the consumer. That means an extra tax on the middle and lower classes. That will reduce spending. Consumer spending makes up a majority of the GDP. We are already looking at a recession which could turn into a depression. That means companies will stop spending on investments which would be things like, I don’t know, building a manufacturing plant. He is ultimately flailing around an idea without the depth, knowledge or ability to pull it off and it was an uphill battle to begin with.

jerpear

I think there is a world where the upside of China heavily outperforms all of those economies, which is where I'd argue we're accurately pricing in China's risks, but not rewards. Is there a possibility that China completely dominates the world's high margin manufacturing and takes a significant chunk of the services industry? Absolutely. Some of the most telling indicators are the high margin ship manufacturing that's changing from SK to CN, CNC machine manufacturing is now dominated by China, as are most 14nm+ fabs. Even things like aviation, optics and robotics will soon have significant Chinese competitors. Most countries you mentioned each has significant potential that we're pricing in, but significant downsides too. India is much less developed than China, infrastructure struggles, caste issues and corruption MUCH more severe than China's at the moment. India also struggles a lot with innovation and technology. China forced IP transfers, India much less so, and has a much less existential need to be technologically independent, somewhat limiting its potential. Vietnam has geographical and resource limitations. Vietnamese bureaucracy is also pretty convoluted and difficult to navigate. Mexico has a lot of internal instability, and while being next to the US has a lot of benefits, it comes with its own downsides as well. None of those countries you mentioned is as far developed, as advanced technologically, as stable politically (maybe Vietnam, but that's very debatable) and very importantly, as ambitious as how China envisions itself in the upcoming 2 decades. As you said, maybe one of those countries will become the provider of cheap labour and manufacturing, but that's a role that China is actively looking to move past, and lead in technological advancements, precision manufacturing and productivity efficiency. Those upsides, if they're successful (big if), are consistently being under valued, probably because of the negative effects they'll have on the European and in particular, American economies.

Quikun

At present, the woodworking industry I work in has not seen the phenomenon of large-scale use of robots. Conventional woodworking CNC machine tools can use robotic arms to automatically load and unload materials, provided that you only make one product, so there are very few woodworking factories that have this demand. In addition, there are a large number of non-standard woodworking machines. These equipment are semi-automatic and are basically developed for specific products. I think it will be impossible to achieve unmanned operation unless real artificial intelligence appears.

Quikun

At present, the woodworking industry I work in has not seen the phenomenon of large-scale use of robots. Conventional woodworking CNC machine tools can use robotic arms to automatically load and unload materials, provided that you only make one product, so there are very few woodworking factories that have this demand. In addition, there are a large number of non-standard woodworking machines. These equipment are semi-automatic and are basically developed for specific products. I think it will be impossible to achieve unmanned operation unless real artificial intelligence appears.

Quikun

At present, I have not seen the large-scale use of robots in the woodworking industry you mentioned. It will take a few years for CNC woodworking machines to use robots to automatically load and unload materials, but there are very few woodworking factories that have such needs. In addition, there are a large number of non-standard woodworking machines. These equipment are semi-automatic and are basically developed for specific products. I think it will only be possible when real artificial intelligence appears.

OrdinaryReasonable63

Why CNC selling off? 

Red_Bullion

I make and order CNC machined parts all the time. They're happy to quote you on any tolerance but whether the parts show up within that tolerance is another question.

Intelligent-Donut-10

My company sends CNC machined parts for quote all the time, and Chinese manufacturers literally has the tightest tolerances option available if I'm willing to pay. The world is a lot bigger than consumer retail.

Forsaken-Cattle152

This is unfortunately not a sign of strength but desperation - this type of marketing started popping up at the end of COVID with people trying to sell anything - my favorite was "hey boss, you need CNC machines? We sell ware house cheap" and they sold the entire warehouse of like 200 CNC machines...

schimshon

According to the U.S. Chamber of Commerce, over 40% of small businesses rely on imported goods—many directly from China. Unlike Amazon or Walmart, they can’t negotiate bulk discounts, shift suppliers, or eat the costs. For a Shopify or Etsy seller with a 20% margin, that’s their entire profit gone. Big players just re-optimize; small ones get squeezed out. Also, small businesses usually have less bad weather capital. Tariffs bring up prices and thereby bring down purchasing power. If spending goes down small businesses have a harder time coping. Since your asked, here are some things I could think of that are not just Alibaba drop shipping imports from China important for small businesses (keep in mind, small businesses are often service based but still require equipment): Manufacturing components (CNC-machined parts, electric motors and servos, printed circuit boards, injection molds) Medical or wellness equipment (acupuncture supplies massage chairs, infrared therapy devices, blood pressure monitors) Instruments and musical gear (price efficient instruments - especially classical, audio mixers and studio monitors, guitar pedals or amp components) Packaging (boxes for jewelery, glasses for cremes, branded packaging) Automotive components (yes, mechanics are often small businesses) Crafting and home making supplies (clay, ceramics, tools, fabrics, leather, molds) And of course a lot of the stuff small or specialtyretailers sell is imported as well. All of those are small businesses and all of them will feel the tariffs heavily.

