Robotics & automation
Giving the AI a body
Ranked by momentum (6)
| # | Entity | Kind | Momentum | Divergence | 30d |
|---|---|---|---|---|---|
| 1 | huggingface/lerobot | repo | 56 | — | |
| 2 | google-deepmind/mujoco | repo | 56 | — | |
| 3 | Physical Intelligence | company | 50 | +0.00 | — |
| 4 | Genesis-Embodied-AI/genesis-world | repo | 47 | — | |
| 5 | Physical-Intelligence/openpi | repo | 47 | — | |
| 6 | Physical-Intelligence/real-time-chunking-kinetix | repo | 38 | — |
Public bench
Public names carry no momentum — their signal class is filings + quarterly fundamentals.
| Company | Latest filing | Capex (Q) | Revenue (Q) | 8q capex |
|---|---|---|---|---|
| $ISRG Intuitive Surgical | 8-K 2026-05-28 · sec.gov | $33.1M | $2.8B▲+11% | — |
| $ROK Rockwell Automation | 10-Q 2026-05-05 · sec.gov | $64M▼-10% | $1.7B▲+2% | |
| $TER Teradyne | 8-K 2026-05-11 · sec.gov | $64.7M▲+1% | $1.3B▲+67% |
Cascade — private → public
Figure AIcompany
- ↳ category beneficiary$TERTeradynecapex $64.7M▲+1%· 8-K 2026-05-11Humanoid/industrial automation adoption lifts test & industrial automation (Universal Robots owner).
- ↳ category beneficiary$ROKRockwell Automationcapex $64M▼-10%· 10-Q 2026-05-05Foundation-model robotics accelerates factory-automation retrofits.
- ↳ category beneficiary$NVDANVIDIA Corporationcapex $155M▲+21%· 8-K 2026-07-02Robot learning consumes simulation and edge inference.
Divergence: fundamentals vs attention
Underhyped (positive)
Hype-heavy (negative)
Recent events
- gh_releaseGenesis-Embodied-AI/genesis-world v1.2.22026-07-11source
- gh_releasehuggingface/lerobot v0.6.02026-07-06source
- gh_releaseGenesis-Embodied-AI/genesis-world v1.2.12026-07-03source
- gh_releaseGenesis-Embodied-AI/genesis-world v1.1.12026-07-03source
- gh_releaseGenesis-Embodied-AI/genesis-world v1.2.02026-06-23source
- gh_releasegoogle-deepmind/mujoco 3.10.02026-06-22source