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RoboStrategy's Kang says investors should look beyond robotics revenue: "Future cash flows and growth rates could be substantial if..."
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U.S. stock futures were mixed as GM shares fell 7.3% despite an earnings beat; FreightCar America, 4D Molecular and others also declined premarket.
-SEC Filing
RoboStrategy, Inc. (Nasdaq: BOT), a closed-end fund focused on robotics and physical AI investments, reported a net asset value per share of $11.35 as of September 30, 2026, representing a 0.3569% increase in total net assets from the previous month, though the per-share NAV remained flat.
Tesla’s Optimus is chasing general-purpose robotics, but Intuitive Surgical shows how specialized robots can build massive businesses.
Hugging Face’s Microduck robot generated more than $2.6 million in orders within 24 hours, highlighting surging interest in AI robotics.
RoboStrategy CEO Andrew Kang says Anthropic's growth highlights why robotics startups should be valued beyond current revenue.