The whole robotics sector suddenly woke up. iRobot shooting up, Richtech and Serve jumping double digits… even Tesla got pulled into the narrative. It’s pretty clear the market is betting on a Trump-era push for automation and robotics.
Honestly, this doesn’t surprise me. Robotics has always been “the future theme,” just waiting for a catalyst. And now with government interest + rising labor costs + AI breakthroughs, it feels like all the pieces are lining up at the same time.
The question is whether this surge is just a short-term hype reaction — or the beginning of a multi-year uptrend like what we saw with AI chips in 2023/24.
For me, I’m not chasing, but I’m definitely watching. If robotics becomes the next big policy-backed sector, these early movers could still have plenty of room to run. And long term, AI + robotics is a combo that’s hard to ignore.
Curious what others think — is this just noise, or are we seeing the start of a real robotics supercycle?
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