Posts  / SFTBY  / #POST-216748
REDDIT

$SFTBY is a good play for robotics/Ai right now and no one is paying attention.

C
Jan 13, 2026 · 15:13

Everyone is chasing their tails over Hyundai, Nvidia, and Tesla, but SoftBank ($SFTBY) is sitting in the perfect spot for a massive breakout. Here is the lowdown on why I'm loading up at **$13.85**.

# They still own the "Cool" part of Boston Dynamics

Hyundai gets all the headlines, but SoftBank still holds a **20% stake**. At CES 2026, the new autonomous warehouse tech and the electric Atlas showed that these robots are finally ready for real-world work. If Boston Dynamics goes public, that 20% stake alone makes the current stock price look like a joke.

# They have "Skin in the Game" everywhere

Through the Vision Fund, SoftBank has built an AI empire. They aren't just betting on one horse; they own the whole track. From the chips (ARM) to the brains (OpenAI) to the muscle (Robotics), they are exposed to every single layer of the AI stack.

# The Price is a Steal

$SFTBY is trading around **$14**, down from its highs of $20+. While Tesla and Nvidia are priced for perfection, SoftBank is trading at a massive discount. It’s an easy entry point for retail investors who missed the first AI boat.

# They’re back on "Offense"

Masa Son (the CEO) recently signaled they are done playing defense. With their massive investment in OpenAI and new partnerships in AI energy infrastructure, they are positioning themselves to be the biggest winner of the "AI re-rating" this year.

# The Bottom Line

If you think robotics and AI are the next trillion-dollar themes, SoftBank is basically a giant Venture Capital fund you can buy on the cheap. The risk? It’s volatile. The reward? Asymmetric as hell.

**DYOR (Do Your Own Research), but I’m adding small here.**