Robotics stocks will be the next wave of hypergrowth
Posted: Jan 09, 2025
- Trends in stock market: Previously-beat-up tickers going from trash to gold
- Trend related to sci-fi movies seen in 2024 with AI, space stocks, flying car stocks, and quantum stock bubble
- Next trend: robots, as they are already real and rapidly improving
- NVIDIA's recent release of Cosmos Wold Foundation Model will lower cost for robot manufacturers
- Position: holding 2000 shares and 20 LEAP contracts for May in $SERV, with other tickers in the space with 250-500M valuation.
- NVIDIA launched Cosmos World Foundation Model platform to accelerate physical AI development on January 6, 2025
- Cosmos offers generative world foundation models, video tokenizers, and an accelerated data processing pipeline optimized for NVIDIA Data Center GPUs for developing robots and autonomous vehicles
- First wave of open models available for developer community, with companies like Uber, XPENG, and Waabi among the first to adopt
- Developers can customize Cosmos WFMs with datasets for their target applications
- Features of Cosmos include video search and understanding, photoreal synthetic data generation, physical AI model development and evaluation, and multiverse simulation
- Cosmos includes advanced tools like NVIDIA NeMo Curator, NVIDIA Cosmos Tokenizer, and the NeMo framework for model training and customization
- Companies like 1X, XPENG, Agile Robots, and Wayve are already using Cosmos to accelerate their physical AI development
- NVIDIA emphasizes developing open, safe, and responsible AI, aligning with trustworthy AI principles and global AI safety initiatives
- Cosmos WFMs are available under NVIDIA's open model license on Hugging Face and NVIDIA NGC catalog, with NIM microservices soon to be available
What do people on Reddit think?
🚨 Reddit sentiment: mixed/positive - There are both positive and negative sentiments; however, the majority of the comments are focused on optimistic growth projections and potential market opportunities in robotics stocks like Serv and $RR. Summarized comments: - Speculation over whoever makes sex robots becoming highly profitable - $RR has experienced significant growth, up 410% in the last 3 months despite a recent 18% decline - Serv had a recent offering priced at $19/share and expectations of a price rebound with potential analyst upgrades - Concern over dilution affecting many robotics companies, especially after CES promotion - Kraken Robotics mentioned as a notable company with NATO contracts and profitability Stock tickers discussed: Serv, Kraken Robotics, $RR
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