“Robotics is the next big thing.” 

You’ve heard the rumors, maybe you’ve even seen some headlines or a couple of twitter posts about it.

It usually goes like this:

Your investor’s eye can probably see that those phrases are meant to build FOMO in you. Great job.

But don’t be so quick to dismiss robotics entirely. 

This industry may not have had its iPhone moment yet, but that’s what people were saying about AI until GPT-3.5 dropped in 2022. Then everything changed.

Ok, so robotics could be the next thing. But are any major companies actually investing in it?

Glad you asked:

However, robotics still needs to be “solved” for the industry to progress at warp speed like AI is. What needs to be solved isn’t movement; robots can already move quite well (see above link for examples). The real obstacle is enabling robots to fluently interact with and navigate through the physical world. Once robots can “improvise” like that, their usefulness and capabilities could skyrocket.

If that happens, we could see different types of robots everywhere: your home, schools, restaurants, department stores, and lots of other places.

You can imagine the amount of money that could pour into the industry over time. Skyquest technologies valued the industry at $46.57 billion in 2024, and estimates that robotics will reach $163.51 billion by 2032. 

But today, we’re going to cover the stocks of companies that are at the forefront of robotics right now. These are names that stand a chance of potentially still being around in 10 years.

Without further ado, let’s drill in on the nuts and bolts of some key companies in robotics.

Serve Robotics is one of those names that sounds futuristic but is already showing up in the real world. The company builds sidewalk delivery robots. Think small, cooler-sized bots rolling groceries or takeout down the street.

What makes Serve interesting isn’t just the tech. It’s the partnerships. Serve has deals with Uber Eats (Serve Robotics is a spin off from Uber), Pizza Hut, Little Caesars, and Shake Shack already.

Serve’s entire business exists to answer this question, according to Yahoo Finance: Why deliver 2-pound burritos in 2-ton cars? For traders, the question to consider is whether Serve can build on its current successful answer to that question into the future. Its business model is built around multi-year contracts that are scalable, and time will tell if the company can build positive net income out of them (it’s still negative currently).

AltIndex gives Serve Robotics an AI Score of 76/100, a solid buy signal. See more $SERV analysis here.

Microbot Medical sits in a different corner of the industry: surgical robotics. The company is developing LIBERTY, a remote-controlled robotic system designed for minimally invasive endovascular procedures.

The big idea? Hospitals could one day deploy LIBERTY systems widely, reducing procedure times and risks while expanding access to advanced care.

But here’s the reality for traders: Microbot is still pre-commercial. That means no revenue yet. Only trials, regulatory updates, and investor hype so far. The FDA recently cleared them for pivotal studies, and any positive trial results or partnership announcements could spark sharp rallies. On the flip side, delays or failed trials could crush the stock.

AltIndex rates $MBOT at an AI Score of 70/100, which is a buy rating. See more $MBOT analysis here.

Elon Musk’s company is creating the robots of sci-fi movies. The ones that look like humans and can do the same tasks we can (or even more than we can). 

Optimus is the name of Tesla’s flagship humanoid robot. It’s been in development for years, and Musk himself has stated that he believes 80% of Tesla’s revenue will come from Optimus in the future.

However, Optimus can’t do very much yet (check the above video; it can walk and talk, but it can’t get you a coke). That’s why this kind of investment play is a risk; if we already had fully capable humanoid robots, we wouldn’t be talking about which companies will accomplish it in the future. Tesla’s track record of executing on both AI and self-driving vehicles could make it a strong contender long term.

AltIndex rates Tesla stock as a hold for now. Those interested in swing trading $TSLA might want to wait for better signals to come through. Long-term investors may still consider buying it. Always do your own research.

AI is integral for the future of robotics, so it only makes sense that Nvidia would be on this list. $NVDA just recently launched a new Blackwell-powered robotics chip: the Jetson AGX Thor. CEO Jensen Huang is also one of the biggest humanoid robotics bulls in the world. And even more importantly than those things, Nvidia has the Isaac GR00T N1 and N1.5, which “provide pre-trained AI foundation models crucial for humanoid reasoning and skill development,” according to The Motley Fool. 

All of these factors are huge for Nvidia’s current and future prospects in the robotics industry. It might be hard to imagine this, but if Nvidia remains the number one AI company in the world, a robotics boom could swell $NVDA’s market cap even further beyond $4T, which is insane to think about.

Nvidia might not seem like an exciting investment anymore now that it’s grown so much, but don’t knock the investment until you think ahead for yourself. Will Nvidia still be making chips in five, ten years? Will the robotics industry grow massive in the same time frame? If you think the answer is yes to those questions, it could be worth considering investing in Nvidia.

AltIndex rates Nvidia as a hold at the moment. Similar to Tesla, short- and mid-term traders may pass for now, while long-term holders may not be as cautious.

The robotics industry is still in its early innings, but it’s already creating very different kinds of opportunities. The takeaway? As robotics adoption accelerates on sidewalks in warehouses, in factories, the trade angle is simple: it’s not a question of if automation will expand, but which companies will capture the value along the way.

That’s all for today’s special edition. We hope you got value from it. Reply and let us know if you did. 

Until next week,

— Brandon & Blake