May. 14 at 2:37 PM
Physical AI might be the next massive capital rotation. Not just chatbots anymore… real-world AI is where institutions seem to be leaning.
$OUST = lidar + robotics/AV exposure, still speculative.
$QCOM quietly becoming more than a phone chip story.
$ISRG still owns robotic surgery. Cash machine.
$TSLA being valued more like an AI platform than an automaker.
$SYM sitting right in the warehouse automation wave with Walmart already onboard.
Feels like the market is slowly pricing in “AI with hardware attached.” Which one becomes the biggest winner by 2030?
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