LaserGuy626

I own a business calibrating and aligning CNC machines for manufacturers. There's a reason I know the problems Northrop is facing internally.

LaserGuy626

I own a business calibrating and aligning CNC machines for manufacturers. There's a reason I know the problems Northrop is facing internally.

Rustic_gan123

>Buying power in general What things are you looking at? Purchasing power for different goods and services changes differently and often depends on non-market factors >You could support one family one single income. Not anymore? The main factor in the rising cost of living is housing, the prices of which are not dependent on globalization and there are many non-market reasons. Food, electronics, clothing and most everything else has become much cheaper and more accessible. There are also many new services and products that did not exist before, mainly digital services. >Government workers are actually highly retained? They still get pensions and are very hard to get rid of once they are there for a few years. I work with GS Civs every day. Great jobs. Government workers often have very specific jobs and quite often these are pork programs created just to keep boomers from revolting. The closest analogue is union jobs, which are often uncompetitive. >However creating Government jobs just to employ people when we have a debt issue isn't a solution. Period. There is no problem of debt, there are problems of huge deficit ineffective government spending. You can take on as much debt as you want as long as you grow and are trusted >China still has unskilled labor China is also not a market economy, this is one of the reasons why I wrote that decoupling is needed, since their government intentionally distorts the market and incentives for geopolitical purposes. >America has useless art degrees. To a certain extent this is true, but in the modern world they are more in demand, as practice shows. >Are Americans supposed to take the 1/3 Chinese wage? If the limit of your skills is tightening screws, then you deserve to be replaced by a CNC machine, the fact that some uneducated country bumpkin on the other side of the world can do this job makes my argument more, not less convincing. >Also the high skill isn't a full answer either. It is. If you don't create value, then the main thing for the state is that you don't rebel, that you can feel that you are worth something. >As someone with a computer degree i also see companies hiring Indian teams as much as possible, passing on Americans. There is much more demand for these skills, so most of the layoffs in the industry are still post-covid adjustments. Programming teaches you one thing, and that is continuous learning, so that your skills do not stagnate, everything is a tool for you that you use.

Siguard_

I'm guessing the exact numbers won't be available till next quarterly to see the full scope for specific companies. we'll probably see estimates over the next couple weeks. It took weeks to see reports in tourism / bookings drops to usa. I can't give numbers but I can think of a dozen companies that are "assembled in america" but most of the parts are from china. One to look at would be alot of the american CNC companies.

Peliquin

Just going to choose a product I know something about to help illustrate this. Let's say that you are importing 1/2 size sewing machines for people who live in campers, vans, and tiny homes. Let's say each assembled and tuned machine costs 350 dollars to import. You are selling them for $500 with a small accessories package. With the new tariff, your cost is now \~$860 per machine, and you'd need to sell them for \~$1000 dollars to keep making the same profit as before. The demand for this item is probably going to crater if you keep going as is. Let's say you set the new price point at $800 dollars, and you reduce your profit per machine to $100 dollars. That leaves you with $700 dollars to import each machine. You can obviously change the quality of the machine and 'cheap out' in that way to reduce the total cost to something the customer can bear. But this comes with more warranty expenses and maybe a trashed reputation. Ugh. You could 'disguise' the actual costs by having the machine itself cost 700, and then the customer can choose a basic motor, upgraded motor, or hand crank for various prices and a basic accessories package or expanded accessories package, so it LOOKS like the same price, but the model you were selling for 500 is now actually 1000. This may piss customers off, and people are savvy to this sort of "starting at only $XXX!" type of pricing now A better choice MAY be to import sub-assemblies that cost less than the completed machine and finish assembly on US soil. If your business is small enough, this may involve minimal cost to you (as the owner's time is functionally free at that stage.) But it's a lot of work to go from a dropship situation to having a small inventory that you hand assemble and then ship out. It may make the business somewhat unworkable if it was nearly 100% passive income. You can identify a different manufacturer, likely in Taiwan or India. But let me switch gears again -- there's actually quite a bit of manufacturing still available in the US, depending on what you are making and how much you want. The trouble is, it hasn't been doing a good job advocating for itself. Another issue is that quite a bit of our manufacturing industry rejiggered itself to do "samples" or "prototypes" and the person who does that is not setup for production, and while they may do small batches, it will necessarily be costly af. But we absolutely have places that can do mid-sized batches at good prices in certain spaces. Clothing/Soft goods assembly can actually be cost effective in the US because of low wages in the SE and SW of the US. For the quality that those operations are capable of producing, the cost is probably more than competitive with Chinese manufactured goods of the same quality. (If you need help in this space, DM or chat me, I can point you in a powerful direction.) 3D printing and CNC machining may make the manufacture of small items cost effective in the US. (I find that these places don't get back to you.) We actually still do a lot of plastic injection molding here in the US. The trouble is getting a mold made these days. That's very costly. Feel free to reach out.

