#Robots,#Investments
If they have billion$ now, more than a normal human could spend in a 100 lifetimes, why would they need the unwashed masses? They expect their investments in AI and humanoid robots to replace the working class.
February 12, 2026 at 2:07 AM
"$200bn on artificial intelligence and robotics this year, the latest tech giant to vow fresh enormous investments in the artificial intelligence arms race"
Robots over people.
Nice priorities, Jeff Bezos:
www.theguardian.com/technology/2...
Amazon reveals plans to spend $200bn in one year the day after Bezos guts Washington Post
Tech giant reports $213bn in revenue after its founder, who owns the Post, lays off a third of newspaper’s employees
www.theguardian.com
February 6, 2026 at 4:43 AM
I definitely would be putting my money into computing, even if you have to upgrade every few years its worth it, computing energy infrastructure, chip design, model design, and factories, these would be my investments, you can mass produce robots/drones, and use or sell power, become a trillionaire
February 5, 2026 at 10:10 PM
Tesla's shifting focus: Despite EV dominance ($69.5B of $94.8B revenue in 2025), Musk pushes AI & robotics. Model S/X production ends; Optimus robots & xAI investments are next. Via @TechCrunch. #Tesla #News
TechCrunch Mobility: The great Tesla rebranding
Tesla's shifting focus: Despite EV dominance ($69.5B of $94.8B revenue in 2025), Musk pushes AI & ro...
techcrunch.com
February 2, 2026 at 12:30 PM
Reading an article about Elon’s sudden pivot from cars to robots and consolidation of his companies, and I hit this unexpectedly upbeat assessment, which didn’t make sense till I got to the name of the guy making it.
January 31, 2026 at 3:08 PM
Tesla Reorients From Premium EVs To Optimus Robots And xAI Future

https://www.evshift.com/393586/tesla-reorients-from-premium-evs-to-optimus-robots-and-xai-future/

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors …
Tesla Reorients From Premium EVs To Optimus Robots And xAI Future - EVSHIFT
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
www.evshift.com
January 30, 2026 at 9:40 PM
Robots dominate Tesla earnings, Microsoft concerns, Meta’s AI investments

Robots dominate Tesla earnings, Microsoft concerns, Meta's AI investments Yahoo Finance Executive Editor Brian Sozzi breaks down the latest market news for January 29, 2026. Tesla, Meta, and Microsoft reported earnings on…
Robots dominate Tesla earnings, Microsoft concerns, Meta’s AI investments
Robots dominate Tesla earnings, Microsoft concerns, Meta's AI investments Yahoo Finance Executive Editor Brian Sozzi breaks down the latest market news for January 29, 2026. Tesla, Meta, and Microsoft reported earnings on Tuesday. Our panel, which includes Slatestone Wealth's Chief Market Strategist Kenny Polcari, F.L.Putnam Investment Management chief market strategist-portfolio manager Ellen Hazen, and Senior Reporter Ines Ferre, discuss key takeaways from the Big Tech earnings reports.
fllics.com
January 29, 2026 at 5:36 PM
-Best hardware (Boston Dynamics) at a low P/E.
-Pure Play Tech Nvidia (NVDA) Every robot needs an Nvidia "brain" to function.
-Sector Leader Intuitive Surgical (ISRG)
#Robots,#Investments
January 29, 2026 at 12:16 PM
Summary Checklist for Investors
Strategy Top Pick Why?
-Aggressive Growth Tesla (TSLA) High ceiling if Optimus hits mass production.
-Value / Stability Hyundai (HYMLF)
#Robots,#Investments
January 29, 2026 at 12:16 PM
ROBO (Global Robotics & Automation): More diversified; includes smaller, specialized industrial players.
​ARKQ (ARK Autonomous Tech): High-conviction bets on Tesla and disruptive "moonshot" robotics.
#Robots,#Investments
January 29, 2026 at 12:16 PM
4. The "Basket" Approach (ETFs)
​If you don't want to bet on a single winner, these ETFs provide broad exposure:
​BOTZ (Global X Robotics & AI): Heavy on Nvidia, Intuitive Surgical, and Japanese automation giants like Keyence.
​#Robots,#Investments
January 29, 2026 at 12:16 PM
Symbotic (SYM): They focus on AI-powered warehouse automation (used by giants like Walmart). As labor costs rise, Symbotic’s "dark warehouse" tech is seeing massive adoption.
#Robots,#Investments
January 29, 2026 at 12:16 PM
Intuitive Surgical (ISRG): The king of medical robotics. Their da Vinci surgical systems are the industry standard. They are currently awaiting FDA clearance for their new Ottava system (expected early 2026), which could be a major stock catalyst.
#Robots,#Investments
January 29, 2026 at 12:16 PM
3. The "Specialists" (Healthcare & Logistics)
​These companies already have proven, cash-flowing products.
#Robots,#Investments
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January 29, 2026 at 12:16 PM
The China Factor (Agibot / LimX): Keep an eye on Chinese private startups. In 2025, Chinese firms shipped over 13,000 humanoids—beating Tesla to the actual market.
#Robots,#Investments
January 29, 2026 at 12:16 PM
While Tesla gets the headlines, Boston Dynamics’ Atlas won "Best Robot" at CES 2026 and is already being deployed in Hyundai’s actual factories. Many analysts consider Hyundai a "dirt cheap" way to own the world’s most advanced robotics hardware.
​#Robots,#Investments
January 29, 2026 at 12:16 PM
Investor Note: While the tech is impressive, Wall Street is cautious about his "agonizingly slow" production timelines for 2026.
​Hyundai (HYMLF): Owns 80% of Boston Dynamics.
#Robots,#Investments
January 29, 2026 at 12:16 PM
Tesla (TSLA): Tesla is pivoting away from being just a car company. With the retooling of the Fremont factory for Optimus, Musk is betting that robotics will eventually drive a $25 trillion valuation.
#Robots,#Investments
​​
January 29, 2026 at 12:16 PM
2. The "Humanoid" Frontrunners
​This is high-risk, high-reward. These companies are betting on "General Purpose" robots that can do anything a human can.
​#Robots,#Investments
January 29, 2026 at 12:16 PM
Teradyne (TER): A balanced pick. They dominate the "cobot" (collaborative robot) market via their subsidiary Universal Robots, while their core business of testing semiconductor chips provides a steady financial floor.
#Robots,#Investments
January 29, 2026 at 12:16 PM
Cadence Design Systems (CDNS): A crucial "under-the-radar" play. They provide the software used to design the complex chips and sensors robots require. They are closing a $3 billion acquisition of Hexagon’s design business in Q1 2026 to further dominate this space.
#Robots,#Investments
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January 29, 2026 at 12:16 PM
At CES 2026, they unveiled the Jetson T4000 (Blackwell architecture for robots) and Project GR00T, which serves as a universal foundation model for humanoid robots.
#Robots,#Investments
January 29, 2026 at 12:16 PM
1. The "Brains" (Semiconductors & Software)
​This is currently the most profitable tier. These companies sell the "shovels" for the robotics gold rush.
​Nvidia (NVDA): Still the undisputed leader.
#Robots,#Investments
January 29, 2026 at 12:16 PM