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Public-equity map of the humanoid + industrial robotics stack. Two layers - Brain (compute/software/semis) and Body (actuators/sensors/connectors/automation) - sourced from @randgroup. 50 picks across 13 categories. Underlying thesis: $725B AI capex in 2026, Tesla Optimus mass-production ramp, Hyundai humanoids already in service.
source: @randgroup tweet 2026-05-12