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Feb 18
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$38.36
$38.36
+0.0%
|
N/A
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Finnhub News
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— |
Finnhub - BOTZ
BOTZ: Will Robotics And 'Embodied AI' Take Th...
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Feb 17
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$38.62
$38.36
-0.7%
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LONG
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—
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The strategist states, "We have seen Asia take the lead in 2026... It is not China... Japan market continuing to go up another 7% to 10% this year." He cites new leader Takaichi's reform policies and controlled inflation. The "End of US Exceptionalism" implies capital flow must go somewhere. Japan is the primary beneficiary due to political stability (majority house), fiscal stimulus, and a focus on "technology and robotics." LONG Japan equities, specifically focusing on the broad index and the robotics sector mentioned. JGB yield spikes (though strategist claims inflation is under control). |
Bloomberg Markets
Futures Slip Ahead of US Return; Iran-US Talk...
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Feb 14
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$38.34
$38.36
+0.1%
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LONG
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Finnhub News
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Cango's shift to AI, highlighted by a growing infrastructure gap, presents a new ETF investment opportunity. |
Finnhub - BOTZ
EXCLUSIVE: 'Inference Infrastructure Gap To W...
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Feb 13
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$38.34
$38.36
+0.1%
|
WATCH
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John Micklethwait
Editor-in-Chief, Bloomberg
|
Micklethwait notes, "The Chinese are winning there [Robotics and Energy]." Anja Manuel adds she saw "mountains covered with solar panels" and "robotics are unbelievable" in China. While the US wins on software, China has cornered the market on physical implementation (robotics) and power generation (solar). Investors looking for exposure to the *industrial application* of AI (robotics) or the energy transition may find better tech in Chinese equities, despite the geopolitical risk. Watch Chinese Robotics and Solar sectors. If geopolitical tensions ease, these assets are fundamentally strong; currently, they are a "Watch" due to political risk. US sanctions; tariffs; uninvestable geopolitical climate. |
Bloomberg Markets
Poland’s Sikorski Says Europe Deserves Role i...
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Feb 13
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$38.34
$38.36
+0.1%
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N/A
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Finnhub News
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— |
Finnhub - BOTZ
AI Isn't A Bubble, It's A Capex Transformatio...
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Jan 31
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$37.32
$38.36
+2.8%
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LONG
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Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
|
Figure AI's Helix 02 model and Figure 03 humanoid robot demonstrate a breakthrough in "Full-Body Autonomy" and loco-manipulation, enabling delicate tasks and replacing extensive manual coding with neural networks trained on human motion. This significant leap in humanoid robotics, while from a private company, signals a maturing of the technology that will eventually permeate various industries. Publicly traded companies involved in robotics components, industrial automation, AI for robotics, and even early adopters of advanced automation solutions are likely to benefit from this accelerating trend. Long the Robotics & Automation sector via ETFs, anticipating increased adoption and investment in advanced automation solutions as humanoid robots become more capable and cost-effective, driven by breakthroughs like Figure AI's. High development costs, slower-than-expected commercial adoption, ethical concerns surrounding AI and robotics, and potential for technological setbacks. |
Chamath Palihapitiya
Neuralink's 21 Telepathy Trials in 2 Years
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