Shows / The Robot Investor
The Robot Investor
The Robot Investor breaks down the fast-moving world of robotics and humanoid-robot investing for everyday investors — no finance degree required. Each week, analyst Elena and curious investor Theo unpack the headlines in a Friday news roundup and take a closer look at one company in twice-weekly deep dives, weighing the bull case against the bear case in plain English. From Tesla's Optimus and Nvidia to the supply-chain names quietly powering the boom, we cut through the hype to ask what would…
Episodes
- The Robot Investor
Lincoln Electric (LECO): Welding Robots, Layer 3 | Nov 05, 2026
Lincoln Electric (NASDAQ: LECO) is best known for welding wire and machines, but it also builds welding cobots and automated cells, and last week it launched…
- The Robot Investor
Agility Robotics (AGLT): Humanoid Debut, Layer 10 | Nov 03, 2026
Agility Robotics, maker of the Digit warehouse humanoid, is expected to begin trading on Nasdaq as AGLT on November 5, 2026, after Churchill Capital XI…
- The Robot Investor
Toyota's 400K Robots, Teradyne Q3 & Humanoid ROI | Oct 30, 2026
This week on The Robot Investor: Toyota's plan to deploy 400,000 robots as part of a roughly $6.4 billion a year factory automation budget, per the Financial…
- The Robot Investor
Lockheed Martin (LMT): Defense Giant With a Drone Option, Layer 8 | Oct 29, 2026
Lockheed Martin (NYSE: LMT) is a defense prime contractor, and in the robotics value chain it sits on Layer 8: defense, drone and aerospace robotics. In this…
- The Robot Investor
Novanta (NOVT): Motion Parts Inside Robots, Layer 3 | Oct 27, 2026
Novanta (NASDAQ: NOVT) makes precision motors, drives, encoders and force-torque sensors, the "muscles and nerves" of robots, which puts it in Layer 3 of the…
- The Robot Investor
Robotics Stocks: Tesla Optimus Ramp, Agility, Gecko | Oct 23, 2026
This week on The Robot Investor, the weekly robotics-investing news show for everyday investors. Tesla's third-quarter report (Oct 21) says early Optimus…
- The Robot Investor
Northrop Grumman (NOC): Drone Wingmen on the Defense & Aerospace Robotics Layer | Oct 22, 2026
Northrop Grumman (NYSE: NOC) is one of America's biggest defense contractors, and it just flew its self-funded Talon Blue drone wingman fully autonomously for…
- The Robot Investor
Synaptics (SYNA): Robot Touch Chips and a Bidding War, Layer 2 | Oct 20, 2026
Synaptics (NASDAQ: SYNA) started with laptop trackpads and now sells edge-AI processors, wireless chips and tactile sensors aimed at robot hands. In this deep…
- The Robot Investor
Robotics Stocks: Humanoid Shipments, Stryker-CMR, Memory | Oct 16, 2026
This week on The Robot Investor, we break down the humanoid robot scoreboard, a big surgical robotics deal, and a memory chip angle most casual investors miss…
- The Robot Investor
Lattice Semiconductor (LSCC): The Tiny Chips Inside Robots | Layer 2 Edge Compute | Oct 15, 2026
Lattice Semiconductor (NASDAQ: LSCC) makes small, low-power programmable chips called FPGAs. In robotics, they act like the nervous system around the big AI…
- The Robot Investor
Agility Robotics (CCXI/AGLT): $2.5B Humanoid SPAC, $1.8M Revenue | Layer 10
Agility Robotics, maker of the Digit warehouse humanoid, is going public through a SPAC merger with Churchill Capital Corp XI (CCXI, future ticker AGLT) at a…
- The Robot Investor
Robotics Stocks: Agility Digit 5, Boston Dynamics CEO | Oct 09, 2026
Agility Robotics' October 6 investor day put numbers on its Digit 5 humanoid ahead of its Churchill Capital Corp XI listing: a bill of materials of about…
- The Robot Investor
Stryker (SYK): Mako Surgical Robots, Layer 7 of the Robotics Stack
Stryker (NYSE: SYK) is a roughly $25 billion medical device company that owns the Mako robot, widely used in knee and hip replacement. In this deep dive on The…
- The Robot Investor
PTC: Schneider's $22.6B Robot-Design Software Bet | Layer 4 | Oct 06, 2026
