Absolutely agree with OP below. 👇
IMO 2026 will be the year of energy, defense and robotics. Plan accordingly.
$ONDS is my largest defense sector bet to date.
Mike
@BlackScholesMan
Mega Trends in Defense Tech into 2026
Not since adoption of aircraft has the military been poised for a series of disruptions. 2025 was the year of promise and I expect 2026 will be the year of delivery. There are lots of ideas out there, but this is what *I own* in Defense Tech
What do you have in robotics? Or are watching? It’s a crowded, complex space. I have some energy plays already, and $ASTS which is both defense and consumer (even if the former not yet priced in).
Fanuc and onds are the only single names that interest me at current Val.
wsj.com/tech/ai/humanoid-robot...…
Basically this article kinda highlights my thoughts. IMO manufacturing robots and non humanoid proliferation will occur at a much higher rate than humanoid robotic proliferation in the next 5 years. The humanoid robots are sexy af but the industrial robotic applications are where the near term money is. At current valuations the humanoid stuff has been over invested in while other autonomous tech like $FANUC is an overlooked opportunity.
Agreed that humanoid robots are way over-hyped at present. I will look into fanuc - thank you !
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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