Michael Anderson (@michaelanderson)
$NVDA Reportedly Discussing Another $1 Billion Investment in Figure AI as Author Highlights 5 Small-Cap...
5 small-cap stocks powering physical AI for the next decade.
Nvidia ($NVDA) is reportedly discussing another $1 billion investment in Figure AI because it is trying to build the platform every serious robot maker can use, and that is how the author is approaching robotics too.
Instead of guessing whether Tesla ($TSLA), Figure, or someone else sells the most humanoids, the author is looking underneath the robot at the sensing, perception, edge compute, and power layers every machine still needs.
Every robot still has to feel, see, process, and operate efficiently in the real world, which is why the author likes these 5 small-cap suppliers that can sell across multiple manufacturers.