Robot Stocks: Nvidia, the Humanoid Hype & a Bear Case | Jun 08, 2026
The Robot Investor's first weekly news roundup, breaking down robotics and humanoid-robot investing for everyday investors — June 8, 2026. This week: Nvidia's blitz at GTC Taipei and Computex (June 1–5), including the new Isaac GR00T Reference Humanoid Robot — an open, off-the-shelf design built on a Unitree H2 body, Sharpa hands and Nvidia's Jetson Thor brain — and why the "picks and shovels" thesis matters for Nvidia stock. We unpack the trillion-dollar drumbeat from SoftBank's Masayoshi Son and Wedbush's Dan Ives, set against Morgan Stanley's more cautious ~$5 trillion-by-2050 estimate…
The skinny
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