This robot worked for 5 days straight; 24/7, no breaks & no failures. Physical AI is the next bottleneck
$OUST — Lidar sensors. The eyes of robots and autonomous vehicles.
$SYM — AI warehouse robots. Automates full pallet handling end-to-end.
$XPENG — Chinese EV pivot to physical AI. Robotaxis + humanoid robots by end-2026.
$BOTZ — ETF. Broad robotics/automation value chain. Holds Fanuc, ABB, Intuitive Surgical.
$HUMN — ETF. Pure-play humanoid robotics. Holds Tesla, Figure AI, Agility Robotics plays.
@TheRayMyers Looking at that 5 year chart, $SOFI = dead money. You could have put in into literally anything AI infrastructure related and done better…shit buying $VOO would have given you 70% 😂
Instead of looking for a needle in a haystack, just buy the entire AI haystack.
Compute: $NVDA, $AMD, $MU, $ASML, $TSM
Networking: $ANET
Power and cooling: $CEG, $BE, $VRT
Data: $MDB, $ORCL
Control layer: $PLTR
Security: $CRWD
Observation: $DDOG
Cloud infrastructure: $GOOG, $AMZN, $MSFT, $ORCL
@FunOfInvesting Because there are cheaper and better alternatives.
Bluebeam is a better editor/viewer, LLM’s can edit pictures better, Final Cut Pro sweeps for video editing
$ADBE is going to pull a $CHGG like chart 📉