$ISRG

@investmentguru_May 22, 2026 · 10:49 AM

Physical AI is the next wave. The software AI trade is maturing. The next capital cycle flows into machines that move, sense, and act in the physical world. Here’s the complete Physical AI stack — save this list THE BRAIN $NVDA → GPUs + Jetson processors + Omniverse digital twins + Isaac robotics stack PERCEPTION (LiDAR + Vision) $OUST → digital LiDAR for 3D robot mapping & navigation $AEVA → 4D LiDAR — distance AND velocity sensing $HSAI → solid-state LiDAR for autonomous robot perception $MBLY → Mobileye AI vision for robotic navigation $TDY → machine vision imaging for industrial robot guidance $AMBA → low-power AI chips for robotic computer vision $ADI → sensors + power chips for robot perception & actuation $SOUN → voice AI and conversational interfaces for human-robot interaction THE BODY (Robotics Platforms) $TSLA → Optimus humanoid robot $SYM → AI mobile robot fleets for warehouse automation $SERV → AI sidewalk robots for last-mile urban logistics $TER → collaborative robot arms for AI manufacturing $ZBRA → autonomous mobile robots for warehouse logistics $ROK → industrial automation platforms integrating AI robotics $PATH → UiPath — AI-powered automation orchestration connecting physical and digital workflows SURGICAL ROBOTICS $ISRG → da Vinci AI-assisted surgical robots $SYK → Mako AI robotic-arm for surgical navigation $PRCT → AquaBeam robotic systems for minimally invasive procedures The playbook: → Semiconductors enabled the software AI wave → Physical AI needs sensors, actuators, and edge compute at scale → This is the next infrastructure supercycle — just moving atoms, not bits Not financial advice.

@blackpanthercapMay 21, 2026 · 5:44 PM

The clearest sign you can get 😳 “Physical AI is the next wave.” — Jensen Huang. Here’s the complete Physical AI list - save it: $NVDA: GPUs, Jetson processors, Omniverse digital twins and Isaac stack for physical AI robots. 
$OUST: digital LiDAR sensors for robot 3D mapping and navigation. 
$TSLA: Optimus humanoid robots for general-purpose physical tasks. 
$SYM: AI mobile robot fleets for warehouse automation. 
$SERV: AI sidewalk robots for last-mile urban logistics. 
$TER: collaborative robot arms for AI manufacturing automation. 
$CGNX: machine vision cameras for industrial robot perception. 
$AMBA: low-power AI chips for robotic computer vision. 
$AEVA: 4D LiDAR sensors for robot distance, velocity and mapping. 
$HSAI: solid-state LiDAR sensors for autonomous robot perception. 
$ISRG: AI-assisted da Vinci surgical robots for precision physical procedures. 
$ZBRA: AI autonomous mobile robots for warehouse logistics automation. 
$ROK: industrial automation platforms integrating AI robotics control. 
$ADI: sensors and power chips for robot perception and actuation. 
$ONDS: unmanned robotic systems for aerial and ground physical AI. 
$SYK: Mako AI robotic-arm systems for surgical navigation. 
$PRCT: AquaBeam robotic systems for minimally invasive prostate procedures. 
$LAZR: Luminar LiDAR sensors for 3D robot and autonomy perception. 
$MBLY: Mobileye AI vision systems for robotic navigation. 
$TDY: machine vision cameras and imaging for industrial robot guidance. -BP Please note: this is not financial advice.

