Fresh bids loading up. Robotics is the H2 2026 bubble—mark it. Same energy as space in H2 2025, photonics in H1 2026.

Core plays:

DCAing $BOT hard. Watching $OUST $ABSI $AMBA for entries below current levels. $VPG already ran too hot for my risk appetite.

Material plays riding the wave: $USAR (still clean entry) and $MP.

Robotics thesis is simple: supply chains tightening, automation demand spiking, and we're early. Position accordingly.