generally_unsuitable

It's not just American companies, anymore. There's so much direct international commerce now that normal people are going to be paying customs duties for things they use at home. Electronics hobbyists are going to see their PCBs triple in price. Anybody who's into CNC or 3D printing is going to see motors and extrusion kits tripling in price. I hear a lot of people are buying clothing direct from manufacturers, now. People into remote control stuff will feel this directly, too. Once the China tariffs are enacted, things are going to get nuts. And, China absolutely can abstain from American money longer than America can abstain from Chinese merchandise. If you watch any Asian news, you'll see that Xi is doing a grand tour of Asia right now, shaking hands and kissing babies all over Singapore and Malaysia. He's in it to win, and he'll be sipping baijiu while he watches public sentiment in the US turn on the president. Another fun thing will be the rampant corruption. Many Chinese manufacturers are happy to send packing slips with fake values. They don't care at all about screwing US customs. At this point, they may enjoy it. If you ever use alibaba, you'll see that they already push half the cost into shipping to lower the sales price. I see that reaching preposterous levels, soon.

DeliberatelyDrifting

It gets even more fun when you ask "Where do I buy the machines to mass produce textiles?" How far back in the supply chain would we need to go to avoid across the board tariffs? How many CNC stations can we source in the US to make the machines that make the textiles? It seems like we may have to make the parts to make the tools that make the machines that make the textiles. Except, oops, we still need machines to make the parts to make the machines that make the parts.

killer-tofu87

You won't "know" until the numbers say so. People are still hopeful things will change, but the longer this goes on and if it continues changing 3x every day, shit will hit the fan sideways. It's taking a sledgehammer to US supply chains. Even IF something is made in America, they may be sourcing materials or components internationally as well (ie: HAAS Automation CNC machines from California).

Gingevere

> humanoid robot automation No, omni-taskers suck at everything. Even if they were good at everything nobody wants to pay for a robot with the capability to do everything when they only need it to do one thing. 99% of industrial tasks can be achieved with CNC machines, stationary arms, and logistics bots.

fartalldaylong

It hurts American manufacturing more than anything. Companies under 500, of which most new manufacturing in the US is, don't have months of product in warehouses, they work nimbly managing logistics and just in time manufacturing, CNC, etc. A sheet good like pet recycled felt is already expensive, make it 100% more and those companies can't survive, their business model is no longer viable.

LaserGuy626

I calibrate and align CNC machines and robotics and more. Everything from mills, lathes, edm, sinkers, etc. I own a service company based out of Los Angeles and do very well.

thefpspower

Years back you could order a mold like that but then it would be weirdly out of spec so you'd have to ship it to another country to correct it, now they have stolen (and practiced) enough know-how to also do it correctly but has also become more expensive. Now they have a shit ton of high-end CNC machines, your company wishes they could afford those machines. This is what China does best, they suck at first so they make it cheap, then they send minions to steal know-how to other countries that are known for quality work, they come back and perfect the trade. Congratulations your country's manufacturing is now losing jobs to China again.

fartalldaylong

The company I was working for last are out of Switzerland. They closed all US operations Jan 10th and have focused on doubling down in Europe and moving east. Philippines is where there center of output is now (cheaper), with direct connections to China. It is the American company that is tied to specific supply chain fulfillment. There is no way they can be profitable with even a 30% tariff on the raw material they use...and there is lots of american manufacturing that has returned, most of it small and able to succeed because of CNC rapid manufacturing and just in time logistics...fuck with that and they die quick. So, pain, yes, but the kind of pain in a place like Detroit where new manufacturing has had a boom over the last 4 years, will be very difficult to sustain for any length of time.

