The Automation Narrative Is Being Set: $TSLA, $SYM, $ISRG, $CGNX, $XPEV

Feels like a coordinated effort this week to push the "layoffs due to AI" headlines.

What happened behind closed doors in Davos?

Can't say for sure, but seems like word is spreading that ai, automation, and robotics technology is ready.

Even $Tesla Motors(TSLA)$ is shifting logistics to focus on Optimus (announced yesterday).

Timing is notable, and coincidences don't exist.

They’re about to push this narrative hard.

Here are my fav robotics & automation stocks right now:

TSLA...optimus (obv). humanoids, real-world robotics, ai, maybe the best positioned to re-price.

$Symbotic Inc.(SYM)$ ...ai-driven warehouse robotics, pure-play automation with real deployment at scale.

$Intuitive Surgical(ISRG)$ ...surgical robotics standard, deep moat, recurring revenue. healthcare ai can be massive.

$Teradyne(TER)$ ...owns universal Robots, collaborative automation, industrial robotics hardware.

$Cognex(CGNX)$ ...machine vision systems, the “eyes” of robots in factories/automation.

$XPeng Inc.(XPEV)$ ...leading humanoid + autonomous mobility angle from China.

More speculative + high potential:

$Serve Robotics Inc.(SERV)$ ...sidewalk delivery robots, urban automation, platform ecosystem leverage.

$UiPath(PATH)$ ...robotic process automation shift + ai agents/orchestration, enterprise workflows.

$PROCEPT BioRobotics(PRCT)$ ...next-gen surgical robotics, disruptive urology tech, high-growth trajectory.

$Richtech Robotics(RR)$ ...hospitality and service robotics, restaurant automation, commercial environments, nvidia ties.

I like TSLA, $Richtech Robotics(RR)$ and XPEV a lot right now.

More ideas coming too.

But the point of this post is to show you the shift in media narrative.

Where's attention being funneled?

Every layoff headline was nearly identical this week. $Amazon.com(AMZN)$ $Pinterest, Inc.(PINS)$ $Angi Inc(ANGI)$ $Dow Chemical(DOW)$...same thing.

Don't overlook this...the stage is being set.

The robotics & ai automation trade can be be one of the biggest wealth creators ever.

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The Automation Narrative Is Being Set: $TSLA, $SYM, $ISRG, $CGNX, $XPEV

For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

Find out more here.

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