@investmentguru_May 16, 2026 · 2:53 PM

Play to watch in Physical AI 🤖 Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid platform $XPEV – Humanoid robotics + autonomy $HYMTF – Advanced humanoid R&D $RR – Service & field robotics $SERV – Last-mile delivery robots Warehouse & Logistics Automation $SYM – AI-powered warehouse robotics $AMZN – World’s largest robotics deployment $ZBRA – Vision, tracking, automation infrastructure 🚗 Autonomous Vehicles AI that drives, navigates, and makes real-time decisions Autonomy & Driving Intelligence $TSLA – Full-stack autonomy $XPEV – AI-driven autonomous driving $MBLY – Vision-based autonomy platform $QCOM – Edge AI compute for vehicles Perception for Autonomy $INVZ – Automotive LiDAR $LAZR – Long-range LiDAR $OUST – Digital LiDAR $ARBE – 4D imaging radar 🏭 Smart Factories Industrial robots + AI-driven production systems Industrial Robotics & Control $ABB – Industrial robots & automation $TER – Collaborative robots (cobots) $HON – Industrial controls & sensing $ROK – Factory software & automation Manufacturing Intelligence $PATH – Process automation bridging digital → physical $PLTR – AI-driven industrial decision orchestration 🏥 Healthcare Precision, repeatability, and high-margin Physical AI Medical Robotics & Surgical Systems $ISRG – da Vinci surgical robotics leader $PRCT – Next-gen robotic surgery $SYK – Robotic surgical instruments $MDT – Robotic-assisted medical devices 🛰️ Defense & Space Autonomous systems in high-risk, high-complexity environments Autonomous Defense Platforms $AVAV – Unmanned aerial systems $RCAT – Autonomous drones $UMAC – Tactical autonomous vehicles $ONDS – Secure AI communications Field, Extreme & Space-Adjacent Robotics $OII – Subsea robotics & offshore autonomy $FARO – 3D sensing, mapping & inspection $RR – Robotics for extreme environments 🧠 Foundational Layer (Powers All Categories) Brains behind Physical AI $NVDA – AI compute backbone $AVGO – Custom silicon + AI networking $QCOM – Edge AI processing Physical AI isn’t one sector. It’s a stack deployed across five massive industries, each monetizing autonomy in different ways. Most capital is still chasing software AI. Robotics + real-world deployment is the next leg. Not a financial advice, Like and share if you like .

@investmentguru_May 14, 2026 · 2:25 AM

Here are the robotics stocks grouped by segment Robot Automation $ROK – Rockwell Automation $ZBRA – Zebra Technologies $CGNX – Cognex $PATH – UiPath $PEGA – Pegasystems Medical Robotics $MDT – Medtronic $PRCT – PROCEPT BioRobotics $OMCL – Omnicell $SYK – Stryker $ISRG – Intuitive Surgical Industrial Robotics $TSLA – Tesla $HON – Honeywell $TER – Teradyne $LECO – Lincoln Electric Professional Robotics $OII – Oceaneering International $FARO – FARO Technologies Service Robotics $RR – Richtech Robotics Robot Software / AI $NVDA – NVIDIA $PTC – PTC Inc $PDYN – Palladyne AI $QCOM – Qualcomm Logistics Robotics $AMZN – Amazon $SYM – Symbotic $SERV – Servr Robotics $ATS – ATS Corp Defense Robotics $AVAV – AeroVironment $LMT – Lockheed Martin $BA – Boeing $TDY – Teledyne Technologies $TXT – Textron $ESLT – Elbit Systems $KTOS – Kratos Defense $NOC – Northrop Grumman $GD – General Dynamics $RTX – RTX Corp $LHX – L3Harris Technologies

@aleabitoredditMay 12, 2026 · 11:00 PM

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

@investmentguru_May 2, 2026 · 5:40 PM

6 High-Conviction Sectors for the Next Market Cycle The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention from investors looking ahead: AI Energy — Data centers are power-hungry and the grid isn’t ready. Companies bridging that gap stand to benefit enormously. Watching $CEG, $BE , $VRT, $GEV, $OKLO, and $NNE. Quantum Computing — Still early-stage and high-risk, but the commercial timeline is compressing faster than most expect. Key names: $IONQ, $RGTI, $QUBT, $INFQ , $XNDU . eVTOL — Urban air mobility has real regulatory momentum now. Certifications are coming. $JOBY, $ACHR, and $EVTL are the ones to track. Rare Earth & Critical Minerals — The overlooked bottleneck in every supply chain — AI hardware, EVs, and defense systems all depend on these materials. $MP, $USAR , $UAMY, $TMC , $NB Robotics — Physical AI is accelerating. The next compute deployment layer won’t just be in the cloud — it’ll walk, drive, and build. Watching $SERV , $TSLA, $ISRG, $RR, and $NVDA as the picks-and-shovels play. Space — Launch costs have collapsed. Satellite-based connectivity, Earth observation, and defense applications are scaling fast. $RKLB, $ASTS, $LUNR, $PL, and $RDW remain my core watchlist. Capital rotates toward constraint. These six sectors sit at the intersection of scarcity and exponential demand. Not financial advice.

