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In this episode, we break down why robotics could become the next major investment megatrend, why Wall Street is starting to pay attention, and which companies could benefit the most as humanoid robots move from hype to reality. We cover Morgan Stanley’s $7.5 trillion robotics forecast, why China is racing ahead in humanoid robots, Tesla’s Optimus ambitions, and why the biggest winners may not be the robot makers themselves, but the companies supplying the chips, memory, sensors, actuators, and AI powering every robot.
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