HyPurr-Bully

Hyperliquid.

[Michael | Hypermarkets @itsmichaelluu]

$17B was invested into robotics and physical AI in Q1 2026.

That's nearly 10× more than in 2020.

These 16 companies will benefit the most:

1. $OUST – $42.02 52wk: $16.40–$51.50

Ouster's lidar sensors give robots and autonomous vehicles 3D spatial awareness for safe navigation.

2. $SYM – $41.24 (52wk: $23.59–$87.88, 1yr: +16.0%)

Symbotic's AI robots automate warehouse logistics, replacing manual labor with autonomous pallet/case handling.

3. $AEVA – $20.04 (52wk: $8.83–$38.80)

Aeva's FMCW 4D lidar detects velocity and position instantly, key for autonomous driving perception.

4. $RRX – $221.56 (52wk: $127.96–$236.35)
Regal Rexnord's motors and motion control components are the muscle inside industrial automation systems.

5. $SERV – $6.02 (52wk: $5.78–$18.64)

Serve Robotics builds autonomous sidewalk delivery robots, scaling embodied AI into everyday last-mile logistics.

6. $VPG – $135.40 (52wk: $25.49–$148.39)

Vishay Precision's sensors enable force/weight feedback critical for humanoid robot grip and balance.

7. $AMBA – $62.16 (52wk: $40.81–$96.69)

Ambarella's edge AI chips give cameras and robots on-device computer vision without cloud latency.

8. $ISRG – $404.70 (52wk: $414.30–$610.45)

Intuitive Surgical's da Vinci robots pioneer robotic-assisted surgery, the gold standard in medical automation.

9. $TSLA – $379.71 (52wk: $288.77–$498.83)

Tesla's Optimus humanoid and FSD stack apply real-world AI training data at massive vehicle scale.

10. $QCOM – $220.71 (52wk: $121.99–$259.92)

Qualcomm's edge AI chips power robotics, drones, and AI data centers beyond its core smartphone business.

11. $FFAI – $0.26 (52wk: $0.21–$3.61)

Faraday Future pivots into embodied AI humanoid robots, though execution risk remains extremely high.

12. $RR – $1.94 (52wk: $1.73–$7.43)

Richtech Robotics builds AI-powered service robots and a humanoid (DEX) for hospitality and industrial use.

13. $NNDM – $1.40 (52wk: $1.19–$2.32)

Nano Dimension makes additive manufacturing printers for electronics, enabling rapid robotics hardware prototyping.

14. $NVDA – $192.71 (52wk: $151.49–$236.54)

Nvidia's GPUs and Jetson/Isaac platforms are the compute backbone training every major physical AI system.

15. $PATH – $10.55 (52wk: $9.20–$19.84)

UiPath's software robots automate enterprise workflows, the digital-labor counterpart to physical robotics.

16. $KSCP – $1.91 (52wk: $1.78–$10.14)

Knightscope's autonomous security robots patrol real-world sites, an early commercial physical-AI deployment.

The robotics supercycle is starting already $OUST exploding and $MU says in their Q3 earnings the next 2 years will be massive for robots.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 plays for robotics.

[HyPurr-Bully @Hypurrbully]

@ashrobin I’d say there is another with more movement than Ansem but he retired a long long time ago. Was ran out by the hooligans. He went by the name of @frankdegods

[CK Capital @CKCapitalxx]

Robotics VC just hit an all time high at over $16 billion in a single quarter. The smart way to play it is not guessing which robot wins. It is owning the parts that go inside every single one of them.

Here is an easy way of playing that with some robotics and memory stocks.

The brain. $AMBA makes the edge AI chips that let a robot see and process the world in real time without the cloud. No brain, no robot.

The eyes. $OUST makes the lidar that lets a robot perceive depth and navigate the physical world. The eyes are not optional.

The sense of touch. $VPG makes the force and pressure sensors that let a robot feel how hard it is gripping. Picking up an egg without crushing it takes force feedback.

The memory. $DRAM gets you the memory makers, and every robot running real time AI on device needs a massive amount of it.

When the VC money floods in like this chart shows, it flows to the robot companies. But the suppliers get paid no matter which robot wins.

[leki ⚔️ @mkfilko]

Ok seems like Robotics is gonna be the play of the next few weeks/months. Here are some good companies worth watching imo

Spread across the stack: the OS, the sensors, the brain, and the body.

$BB - QNX is the safety-certified operating system that runs underneath the robot, not the robot itself. Deterministic, ISO-certified software is hard to replicate, which is why it sits in autonomous cars, industrial automation and now physical AI. QNX did $72.3M last quarter, up 26%, royalty backlog near $1B, partnered with NVIDIA and Arm.

$CCXI ($AGLT post deSPAC) - The public vehicle for Agility Robotics and its Digit humanoid, merging with Churchill Capital XI at a $2.5B pre-money valuation. Digit is already deployed at Schaeffler, GXO and Toyota with 65,000+ operating hours and $300m in multi-year orders.

