I’ve added a new Robotics position to my portfolio.
It’s a small-cap, high-risk, high-reward bet.
The company sits at the intersection of semiconductors, sensing, photonics, and humanoid robotics.
What caught my attention was its connection to Unitree Robotics.
Unitree’s recent Shanghai IPO was more than 8,000x oversubscribed by retail investors.
Last quarter, the company disclosed Physical AI sensing design wins with major humanoid companies.
Yet most investors still haven’t heard of it.
Below, I reveal the stock, why I bought it, and what could make this opportunity much bigger.