@investmentguru_Apr 19, 2026 · 11:51 AM

Physical AI play Silicon / Compute (The Brain) $NVDA — Owns the full AI stack $ARM — Royalties on every advanced chip $AMBA — Edge vision processing $QCOM — Low-power AI decision chips $NXPI — Control + sensor fusion backbone Sensing / Memory (Real-Time Awareness) $ADI — Converts physical signals into data $MU — High-speed memory for instant decisions $OUST — Affordable LiDAR enabling scale Materials (The Constraint) $MP — Rare earth monopoly = motor supply control Simulation (Build Before Reality) $CDNS — Every robot is simulated before deployment Proven Monetization $ISRG — Physical AI already generating recurring revenue Deployment Layer (Real-World Execution) $ONDS — Drone + defense infrastructure $SERV — Autonomous delivery at scale Software / Interface (Control Layer) $PATH — Orchestrating humans + AI + robots $SOUN — Voice + vision interface for machines

@investmentguru_Apr 19, 2026 · 11:42 AM

$ISRG — The Blueprint For How Physical AI Gets Monetized Surgical robotics is Physical AI that already prints recurring revenue. With an installed base exceeding 10,763 systems globally, da Vinci 5 continues gaining momentum with AI-powered force feedback and in-console video replay for real-time surgical decision-making. Every humanoid robotics company is trying to build what ISRG already has. $ONDS — Drones Are Physical AI. And Ondas Is Building the Sovereign Security Grid. Drones are the first large-scale deployment of Physical AI — whoever controls drone swarm technology controls the next generation of warfare and commercial autonomy. Management raised 2026 revenue guidance to $375M — an 840% YoY growth trajectory — driven by Roboteam ground robotics and drone-in-a-box deployments across UAE and Saudi Arabia. Most speculative on this list. Highest upside if execution holds. $PATH — The Orchestration Layer Between Human Workers and Robot Workers Maestro coordinates AI agents, software robots, and human workers across complex enterprise workflows — the central nervous system for autonomous business operations. 90% of U.S. IT executives see agentic potential, 77% plan investments in 2026, but only 37% are live. PATH is where PLTR was in mid-2023. The re-rating hasn’t happened yet. $SOUN — Every Physical AI Machine Needs a Voice. SoundHound Wants to Own That Layer. Robots need to take commands. AVs need to understand context. Machines need ears. At CES 2026, SoundHound unveiled Vision AI for vehicles — uniting visual with voice AI so an in-vehicle assistant can listen, see, and interpret the world simultaneously. Named a leader in the Aragon Research Globe for Agent Platforms 2026. Speculative — but 400+ patents and 217% revenue growth says the moat is real. $SERV — Jensen Huang Called Them Out By Name. The Robots Are Already Delivering. Not a concept. Not a demo. Serve has deployed over 2,000 robots across the U.S. — the nation’s largest sidewalk delivery fleet — completing thousands of deliveries weekly for Shake Shack, Little Caesars, Uber Eats, and DoorDash. The 2026 acquisition of Diligent Robotics expanded Serve into hospitals — Moxi operates in 25+ U.S. hospitals generating $200K–$400K annual revenue per deployment. Nvidia spotlighted. T-Mobile partnered. Real deployments, real data, real moat forming. Stack Map: → Silicon/Compute: $NVDA $ARM $AMBA $QCOM $NXPI → Sensing/Memory: $ADI $MU $OUST → Materials: $MP → Simulation: $CDNS → End Market: $ISRG → Deployment: $ONDS $SERV → Software/Interface: $PATH $SOUN Not financial advice. DYOR.

@apomplianoJan 19, 2026 · 2:48 PM

I believe humanoid robots are going to become pervasive in society. Investors are drastically underestimating how big this market, and the leading companies, will grow to. In order to position myself correctly, I asked @cfosilvia to generate a list of companies around the world that I could invest in to profit from this mispriced opportunity. She suggested: $TSLA $ISRG $ROK $NVDA $AMD $MRVL $ARM $CGNX $AMBA $LITE $6324. T (Japan) $PH $NOVT $QS $ALB $FLEX $JBL Silvia then analyzed my personal portfolio to see where I already had some exposure to humanoids, while also suggesting specific names or allocations that could compliment my current portfolio. I don't make any financial decisions without checking with Silvia first. You can try her free: https://t.co/bMI7hLeciU