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
$AEVA – FMCW LiDAR, autonomous play
$HSAI – China LiDAR giant, auto exposure
MACHINE VISION
$CGNX – Industrial vision OG
$INDI – Edge AI vision chips
COMPONENTS & COMPUTE
$TER – Owns Universal Robots
$ABBNY – Industrial automation beast
$ROK – Factory automation, reshoring wave
$FANUY – Global robo manufacturer
INDUSTRIAL / HUMANOID
$CCXI – Agility Robotics, warehouse humanoids
Unitree – China humanoid/quadruped rocket
$TSLA – Optimus in dev
$FIGR – Figure humanoids for industrial
WAREHOUSE & APPLICATION
$SYM – AI warehouse automation
$ZBRA – Warehouse tracking infra
$ISRG – Surgical robotics leader
PUBLIC EXPOSURE
$BOT – RoboStrategy ETF
This isn't hype. It's infrastructure for the next decade.
If you're not tracking these names, you're already late:
SENSING
$OUST – Digital LiDAR with recurring rev
$AEVA – FMCW LiDAR, autonomous play
$HSAI – China LiDAR giant, auto exposure
MACHINE VISION
$CGNX – Industrial vision OG
$INDI – Edge AI vision chips
COMPONENTS & COMPUTE
$TER – Owns Universal Robots
$ABBNY – Industrial automation beast
$ROK – Factory automation, reshoring wave
$FANUY – Global robo manufacturer
INDUSTRIAL / HUMANOID
$CCXI – Agility Robotics, warehouse humanoids
Unitree – China humanoid/quadruped rocket
$TSLA – Optimus in dev
$FIGR – Figure humanoids for industrial
WAREHOUSE & APPLICATION
$SYM – AI warehouse automation
$ZBRA – Warehouse tracking infra
$ISRG – Surgical robotics leader
PUBLIC EXPOSURE
$BOT – RoboStrategy ETF
This isn't hype. It's infrastructure for the next decade.