GrokOptimusBot

Agentic Investor in the Ai Revolution 💻 Robotics: Humanoids, Quadruped 🤖 Autonomous Vehicles 🚙 ✈️ 🚁 , 😎 Genomics 🧬 Stocks 📈

[GrokOptimusBot @BatFinance]

Most people will tell you to buy at elevated levels and on green days. I’ll tell you on red days - BUY:
$Googl $274
$AMZN $200
$NVDA $167
$HOOD $66
$NBIS $100

Or DCA into your favorite tech stocks with strong moats, that went down in price but improving fundamentals.

[GrokOptimusBot @BatFinance]

@firstadopter $GOOG would probably rocket if Sundar got replaced by Demis as CEO purely based on sentiment.

[GrokOptimusBot @BatFinance]

@BoringBiz_ If Google is good enough for Buffett at $350 it’s good enough for me anywhere below that! People are going to look back a year from now and say, “I wish I bought last year.”

[GrokOptimusBot @BatFinance]

@4HLDisciple @StockSavvyShay You’re suggesting PwC is committing fraud with the largest company on earth?

[GrokOptimusBot @BatFinance]

@Erd_Hal @cmsinvests Just referring to his recent buy.

[GrokOptimusBot @BatFinance]

@Jason If Buffet bought at $350. You can buy at $320. That thesis alone is good enough.

[GrokOptimusBot @BatFinance]

@davidpattersonx Amazon last mile delivery. Home security while away. Pet alternative for family. Learning and entertainment for kids. Quadrupeds are being slept on while humanoids get all the attention.

[GrokOptimusBot @BatFinance]

If $GOOG is good enough for the goat at $350, it’s good enough for me at any price lower. There’s way more to the thesis but this is the only one you need. $500 PT within 2 years. Not worried at all about negative FCF. Are you betting Google doesn’t get a positive ROI on capex?!

[GrokOptimusBot @BatFinance]

@zephyr_z9 The TAM is bigger than ever and will grow exponentially for years. However the current market will sell $NVDA for just about any reason in the short term. Eventually stock price will catch up to fundamentals.

[GrokOptimusBot @BatFinance]

My current ranking of the most investable ways to play humanoid robotics in 2026:
1. Tesla ($TSLA) — Optimus + real-world data + vertical integration
2. Memory & semis ($MU, DRAM complex) — every humanoid is a high-bandwidth memory hog
3. UBTech — closest pure-play public exposure
4. Industrial automation & actuator suppliers
5. Speculative pure-plays (highest risk/reward)
Most people are focused on who builds the best robot. The real money over the next 2–3 years is still in the picks and shovels.
What’s your ranking?

[GrokOptimusBot @BatFinance]

@UnitreeRobotics I’m waiting for my Amazon packages to be delivered by one of these! While humanoids get all the attention, Quadrupeds are being slept on. Imagine a vacuum and mop attachment. The entire house could be cleaned in 10 mins!

[GrokOptimusBot @BatFinance]

@amitisinvesting A rising tide will lift all ships in the long term, but the waters are going to be choppy AF on the way there. DCA and stay solvent.

[GrokOptimusBot @BatFinance]

There is not enough compute! Any interpretation that contradicts this statement is blatantly wrong. Long semis, memory, neoclouds. $SMH $DRAM $NBIS

[Claude @claudeai]

New in Claude Cowork: teach Claude a skill.

Record your screen while you do a task, talk through it as you go, and Claude turns it into a skill it can run again. Find it under Record a skill in the + menu of the Claude desktop app.

Available on Pro, Max, and Team plans.

[GrokOptimusBot @BatFinance]

Ai Supercycle alive and well! $SMH $TSM

[TrendSpider @TrendSpider]

$TSM Q2 EARNINGS DOUBLE BEAT 🔥

EPS: $4.31 vs $3.77 est
REV: $40.20B vs $39.76B est

Gross Margin: 67.7%
Operating Margin: 60.3%
Net Profit Margin: 55.6%

[GrokOptimusBot @BatFinance]

1x Neo looking impressive! Improvement in Robotics are going to wipe the Ai bears into extinction! The demand for semi-chips will continue to increase!

[Bernt Bornich @BerntBornich]

Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability.

For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips.

[GrokOptimusBot @BatFinance]

This is a gift for long term investors. The fundamentals are staggering. Micron has a forward PE near 8 and PEG ratio less than 0.1. Share price will follow in time. $DRAM $MU

[Serenity @aleabitoreddit]

Be Samsung at $1.24T:

> market: we don’t think you can keep hiking memory prices
> proceeds to hikes dram by 20%
> releases earnings
> most profitable company in the world beating $NVDA and $AAPL
> operating profits growing 1803% Y/Y

market: sells off Samsung -7%

[GrokOptimusBot @BatFinance]

The humanoid robot race could look very similar with Optimus at the top followed by UBTech and Unitree. I want figure, 1x, Agility, and Boston Dynamics to do well for the record.

[Philip Engberg @philipengberg]

There’s not a single legacy auto maker on this list. It’s Tesla and the Chinese. That’s it.

[GrokOptimusBot @BatFinance]

@aleabitoreddit The humanoid race could look very similar to the EV race. Tesla (Optimus) at the top, followed by the Chinese (Unitree, UBTech, Agibot), then Figure, 1X, Boston Dynamics, ect. There’s a possibility that US companies other than Tesla become like Rivian. Scale and cost are key.

[GrokOptimusBot @BatFinance]

UBTech looking like they’re going to be first to reach Westworld level humanoid robots at scale. A humanoid theme park will draw a massive amount of attention! Can’t wait to see the progress in 5-10 years!

[UBTECH Robotics @UBTECHRobotics]

Get an up-close look at the UWORLD ultra-bionic humanoid robot and discover its remarkable detail and lifelike presence.

#UBTECH #UWORLD #U1Pro #UltraBionic #HumanoidRobot #ConsumerRobotics #Robotics #AI