ResortMain780

>If there was just build in the USA. Because you STILL think its about wages. You might be able to build that factory in the US, so why isnt apple doing just that? Or in Romania where wages are cheaper and you have free market access to all of the EU and good access to most of it. Because you would still need to source the phone batteries and cameras and sensors and displays and all the electronic components. And inspection machines and robots and tools and CNC machines. And the machines that makes those machines. If you want to build those locally, you need actuators and magnets and tungsten toolheads. Unless you want to import those from overseas, you need mines and smelters and refineries. The reason companies build in china is expertise and ultra efficient supply chains, almost everything you need from raw materials to advanced components is made locally often within an hours drive. Its NOT wages, not anymore.

Hukcleberry

Not somewhat. Cheap*er* labour is part of the labour supply. China used to be where you could employ tons of unskilled workers to man assembly lines and that's why labour cost was cheap. Now China is where there is so much skilled labour in manufacturing that labour costs can be lower due to supply. If you move your manufacturing to US, the competition over skilled labour will make salaries go up and accordingly costs. I've seen Chinese labour cost go up in real time via the some of the things I source from there. Mainly used to be high quality small scale CNC and polished stainless steel. This is like bread and butter for China, you can pump out 100s of these a day, all you need is a CAD model, phone up a supplier and you're in business. Material cost used to be the biggest item in the quote, it still is to be fair but over the years labour cost has been catching up and overall price per part has gone up significantly If you don't believe me you can look at gdp and average wage growth in China over last 10-20 years. It was 2x over 2010s, round about 10% every year

Tybackwoods00

It’ll probably just become machines that make these products controlled by one person. Kind of like how the CNC machine can do most of what older equipment could do.

fartalldaylong

So the pet felt panel manufacturing should be done here? Are we recycling now? Do we have industrial scale one of a kind carpet weaving machines to integrate woven pet plastic into a yarn to be woven with traditional felt? What is fucked is American manufacturing has been growing and this shit will kill it. Advanced CNC and logistics allowing for just in time manufacturing relies on supply chains…they don’t keep warehouses of materials because the product goes bad and out of fashion, it cost a lot to store, and you are stuck with a price point. Efficiency is money…Acoufelt slices up that felt with Swiss CNC cutting machines to make American products sold around the world. A tariff in both directions will kill that company in a few months. There is no moving it to the US, it is here…but we are going to kill just in time manufacturing and our supply chain agility and kill American manufacturing, which has been on the rise since 2020…go figure. They want to kill the small scale manufacturing…companies with less than 500 employees are being targeted.

Excellent_Egg5882

>will concede your point on internal competition. This is definitely a short term lost for what is hopefully a long term gain. No, artificially redirecting captial and labor from efficiency industries to inefficient industries will slow long run economic growth. This is short term pain for long term waste and inefficiency. > We also need to have a broader economy, not everyone wants to work in a datacenter. There are plenty of other examples I could use. The fundmental point is that in order for those tariffs to work they ***must*** redirect labor and capital away from efficient industries into inefficient industries. That is the entire ***point*** of the tariffs, and is precisely why almost every single economist in the last 100 years has opposed broad tariffs. > There are also knock on effects, like I work in IT, but half of my career has been doing IT for current American manufacturing companies. I would love new local manufacturing companies building out IT department. If you've worked with manufacturing firms in the last decades, you'll know that modern US manufacturing is actually highly skilled labor. In fact, there is a ***current SHORTAGE of CNC machinists*** as just ONE example. > We should also be focusing on increasing the ROI of things like t-shirt making, not just forcing on current high ROI areas. Why can't we do that without tariffs? If it can be done without tariffs then we don't need tariffs. If it cannot be done without tariffs then it shouldn't be done. The government should not be interfering with the market to artificially boost the ROI of an industry by forcing consumers to pay higher prices. Not unless there's a ***pressing*** national security concern that cannot be addressed with more efficient interventions. > No one told me that, it seems pretty obvious. What is your rational that we are inherently more valuable? Am I still more valuable if I move to China? There maybe some small cultural differences that drive a small difference, but that is nothing we shouldnt be able to absorb, especially given our better tech and automation. If you moved to China you could probably get a pretty good job, they're not gonna be putting a western IT professional in a sweatshop. But you likely wouldn't have much different productivity than any native Chinese person in the same position. The reason the US as a country is more productive than China is precisely because all that better tech and automation. Economic productivity is literally defined as the amount of economic value produced per labor hour.