$OUST - Ouster builds digital lidar, the depth perception layer for robots, AVs and industrial automation. One sensor architecture scaling across multiple end markets.

$AMBA - Ambarella makes edge AI vision chips that give machines real-time sight without the cloud. The same silicon that powers ADAS now targets robotics, drones and autonomous systems.

$AEVA - Aeva builds FMCW 4D lidar that measures velocity per point, not just distance. That matters for machines that need to predict motion, not only map space. Still pre-scale on revenue, so execution is key.

$RR - Richtech Robotics builds service and humanoid robots for hospitality and logistics. Micro-cap and speculative, the lottery-ticket end of the basket. Real deployments but thin financials.

$TER - Teradyne owns Universal Robots (cobots) and MiR (mobile robots), on top of being a semiconductor test leader. The cleanest profitable robotics exposure here, with a chip-cycle tailwind underneath. However, robotics is still a minority of revenue.

$SYM - Symbotic automates warehouses with AI-driven robotics, anchored by Walmart. Real revenue at scale, rare for this theme. Customer concentration and lumpy deployments are the risk.

$SERV - Serve Robotics runs autonomous sidewalk delivery, backed by NVIDIA and Uber. Fleet expansion is the growth story. Their robots look kinda ass though.

$CGNX - Cognex is machine vision, the eyes of factory automation and robotic guidance. Established and profitable, levered to capex cycles. Less explosive, more durable.

Any other ideas?

[HyPurr-Bully @Hypurrbully]

@FinanceLancelot If the bubble lasts our entire lifetime then do we really give a shit? Is it still a bubble if we never live to see it pop? Either sit out and watch everybody else make money or get on the fkn bubble 🫧

[Hyperliquid @HyperliquidX]

Hyperliquid has been added to the MAS's Investor Alert List (IAL). IAL listing does not constitute a ban, an enforcement action, or a finding of wrongdoing. The IAL provides a list of entities that, based on information available to MAS, may be wrongly perceived as being licensed or in any other way authorised or regulated by MAS. Many large exchanges and defi protocols have been included on the IAL.

Hyperliquid is permissionless infrastructure. It is not, and has never claimed to be, licensed or authorised by MAS, and no one should regard it as such. Nothing about the network has changed. As on other permissionless blockchains, users maintain self-custody at all times, and transactions settle transparently and fully onchain.

The Hyperliquid ecosystem remains committed to engaging collaboratively and constructively with regulators and institutions globally and to supporting clear, well-designed frameworks for onchain finance.

[Serenity @aleabitoreddit]

Morgan Stanley: Retained its forecast for the Federal Reserve to hold interest rates through year-end (no rate hikes).

Michael Gapen said incoming data since the June FOMC meeting has made it "marginally more comfortable" in its no-hike baseline.

[Tushar Jain @tushar_jain]

1/ Multicoin published a full analysis & valuation of Hyperliquid (HYPE).

HYPE is now one of the largest positions in our liquid hedge fund. We've been accumulating aggressively since February.

Here's why we believe HYPE will be one of the best performers over the next cycle:

[Frank @frankdegods]

Same SD card costs more than double now

[Every Movie Plug @everymovieplug]

Greatest two step verification ever 🤣

[HyPurr-Bully @Hypurrbully]

@ryandcrypto People like round numbers. They’ll buy at $50 or $100. Whichever comes first.

[HyPurr-Bully @Hypurrbully]

@CalvZynisT @Cavvz_ @clarkcashes Good point. Just sit around and do nothing instead.

[DEGEN NEWS @DegenerateNews]

NEW: @solana-BASED PERP EXCHANGE @PhoenixTrade OPEN INTEREST HITS RECORD $8.8 MILLION

Its open interest would need to grow ~1,100x to match @HyperliquidX’S $9.67 billion

SOURCE: @DefiLlama - https://t.co/8ck4AlF52x

[HyPurr-Bully @Hypurrbully]

@DegenerateNews @solana @PhoenixTrade @HyperliquidX @DefiLlama lol can’t tell if this is a compliment towards @PhoenixTrade or an insult.
@HyperliquidX HyperLiquid.

[frags.fun @fragsonSOL]

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100% of the solana:J4Y92jy5Lr9ho1aV41bhguytnzBbsPhZJahmaVszpump is burned

[Sogle.HL @thesogle_]

NOTE:

This is not one of those posts where I need to sit and construct a diplomatic, strategic, hook-attracting, analytical, or emotional write for.

Just watch and freaking say...

Hyperliquid

[Gone Viral on X @GoneViral_X]

Interstellar but his daughter started an OF

[frags.fun @FragsGameSol]

the old X timeline is down while the old account is in review

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[frags.fun @fragsonSOL]

inside the new Arab map