The consensus seems to be that robotics is inevitably going to be one of the next big upcoming booms.
So I’ve been looking into robotic component manufacturers that could be in the best position to benefit regardless of which robotics manufacturer ultimately comes out on top.
Of course, I’m no expert in the field, so I’m looking at already stable and diversified companies.
For the robotics compute layer, NVIDIA seems like the obvious winner, but I’m wondering how much of the robotics opportunity is already priced in.
Rockwell seems like another interesting candidate. It’s trading at a P/E of 40, yet hasn’t seen much upside over the past year.
Let me hear your opinions, speculation, suggestions, and possible plays!