Jun. 4 at 6:36 PM
AI has run, but Physical AI is starting to show up in the real world.
$HUMN - humanoid robotics play.
$TSLA - robotaxi and Optimus, high execution risk.
Harmonic Drive - Japan precision gears, key joints for robots.
Rainbow Robotics - Samsung-backed, early-stage humanoids, strategic positioning.
$QCOM - Snapdragon chips powering edge AI and robotics.
$NVDA - GPU leader, Isaac platform standard for robot training.
$XPENG -building humanoid robots, heavy competition.
$OUST - lidar sensors, NVIDIA Rev8 OS partnership.
This is the infrastructure layer for physical AI adoption, not hype.