yephesingoldshire

I think there’s going to be customs fraud to the levels nobody has ever seen. Imagine you’re a customs officer and a container of god knows what industrial parts arrives with a commercial/customs invoice with a declared value (tariffable). Are those customs agents opening the boxes and price checking 45k lbs of custom steel plate washers to some random specified spec, and confirming the price declared on the invoice is right? Absolutely fuck no they’re not. These are not items you can’t just google. 100k value shipment. Supplier and customer will both be in on it. Suppler bills custom invoice for 10k declaring its scrap or out of tolerance material for whatever. Tariff paid on 10k customs invoice. Supplier sends separate invoice to customer that customs never sees for “engineering fees” or “service charges” for the remaining 90k that is not tariffed. If a few buddies and I can make up that scenario at the bar the other night I’m guessing people are already doing it. I’ve also done tons of exporting to foreign countries and never once been asked to verify anything from any customs agency on value that we send on commercial invoices. You think customs is going through and testing a container of 25,000 circuit boards used in CNC machines to confirm they’re “worth” what the commercial invoice says? It’s a whole new mess that nobody seems to be talking about.

GlumSelf3500

99% of CNC machine tools is import. There's like a single company, and they are laughed at by the rest of the world

aywwts4

The first one i pulled up Of their entire site, only two models are ASSEMBLED in the USA (From international components) so even that indiana plant is at risk of major tariff shock when every component they assemble doubles. The rest are forign made and assembled. Select models of Hurco CNC machines are made in the USA with globally sourced components. At our facility in Indianapolis, Indiana, the VMX42i CNC maching center and the VMX6030i CNC machining center are fully assembled by Hurco employees. The build team hand scrapes machined surfaces; grinds mounting and surface plates; aligns castings, ball screws, mechanical housings, rails, and tool changer; drills and taps assembly and mounting holes. Additionally, the Indy build team completes a comprehensive inspection and certification process for each CNC machine.

catluck

I did not research it carefully. Here: [Haas Automation Inc. | CNC Machine Tool Company](https://www.haascnc.com/index.html) [CNC Machine Tools | Hurco Companies Inc](https://www.hurco.com/en-us) [Hardinge | Turning, Milling, Grinding, Honing, and Workholding](https://hardinge.com/)

mat_the_wyale_stein

Again the thesis is these companies bring their manufacturing to America to comepete for the $29 trillion American market or they increase profits abroad through innovation and cost savings of efficient manufacturing and forecasting using AI and automation. AI can do 90% of my job with ease as a supervisor at a one od americas largest sugar refineries and weve started implementing AI in many places. >Not to mention that you wouldn't even want to. You don't need artificial intelligence to get a CNC machine to cut a sheet of metal the exact same way every time. Correct, you can use AI to find the most efficient pattern to cut, for the programming the cut. Finding the most efficiencent way to cut the sheet of steel to have the least waste. Predictive mainteancd to keep the machine running at optimal speeds. And Quality control is a big one. A lot of this is already starting to be implemented in hi-tech manufacturing facilities.

Frikgeek

>You don't know much about agentic AI if you think it can only make chatbots. AI as it exists right now is a giant money pit that so far hasn't found a commercial use case. Everything is "just around" the corner, "just about" to happen, and the whole market is waiting for the next big breakthrough which so far hasn't happened. And yes, all it can do better than any traditional system is a chatbot. That's it. None of the agent shit actually works and that's why nobody's implementing it in an industrial setting. Not to mention that you wouldn't even want to. You don't need artificial intelligence to get a CNC machine to cut a sheet of metal the exact same way every time. >Why would it matter where the robotics are made, thats an extremely odd thing to say. ?????? How would it not matter? Did you forget that the entire premise of your investment plan is centered around the tariffs coming in?

hockeytemper

one of my dealers in Asia represents a CNC machine tool company from USA. This particular USA CNC company sources their steel from Canada. My dealer received a letter from the company 2 weeks ago stating that prices were increasing 30% immediately. The Asia/ European market is dead for them now - and we have not even heard from all the countries about retaliatory tariffs. I am Canadian and sell a different brand of MADE in USA CNC machine tools in Asia. I told my boss last week, not to expect another sale this year. (our machines go for USD $150k-800K already without a tariff)

