one of my highest conviction holds right now is $microduck
i bought it near ATH around 15m because once i finally did my dd, the asymmetry looked obvious
this isn’t just another random AI meme
you’re betting on a physical AI/robotics product with Nvidia ties that people are already rushing to order
to me, it has that iPhone of robotics potential
once people start receiving them and timelines get flooded with videos, the meme basically markets itself
then you have the CEO repeatedly retweeting the coin page
$AI ran toward 300m
so why can’t something more visual, viral and normie-friendly reach the same parity?
people always understand the thesis after price validates it
at 10m nobody cared
at 30m they start getting it
at 100m they’ll say it was obvious
i still think 30m is hilariously mispriced
Elon Musk is quite literally telling you to buy robotics stocks.
“10 years from now there will be over a billion humanoid robots, & each will have 5X the productivity of a human”
Citi Group says the robot market is to be worth $7T by 2050.
These are 6 “Must Own” robot stocks:
1. Tesla $TSLA - Robotics & AI
2. Ouster $OUST - LiDAR Sensors
3. Coppernico $COPR - Copper Supply
4. Intuitive Surgical $ISRG - Surgical Robotics
5. Symbiotic $SYM - Warehouse Robotics
6. Rockwell $ROK - Industrial Automation
Just like how memory stocks ran 10-20x such as $MU & $SNDK these will follow similar suit.
Save this for later…
when solana:CTuw8xEE15hKi2yB9n8CoLDq8ZhBLVbh8ydcuN11pump leaves this range and breaks 25m i think it rerates to 100m real fast.
hitting 25m mcap in 3 days is a sign that this has plenty of attention.
my barometer for a coin being derisked is usually 20m or so and it hit that in under 3 days and already had the 0.618 pullback from the highs.
the co-founder is schizoposting microduck all day long and they sold 10400 robot pre orders in a week making microduck the biggest launch of a new consumer robot ever.
if you were following me on fomo you would have seen me blasting buys on this down at the 0.618 along with a longer thesis.
https://t.co/HBYBIXWXXk
Apparently the peak of ROBOTICS in 2026 is a $399 duck on roller skates.
Microduck pre-orders topped $2.6M in 24 hours. Now there’s a 4–6 month backlog.
Not a humanoid. Not a warehouse robot. A duck.
That’s where the joke gets inconvenient.
Microduck is from Pollen Robotics, now part of Hugging Face. The duck is 25 cm tall, weighs under 800 g and ships with seven trained behaviors. You can teach it new ones and upload them for other people to use.
For years robotics has been showing us expensive machines doing impressive things behind ropes, inside factories or in suspiciously perfect demos.
Then someone puts a beak on a small robot, charges $399 and suddenly people want one in the house.
I laughed at it first.
Then I got annoyed that THIS might actually be what cracks consumer robotics.
Then I started thinking about what I would teach it.
That may be the whole point.
People buy the toy, teach it something stupid, upload the behavior, copy what someone else made, and suddenly a lot of people are tinkering with real robots at home.
Necessary? Absolutely not.
Do I want one?
Annoyingly, yes.
Maybe robotics does not enter the home when robots become essential.
Maybe it enters when they become impossible to resist.
as someone who has actually been here since inception, this is rather funny
you see a version of this every 5 months for years
Solana is in the best place it's been in since inception
- leads RWA growth
- leads spot
- leads scale with more scale than all other chains ***combined*** including "newcomers"
- is not a multisig server
- just got 2x faster
- just doubled blockspace
- just passed disinflation proposal
- has the highest number of rev generating startups
- *does* have a great path w.r.t perps with a dozen integrations coming up
- has an upcoming most scalable privacy and private defi layer in all of crypto
- is the most battled tested blockchain at mass scale in existence
- is top 2/3 in literally everything
this is not to say it is perfect or is without its troubles. it has a lot of work to do. and the best track record for doing it.
it is simply to say "it's in the most perilous place it's ever been in" is nonsense slop
trillions