🚨 Fundstrat's Tom Lee: "Tesla turns tech into real-world products, and now sits at the center of everything that matters."Lee says Tesla isn’t just about cars anymore. It’s leading in AI, robots, and even tech like smartphones.$TSLA could change many industries, not just autos! One of the top stocks to watch. 🔥 ...

Robots won't be for everyone, at least for now.But physical AI will become interwoven with the fabric of society in the medium term.Either adapt and adopt, or become the Grandma still trying to figure out how to switch the computer on.Ansem (@blknoiz06):i do not want a robot in my home folding my clothes bro ...

点击注册小程序 公司研究 全球协作机器人龙头厂商，加速实现具身智能商业化——越疆（2432.HK）投资价值分析报告 综合来看，我们看好越疆：1 ) 全球协作机器人龙头地位，商业化能力有望持续验证；2 ) 技术壁 垒全球领先，全栈自研构筑护城河，有望为公司后续发展及降本奠定基础；3 ) 全球化布局成效 显 著 ， 受 益 制 造 业 转 移 红 利 ；4 ) 积 极 切 入 具 身 智 能 & 人 形 机 器 人 行 业 ， 打 开 公 司 长 期 成 长 空 间。 摘自： 全球协作机器人龙头厂商，加速实现具身智能商业化——越疆（2 4 3 2 .HK）投资价值分析 报告 （点击阅读原文） 发布日期： 2 0 2 5 / 0 7 / 0 4 分析师： 付天姿 , 黄铮 查看完整报告 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光 ...

At the moment Ukraine is winning the race against Russia to develop military robots—largely because it has to. While its machines are yet to appear on the battlefield in large numbers, their moment may be near https://t.co/5nnawioVlf ...

Core Insights - The humanoid robotics market is transitioning from a futuristic concept to a viable investment opportunity, with estimates suggesting it could reach a $5 trillion market by 2050 [1][2][3] Market Dynamics - The market is experiencing a turning point due to three converging trends: record labor shortages, significant reductions in AI costs (down approximately 85% since 2023), and competitive pricing for Robots-as-a-Service (RaaS) at around $30 per hour [2][3][4] - Over 450,000 warehouse roles in the U.S. remain unfilled, highlighting the labor shortage [3] Investment Vehicles - Roundhill's HUMN ETF is one of the first actively managed ETFs focused on humanoid robotics, allowing for more agile trading compared to index-based ETFs like KraneShares' KOID [4][5] - HUMN's portfolio is reviewed monthly to capitalize on emerging opportunities, contrasting with KOID's static approach [5][6] Tesla's Role - Tesla's humanoid robot, Optimus, is already operational within its factories, and the company is a significant holding in the HUMN ETF, capped at approximately 13% to mitigate risk from volatility [7][8] - Tesla's unique advantages include an in-house AI stack and large-scale manufacturing capabilities, positioning it favorably in the humanoid robotics space [8][9] Future Projections - Adoption of humanoid robotics is expected to follow a linear growth pattern through the late 2020s, with a significant inflection point in the mid-2030s as fleets scale [10] - Investors are encouraged to view HUMN as a long-term holding with potential for strong returns in shorter time frames [10] Global Exposure - HUMN ETF provides exposure to sophisticated humanoid robotics through ownership stakes in companies like Hyundai (owner of Boston Dynamics' Atlas) and Xiaomi, which are part of its portfolio [11][12] - The ETF adopts a value-chain approach, incorporating U.S. silicon producers, Chinese humanoid builders, and Japanese precision gear manufacturers to ensure comprehensive market exposure [12] Conclusion - As the humanoid robotics sector evolves, Roundhill's HUMN ETF offers a potential first-mover advantage for investors looking to capitalize on the growing demand for robotic solutions in various industries [13][14]

At the moment Ukraine is winning the race against Russia to develop military robots—largely because it has to. While its machines are yet to appear on the battlefield in large numbers, their moment may be near https://t.co/DtxTu9YJSR ...

The war’s widening “grey zone”—10km of ground either side of the contact line, watched and punished by drones—is spurring demand for robust robots that let men stay underground https://t.co/IpMjUqWU0a ...

The war’s widening “grey zone”—10km of ground either side of the contact line, watched and punished by drones—is spurring demand for robust robots that let men stay underground https://t.co/mWjfZjF26t ...

Elon Musk"Tesla is the only company with all the ingredients for making intelligent humanoid robots at scale. My prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made.""Tesla is the only company with all the ingredients for making intelligent humanoid robots at scale. My prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made." ...

The robots are coming https://t.co/JnnPDlD2vN ...