DickFineman73

Yeah he quoted Elon's Optimus at me. Dude is running a room temperature IQ. I think he literally believes "automation" means workers are going to be replaced by humanoid robots, and not... the same types of robots that have been built and used for the last 50 years (pick-and-place machines, industrial arms, CNC mills, laser and plasma cutters, additive manufacturing, robotic inventory systems, etc). His whole thing about the "hand" is hilarious because *MY* hand is shaky as fuck. Y'know what ISN'T shaky? The 80-lb vise and cross table used to hold material in my CNC mill. I'm not holding hunks of aluminum against an end mill any more than an employee at Intel is physically holding silicon dies in the path of the etching lasers.

muugo

I’m an automation engineer within the machining segment and I think people outside of manufacturing do not understand that Asia and Europe are critical suppliers for this industry. The CNC machines, PLC, robots, guideways, inspection equipment, Agv’s, holders, fixtures, material, ect… all come from our allies. Mazak, DMG, Okuma, Siemens, Fanuc, Sandvik, Doosan, Fastems, Trumpf, Zeiss, just to name a few… The ramifications for this could be huge. For instance, over the next 20 years they think we will need 40k more airplanes and how do you expect Boeing to be competitive with Airbus when their factories will be significantly more expensive and their own product will be reciprocally tariffed. That’s not even touching the skill gap and US unions. This will be a huge issue and capex budgets are already set. Job shops will be in huge trouble as margins are already tight and importers of the products cannot take hits of 20-30% on their margins.

Twentysak

# Top Public Companies Profiting from Prisons (U.S. Exchanges Only) 1. **The GEO Group, Inc.** *(NYSE: GEO)* * Private prison ownership and operations * Services include incarceration, reentry, and electronic monitoring 2. **CoreCivic, Inc.** *(NYSE: CXW)* * Owns and manages private prisons, jails, and detention centers * Also leases correctional facilities to government agencies 3. **Centene Corporation** *(NYSE: CNC)* * Provides healthcare services, including in correctional facilities * Previously owned major prison healthcare contractor 4. **Palantir Technologies Inc.** *(NYSE: PLTR)* * Offers big data and analytics used by law enforcement and ICE * Supports surveillance and detention data management 5. **Axon Enterprise, Inc.** *(NASDAQ: AXON)* * Supplies Tasers, body cameras, and software to police and prison systems * Profits from law enforcement and correctional tech integration

Polishbob64

He is full of s*it. It would take 20-25 years. Lack of skilled personnel, lack of infrastructure (US had mid 20th century infrastructure), and lack of supply chain. Foxton, Apple pulled out of US for these 3 reasons, so did many other companies. The era of manual assembly is gone. We simply don’t have enough qualified personnel to run modern production. And we have 30% of illiterate population, incapable of reading manuals, or doing simple calculations. Another obstacle is the fact, rest of the world uses metric, so robotics are set up in metric. So we would have to completely change how schooling is done. Can’t really operate CNC and robotics, with political science. Most people don’t have education to do fractions. And this orange fat fuck, doesn’t understand this

ThisKarmaLimitSucks

Do you even CNC bro.

9ORsenal

1000g septic tank sales are down 50% for Q1. Pipe suppliers mentioned they are dead. Had a customer call in (top customer in the last decade) and they asked if we were slow and mentioned how they were beyond slow. Zero calls in general for them and this if for pumping side as well. Most industries I have spoken to have said that it is brutal for them. One guy who does "high end" work mentioned they are doing well and some cousin of his in the midwest does CNC machine work and said they are slammed which means an uptick is coming....? Could also be like when everyones cousin was in the situation room with Trump before Covid and he was shutting the country down. Who knows.

metamet

So we should buy stocks in American CNC manufacturers who don't import any parts, electronics, or raw materials to build them? ...

AVX512-VNNI

Most of Taiwan’s high-value exports to the US are server racks and AI accelerator modules, those costs will be passed to customers, the rest are mostly CNC machines and steel screws. Yes, there will be short-term pain during the export market reorientation, but not be devastating. Also, Taiwan doesn’t export a lot of raw semiconductors to the US, most of Taiwan’s semiconductor output will be sent to Malaysia and China for testing and packaging, and they have way worse tariff situation to deal with.

