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Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
Rockwell Automation Reports Strong Q4 Earnings and Upside Guidance for FY23
Richest Canada Lithium Brine Deposit ever found today: $EMPPF has 75%, ROK ($PTRDF) has 25% but ROK already a 1 PE stock from oil profits. They hit Lithium while trying to find oil.
Eaton, Rockwell, and Other Industrial Stocks Are Recession Deniers
#afterhours #watchlist 18/01 $VINE - no news, $AVY - no news, $ROK - Promotes Harmony & Understanding Between Religions, $BBIG - old news ... Also check afterhours runners and low float stocks in my app!
#afterhours #watchlist 18/01 $VINE - no news, $AVY - no news, $ROK - Promotes Harmony & Understanding Between Religions, $BBIG - old news ... Also check afterhours runners and low float stocks in my app!
If I plan to invest in IoT, should I still add FAANG stocks?
If I plan to invest in IoT, should I still add FAANG stocks?
Thoughts about infrastructure stocks with Biden plan?
What are the Bull and/or Bear cases for Rockwell Automation (NYSE: ROK)?
Searching for DFV x3 within the ESG Segment - Lithium-Ion Battery Recycling w/$PDAC?
Mentions
ROK? Valuation is expensive though. Been eyeing a stronger pullback in EMR.
Yeah EWY has been great, almost entirely because half the fund is Samsung and SK Hynix. Bought a little ROK after having a look!
As in Rockwell Automation ($ROK)? Or Republic of Korea? Two very different but potentially sensible bets given the context
I’ve been loading up on ROK the past few years
I feel like they would be going head to head with ROK to distract US military resources stationed there. But its possible Kim would pimp out some slaves to support the invasion, sure.
I have made a few non-standard plays. the past year was the best to me. I'm a momentum trader that lets the wind carry my portfolio in the right direction. Biggest winners of 2025 for me personally were OKLO, CDE, NEM, HL, GOOGL and LTBR. Emphasis on OKLO and LTBR, who trade nearly tick for tick, and the premiums on both for options plays have been juicy for months. I ran the wheel a lot last year, but kept getting shares snatched away so quit with the covered calls... dumb in a bull run with a winner. I'm incredibly bullish on LTBR in particular, but they trade in this fascinating channel that allows tons of money to be made and the options are nice. My rotation now is to capitalize on the remainder of this metals run for however long it lasts, then take profit and average down with the house's money, and then rotate heavily into copper (RIO), coal for the energy transition while nuclear ramps up (BTU) and various infrastructure / industrial plays like CAT and ROK. Good luck to you.
Top: FANUY, ABBNY, SIEGY and ROK Speculative: AMCI
ROK, without them none of these robotics companies can exist
Holding GOOG as AI leader. This year I'm heavy into automation and robotics: ROK: just holding (fairly overvalued right now) SIEGY: holding and buying ABBNY: holding and buying AMZN: holding and buying AMCI: buying like crazy
Smart approach. picking the winning robot company is a crapshoot, but they all need components. The actual supply chain breakdown: Precision reducers/gears (this is the niche monopoly): \- Harmonic Drive (Japan: 6324.T) and Nabtesco (Japan: 6268.T) control \~75% of the precision gear market for robot joints. every robot arm needs these. extremely hard to replicate - takes years of manufacturing expertise. closest thing to a monopoly in robotics. Servos/motion control: \- Yaskawa (Japan: 6506.T) - largest servo motor manufacturer globally \- Fanuc (Japan: 6954.T) - dominant in industrial robots AND makes their own servos \- Rockwell Automation (ROK) - US play on industrial automation \- Parker Hannifin (PH) - motion and control systems Machine vision: \- Cognex (CGNX) - dominant in industrial machine vision. high margins, niche leader \- Keyence (Japan: 6861.T) - sensors, vision systems. insanely profitable, 50%+ margins Lidar/sensors: \- this space is crowded and bleeding money. Luminar, Ouster, Hesai all struggling. I'd avoid until there's a clear winner \- Sick AG (Germany) is the boring profitable option for industrial sensors Chips: \- NVDA for AI training and edge compute (Jetson platform is popular in robotics) \- AMD growing in data center, also has embedded solutions \- Qualcomm (QCOM) for mobile/edge robotics \- Texas Instruments (TXN) and Analog Devices (ADI) for the less sexy but essential motor control chips The picks I'd actually consider: 1. Harmonic Drive or Nabtesco (duopoly on precision gears) 2. Cognex or Keyence (machine vision, actual moats) 3. Rockwell or Yaskawa (automation exposure)
Interesting name! I am not familiar but looks like forward multiple of 34 and PEG just below 2, so decent valuation. I had liked the automation names ROK, EMR, and JCI but its a valuation issue still, although automation does command a slightly higher multiple I guess? EMR and ROK are more automation plays but PEG are both near like 4 which is high, JCI is more building controls (HVAC, security, etc.)
