The Robot Investor

The Robot Investor

Business EN ↓ 59 episodes

The Robot Investor breaks down the fast-moving world of robotics and humanoid-robot investing for everyday investors — no finance degree required. Each week, analyst Elena and curious investor Theo unpack the headlines in a Friday news roundup and take a closer look at one company in twice-weekly deep dives, weighing the bull case against the bear case in plain English. From Tesla's Optimus and Nvidia to the supply-chain names quietly powering the boom, we cut through the hype to ask what would actually have to go right — and what could go wrong. Honest, balanced, and a little bit fun. Both ho

Be sure to visit the podcast's website and support the creator: podcasters.spotify.com

Author

The Robot Investor

Category

Business

Podcast website

podcasters.spotify.com

Latest episode

Oct 23, 2026

Where to listen?

Podcasts in the app Replaio Radio Coming soon

Podcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts

Get it on Google Play Install for free Android almost 10M downloads · 4.8 rating iOS soon

Episodes

Agility Robotics AGLT stock deep dive — first US humanoid IPO, Digit robot investing | Jun 25, 2026 25.06.2026

Agility Robotics just announced it's going public via a $2.5 billion SPAC merger with Churchill Capital Corp XI — and when it lists as AGLT, it will become the first US publicly listed pure-play humanoid robotics company with proven commercial deployments. That's a first for the whole sector. Digit, Agility's two-legged humanoid robot, has already accumulated more than 65,000 operating...

ABB stock deep dive — industrial robots, SoftBank deal, Physical AI | Jun 23, 2026 23.06.2026

ABB Ltd (OTC: ABBNY) is one of the world's largest industrial robot makers — but it just sold its entire Robotics division to SoftBank for $5.4 billion. The day after ABB debuted its brand-new Physical AI Toolchain at Automate 2026 in Chicago, Elena and Theo dig into what ABB actually is, why the SoftBank deal scrambles the "robotics stock" thesis for casual investors, and what you're really buyin...

Robot Stocks: UBTech's Humanoid Pre-Orders, Rare-Earth Squeeze & Atlas's Factory Bet | Jun 19, 2026 19.06.2026

This week on The Robot Investor, analyst Elena Vance and curious investor Theo Brooks unpack the robotics-investing news that actually matters for casual investors. China's UBTech (Hong Kong: 9880) draws nearly 4,000 pre-orders and over 10 million yuan in deposits in ten days for its U1 "hyper-bionic" companion humanoid, set to debut June 30 — and we explain why a deposit is not a sa...

Serve Robotics stock deep dive — sidewalk delivery robots | Jun 18, 2026 18.06.2026

Serve Robotics (NASDAQ: SERV) is the company behind those knee-high white robots rolling down the sidewalk with your dinner inside. Spun out of Uber in 2021, Serve designs both the hardware and the self-driving software, plugs into Uber Eats and DoorDash, and in 2026 expanded indoors by acquiring Diligent Robotics and its hospital robot, Moxi. It's one of the only pure-play "physical AI" stocks a...

Intuitive Surgical (ISRG) stock deep dive — da Vinci robots, investing | Jun 16, 2026 16.06.2026

Intuitive Surgical (NASDAQ: ISRG) makes the da Vinci surgical robot — a tool that lets a human surgeon operate through tiny keyhole incisions from a nearby console, with more precision and faster patient recovery. Unlike most robotics names we cover, Intuitive is mature, dominant, and deeply profitable: over 11,000 da Vinci systems installed worldwide, 23% revenue growth last quarter, and about 86...

Symbotic stock deep dive — warehouse robots, Walmart & a $22.7B backlog 11.06.2026

Symbotic (NASDAQ: SYM) is one of the rare robotics names where the robots are unquestionably real and already working at scale — inside Walmart's distribution centers. In this deep dive, analyst Elena Vance and curious investor Theo Brooks unpack a puzzle: the company just posted record revenue (about $676M last quarter, up ~23% year over year), its first-ever GAAP profit, faster system deployment...

Figure AI deep dive — the $39B humanoid robot you can't buy 09.06.2026

Figure AI is the most-hyped humanoid robot startup in America — and the single most important fact for a casual investor is that you can't buy it. It's private. This episode unpacks why, and what it teaches you about chasing the hottest story in a sector. Elena and Theo break down what Figure actually does (humanoid robots that fit a world built for humans, powered by an in-house vision-language-a...

Robot Stocks: Nvidia, the Humanoid Hype & a Bear Case | Jun 08, 2026 08.06.2026

The Robot Investor's first weekly news roundup, breaking down robotics and humanoid-robot investing for everyday investors — June 8, 2026. This week: Nvidia's blitz at GTC Taipei and Computex (June 1–5), including the new Isaac GR00T Reference Humanoid Robot — an open, off-the-shelf design built on a Unitree H2 body, Sharpa hands and Nvidia's Jetson Thor brain — and why the "picks...

Unitree stock deep dive — China's humanoid robot IPO, NVIDIA | Jun 08, 2026 08.06.2026

Unitree Robotics just had the kind of week most companies dream of: on June 1, 2026 it cleared the Shanghai Stock Exchange's listing committee to become the first "embodied AI" company approved for China's A-share market, and on the same day NVIDIA named Unitree's H2 Plus body the hardware foundation for its open GR00T reference humanoid sold to researchers at Stanford, ETH Z...

Listen to the The Robot Investor podcast in Replaio

Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch

Get it on Google Play

Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.