Whaddaulookinat

CT. Ofc never uproot your life based on a Reddit post, but most starting salaries for it in my city are close to $75k base and because quite a few of the shops are feeder shops to the bigger firms bouncing up has been what my associates have done to get quite above $75k and mostly on their employment terms (no overtime, etc). As well Electric Boat is hiring literally any CNC operator that they can get their greedy hands on as well. Again, of course, millage may vary but I know quite a few people that are doing very well in the industry around here.

Responsible_Ad2215

I'm a CNC Operator. Please point me in the right direction.

Whaddaulookinat

Manufacturing as a base level mass employer is far fucking gone even China is shifting away from it. But the US *does* have one of the highest dollar value in manufactured exports and quite possibly the highest margin per unit ratio in the whole world. It's a fucking behemoth just that kids straight out of high school can't just drop out show up at the door of these factories and support a family of 9 with a pension and still get drunk enough to let "that woman" know he means business. That's the myth I *think* they want to go back to? I'm not sure. But US manufacturing has had a severe problem last few years: not enough labor. Weird, right? But yeah fucking CNC operators in certain portions of the country (like mine) can make what CEOs of top 1000 Companies make. And people still don't want the positions because its' intensive. And manufacturing as a whole is going to be hurt fucking bad by these tariffs. They romanticized the "hard working factory man" that they are about to destroy a massive producer of goods to the world's economy. A needless own goal if I've ever seen one.

SierraPapaHotel

You have a good point. Want to bring manufacturing back to the US? You need to buy new equipment. You know who makes all of the reliable CNC mills and machines used in manufacturing? Japan and Germany, with some newer ones coming out of China. Blanket tariffing those countries just means it's more expensive to import the equipment needed to build up manufacturing here, which will likely stop new facilities from being built at all.

LaserGuy626

I work in manufacturing calibrating and aligning CNC machines for many companies. I've lost a lot of Boeing and Ducommun customers that went to Mexico.

JadedAsparagus9639

It’ll be a CNC recession for the republicans

-Battle-Santa

60% of CNC revenue comes solely from Medicaid 

AnchezSanchez

Thats my point though. You are asking thousands of new and expanding machine shops to order new CNCs. Whilst making 1/4 to 1/2 of the CNC machine suppliers artificially more expensive. Haas would struggle to provide the the supply, and could certainly raise their own prices - being the only shop in town. They would also be severely impacted by the tariffs on steel and aluminum. You'd be increasing demand for these machines whilst also constraining supply.

AnchezSanchez

This is another great point that I hadn't even considered. A 5 axis CNC power draw is probably somewhere between 2-6kW depending on the size of the motor right? So a shop with 30 of these bad boys going simultaneously could be drawing 180kW just in CNC machines alone. Call it 250kW with all the other machines, and lighting, AC etc. i don' think people realise quite how much power manufacturing in China uses. Why do you think they are all in on Nuclear and STILL opening almost 100GW of coal capacity a year.

stonedandredditing

it works for me and my small independent CNC shop, but go off I guess 

LaserGuy626

No. 626 is my area code. Live in LA county. My business is calibration and alignments of CNC Z machines and I use lasers for my measurements

Accomplished-Cap4954

I am prefer buying CNC and MOH lol

Accomplished-Cap4954

I am perpare to all in CNC, UNH and MOH. Time to rebound

Accomplished-Cap4954

already suggest you to buy some undervalue stocks like CNC, MOH and UHS

Accomplished-Cap4954

better bought medical tech. Like CNC, MOH and UHS is extremely undervalue

maxmcleod

WMT, CNC and COST... true boomer profile

speadskater

Investing doesn't need to be in the stock market. A tractor is an investment, a CNC mill is an investment. Investing needs to be in productivity. There exist models for employee owned companies, and small part production contracts. A retirement doesn't need to have money to the wealthy and it doesn't need be in rental assets that leech money from the poor.

COCK_SUCKEM

A friend of mine owns a full scale manufacturing facility with lasers, CNC, press brake, you name it. Goes through roughly 200,00 pounds of steel a month. He’s buying up all the raw materials he can right now and expects it’s going to get a lot more expensive.

FCUK12345678

So CNC almost doubles their estimates and tanking today? What gives?

fallformal

Our allies are making money on us. Here is the story. A US company needs CNC parts from a Chinese company. But they can't buy them directly from China. So they have to buy the same parts from a British company. The British company charges 50% more than the Chinese company. When the US company received the parts, they are shipped from China. Consumers are fxxked hard. China is still selling their products, our allies are making easy money, us company increases price and only the US consumers are the losers.

ry8919

Were they buying CNC parts for a fifth the cost for their muskets then? Unless mango puts 500% tariffs it still makes sense to order abroad, we just pay more and the 70 year old tech I like to bullshit with gets shitcanned.