Just cutout the middleman and buy ROK instead. Invest in the shovel company instead of the ditch diggers.
Gold & silver and Critical Minerals in particular (Quad Minerals partnership); AI infrastructure & associated development (chips and data centers), and the AI energy boom (uranium and SMRs). Add to that basically anything related to America rebuilding / onshoring manufacturing (CAT, BA, ROK, TXN, etc.) and it's basically impossible to lose money right now. I'm dumbfounded that people are losing money in this market.
I'm interested in automation. I work in Pharma and we use ROK for a lot of systems. SYM does warehouse automation. Not as familiar with FANUY but they're in that mix too. Mechanization and automation promote efficiency, and more efficient use of resources supports sustainability. SYM has a lot of growth potential if they're able to execute on it.
It's just individual company guidance during earnings calls. Like ROK last week...their earnings were decent but the stock dropped 10% because they revised down for Q3. I've seen lots of companies do this.
I'll be watching CAT and ROK for earnings. Good luck!
Instead of buying $TSLA, go with; Tesla’s SpaceX -> $ASTS Tesla’s Taxi -> $UBER Tesla’s Optimus robot/Tesla’s AI field -> $NVDA Tesla’s manufacturing -> $ROK
Earnings(particularly of mega cap tech) remain strong and the US remains seen as the best place to invest. Growth is terrible in Europe and I wouldn't want to touch declining economies like ROK and Japan. I'm reluctant to buy Chinese equities because their govt can rob me of my investment at any moment. That really only leaves US equities and I don't want to hold US bonds long term either. Maybe it's just "fear of no better option" for all the money that's been printed the last several years. I also don't buy all the doom and gloom about the US economy. It's showing weakness, but I'm not betting against it.
Don’t forget Teradyne (TER), Rockwell Automation (ROK), and Fanuc Corp (FANUY)
# 1. Humanoid and advanced robots * **Tesla (TSLA)**: As you mentioned, they’re working on *Optimus*, a humanoid robot. Still early-stage, but backed by Tesla’s capital and vision. * **Hyundai** (via Boston Dynamics): Although Hyundai is listed in Korea, acquiring Boston Dynamics puts them in a strong position in advanced mobility robots. * **Figure AI**: Still private, but very promising in humanoid robotics. Backed by Amazon, Microsoft, and Nvidia. # 2. Industrial robotics This is currently the most mature and profitable segment: * **ABB Ltd (ABB)**: Swiss company with a global presence in automation and industrial robotics. * **Fanuc (FANUY)**: Japanese leader in industrial robotics, especially factory automation. * **Yaskawa Electric (YASKY)**: Another major Japanese player focused on automation and industrial robots. * **KUKA**: German robotics company now owned by China's Midea Group, so not directly listed. * **Rockwell Automation (ROK)**: More focused on automation but includes key robotics components for smart factories. # 3. Other related areas * **Intuitive Surgical (ISRG)**: Leader in medical robotics with its Da Vinci surgical system. * **iRobot (IRBT)**: Known for Roomba. Less cutting-edge, but still robotics-related. * **Nvidia (NVDA)**: Doesn’t build robots but provides critical AI and computer vision hardware/software (Jetson, CUDA, etc.). * **KEYENCE (KYCCF)**: Specializes in sensors and industrial automation—key for robotic systems. # 4. ETFs as an easy way to diversify If you prefer a diversified approach: * **BOTZ (Global X Robotics & Artificial Intelligence ETF)** * **ROBO (ROBO Global Robotics and Automation Index ETF)**
ROK Manufacturing repatriation and ai both benefit
Parker Hannifin Corporation ($PH): The leading name for linear actuators used in general factories (robotic arms, production lines). Rockwell Automation ($ROK): Not only in actuators, but active across nearly all areas of control, monitoring, and automation equipment
Which one of you caught ROK before the pop?
Well done. I only hold 200 shares, but about to begin selling covered calls on them at higher strikes and shift that funding back into TXN. Pity I missed the run up on ROK. That one got away from me.
NVDA is the safest bet here. Tesla is very vocal about this, they are probably the only one really saying what you're saying OP but a huge risk if they could actually deliver and sell that. Companies like ABB, ROK, etc have always been in this line for government contractors and will probably be the real succeeding companies here if they ever team up with research companies like Boston Dynamics. Personally I would guess a market there first before the individual consumer is paying $100k for a robot maid.
