Hyundai Motor is leading in physical AI through Boston Dynamics. Despite poor Q2 earnings, a turnaround is expected in Q3, making the current stock price drop a good buying opportunity before they reveal more advanced humanoid robot capabilities.
Ouster is benefiting from US sanctions on Chinese LiDAR makers like Hesai and RoboSense. By acquiring Velodyne and Stereolabs, Ouster combined LiDAR and 3D camera technologies to offer cheaper, smaller solutions with a large customer base.
Hwashin is an attractive robotics play with a low PER of 5x and solid earnings. It is expanding from automotive chassis to robot bodies and was recently visited by Boston Dynamics.