For robotics companies, I’m optimistic about Unitree and Agility Robotics, the two humanoid robot players. I also have my largest position in Agility Robotics because I personally prefer U.S.-based humanoid robot players. As for upstream component investments, I currently hold: - Harmonic Drive (6324), because of its high BOM content in components like harmonic reducers. - Vishay Precision, used for sensors and a potential supplier for Tesla Optimus. I’m also optimistic about LeaderDrive (688017) and Schaeffler, but I don’t personally hold positions in them. For many other AI data center players, I gain exposure to the robotics field indirectly through things like memory. Not financial advice, just sharing my personal positions/thoughts. The humanoid robot space is huge, as seen in the Goldman Sachs report: “Korean companies will account for 30% of the global humanoid robot production, both directly and indirectly.” There are many players globally. This is an older report, but I’m linking it again because you’ll see all of them mentioned in the Goldman Sachs institutional report + the areas they cover. Agility Robotics is currently my personal favorite.