The Physical AI stack.
The mechanical & motion picks-and-shovels behind every humanoid, robotaxi and autonomous platform. 38 listed names mapped to the six layers it actually runs on — actuators, magnets, sensors, FPGAs, integrators and platforms.
You cannot 3D-print a strain-wave gear. You cannot software your way past an NdFeB magnet. Every humanoid in the field today carries 24-40 actuators, 60+ sensors, ~3 kg of rare-earth magnetics and a sensor-fusion FPGA that nobody else makes. Unlike the GPU race, the bottlenecks here have decade-long lead times.
★ Live signal: Robotics readout Book RSI 60.85, breadth 84.2%, 17 names overbought and 0 oversold. Prose generation requires ANTHROPIC_API_KEY — see SKILL.md. Thesis intact until data says otherwise.
The highest-conviction robotics names.
Names where the bottleneck is physical and the supplier set is narrow. Strain-wave gears, RV cycloidal reducers, BLDC magnets, sensor-fusion FPGAs, BOM-named partners — all with hyperscaler-grade demand visibility and 24-36 month lead times. Click any card for the full thesis.
Fundamentals and technicals aligned.
Names where research conviction meets a live technical entry — scanner ENTRY signal, or trending above 50MA with RSI 40-65. These are actionable now.
Our robotics thesis survived the earnings test — and was conservative.
We mapped the 38-name Physical AI basket on May 14. Six days later Jensen ran the same playbook on the NVIDIA earnings call. The framework was right — what surprised us was the velocity. We modelled this as a 2027-28 P&L story; the print shows it is already a $9B TTM line two years ahead of the curve.
From motor to manipulation.
Six physical layers, one narrowing aperture. Each layer has its own physics, its own moat, its own catalyst calendar — and a different bottleneck dynamic.
Platforms / OEMs.
6 names mapped to this layer of the Physical AI stack.
Actuators & Motion ★.
8 names mapped to this layer of the Physical AI stack.
Compute / FPGA.
6 names mapped to this layer of the Physical AI stack.
Sensors / Vision.
10 names mapped to this layer of the Physical AI stack.
Materials & Power.
1 names mapped to this layer of the Physical AI stack.
System Integrators.
7 names mapped to this layer of the Physical AI stack.
Build · Trim · Coiled.
Three rotating buckets from the latest scan + research overlay. Each card carries entry · stop · invalidation and a thesis grounded in the robotics-stack physics.