Robotics Could Be the Next AI Infrastructure Trade - Here’s How We’re Playing It
· 49 min
Episode Robotics Could Be the Next AI Infrastructure Trade - Here’s How We’re Playing It
In this episode, Melvin breaks down the emerging robotics investment thesis and why the opportunity could extend far beyond companies like Tesla and Figure AI. We explore NVIDIA’s role in physical AI and robotics training, the growing demand for semiconductors and memory, and the less obvious opportunities in actuators, motors, bearings, sensors, and other critical components. We also look at real-world robotics deployments at BMW and Amazon, the falling cost of humanoid robots, and why Robotics-as-a-Service could eventually become an important business model. Plus, Melvin explains why Micron, NVIDIA, Tesla, Schaeffler, Harmonic Drive, Regal Rexnord, and other companies across the robotics supply chain are worth watching as this market develops.
~~~~
🎯 We called Micron (217%), Credo (191%), Nebius (146%), and Bloom Energy (130%) before their big runs.Want to see what we’re buying next? Come join us for just $1
~~~~~
🌐 Scale your payment business across Asia with Saber.money:
~~~~~
✊ Follow Milk Road on Social Media:
👉 Twitter: https://x.com/MilkRoadAI
👉 YouTube: https://www.youtube.com/@MilkRoadAI
👉 Spotify: https://link.milkroad.com/spotify-mr-ai
👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai
~~~~~
🎙 GUEST INFO 🎙
Melvin: https://x.com/MelvinInvests
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
Links in the notes 9
- https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=lg_melvin_08/27
- https://milkroad.com/pro/?utm_medium=audio&utm_source=podcast_stocks&utm_campaign=lg_melvin_09/07
- https://out.milkroad.com/Securitize2026Podcast
- https://out.milkroad.com/SaberMoney2026Podcast
- https://x.com/MilkRoadAI
- https://www.youtube.com/@MilkRoadAI
- https://link.milkroad.com/spotify-mr-ai
- https://link.milkroad.com/applepod-mr-ai
- https://x.com/MelvinInvests
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.