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I know what you’re thinking…
Another tech bubble? Another next big thing that’s going to change everything?
But here’s what caught my attention recently: China’s robot king, Unitree Robotics, just filed for a $610 million IPO on the Shanghai Star board.
To put this in perspective, Goldman Sachs projects the market to reach $38 billion by 2035 while Fortune Business Insights predicts a $165 billion market by 2030, indicating a 50% compound annual growth rate.
Unitree has already established itself as a volume leader, producing 5,500 humanoid robots in 2025, accounting for 32% of global production.
And whether you realize it or not, the age of humanoid robots is not some distant sci-fi dream — it’s here, it’s happening and it’s about to upend the entire global economy.
You might have seen some clunky robot videos on social media doing ridiculous stuff and I get the skepticism. But just like ChatGPT came on the scene a little rough in the beginning and now it is like having a genius in your pocket, humanoid robots are following the same trajectory — rough at first then really good really fast.
We’re staring down the barrel of projections calling for $38 billion by 2035 and $165 billion by 2030, which paints an even crazier picture. However, the industry faces significant challenges, including technical issues like battery density and actuator reliability as well as ethical concerns regarding autonomous weapons.
This is not just a trend. This is going to be a tidal wave. And the question is whether you’ll be positioned to take advantage of all the hype and profits when these stocks go parabolic, or whether you will be late to the party.
The military’s involvement, exemplified by Foundation Robotics’ $24 million contract with the U.S. military, is accelerating innovation and production goals.
The Players You Need to Know Right Now
Let me break down who is actually moving the needle in this space.
First, there is Unitree in China — the volume leader. These guys already produced 5,500 humanoid robots in 2025, which represents 32% of all humanoid robots produced. That means there were close to 20,000 humanoid robots produced last year. Their revenue grew 335% year-over-year while their profit exploded by 674%.
Their G1 model costs around $16,000, making them the price leader.
Then you have Figure AI — the commercial frontrunner. They’ve partnered with OpenAI so their robots can understand spoken instructions and process ChatGPT. They’re already deployed doing real work on BMW’s assembly lines and they’ve raised nearly $700 million from heavy hitters like Microsoft, Nvidia (NVDA) and Jeff Bezos himself.
And of course, there is Tesla (TSLA) Optimus — the wild card. Elon is targeting a $20,000 price point and if he hits that, he might rewrite this entire market. In about eight more days, they’re winding down Model S and Model X production and turning those production lines into Optimus production lines, doing away with two cars to start producing humanoid robots.
But here’s the catalyst nobody is talking about: the Department of Defense. A San Francisco startup called Foundation Robotics sent two of their MK1 humanoid robots to the front lines in Ukraine for reconnaissance. They have a $24 million contract with the U.S. military and a production goal of 50,000 units by 2027. The Pentagon is pouring about $200 million into defense startups.
How to Actually Trade This Wave
You could buy the direct plays — Tesla or Hyundai, which owns Boston Dynamics. But here’s what I am really watching…
The real money in this gold rush is not going to be in the robots themselves — it’s going to be in the companies selling all the components these machines need.
Hardware makes up 70% of the market value today.
Look at component suppliers: actuators, Japanese precision gear makers like Harmonic Drive Systems, sensor companies building lidar and 3D depth cameras and battery makers like CATL — because these machines won’t run on burgers.
Nvidia is not just an AI play anymore — it’s a robotics play now too, designing custom chips that act as the brains for these machines and investing in companies like Figure AI.
Then there are the adopters — companies that will use these robots. Amazon (AMZN) has already rolled out robotic-powered warehouses and is piloting Agility Robotics’ Digit robot. BMW and Mercedes are already using robots to solve labor shortages and drive down manufacturing costs.
On the flip side, watch out for companies heavily reliant on low-skilled repetitive labor that refuse to adapt. If your business model requires humans to move boxes from point A to point B, your margins are about to get destroyed by competitors using machines that do not take breaks, do not unionize and do not call in sick.
I’ll be straight with you — battery density still needs work, actuators wear out and the platforms are expensive. The ethical questions around autonomous systems are not going anywhere.
But the writing is on the wall. AI models, actuator tech and battery density are all hitting real viability at the same time. Labor shortages in manufacturing are real — 63% of European SMEs cannot find talent. Where there’s demand, something pops in to fill it.
Unitree’s IPO is just the starting gun. The robots are here.
Jeffry Turnmire
Jeffry Turnmire Trading
I host my Morning Monster livestream at 9:15 a.m. ET each weekday on YouTube, and then 30 Minutes of Awesome at 5 p.m. ET each Tuesday!
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I’m just a regular dude in Knoxville, Tennessee: a husband, father, civil engineer, urban farmer, maker and trader.
I’ve been at this trading thing with real money for 20-plus years, and started paper trading over 35 years ago. I have a knack for making some epic predictions that just may very well come true. Why share them? Because I like helping other people — it’s the Eagle Scout in me.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. 3 Tickers Are Leading the Charge for the Next Couple of MonthsÂ
Don’t let the headlines fool you, you don’t need the market moving upward to target cash.
Over the next couple of months, I’ll be targeting three tickers for trade opportunities no matter what the overall market does.
Want to see what they are?
