Techdamentals
Oct 22, 1:35 PM
$BOTZ holds companies across robotics and automation, a category that now includes a slice of the spending behind Tesla's 69% increase in research costs this quarter.
Tesla's humanoid robot program, Optimus, is part of what drove that R&D number higher, even though the company's chief executive has said volume production is still at least a year away.
A thematic fund like this is built to hold exposure to that kind of long-horizon robotics bet across many companies, rather than depending on any single automaker's near-term profit line.
Full explainer, plain English: https://youtu.be/4lOi1PxGqp4
Educational, not advice.
https://techdamentals.com/newsletter/why-did-teslas-profit-fall-when-margins-rose?ref=st
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