The market is finally realizing Physical Ai is the next bottleneck. Humanoid robots are becoming a real public market theme. I can’t wait to talk more about this at Blossomcon Toronto and also cover Space & AI. Most direct stock exposure from the chart: $TSLA — Optimus $XPEV — Iron $AGLT — Digit Going public after SPAC deal $CCXI 9880.HK — UBTECH Walker S1 1810.HK — Xiaomi CyberBot 277810.KS — Rainbow Robotics HUBO ETFS: $HUMN , $BOTZ$ROBO: $OUST — Lidar sensors for robots and autonomous vehicles to perceive their environment. $AMBA — AI vision chips for cameras, drones, and edge robotics. $MP — Mines rare earth materials used in robot motors and actuators. $SYM — Autonomous warehouse robots for picking and fulfillment. $QCOM — AI processors and wireless chips for edge robots and autonomous devices. $AMD — GPUs and CPUs powering the data centers that train physical AI. $TER — Tests the semiconductors inside every robot and autonomous system.
My son works for Sunday Robotics in Redwood city California. It’s amazing what they are doing with these humanoids! It’s still a startup but what potential it has.
