Key insights
- The author suggests investing in robotics ETFs (KOID, WPAI, BOTZ, LITU, ROBO) based on the belief that humanoid and quadruped robotics will be the next big trend after AI. They cite production increases by Asian companies like Unitree, Agibot and Ubtech, and Elon Musk's focus on humanoids as supporting factors. The author anticipates a robotics hype cycle by 2030, making current exposure potentially profitable. The US market influence is slightly positive due to potential growth in robotics-related companies.
I believe humanoid and quadruped robotics will be the next step after AI hype as Asia already sells robots to Different companies and other asian companies are working on them.
Elon Musk stops S and X production to hype up humanoids , UNITREE , Agibot and Ubtech in china already ramped up production for 2026 to sell even more in following years, also Unitree and Agibot plan on IPO this year or early next year
Just make sense to buy today exposure to Humanoids etfs as i lowkey see how they will be hyped up by 2030
My pie: 65% KOID, 20% WPAI 5% BOTZ, 5% LITU 5% ROBO ( all the GBP equivalents, still working on it)
What etfs you have for this?