[https://media.stocktwits-cdn.com/api/3/media/12412125/default.webp](https://media.stocktwits-cdn.com/api/3/media/12412125/default.webp) \- Intel CEO says the next step is Physical AI
[https://www.investing.com/news/transcripts/earnings-call-transcript-nvidia-q1-2027-beats-expectations-stock-rises-93CH-4702696](https://www.investing.com/news/transcripts/earnings-call-transcript-nvidia-q1-2027-beats-expectations-stock-rises-93CH-4702696) \- Jensen hyping up Physical AI
[https://finance.yahoo.com/sectors/technology/articles/nvidia-huang-ignites-asia-tech-075037762.html](https://finance.yahoo.com/sectors/technology/articles/nvidia-huang-ignites-asia-tech-075037762.html) \- Asia went up after nvidia earnings
[https://kraneshares.com/a-complete-guide-to-unitree-robotics-2026-ipo-why-it-matters-for-star-market-etf-kstr-humanoid-robotics-etf-koid/](https://kraneshares.com/a-complete-guide-to-unitree-robotics-2026-ipo-why-it-matters-for-star-market-etf-kstr-humanoid-robotics-etf-koid/) \- China biggest sellers atm for robots that increased last years by a lot
But, the BIGGEST tell for me that this could very well be next hype cycle is Elon Musk stopping S and X and starting Optimus building at scale. We all know how the Musk Hype can very well swing hundreds of billions around . I don't necessarily invest in Tsla for it, but I think he can start a cycle on robots.
Personally, I own 70% [https://kraneshares.com/etf/koid/](https://kraneshares.com/etf/koid/) (they have a very good presentation on the website that sums up everything), 15% WPAI, and 5% each litu robo botz( gbp equivalents)
Picks and Shovels for Hardware Physical AI atm are value plays if u believe in this imo
Do you have individual stocks that you would buy here instead of the etfs i have?
