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 — LiDAR beast, heavy China/auto exposure

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 — One of the biggest industrial bot makers globally

HUMANOID / INDUSTRIAL
$CCXI (Agility) — Digit humanoids for warehouses
Unitree — Chinese humanoid/quadruped rocket
$TSLA — Optimus in dev, AI-powered humanoid
$FIGR (Figure) — General-purpose humanoid for commercial work

WAREHOUSE & APPLICATION
$SYM — AI warehouse automation, retail scale
$ZBRA — Tracking infra for warehouses
$ISRG — Robotic surgery leader (da Vinci)

PUBLIC EXPOSURE
$BOT (RoboStrategy) — Basket play across robotics + embodied AI

Robotics is no longer sci-fi. It's infrastructure.