Jun. 18 at 4:51 AM
One of the more obvious new themes is robotics and automation.
However, it’s still extremely early in its evolution.
So far many investors are focused on direct names like
$TSLA $RR $ARBE and
$SERV, but the reality is, most top tier robotics builders are private, such as Figure and Boston Dynamics.
And on top of that, robotics and automation doesn’t just stop at the humanoid level.
There are countless shapes and sizes for robotics and automation, and all of these unique machines require different input parts, systems and materials.
Today we dive into the full supply chain behind robotics and automation.
From materials to inputs and finally operators, covering 10 tickers that are likely to see outsized returns over the coming months as this theme takes center stage.
https://kryptonresearch.substack.com/p/the-iron-age
