u/Creative-Ad7289

The author argues SoftBank Group (SFTBY) is a mispriced way to gain exposure to robotics and AI because it still holds a 20% stake in Boston Dynamics and, through the Vision Fund, owns layers from ARM chips to OpenAI to robotics. He sees CES 2026 showing Boston Dynamics robots ready for real-world work and a potential Boston Dynamics IPO as a catalyst that would make the current ~$14 share price look cheap. He also cites Masa Son's shift back to offense and AI energy infrastructure partnerships as positioning SoftBank to be the biggest winner of the 'AI re-rating' this year. The main stated risk is volatility.

The author argues Innovative Eyewear (LUCY) is a tiny $25M market cap AR eyewear play making smart glasses with a GPT-4o voice assistant, and that a recent massive retail distribution deal plus 30x average volume could drive further upside similar to AI/AR hype around META. The mechanism is a low float (~4M shares) amplifying moves, with the author looking to enter on a pullback toward $1.50 and targeting $2.30 if it holds. The stated risk is that it's a penny stock burning cash and a low float can dump 20% quickly if a whale exits.