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.

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

Mike

Twitter

完全同意OP。 👇
2026年国际海事组织年将是能源、国防和机器人技术年。请据此做好规划。
$ONDS 是我迄今为止在国防领域最大的投资。

加密市场即将进入 2025 年的最后一个周末，在新的一年到来之前，山寨币仍有进一步增长的机会。
领头羊是Pippin（PIPPIN），以下三种山寨币也很有发展前景……

本周末值得关注的 3 种山寨币| 12 月 27-28 日

加密货币领域最受瞩目的安全漏洞事件之一的影响已经蔓延至国际。Coinbase 首席执行官布莱恩·阿姆斯特朗表示，一名前客服人员在印度被捕……

Coinbase数据泄露事件的影响蔓延至全球，印度警方逮捕嫌疑人

WazirX创始人兼首席执行官 Nischal Shetty 已证实，这家印度加密货币交易所与币安之间的纠纷已升级为正式诉讼。这引发了WazirX投资者的担忧……

WazirX创始人证实，这家印度加密货币交易所与币安的纠纷已升级为正式诉讼。

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).

你在机器人领域有什么投资？或者在关注什么？这是一个竞争激烈且复杂的领域。我已经持有几只能源类股票，还有一只股票是$ASTS，它同时涉及国防和消费领域（尽管前者尚未反映在股价中）。

Fanuc and onds are the only single names that interest me at current Val.
https://wsj.com/tech/ai/humanoid-robot-hype-use-timeline-1aa89c66…
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.

就目前的估值而言，Fanuc 和 OND 是我唯一感兴趣的两家公司。

https://wsj.com/tech/ai/humanoid-robot-hype-use-timeline-1aa89c66…

这篇文章基本上概括了我的想法。我认为，未来五年内，制造机器人和非人形机器人的普及速度将远高于人形机器人。人形机器人固然很吸引人，但工业机器人应用才是近期真正的投资热点。以目前的估值来看，人形机器人领域的投资已经过高，而其他自主技术，例如 $FANUC，则是一个被低估的机会。

Agreed that humanoid robots are way over-hyped at present. I will look into fanuc - thank you !

同意，目前人形机器人确实被过度炒作了。我会了解一下发那科（Fanuc）的产品－谢谢！