u/gazxl ·
Reddit — r/ValueInvesting
· September 06, 2026 at 18:33
· ⬆ 15 pts
· 💬 18 comments
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AI Summary
Summary
Post explores buying robotics "picks-and-shovels" component makers so exposure does not depend on which robotics OEM wins.
Author names NVIDIA as an obvious compute-layer winner, while also flagging Rockwell Automation as an established diversified robotics/automation candidate.
Quality assessment: Speculation and idea exploration rather than well-researched DD; limited data, no detailed valuation model or clear position size.
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Comments18
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The consensus seems to be that robotics is inevitably going to be one of the next big upcoming booms.
So I’ve been looking into robotic component manufacturers that could be in the best position to benefit regardless of which robotics manufacturer ultimately comes out on top.
Of course, I’m no expert in the field, so I’m looking at already stable and diversified companies.
For the robotics compute layer, NVIDIA seems like the obvious winner, but I’m wondering how much of the robotics opportunity is already priced in.
Rockwell seems like another interesting candidate. It’s trading at a P/E of 40, yet hasn’t seen much upside over the past year.
Let me hear your opinions, speculation, suggestions, and possible plays!
Author sees NVIDIA as likely robotics compute leader but worries how much future robotics growth is already priced into the stock. NVDA offers broad robotics compute exposure without betting on any single robot manufacturer winning the market. Worth watching as a core robotics enabler, but the post does not provide a clear entry or valuation-based buy signal. Robotics expectations may already be in the price; AI infrastructure demand could slow; competing custom silicon may erode NVIDIA’s compute share.
Author suggests Rockwell Automation as a stable, diversified automation/component player with a ~40 P/E but little upside over the past year. If robotics adoption accelerates, ROK’s industrial automation and component businesses could benefit across multiple robotics end-markets. An interesting secondary robotics/automation candidate, but the stock’s flat performance and elevated multiple keep conviction low. P/E 40 leaves little room for disappointment; industrial cyclicality could hurt demand; robotics revenue may stay too small to move results.
This Reddit post, published September 06, 2026,
features u/gazxl
discussing NVDA, ROK.
2 trade ideas extracted by AI with direction and confidence scoring.