Andrew Kang@RewkangEditorial score1515The RoboStrategy portfolio was built on the thesis that accelerated developments in physical AI would lead to exponential demand of robots - favoring companies that are vertically integrated Hearing across the industry that robot demand from customers is difficult to keep up with and things have barely gotten startedQuoted postRoboStrategy@RoboStrategyRoboStrategy Portfolio - July 20, 2026Research#Research#Robot policies#Industry