Robotics and automation are likely among the most significant sectors whose growth prospects will improve substantially with AI development over the coming years, and this development is only going to accelerate. In recent days, companies linked to robotics have gained momentum in the US, and many stocks appear to be forming a bottom.
I believe the sector will grow over the next few years, offering excellent investment opportunities. Personally, I am also particularly interested in the industry’s supply chains—from magnet companies and bearings to “pick and shovel” manufacturers, such as our own Incap, which could well benefit from future growth in robotics and especially the automation industry in both the industrial and defense sectors.
I have been collecting robotics-related stocks on my watchlist since last autumn and intend to delve deeper into them over the next few months. The trend is only in its early stages, but I believe growth will accelerate forcefully within a couple of years, and there could very well be a few so-called “tenbaggers” on the list. Several stocks from the list are already in my portfolio, although I haven’t built a clear robotics tilt yet. Attached are the watchlists—please feel free to suggest if anything interesting is missing.
I think there should be, but I’m pressed for time. I was surprised that a clear thread touching on this topic hadn’t been created already. If someone starts a thread, feel free to copy my lists.