Buy TKR by Sep 12, 2026.

I first posted this thesis on my twitter when the stock was around \\\~114/sh. I think it’s a compelling opportunity for people looking to build robotics/physical AI exposure. I’ve copied and pasted that same thesis here if people are interested. Actuators account for 40%-60% of the entire BOM for a humanoid robot. This is the single largest cost structure in the humanoid/robotics industry. Humanoids have not started scaling yet, but when/if they do, actuators will open up a huge market …