Schneider Electric just agreed to buy PTC (NASDAQ: PTC) for $205 a share in cash, about $22.6 billion in equity value, a 42.3% premium to the prior close, with…
- The Robot Investor
Robotics Stocks: 5M Factory Robots, Optimus Snags | Oct 02, 2026
The robot industry's annual census is out, and the big money is still in boring robots. The International Federation of Robotics' World Robotics 2026 report…
- The Robot Investor
Medtronic (MDT): Hugo Robot vs. da Vinci, Layer 7 | Sep 29, 2026
Medtronic (NYSE: MDT) is best known for pacemakers and insulin pumps, but its Hugo surgical robot is the first major challenger to Intuitive's da Vinci in the…
- The Robot Investor
Cognex Buys RealSense, Atlas Goes To Work | Sep 25, 2026
The week robotics investing got concrete. On September 22, Cognex (NASDAQ: CGNX) agreed to acquire RealSense — the depth-camera business Intel founded in 2014…
- The Robot Investor
Qualcomm (QCOM): Buying The Robot Brain Software
Qualcomm Incorporated (NASDAQ: QCOM) sits on Layer 2 of the robotics stack — processing and edge compute, the silicon brains inside the machine. On September…
- The Robot Investor
Skild AI: A $14B Robot Brain Nobody Can Buy Yet
Skild AI is a three-year-old Pittsburgh startup building what it calls an "omni-bodied" AI brain — one model meant to run any robot, from humanoids to…
- The Robot Investor
China Reins In Robot IPOs, Tesla's Optimus Ramps | Sep 18, 2026
This week on The Robot Investor, hosts Elena and Theo cover China's securities regulator tightening scrutiny of humanoid robot IPOs after Unitree Robotics'…
- The Robot Investor
1X Technologies: SoftBank's $6B Bet On Home Robots
A casual-investor deep dive on 1X Technologies, the Norwegian-American humanoid robot maker building NEO, a $20,000 home robot designed to fold laundry, load…
- The Robot Investor
Vishay Precision Group (VPG): Layer 3 Sensors and a $320K Humanoid Bet | 15 Sep 26
Vishay Precision Group (NYSE: VPG) makes precision resistors, strain gauges, load cells, and force and torque sensors — the components that let machines, and…
- The Robot Investor
Humanoid Stocks Wobble, Figure's Compute Bet | Sep 11, 2026
This week on The Robot Investor, hosts Elena and Theo break down a rough quarter for Serve Robotics, whose Uber delivery volume fell for the first time in 17…
- The Robot Investor
Unitree (688836): Humanoid Stock Down 50% From Its Peak | Sep 08, 2026
A casual-investor deep dive on Unitree Robotics (Shanghai STAR Market: 688836), the Hangzhou maker of quadruped and humanoid robots — Layer 10 of our robotics…
- The Robot Investor
Oceaneering (OII): Subsea Robots, Half The Profit — Layer 9 Marine Robotics Deep Dive | Sep 03, 2026
Oceaneering International (NYSE: OII) runs the largest fleet of work-class underwater robots on Earth — 250 systems, on 82 of the world's 139 contracted…
- The Robot Investor
Mech-Mind Lists, UiPath Beats And Falls | Sep 04, 2026
The week robotics investing got quieter — and more informative. Mech-Mind Robotics listed in Hong Kong on September 1st at HK$101.70 a share, the top of its…
- The Robot Investor
UiPath (PATH): The Robot Stock With No Robots — Layer 4 Software & AI Platforms | 1 Sep 26
UiPath (NYSE: PATH) sits on Layer 4 of the robotics stack — software, simulation and AI platforms — and it is the episode we did specifically to clear up a…
- The Robot Investor
Unitree Falls 45%: Humanoid Robot Stocks, Nvidia | Aug 28, 2026
One week after the most extreme stock debut this show has ever covered, the reckoning arrived. Unitree Robotics fell roughly 45% from its Shanghai debut in…
- The Robot Investor
Teradyne (TER): Cobots Are Just 8% Of This AI Stock — Layer 5 Industrial Automation | Aug 27, 2026
Teradyne, Inc. (NASDAQ: TER) owns Universal Robots and Mobile Industrial Robots — two of the best-known names in industrial automation, sitting squarely in…
- The Robot Investor
XPeng (XPEV) Deep Dive — Layer 6 to Layer 10: The Robot Unit Now Worth Half The Company
