Jun. 8 at 12:06 AM
Most investors still don’t understand how big Physical AI could become
Humanoids, autonomous systems, AI vision, edge inference, robotics infrastructure… this is shaping up to be far bigger than what most people think of as “AI” today.
We are talking about machines that can work, move, build, inspect, transport, and interact with the real world at scale. Productivity unlock could be enormous.
The names with some of the cleanest exposure right now:
$TSLA $OUST $AMBA $XPEV
This feels similar to owning AI infrastructure before mainstream adoption hit. Back then, almost nobody cared about
$NVDA either.
The market is still early, positioning is still light, and most people won’t pay attention until the winners are already multiples higher
