The market is finally realizing Physical Ai is the next bottleneck. Humanoid robots are becoming a real public market theme. I canβt wait to talk more about this at Blossomcon Toronto and also cover Space & AI. Most direct stock exposure from the chart: $TSLA β Optimus $XPEV β Iron $AGLT β Digit Going public after SPAC deal $CCXI 9880.HK β UBTECH Walker S1 1810.HK β Xiaomi CyberBot 277810.KS β Rainbow Robotics HUBO ETFS: $HUMN , $BOTZ$ROBO: $OUST β Lidar sensors for robots and autonomous vehicles to perceive their environment. $AMBA β AI vision chips for cameras, drones, and edge robotics. $MP β Mines rare earth materials used in robot motors and actuators. $SYM β Autonomous warehouse robots for picking and fulfillment. $QCOM β AI processors and wireless chips for edge robots and autonomous devices. $AMD β GPUs and CPUs powering the data centers that train physical AI. $TER β Tests the semiconductors inside every robot and autonomous system.
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