
The robots aren’t arriving — they’ve already started their shifts.
Tesla Inc.’s (NASDAQ:TSLA) Optimus is sorting 4680 battery cells in Fremont. Xiaomi’s CyberOne and Hyundai-owned Boston Dynamics’ Atlas are patrolling factory floors in China and South Korea. And as humanoids transition from science fiction to supply chains, investors are posing an extremely 2025 question: how do we get exposure?