just one clip it all instead of creating this overhang over bitcoin for years to come, there'll probably be opportunities in robotics stocks or something to rotate into.

Physical AI needs eyes, joints, and a brain that doesn't drain the battery. These five companies build exactly that: the sensors, the chips, and the robots themselves. If you found this useful, follow me @JasonL_Capital for more breakdowns on the supply chains powering the robotics super cycle.

3. $VPG - Vishay Precision Group Vishay Precision Group, now around $1.7 billion, makes the strain gauges and torque sensors that let a humanoid robot's joints sense force and pressure without breaking down under the heat of the actuators. Q1 2026 revenue was $84.4 million, up 17.6% year over year, with orders of $102.1 million and a 1.36 book-to-bill in its Sensors segment. The company booked its first $1.0 million in humanoid robotics orders in Q1, with engineering discussions now underway with a fourth humanoid developer.

2. $CCXI - Churchill Capital Corp XI CCXI is the roughly $850 million SPAC taking Agility Robotics public in a $2.5 billion merger, bringing in more than $620 million in proceeds between its trust account and a $200 million PIPE. Agility's Digit humanoid robot is already working inside Amazon, Toyota, GXO, and Mercado Libre facilities, backed by investors including NVIDIA, Amazon, SoftBank Vision Fund 2, and Foxconn. Once the deal closes later this year, the combined company trades under the ticker AGLT as, by its own framing, the only US-listed pure-play humanoid robotics company with active commercial deployments.

There is no doubting that robotics is the future of physical AI. Here are 5 stocks you may not have heard of to play the robotics super cycle. 1. $OUST - Ouster Ouster is a roughly $3.3 billion lidar company whose Rev8 digital platform is showing up across robotics, autonomous vehicles, and industrial machinery. Q1 2026 revenue hit $48.6 million, up 49% year over year, and the company just raised $200 million in a follow-on offering to fund production. It expanded its manufacturing partnership with Benchmark toward 100,000-plus units a year, signed AIM Intelligent Machines to put sensors on autonomous heavy equipment in mining, construction, and defense, and is working with FieldAI to help general-purpose robots navigate complex environments using Rev8's native color lidar.

Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN

Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN

Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN

Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN

Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN

Empowering the next generation of industrial automation. Konnex connects physical robotics to the decentralized economy. @konnex_world #Konnex #Web3 #AI #DePIN

$KIDZ 07:46 on Jul. 06 2026 KIDZ AI Wins 2026 EdTechX Award and Unveils KIDZBot AI Robotics Platform #tradeideas

Building robotics sector of @solana Brick by brick.

Niqo Robotics is a useful antidote to the farm robot fantasy. The company tells AgFunderNews its RoboWeeder has 11 units in California, Arizona, and Georgia, targets 12 to 18 month payback, and refuses the robotics-as-a-service subsidy game. A $350,000 implement forces the only market test that matters. The grower either believes it replaces enough hand weeding at roughly $185 to $200 an acre, or the machine goes nowhere. That is more serious than most agtech theater. Agriculture does not reward demos, narrative, or cute autonomy decks. It rewards equipment that survives dust, mud, dealers, maintenance calls, and operators who have better things to do than babysit software. The machine being tractor-pulled and sold through the relationship layer is not a concession to old farming. It is the adoption path. Field robotics enters through the implement catalog, with cameras bolted into the margin structure.

今天，我们的人形家务机器人终于来了。 过去半年 Vibe Robotics 一直在想一件事：怎么让机器人真正帮助更多人。 洗碗、叠衣服、整理环境，这些每天要做却没人特别想做的事，希望未来都能交给机器人。 台湾等待名单现已正式开放。

Elon Musk on "Age of Abundance": "With AI and robotics, this is the path to abundance for all We’re talking about an economic explosion that redefines what it means to have a high standard of living If you want to solve global poverty or give everyone a very high standard of living, the only way to do that is AI and robotics That doesn’t mean it’s without risk. We have to be very careful... we don’t want to end up in a Terminator movie"

A really nice coffee chat with the OpenAI Robotics team! We’re truly honored that OpenAI has taken an interest in our work, “Towards Practical World Model-based Reinforcement Learning for Vision-Language-Action Models”. We’ll be presenting our ICML poster at 5pm on July 8th.

हम कितने भी आधुनिक बन जाये ,AI,Digital ,Robotics खेती में ले आये लेकिन हमारे पूर्वजों द्वारा अनुभव से उत्पन्न 'गौ आधारित कृषि व्यवस्था 'का कोई तोड़ नहीं @Dev_Fadnavis जी इसे ही विस्तारित करने जा रहे है । महाराष्ट्र सरकार का गौ सेवा आयोग किसानों के मार्गदर्शन के लिए सदैव तत्पर है। पशु संवर्धन विभाग को केंद्र में रख कर 25% कृषि आधारित व्यवस्था को बढ़ाने का लक्ष्य रखा गया है

20,000 $AMZN. No leverage yet. Stars are aligning for Amazon. Robotics meta AI rotation from hardware to hyperscalers Trump aped 30MM 5y performance only 30%