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?

Prediction Confirmed! Robo.ai Officially Enters Jidu’s Restructuring: The Valuation Reconstruction Logic Behind a Strategic Cross-Border M&A

If you have been following my column, today's news will come as no surprise. From our exclusive capture of the Jiyue 01 sporting the $Robo.ai Inc(AIIO)$ logo at the Dubai Airshow a month ago; to our deep dive into the partnership with Zand Bank (the Middle East's first digital bank) as a strategic move to accumulate a "war chest"; to our assertion that Jidu's pre-restructuring was a "tailor-made" entry ticket for Robo.ai... All the clues have finally converged into fact. Last Friday, Robo.ai officially announced its participation in the restructuring investment of Shanghai Jidu Automobile Co., Ltd. (Jiyue’s parent company). This isn't just a simple case of a "prediction verified"; it marks a historic "rendezvous" between premium Chinese smart auto
Prediction Confirmed! Robo.ai Officially Enters Jidu’s Restructuring: The Valuation Reconstruction Logic Behind a Strategic Cross-Border M&A
avatarturtlello
2025-12-10
its going up!!! and will keep rising till 2030
avatarturtlello
2025-12-10
i think it will go up
avatarJodie628
2025-12-10
Considering😛very attractive 
avatarSomaNakiri
2025-12-09
Not buying any stocks for now. Patientlly waiting for the fed decisions. 
avatarNinjaDad
2025-12-09
Use options to trade to mininize the risk and maximize the gain if possible
avatarJason_LSE
2025-12-08
Trump has created lots of volatility. Traders and Investors can take these opportunities. I will selectively keep buying good Global Robotics and AI related stocks. They are our future. 
avatarJason_LSE
2025-12-08
Trump is unpredictable. He has created volatility.  In Chaos , there are Opportunities for traders & investors alike. I don't get personal,  I just follow the suitation logically.  I will keep buying Robotics +AI related seletive stocks.
avatarMickey082024
2025-12-08

Robotics Boom Rolls On: Should Investors Buy the Dip in Trump-Linked Trades?

$S&P 500(.SPX)$ The robotics trade has surged again, supported by renewed capital inflows into automation, industrial technology, and U.S. reshoring beneficiaries. The sector’s underlying momentum looks very different from typical short-lived speculative bursts seen earlier this year. Instead, robotics stocks—across hardware, software orchestration, and AI-driven automation—are showing signs of a secular growth cycle that has strengthened in the final stretch of the year. At the same time, “Trump plays” tied to manufacturing revival, defense technology, energy infrastructure, and border-security robotics have been unusually volatile. The question for investors is whether the latest pullback creates opportunity or signals exhaustion. With both
Robotics Boom Rolls On: Should Investors Buy the Dip in Trump-Linked Trades?
avatarzhingle
2025-12-07
🤖 Robotics Rally Continues — Are You Riding the Trump Play? 🚀🇺🇸 Reports now say U.S. Commerce Secretary Howard Lutnick has been meeting robotics CEOs almost weekly, and the Trump administration is considering a full robotics Executive Order in 2026. That single headline sent the robotics sector flying: • Nauticus 🟦 doubled • iRobot 🤖 +74% • Richtech / Serve Robotics 🍽️ +18%+ The question now: Are you joining the hype — or waiting for the dust to settle? ⸻ 🔍 Why this rally is different from the past “Trump themes” Remember the past cycles? • Crypto hype ⚡ • “AI Stargate” 🚪 • Rare-earth plays ⛏️ Those were narrative-driven. But robotics sits at the intersection of manufacturing, reshoring, automation, national security and labour shortages — things a government actually cares about. This tim
avatarYueShan
2025-12-07
Good ⭐⭐⭐
avatarWeChats
2025-12-07
🤖 "Genesis Mission" Ignites Robotics: Why $KITT Doubled & What to Buy Next The "Trump Trade" just mutated. It’s no longer just about Banks and Crypto. As of this week, Robotics is the new chosen sector. Following reports that Commerce Secretary Howard Lutnick has been meeting with industry CEOs to draft a dedicated Robotics Executive Order for 2026, the market went ballistic. This comes hot on the heels of the Nov 24 "Genesis Mission" EO, which prioritized AI and energy dominance. The result? Pure mania. Nauticus Robotics ($KITT) doubled overnight, and iRobot ($IRBT) flew 74%. But before you chase the green candles, you need to understand why these specific stocks are moving. Here is your roadmap to the 2026 Robotics Supercycle. 1️⃣ The "Energy Dominance" Connection ($KITT) Retail thin
avatarLanceljx
2025-12-06
You raise a very good set of questions. There is a compelling case to consider the robotics-theme hype — but it depends heavily on your risk tolerance, time horizon, and the trade-off between speculative upside vs. fundamentals. Below is how I weigh the arguments, and my current lean. --- 🔎 What’s Attractive About the “Robotics Hype” The U.S. Department of Commerce (via Howard Lutnick) has publicly engaged with robotics CEOs and may push a formal robotics-industry executive order next year.  That signalling has triggered a surge across smaller robotics-linked stocks: firms such as Richtech Robotics (RR), Serve Robotics (SERV), Nauticus Robotics (KITT), and iRobot (IRBT) have seen dramatic rally moves on hopes that they may benefit directly from favourable policy, funding or procuremen
avatarhighhand
2025-12-06
No I want to buy robot companies because there's so many of them and very competitive. I don't know much about robots because I am human.  The moat is not wide. Easy to undercut everyone here like cars, and airlines companies.  But if you really think robots can rule the world, go for big tech like Tesla who is creating dancing and running robots. 
avatarFTGR
2025-12-05
Rather pick tesla or other china robotics companies.
avatarShyon
2025-12-05
Seeing the robotics names explode after the latest comments from the Commerce Secretary definitely caught my attention. When Nauticus doubles in a day and iRobot jumps more than 70%, it's clear that the market is treating "Trump plays" the same way it treated crypto, AI Stargate, and rare-earth stocks earlier this year—fast, speculative, and narrative-driven. I get why traders are chasing it, but I'm also aware that these kinds of moves usually come with big reversals. Would I join the hype? Honestly, only with a very small, high-risk portion of my portfolio. These small-cap robotics stocks move purely on sentiment and political headlines, not fundamentals. They can deliver massive returns in a short time, but they can evaporate just as quickly once the narrative cools down. If I were to t
avatarLanceljx
2025-12-05
The renewed robotics narrative Recent remarks by the U.S. Commerce Secretary, coupled with signals that the administration may issue a federal executive order on robotics in 2026, have revived interest in automation and humanoid robotics. This mirrors earlier cycles where federal messaging drove speculative rallies in: cryptocurrency AI and the Stargate programme rare-earth miners The market behaviour is similar: thinly traded small caps surge first, followed by a rotation into higher-quality names if policy support becomes concrete. --- Should one join the hype? Participating in the speculative momentum of micro-cap robotics stocks can be profitable in the short term, but it carries significant structural risk. Most of these companies have: weak balance sheets inconsistent revenue visibil
avatarA Salih
2025-12-05
Robots stock are as volatile as AI stocks . short holding need tight SL. 
avatarSPOT_ON
2025-12-05
BUY SUPER UNDERVALUED ADOBE !!! [Call]  [Call]  [Call]  [Call]  [Call]  [Call]  [USD]  
avatarEdwardKarchi
2025-12-05
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