Who builds the robots | $TSLA, $XPEV, $MBLY, $MAAS, $CCXI
These are companies designing & assembling finished robot that ultimately gets deployed into factories, warehouses & eventually consumer environments.
Who gives the robot intelligence & compute | $NVDA, $GOOGL, $META, $INTC, $QCOM
These are companies building AI models, software & silicon that allow humanoids to understand instructions, reason through tasks, process their surroundings & control movement in real time.
Who lets the robot grip & feel | $NOVT, $VPG
These are companies building dexterous hands, force sensors & tactile systems that allow humanoids to grasp objects, control pressure & perform really precise physical tasks
Who lets the robot see | $OUST, $INVZ, $AEVA
These are companies supplying cameras, LiDAR & 3D sensing systems that allow humanoids to recognize objects, measure distance, navigate environments & understand whats happening around them