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r/wallstreetbetsr/wallstreetbets· u/Dazzling-Mission-563· 5d agoDiscussion 1

Robotics stocks

Investor summaryBullish

User seeks validation for bullish thesis on robotics via TSLA, UBTech, and ISRG, asking for community stock picks.

Bull points
  • Long-term structural growth potential in automation and robotics across industrial and medical sectors.
  • Tesla's Optimus project represents a high-upside optionality play on general-purpose humanoid robots.
  • Intuitive Surgical holds a dominant moat in robotic-assisted surgery with recurring revenue models.
Bear points
  • The post lacks fundamental analysis, relying purely on thematic hype rather than valuation or financial metrics.
  • Robotics adoption faces significant technical hurdles and regulatory delays, making near-term profitability uncertain.
  • Ubtech is a speculative, less liquid asset compared to established peers, introducing higher volatility risk.
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Post body

Hey guys, I do believe that robotics is the future.

So I want to invest on it, Ive Tesla for Optimus, Ubtech robotics and Intuitive Surgical for medic robots

What are your thoughts on those ? Any other recommandations ?

Discussion · top comments1 selected
u/Gallances 1· 5d ago

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