(disclosure: I don't own shares of Leaderdrive, I'm just publishing my research for free).
For LeaderDrive, it's a material percentage of every humanoid that gets developed.
AGIBot and Unitree has only started to scale up recently, and figures has just reached 10k units shipped (agibot). So P/E valuations would be very high currently since humanoids are not in mass production.
Markets are forward looking though. If you think Tesla Optimus, Unitree can mass produce tens of millions or hundreds of millions of robots in the next few years.
With trillions of dollars flowing into the humanoid industry.
If you have 5% market capture of robot that gets made for the humanoid rollout. That's would command a much higher valuation than Leaderdrive's current marketcap.
So LeaderDrive was the robotics player I've identified with the most exposure so far.