Physical AI & Humanoid Robots

39 posts · 2026-02-10 ~ 2026-10-30

Oct 2026 Theme Wrap — The Monthly Theme Map 2026-10-30
Weekly Theme Wrap (Oct 26 – Oct 30) 2026-10-30
Oct 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots 2026-10-26
Oct 20: 3 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots 2026-10-20
Sep 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Cybersecurity 2026-09-15
Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment 2026-09-04
Aug 14: 8 Strong Themes — Auto Parts, Battery 2026-08-14
Weekly Theme Wrap (Aug 3 – Aug 7) 2026-08-07
Aug 6: 7 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative) 2026-08-06
Aug 3: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2026-08-03
Weekly Theme Wrap (Jul 27 – Jul 31) 2026-07-31
Jul 31: 8 Strong Themes — S7 (Samsung Electronics, SK hynix etc.), Semiconductor Majors (Fabrication) 2026-07-31
Jul 29: 5 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2026-07-29
Jul 27: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2026-07-27
Weekly Theme Wrap (Jul 20 – Jul 24) 2026-07-24
Jul 22: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots 2026-07-22
Jul 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2026-07-21
Jun 2026 Theme Wrap — The Monthly Theme Map 2026-06-30
Jun 24: 8 Strong Themes — Robotics (Industrial & Collaborative), Construction (Small & Mid Cap) 2026-06-24
Jun 12: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative) 2026-06-12
Weekly Theme Wrap (Jun 1 – Jun 5) 2026-06-05
Jun 2: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2026-06-02
Jun 1: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative) 2026-06-01
May 2026 Theme Wrap — The Monthly Theme Map 2026-05-29
May 21: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2026-05-21
Weekly Theme Wrap (May 11 – May 15) 2026-05-15
May 15: 5 Strong Themes — Robotics (Industrial & Collaborative), Local Currency Vouchers 2026-05-15
May 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment 2026-05-11
Weekly Theme Wrap (May 4 – May 8) 2026-05-08
May 8: 8 Strong Themes — Robotics (Industrial & Collaborative), Physical AI & Humanoid Robots 2026-05-08
May 7: 8 Strong Themes — Post-War Reconstruction (Ukraine, Middle East), Telecom Equipment 2026-05-07
Weekly Theme Wrap (Apr 27 – Apr 30) 2026-04-30
Apr 30: 8 Strong Themes — Power Equipment, Electric Cables 2026-04-30
Apr 2: 8 Strong Themes — Shipping, Physical AI & Humanoid Robots 2026-04-02
Mar 5: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory) 2026-03-05
Feb 25: 8 Strong Themes — Physical AI & Humanoid Robots, Hydrogen Energy (Fuel Cells) 2026-02-25
Weekly Theme Wrap (Feb 9 – Feb 13) 2026-02-13
Feb 11: 8 Strong Themes — Nuclear, Power Equipment 2026-02-11
Feb 10: 8 Strong Themes — FuriosaAI, Venture Capital 2026-02-10