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The feast of software AI is over, and now the table of physical AI robots has just been served, with a bigger plate than before. Smart people start boarding now.
14 core AI robotics stocks to watch in the next 10 years:
1. Tesla $TSLA
Global leader in physical AI; Musk views the Optimus humanoid robot as the biggest source of future value.
2. Amazon $AMZN
Has deployed over 1 million robots, with warehouse automation continuously improving efficiency and margins.
3. NVIDIA $NVDA
GPUs and the CUDA ecosystem are indispensable for robot training, AI computing power, and digital twin simulation.
4. Ouster $OUST
Leading maker of robot "eyes," focusing on LiDAR. All future robots requiring autonomous movement will need it.
5. Symbotic $SYM
Pure-play warehouse robotics stock, helping large retailers like Walmart build fully automated logistics warehouses.
6. ABB $ABBNY
One of the world's top four industrial robotics giants, deeply rooted in industrial automation for decades.
7. Fanuc $FANUY
Global industrial robotics leader and a representative Japanese robotics company.
8. Rockwell Automation $ROK
Global leader in smart factory solutions, bringing AI robots into factories.
9. Intuitive Surgical $ISRG
Absolute leader in medical robotics. The da Vinci surgical robot has built a very high moat.
10. RoboStrategy $BOT
High-risk, high-elasticity robotics concept company, primarily offering investment opportunities in private robotics firms.
11. Google $GOOGL
RT-1 and RT-2 robot models integrate large language models, vision, and motion control.
12. $BOTZ
A flagship robotics ETF covering industrial robotics, automation, artificial intelligence, autonomous driving, and more.
13. $ROBO
Focuses on the robotics and automation supply chain, with a larger number of holdings and broader coverage.
14. $ARKQ
Cathie Wood's flagship robotics ETF, heavily betting on autonomous driving and robotics, with a high allocation to Tesla.
Which robotics concept stock do you favor most?