The whole robotics sector sudd

The whole robotics sector suddenly woke up. iRobot shooting up, Richtech and Serve jumping double digits… even Tesla got pulled into the narrative. It’s pretty clear the market is betting on a Trump-era push for automation and robotics.

Honestly, this doesn’t surprise me. Robotics has always been “the future theme,” just waiting for a catalyst. And now with government interest + rising labor costs + AI breakthroughs, it feels like all the pieces are lining up at the same time.

The question is whether this surge is just a short-term hype reaction — or the beginning of a multi-year uptrend like what we saw with AI chips in 2023/24.

For me, I’m not chasing, but I’m definitely watching. If robotics becomes the next big policy-backed sector, these early movers could still have plenty of room to run. And long term, AI + robotics is a combo that’s hard to ignore.

Curious what others think — is this just noise, or are we seeing the start of a real robotics supercycle?

Robotics Rally Continues! Are You Buying Trump Plays?

U.S. Commerce Secretary recently met frequently with CEOs in the robotics industry. He also said that the Trump administration is considering issuing an executive order on robotics next year. Nauticus Robotics doubled, iRobot soared 74%, Richtech Robotics and Serve Robotics jumped more than 18%. Previously, Trump government fueled hype around cryptocurrencies, AI Stargate project, and rare-earth concept stocks. Would you join the hype in robotics concept? Would you choose these small-cap names or pick Tesla? Which stock is most likely to gain favor from the Trump administration this time?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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It’s pretty clear the market is betting on a Trump-era push for automation and robotics.\nHonestly, this doesn’t surprise me. Robotics has always been “the future theme,” just waiting for a catalyst. And now with government interest + rising labor costs + AI breakthroughs, it feels like all the pieces are lining up at the same time.\nThe question is whether this surge is just a short-term hype reaction — or the beginning of a multi-year uptrend like what we saw with AI chips in 2023/24.\nFor me, I’m not chasing, but I’m definitely watching. If robotics becomes the next big policy-backed sector, these early movers could still have plenty of room to run. And long term, AI + robotics is a combo that’s hard to ignore.\nCurious what others think — is this just noise, or are we seeing the start of a real robotics supercycle?</body></html>","text":"The whole robotics sector suddenly woke up. iRobot shooting up, Richtech and Serve jumping double digits… even Tesla got pulled into the narrative. It’s pretty clear the market is betting on a Trump-era push for automation and robotics. Honestly, this doesn’t surprise me. Robotics has always been “the future theme,” just waiting for a catalyst. And now with government interest + rising labor costs + AI breakthroughs, it feels like all the pieces are lining up at the same time. The question is whether this surge is just a short-term hype reaction — or the beginning of a multi-year uptrend like what we saw with AI chips in 2023/24. For me, I’m not chasing, but I’m definitely watching. If robotics becomes the next big policy-backed sector, these early movers could still have plenty of room to run. 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