Jan. 5 at 5:34 PM
$QCOM Introduces a full suite of robotics technologies.
We highlighted this in our 2026 memo, AI will move to humanoids and robotics this year, and that means a whole new set of opportunities from chips (
$ARM $QCOM )to physical components like highlighted in our first research paper on Regal-Rexnord
$RRX:
https://kryptonresearch.substack.com/p/regal-rexnord-a-pretty-boring-business