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

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完全同意OP。 👇
2026年國際海事組織年將是能源、國防和機器人技術年。請據此做好規劃。
$ONDS 是我迄今為止在國防領域最大的投資。

加密市場即將進入 2025 年的最後一個週末，在新的一年到來之前，山寨幣仍有進一步增長的機會。
領頭羊是Pippin（PIPPIN），以下三種山寨幣也很有發展前景……

本週末值得關注的 3 種山寨幣| 12 月 27-28 日

加密貨幣領域最受矚目的安全漏洞事件之一的影響已經蔓延至國際。Coinbase 首席執行官布萊恩·阿姆斯特朗表示，一名前客服人員在印度被捕……

Coinbase數據洩露事件的影響蔓延至全球，印度警方逮捕嫌疑人

WazirX創始人兼首席執行官 Nischal Shetty 已證實，這家印度加密貨幣交易所與幣安之間的糾紛已升級為正式訴訟。這引發了WazirX投資者的擔憂……

WazirX創始人證實，這家印度加密貨幣交易所與幣安的糾紛已升級為正式訴訟。

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).

你在機器人領域有什麼投資？或者在關注什麼？這是一個競爭激烈且複雜的領域。我已經持有幾隻能源類股票，還有一隻股票是$ASTS，它同時涉及國防和消費領域（儘管前者尚未反映在股價中）。

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 是我唯一感興趣的兩家公司。

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

這篇文章基本上概括了我的想法。我認為，未來五年內，製造機器人和非人形機器人的普及速度將遠高於人形機器人。人形機器人固然很吸引人，但工業機器人應用才是近期真正的投資熱點。以目前的估值來看，人形機器人領域的投資已經過高，而其他自主技術，例如 $FANUC，則是一個被低估的機會。

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

同意，目前人形機器人確實被過度炒作了。我會了解一下發那科（Fanuc）的產品－謝謝！