B1indsid3

I work in the precision metalworking industry, doing CNC manufacturing, custom hand work, precision assembly, etc for aerospace defense and semi-conductor giants. Been at the company for 6 years and I make less than $30/hr. Most of my co-workers out on the floor make less than $30 as well. Some of the 30-40 yr highly skilled old guys make quite a bit less than $40. For a job where you're responsible to operate and setup on CNC, hand work parts to tolerances of .0002", hand assemble and precision align, calibrate, test machines to tolerances in single digit microns. Most of the talented young guys are working here for a couple years and GTFO as fast as they can because the pay scale for skilled tradesmen is such garbage. This is really important, precision work that the U.S. needs to be good at and we're driving people away from the industry. SMH

LaserGuy626

I work in manufacturing calibrating and aligning CNC machines. Based in Los Angeles. I have 6 different rocket companies as customers. I already lost one, Virgin Orbit went out of business. Manufacturing is difficult on that scale, especially when in competition with a company as advanced as SpaceX with a CEO like Elon who is very effective at running an efficient company. Rocketlab will not survive unless some government money helps them... considering who is in office, don't expect that at all. The current plan is to be efficient with government spending, and propping up startups to compete with the cheapest and most efficient company just doesn't make sense when we are at 37 trillion in debt.

fksakeisaidnobabe

Hi! I'm brand new to all of this. Seems like fun. Had ChatGPT explain Options Trading to me like I'm a 5 year old. Opened a non-registered account on WealthSimple (I've maxed my registered entitlements with safe stuff), dumped $500 in there to play with. Took a punt on CNC calls at $65 by Mar 21st. Still not sure what any of this means... but learn by doing. Or in this case. Losing.

conquistudor

To me, your take is valid and right. Yes, debt can be a risk if the individuals cannot afford the costs. The question is, whose risk is that? There are quite many players in healthcare industry and I wager some are insensitive to the payments of individuals. It is easy to figure out who has the power to complete the money transaction. You may check accounts receivable and accounts payable in balance sheet section of annual and quarterly reports. If accounts receivable is stable - it means the company is able to close the deals without any payment problems. It also means the company has negotiation power over its customers. Reverse logic works for accounts payable. Another indicator could be Net margin. The healthcare companies I follow in Drug manufacturers sector typically have more than 20% net income of its revenue (e.g. LNTH, AMPH, ALKS). On the other hand, Healthcare Plan companies (e.g. MOH, CNC, ELV) operate with 3% if lucky. Medical Care facilities (e.g. ADUS, CCRN, OPCH) work for app. 5%. Disclaimer: I only own AMPH and MOH among the mentioned stocks

visionarymind

This was the last year to get your 🧋 autographed by your favourite CEO > Following the attack, UnitedHealth and several other health insurers including CVS Health (NYSE:CVS) and Centene (NYSE:CNC) took down pictures of executives from their corporate websites in an apparent tightening of security measures. > Centene said late on Thursday it would no longer hold an in-person investor day next week, and that the event would be streamed.

WickedSensitiveCrew

Wait people think the UNH dip is from the CEO death and not the future of Medicare/Medicaid under the next admin? Are people entering the sector not realizing ELV, CNC, etc in sector been tanking for weeks.

tachyonvelocity

Also bought a lot more Centene. It's not doing well not because of bad earnings but sentiment around the future of Medicaid spend with full Republican control. I don't see Medicaid changing much if at all because actually changing healthcare is extremely difficult and a process that takes years, many Rep voters are on Medicaid, Rep have a very slim majority in Congress, unlike tariffs, Medicaid changes cannot be done by executive order, so congressional power matters. Rep like to criticize, but don't actually have an alternative plan. This means it was all politics, and even proposing an alternative that have support takes years. Then there's also: Insider buys of $1M+, large holdings by many value funds, lowest valuations ever. If there was a post-Trump win trade, in 2016, CNC also dumped on Rep majority win, then V-ed in 2017 when it was clear healthcare changes were not going to happen. The difference this time is Rep have even slimmer majority and there is very little actual proposals among Rep Congress like "remove Obamacare."

Yogurt_Up_My_Nose

we do this with CNC Machines. surprised it's not more common.

absolutiongap53

ADM, BABA, BIDU, CNC, DG, NKE, NTR, QSR, ULTA.all interesting value picks to look at.