Our Robotic Future Edges Closer
Watch The Hands
After Thursday's close, the CEO of humanoid robotics company 1X posted a demo of his robot's new tendon-driven hands—25 degrees of freedom, "nearing or surpassing human-level dexterity, strength, speed, and reliability." It's closing in on six million views.
Introducing NEO’s 25 Degrees of Freedom, tendon-driven hands — nearing or surpassing human-level dexterity, strength, speed, and reliability.
— Bernt Bornich (@BerntBornich) July 9, 2026
For seventy years, robotics worked around the hand problem. The humanoid bet is the reverse: it lives or dies at the fingertips. pic.twitter.com/Dz1KMykUCy
His framing is the interesting part: for seventy years, robotics worked around the hand problem. The humanoid bet is the reverse—it lives or dies at the fingertips.
Dexterous hands are an actuator-density story. Every finger joint needs a tiny motor, a drive, a sensor, and precision control, and each step toward human-level dexterity multiplies the precision-motion content per robot. The companies supplying those components are the fingertips of the fingertips.
A Core Theme, Not A New One
Embodied AI has been one of our core themes for over a year. Back in May, in Trade Alert: Our Robotic Future, we noted Nvidia's CEO calling the AI factory buildout "the largest infrastructure expansion in human history"—and Nvidia carving out physical AI, including robotics, as its own reporting platform.
🚨 Our Robotic Future 🚨
— Portfolio Armor (@PortfolioArmor) May 21, 2026
Doubling down on a company that helps robots see ( $OUST ).
Plus, bullish options bets on a semiconductor equipment company and a biotech from our Market Watchers list that pass our technical screens.https://t.co/HwkHuhygyG
On Friday morning, the theme came to us through our process instead of the other way around. One of the names we track from our Market Watchers list—a precision-motion company squarely in that space—hit our technical buy zone, reclaiming a key moving average in the premarket. It became one of three bullish trades we sent to subscribers before the open.
The Other Two
The rest of Friday's alert rode a different current: chip stocks sold off around the world this week after Samsung's record quarter got sold hard, then semis led Thursday's rebound. That whipsaw inflated option premiums on names whose fundamentals kept improving all week, so our other two trades are defined-risk bullish structures on the AI-hardware supply chain, with put premium financing the upside—capped risk, and in each case, a shot at uncapped gains.
If You Want To Ride Along
To see Friday's trades, you can click here. And if you'd like a heads up in real time the next time we send out a trade alert, you can subscribe to our trading Substack / occasional email list below.
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And if you're scared and want to hedge, we're here for you for that too.