XPeng Inc. (NYSE: XPEV; HKEX: 9868) is a Guangzhou smart-EV maker that sits on Layer 6 of the robotics stack — mobile and autonomous vehicle robotics — and is…
- The Robot Investor
Dyna Robotics: The Best Robot Company You Cannot Buy | Aug 22, 2026
This episode of The Robot Investor is a casual-investor deep dive on Dyna Robotics — and it is the show's first on a company with no ticker at all. Founded in…
- The Robot Investor
Unitree's 629% Debut, Humanoid Robot Stocks | Aug 22, 2026
Unitree Robotics became the first pure-play humanoid robot maker to trade publicly, and the market lost its composure. Shares priced at 150.8 yuan opened at…
- The Robot Investor
Novanta (NOVT): Selling Muscles To Humanoid Makers | Aug 18, 2026
Novanta Inc. (NASDAQ: NOVT) sits at Layer 3 of the robotics stack — actuation and precision motion. It doesn't sell robots; it sells the encoders, precision…
- The Robot Investor
Unitree's 8,000x Sellout, Serve Robotics Warns | Aug 14, 2026
Unitree's Shanghai Star Market offering just got oversubscribed more than 8,000 times by retail investors, with trading expected to begin around August 17-21 —…
- The Robot Investor
Amazon (AMZN): A Million Robots, Zero Robot Revenue — Layer 10 Deep Dive | 13 Aug 26
Amazon has deployed more than a million robots across its network since 2012 — the largest commercial robotics fleet on earth — and earns exactly nothing from…
- The Robot Investor
Aeva (AEVA): 4D Lidar Bets on AI Data Centers | Aug 11, 2026
Aeva Technologies (NASDAQ: AEVA) sits on Layer 1 of the robotics stack — perception and sensing — with FMCW "4D" lidar that measures velocity as well as…
- The Robot Investor
Unitree's $9B IPO, China Strikes Back, Rockwell Falls | Aug 07, 2026
The most important humanoid robot IPO ever just got a price. This week Elena and Theo break down Unitree pricing its Shanghai Star Market listing at 150.8 yuan…
- The Robot Investor
Zebra Technologies (ZBRA): The Company That Quit Robots — And Soared | Aug 06, 2026
Zebra Technologies just delivered one of the cleanest quarters of earnings season — sales up 20.4% to $1.56 billion, adjusted EPS up 76% to $6.35 (nearly $2…
- The Robot Investor
Mobileye (MBLY): The $900M Humanoid Bet | Aug 04, 2026
Mobileye Global (NASDAQ: MBLY) sits at Layer 6 of the robotics value chain — mobile and autonomous-vehicle robotics. Its EyeQ chips sit behind the windshield…
- The Robot Investor
Robotics Stocks: US Humanoid Ban, Unitree IPO | Jul 31, 2026
This week on The Robot Investor: Washington escalates the robotics trade war. The FCC added new foreign-made humanoid robots, robot dogs, and power inverters…
- The Robot Investor
Kratos (KTOS): The Drone Stock That Cratered 10% | Jul 30, 2026
Kratos Defense & Security Solutions (NASDAQ: KTOS) sits at Layer 8 of the robotics stack — defense, drone, and aerospace robotics. It's the San Diego company…
- The Robot Investor
Rockwell Automation (ROK): The Factory Giant's Robot Arm | Jul 28, 2026
Rockwell Automation (NYSE: ROK) sits at Layer 5 of the robotics stack — full-stack industrial and warehouse automation. It's the century-old Milwaukee company…
- The Robot Investor
Robotics Stocks: Tesla Optimus Reality Check, Nvidia's Robots, Europe's First Humanoid Unicorn
The robot week everyone waited for arrived — and Tesla's Optimus moment was an anticlimax. On this news episode of The Robot Investor, Elena and Theo break…
- The Robot Investor
Cognex (CGNX): Machine Vision, The Eyes of the Factory | Jul 23, 2026
Cognex (NASDAQ: CGNX) sits at Layer 1 of the robotics stack — perception and sensing. It's the machine-vision pioneer whose cameras and software let factories…
- The Robot Investor
Ambarella (AMBA): Edge AI Chips, The Robot's Brain | Jul 21, 2026
Ambarella (AMBA): Edge AI Chips, The Robot's Brain | Jul 21, 2026 DESCRIPTION: Ambarella (NASDAQ: AMBA) sits at Layer 2 of the robotics value chain —…
- The Robot Investor
