{"id":"2065472841978679762","url":"https://x.com/patrickthedaddy/status/2065472841978679762","text":"honestly been sitting on this for a while before posting but here it goes\n\nthe robotics space is at an inflection point that most people are completely missing. everyone's talking about AI, everyone's talking about SpaceX, and yeah those are real - but both are essentially priced in at this point. you're not getting in early on anthropic. that ship sailed.\n\nwhat's NOT priced in is humanoid robotics. figure and apptronik are the two serious US players and their combined valuation was sitting below cardano six months ago. cardano. a chain that has been a ghost town since 2020. let that sink in for a second.\n\nnow i'm not here to tell anyone what to buy but $BOT (robostrategy) has been on my radar for a while and the thesis is actually pretty clean. it's essentially a vehicle that gives you pre-IPO exposure to these companies with actual liquidity - no 7 year lockup, no being stuck at a 60% discount if you need to exit. that alone separates it from most VC-adjacent plays retail ever gets access to.\n\nthe NAV premium people complain about is based on last year's funding rounds. figure and apptronik are raising again, probably sooner than most expect, and those rounds are not coming in lower. when that happens the math on $BOT flips pretty fast.\n\nrobotics hasn't had its ChatGPT moment yet. that's the whole point. when it does, and it will, the window you had to position beforehand is gone. every major bull run has that one sector where people look back and say \"it was so obvious.\" i think this is it for the next cycle.\n\nnot financial advice, do your own research, all that. just think more people should be paying attention","author":{"name":"DaddyPatrick","username":"patrickthedaddy","avatarUrl":"https://pbs.twimg.com/profile_images/2022342666743394304/MzVz5YnF_200x200.jpg"},"createdAt":"Fri Jun 12 16:34:34 +0000 2026","engagement":{"replies":26,"retweets":22,"likes":419,"views":328176},"quoteTweet":{"id":"2065431774415425620","url":"https://x.com/k0k1eth/status/2065431774415425620","text":"Look, here is the simple argument on why @robostrategy ( $BOT ) at 33 USD per share is EXTREMELY CHEAP\n\n- currently, the 3.3x premium to NAV is based on the LAST funding round from last year\n- last funding round for the largest positions are: Figure 39bil and Apptronik 5.3bil \n- these are the two leading US humanoid robotics companies. And their combined market cap is lower than that of Cardano from SIX months ago. Cardano has around four dozen real users, quite frankly I have literally never someone who interacted with the chain before since 2020. Meanwhile, every single human job will be replaced by a robot from one of these companies including all delivery guys, all construction workers, all farmers, etc. The winning robotics companies will be the next OpenAI and Anthropics, It’s inevitable that they will be IPOing at 1 trillion+. All the money that was printed since Covid is now in the market, we are in a new paradigm of high valuation IPOs as you can already clearly see from the upcoming ipos\n- these companies are going to raise more money in the next months, not years. A very conservative 3x would put the NAV at 1x and these valuations would still be low compared to the latest IPOs. More likely, they are going to raise at MUCH HIGHER valuations and you are basically buying them at a discounted 0.6 - 0.9 NAV\n- on top of that, Robostrategy will get access to deals you would never get access to and for those new deals, you are buying at 1x NAV. Only the seeded companies were trading at a premium, every new investment will be at 1x NAV, so you are basically getting the same access at the same valuation as the big VCs\n- and you have stock like liquidity, no being locked up for years without possibility to exit except at a huge discount. Nothing is more important than liquidity\n- other comparable closed ended funds of hot startups have traded at 40x NAV while Robostrategy is basically a few announcements away from being at NAV\n- above all, you are in before robotics has its ChatGPT moment where hyperspeculation will begin. Except this time, companies IPO at 1 trillion USD instead of 100bil like they used to in the past. All the money printing is showing its effect\n\nThe most bullish sectors rn are AI, medicine, energy and robotics. Everything is mainstream and already pumped. Robotics is still not mainstream and, thus, it’s the only industry where you are still early. You are NOT early to the Anthropic IPO. You are not early to SpaceX IPO, which is projected to make 4,000 new millionaires\n\nalso, the memes are going to be insane\n\n$BOT","author":{"name":"Koki","username":"k0k1eth","avatarUrl":"https://pbs.twimg.com/profile_images/1940358275523837952/q5gvBiJi_200x200.jpg"},"createdAt":"Fri Jun 12 13:51:23 +0000 2026"},"adhxContext":{"savedByCount":1,"publicTags":[],"previewUrl":"https://adhx.com/patrickthedaddy/status/2065472841978679762"}}