Robotics | StableBread's Newsletter

Robotics

Sep 6, 2026

Digit Out of the Cage

Agility will be the only listed U.S. humanoid pure-play, with a factory rated for 10,000 robots a year and paid deployments at Amazon, GXO, Schaeffler, Toyota, and Mercado Libre. However, at $13.40/share, you're paying $4.51B for just $1.78M of FY2025 revenue.

Robotics

May 29, 2026

Pure-Play Below NVIDIA

Ambarella owns the edge AI layer NVIDIA doesn't touch and just turned profitable. The new $800M Hanwha LTA and 15+ robotics design wins (including humanoids) are still ahead