Robotics Stocks: China IPO Stampede, Unitree's $14B Buzz, Intuitive Beats | Jul 17, 2026
Last week one humanoid robot maker got cleared to go public. This week it became a stampede. On The Robot Investor, analyst Elena Vance and curious investor…
- The Robot Investor
PROCEPT BioRobotics (PRCT): The Aquablation Prostate Robot at a 52-Week Low | Jul 16, 2026
PROCEPT BioRobotics (NASDAQ: PRCT) is a Layer 7 surgical-robotics pure-play whose AQUABEAM and HYDROS robots deliver "Aquablation therapy" — a heat-free…
- The Robot Investor
Aurora Innovation (AUR): Driverless Trucks, Layer 6 Autonomy Deep Dive | 14 Jul 26
Aurora Innovation (NASDAQ: AUR) is one of the purest ways a regular investor can bet on autonomous-vehicle robotics — Layer 6 of the robotics stack. This deep…
- The Robot Investor
Files First Humanoid Robot IPO; Agility's Numbers Revealed | Jul 10, 2026
The public-market era of humanoid robots just began. This week on The Robot Investor, analyst Elena Vance and curious investor Theo Brooks break down the…
- The Robot Investor
AeroVironment (AVAV) Deep Dive — Defense Drones & Counter-UAS | Jul 09, 2026
AeroVironment (Nasdaq: AVAV) sits at Layer 8 of the robotics stack — defense, drone, and aerospace robotics — and it just delivered one of the strangest years…
- The Robot Investor
Ouster (OUST) deep dive — the lidar "eyes" of the robotics perception layer | Jul 7, 2026
Ouster (Nasdaq: OUST) sits at Layer 1 of the robotics stack — perception and sensing. It makes digital lidar, the chip-based sensors that let robots…
- The Robot Investor
Robotics Stocks Rally, China Humanoid Forecast Doubles | Jul 3, 2026
This week on The Robot Investor: Morgan Stanley nearly doubles its 2026 China humanoid robot shipment forecast to 50,000 units — up from 28,000 — citing a…
- The Robot Investor
Tesla Optimus deep dive — Fremont robot factory, TSLA stock at $420, humanoid investing | Jul 02, 2026
Tesla stock crossed $420 this week as the company confirmed its first Optimus humanoid robot production line is live at its Fremont factory — the same floor…
- The Robot Investor
FANUC deep dive — the robot giant Google just gave an AI brain | Jun 30, 2026
FANUC Corporation is the company most investors have never heard of — yet it commands 50–60% of the global CNC machine controller market and ships more…
- The Robot Investor
Boston Dynamics IPO Move, US China Robot Crackdown & MP Materials Milestone | Jun 26, 2026
This week on The Robot Investor, we cover four major developments in robotics investing. Hyundai Motor Group moves to acquire SoftBank's remaining 9.65% stake…
- The Robot Investor
Agility Robotics AGLT stock deep dive — first US humanoid IPO, Digit robot investing | Jun 25, 2026
Agility Robotics just announced it's going public via a $2.5 billion SPAC merger with Churchill Capital Corp XI — and when it lists as AGLT, it will become the…
- The Robot Investor
ABB stock deep dive — industrial robots, SoftBank deal, Physical AI | Jun 23, 2026
ABB Ltd (OTC: ABBNY) is one of the world's largest industrial robot makers — but it just sold its entire Robotics division to SoftBank for $5.4 billion. The…
- The Robot Investor
Robot Stocks: UBTech's Humanoid Pre-Orders, Rare-Earth Squeeze & Atlas's Factory Bet | Jun 19, 2026
This week on The Robot Investor, analyst Elena Vance and curious investor Theo Brooks unpack the robotics-investing news that actually matters for casual…
- The Robot Investor
Serve Robotics stock deep dive — sidewalk delivery robots | Jun 18, 2026
Serve Robotics (NASDAQ: SERV) is the company behind those knee-high white robots rolling down the sidewalk with your dinner inside. Spun out of Uber in 2021…
- The Robot Investor
Intuitive Surgical (ISRG) stock deep dive — da Vinci robots, investing | Jun 16, 2026
Intuitive Surgical (NASDAQ: ISRG) makes the da Vinci surgical robot — a tool that lets a human surgeon operate through tiny keyhole incisions from a nearby…