Is Robotics the next big thing to come? In what company would you invest?

Kirtash_Jack_Idhun · 2026-08-16T20:04:21+00:00

=== SUMMARY === - The author posits that robotics will be the next major technological and investment wave following the current AI boom. - The post is a brief solicitation for long-term investment ideas within the robotics sector rather than a detailed thesis. - Quality assessment: Speculation / Noise (The post is a simple question prompting community discussion, lacking any fundamental research or due diligence). === SENTIMENT === MIXED === TRADE IDEAS === No actionable trade ideas in this post. *(Note: The author only asks a broad question and provides no specific tickers or actionable setups. Per instructions, no trades are invented for the author.)* === COMMENTS SUMMARY === The community is divided on the timing of robotics investments, with skeptics arguing it is too early because most pure-play robotics companies are currently unprofitable and burning cash. However, other users suggest looking at profitable, adjacent, or established companies, highlighting SONY as a patient value play, Intuitive Surgical (ISRG) for medical robotics, and semiconductor stocks (SMH) as the "picks and shovels" that will power the hardware side of the robotics cycle.

u/Kirtash_Jack_Idhun · Reddit — r/ValueInvesting · August 16, 2026 at 20:04 · ⬆ 28 pts · 💬 93 comments | View on Reddit ↗

AI Summary

Summary

The author posits that robotics will be the next major technological and investment wave following the current AI boom.
The post is a brief solicitation for long-term investment ideas within the robotics sector rather than a detailed thesis.
Quality assessment: Speculation / Noise (The post is a simple question prompting community discussion, lacking any fundamental research or due diligence).

Score 28

Comments 93

Upvote % 76%

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