Unitree just ripped +629% on debut. Robotics might be the next rotation.
If you're not tracking these names, you're already late:
SENSING
$OUST – Digital LiDAR with recurring rev model
$AEVA – FMCW LiDAR, autonomous play
$HSAI – China-exposed LiDAR supplier, auto heavy
MACHINE VISION
$CGNX – Industrial vision OG
$INDI – Edge AI chips for robotic perception
COMPONENTS & COMPUTE
$TER – Owns Universal Robots (cobot leader)
$ABBNY – Industrial automation giant
$ROK – Factory automation, reshoring tailwind
$FANUY – Top-tier industrial robot mfg
INDUSTRIAL / HUMANOID
$CCXI – Agility Robotics (Digit humanoids)
Unitree – China humanoid/quadruped mover
$TSLA – Optimus in dev, scalable AI humanoid
$FIGR – Figure humanoids for industrial work
WAREHOUSE & APPLICATION
$SYM – AI warehouse automation, retail scale
$ZBRA – Warehouse tracking infra
$ISRG – Robotic surgery leader (da Vinci)
PUBLIC EXPOSURE
$BOT – RoboStrategy, diversified robotics vehicle
This isn't hype. It's infrastructure for the next decade. Position accordingly.
If you're not tracking these names, you're already late:
SENSING
$OUST – Digital LiDAR with recurring rev model
$AEVA – FMCW LiDAR, autonomous play
$HSAI – China-exposed LiDAR supplier, auto heavy
MACHINE VISION
$CGNX – Industrial vision OG
$INDI – Edge AI chips for robotic perception
COMPONENTS & COMPUTE
$TER – Owns Universal Robots (cobot leader)
$ABBNY – Industrial automation giant
$ROK – Factory automation, reshoring tailwind
$FANUY – Top-tier industrial robot mfg
INDUSTRIAL / HUMANOID
$CCXI – Agility Robotics (Digit humanoids)
Unitree – China humanoid/quadruped mover
$TSLA – Optimus in dev, scalable AI humanoid
$FIGR – Figure humanoids for industrial work
WAREHOUSE & APPLICATION
$SYM – AI warehouse automation, retail scale
$ZBRA – Warehouse tracking infra
$ISRG – Robotic surgery leader (da Vinci)
PUBLIC EXPOSURE
$BOT – RoboStrategy, diversified robotics vehicle
This isn't hype. It's infrastructure for the next decade. Position accordingly.