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Robot Revolution: 3 Must-Know Plays for Investors

Sep 19, 2025
Join Keith Kaplan, an investment strategist at TradeSmith, as he dives into the exciting world of robotics stocks. Discover how the robotics revolution is just getting started, with opportunities for massive growth in companies combining AI, precision GPS, and innovative hardware. Keith highlights the importance of rare-earth materials and the risks of Chinese dominance in the supply chain. Learn about game-changers like Intuitive Surgical and MP Materials, and find out which robotics stocks could potentially reshape the future!
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INSIGHT

Robotics Ecosystem Is Now Complete

  • Robotics now has a complete ecosystem: bodies, muscles, and brains enabling practical deployment.
  • AI as the intelligence layer is turning rigid machines into adaptive, collaborative systems.
ADVICE

Buy Precision GPS Exposure

  • Consider Trimble (TRMB) for exposure to precision GPS and centimeter-level accuracy in construction and farming.
  • These systems are already commercial and can enable widespread automation on worksites.
INSIGHT

Commercial Robots Already Doing Surveying

  • Trimble's total stations (S5, SPS 720) are in commercial production and used for remote precision surveying.
  • This shows robotics tech is already practical, not just experimental, in geospatial and construction work.
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