Cathie Wood on Humanoid Robots and AI Investment

Cathie Wood: Humanoid robots are the biggest AI opportunity yet - what that could mean for stocksWhat happenedArk Invest’s Cathie Wood told CNBC that humanoid robots could be the “biggest of all” embodied-AI opportunities, even larger than robotaxis, while also cautioning that AI leaders could face a short-term “reality check.” She made the remarks at the Future Investment Initiative in Riyadh. Why it mattersHumanoids move AI from screens to the physical world. If costs fall and reliability improves, demand could spread from warehouses and factories to retail, logistics, and elder care—shifting value to companies that build robots, supply compute and sensors, or integrate AI at the edge. ARK has published research arguing humanoids can reach economic viability as capabilities Winners -Humanoid platforms and large-scale adoptersReason: They either build general-purpose robots or already run massive robotic operations where humanoids can slot into human workflows.Names: Tesla ($TSLA), Amazon ($AMZN). AI compute and inference at the edgeReason: Every humanoid is a mobile AI data center training in the cloud, inference on board driving demand for GPUs, edge SOCs, and accelerators.Names: Nvidia ($NVDA), Advanced Micro Devices ($AMD). Sensors, power electronics and motion controlReason: Humanoids need high-volume cameras, depth sensors, motor drivers, and power management - favouring US chipmakers with auto/industrial exposure.Names: ON Semiconductor ($ON), Monolithic Power Systems ($MPWR).Losers Temp staffing and light-industrial labour suppliersReason: If humanoids take on repetitive warehouse and line work, demand for short-duration placements could erode over time.Names: ManpowerGroup ($MAN), Kelly Services ($KELYA). BPO and contact-center outsourcingReason: As embodied and software agents handle routine service tasks on-site and online, volumes for human agents may decline and pricing power weakens.Names: TTEC Holdings ($TTEC), TaskUs ($TASK). Legacy material-handling and facility-services modelsReason: Warehouses may swap some forklifts and manual cleaning/guard roles for autonomous and humanoid systems, pressuring incumbents that do not pivot.Names: Hyster-Yale ($HY), ABM Industries ($ABM). #StockMarket #Trading #Investing #DayTrading #SwingTrading #AI #HumanoidRobots #Robotics #Semiconductors #ARKInvest #Tesla #Automation

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