2. $GOOG - Alphabet Alphabet’s robotics initiatives (led by Intrinsic, DeepMind, and RT-X) aim to develop general-purpose robotic intelligence capable of learning, reasoning, and adapting to new environments. By teaching robots through large multimodal AI models, Google is

3. $PATH - UiPath UiPath is the global leader in Robotic Process Automation (RPA), helping enterprises automate repetitive workflows such as data entry, compliance tasks, and customer service operations. The RPA industry is rapidly evolving into Intelligent Automation (IA), a

4. $ISRG - Intuitive Surgical The robotic-assisted surgery (RAS) and broader medical device industry remain relatively underpenetrated, offering substantial room for growth. ISRG not only leads this market but is also uniquely positioned to expand into new surgical procedures,

5. $BIDU - Baidu Baidu is a pioneer in AI-driven robotics and autonomous mobility, with its Apollo platform standing among the global leaders in autonomous driving, powering both robotaxis and delivery robots. The company has also expanded into smart retail and hospitality

6. $NVDA - Nvidia Nvidia stands at the computational core of the robotics revolution, powering the next generation of intelligent machines across industries. Its Jetson platform serves as the brain for millions of robots worldwide, from drones and autonomous vehicles to

7. $CRM - Salesforce Salesforce is redefining enterprise automation through its Einstein and AgentForce platforms, the next frontier in AI-driven business robotics, where intelligent virtual agents can autonomously execute tasks, communicate with customers, and trigger workflows

The robotics transformation is no longer a concept, it’s a rapidly forming, multi-layered ecosystem that connects hardware, intelligence, and automation into a single, evolving network. Each of these companies plays a distinct and essential role in shaping that future: - $GOOG

@BourbonCap Harmonic drive with Nabtesco best combo in japan , middle of wheel on robotic and humanoïd

@elpistollero_ Interesting name, I might take a look.

@BourbonCap You might want to take a look at 6622.T (Daihen Corp.) in Tokyo when you have a chance. Not as dirt cheap as it was when it was trading in the sub-JPY 6000 sub-basement, but terrific financials and one of the world's leading companies in manufacturing robots.

@BourbonCap Love this, $AMZN $PATH and $ISRG look interesting

@BourbonCap $AMZN is a beast

@BourbonCap The fact of not mentioning Fanuc at a robotics list when most of the wave that is coming is industrial is crazy. Not a guru, but I recommend the play. Amazing list tho, holding most, Amazon is at a discount and Google is the play of the decade.

@BourbonCap @threadreaderapp unroll

@BourbonCap Take a look on $GMED, half the valuation of their competitor medtronic in duopoly market while growing 13% in comparison to 6%

@BourbonCap What about serv, ats, or mg?

$TSM just laid out the roadmap to a $1T semiconductor market by 2030. Data center AI accelerators lead today but by decade’s end AI PCs, smartphones & robotics will be the volume drivers powering silicon demand. We’re still so early in AI.

HOWARD MARKS THIS MORNING: - I don't see mania in the market right now. - S&P is expensive, but the quality of companies are much better. - I'd struggle to call the market a bubble right now. some bullish statements by one of the biggest value investors out there...

Q3 earnings season kicks off this week.

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