Here are some compelling reasons to consider going long Rockwell Automation (ROK):1. Industry leader: ROK is recognized as a leader in industrial automation and digital transformation solutions, which is well positioned in the growing market.2. Strategic partnerships: The company has established strategic partnerships with companies such as AWS to advance the digitalization of the manufacturing industry and has the potential to achieve more than 20% annual growth in the industrial software market.3. Software and service growth: As the demand for software and services in industrial automation continues to grow, ROK's software division is expected to achieve significant growth.4. Strong financial performance: ROK reported strong earnings that exceeded expectations, with earnings per share of $1.83 and a net profit margin of 11.38%, indicating pricing power for high-end automation equipment.5. Positive analyst outlook: The current average target price of $284.83 is 11.5% higher than the current price, reflecting the confidence of leading institutions in the long-term prospects of industrial automation. 6. Diversified end markets: ROK serves a variety of end markets, including discrete, hybrid and process industries, thereby reducing its dependence on a single industry. 7. Innovation and R&D: The company is committed to innovation and R&D, ensuring that it is always at the forefront of advances in automation technology. These advantages highlight ROK's investment potential, supported by its market position, financial strength and growth prospects. However, as with any investment, be sure to conduct thorough research and assess your risk tolerance before making a decision. What do you think? I am also looking at some other targets in the robotics and industrial automation space, and I will enter the market as soon as the signal appears! If you have any promising targets, please feel free to communicate with me!
Seriously. You've got a trade war between US and China with the latter's planned invasion of Taiwan around 2027. Japan nullifying its 9th amendment allowing for rapid militarization, ROK becoming the second biggest arms exporter in the world, the EU massive expanding manufacturing capacity of munitions, European countries dumping money directly into revamping their militaries, and now Pakistan and India at eachothers throats floating the use of nukes like it's the 1990s. Not to mention new US imperialistic ambitions amongst its collapsing hegemony and increasingly unstable economic and political environments. I might have missed a few things, but this is some wild shit we're in and it feels like it's all about to blow.
It's not just a simple agreement of "sure, we might help".... the US takes over United Nations Command (including the ROK military) in the event of a war with North Korea.
The concept of the Occident has always been more fluid than that. It has at times included most of Central Europe as far as the Ottoman border, and has been used to describe the Japanese during the cold war. Increasingly it has included ROK as well. (Also, 'for us European', I'm half British/half Belgian dude, I'm as European as anyone commenting here)
Any serious investor should know by now that Germany, the EU and Japan/ROK is the place to do business
Promises with no timetable to buy time. Good move to distract the demented leader with lots of other fish to fry. If he actually went forward with something like that, it would annihilate the US tech and tech services competitiveness. I guess the value of xAIs pile of GPU would go up briefly, until an EU / ROK / PRC company got the next years model at half the price.
Biden signed a 5 year deal with ROK. What’s he on?
SK = Slovakia ROK = South Korea
My 401k is just SP500 and Fidelity Contrafund. My roth ira is most of the mag 7s minus TSLA. Also visa, American express, Nike, lrcx, reddit(speculative), and ROK. My plan is to just increase all these positions as the market drops.
ROK is short name for South Korea, SK is short for Slovakia
Bro, SK is Slovakia, ROK is Republic of Korea
I wonder if the industrials are a play here, specifically industrial automation. ROK If there is a push for production domestically, they’ll need to do it in the quickest cheapest way possible through automation. Or maybe I’m regarded
Google: https://deepmind.google/discover/blog/gemini-robotics-brings-ai-into-the-physical-world/ Amzon: https://www.amazon.jobs/content/en/teams/ftr/amazon-robotics Tesla: https://www.tesla.com/AI Smaller companies Rockwell Automation (ROK): https://www.rockwellautomation.com/en-us.html
They took the trade deficits, applied that as the "currency manipulation trade barrier number" then cut that in half to find the tariff number, with 10% as the base. As per your example of South Korea; 131.5(Imports to US) - 65.5 (Exports from US) = 66B(Trade deficit w/ ROK) (66/131.5 * 100) = 50.19% = 50% "Tariffs Charged to the USA Including Currency Manipulation & Trade Barriers"
trump retaliates against ROK by pulling troops out, DPRK invades seoul, ROK retaliates, China invades Taiwan during all the chaos. TSLA goes up
I see where you’re coming from but the fact ROK and Japan haven’t come out strongly against this says A LOT. The issues btw our countries run so deep. Even seeing this as propaganda is shocking. Plus if you read the article it’s clear the countries are working with each other in direct response to Trump’s tariffs even if nothing major has come to fruition. We’ll see if it comes to fruition but still, this pretty major. Even my parents were in disbelief until I sent the article. And they weren’t even mad at it, which is another level of shocking bc they are Korean AF. They didn’t even accept my Taiwanese ex who was loaded from a prominent family lol. Trump’s tariff war is bad for our stock portfolios and Asians are financially practical to the extreme. We would totally align with our historic enemies to safeguard our finances. Why else do you think Asian parents work themselves to the bone just to buy their kids extra classes lol
China, Japan and ROK ganging up to battle the angry orange American blob what a time to be alive
Divest from the Disunited States. Their reputation is shot. Invest in Europe, Canada, Mexico, and likeminded Asian countries like ROK and Japan
Bought calls on ROK expecting strong forward guidance.
You mean all those countries in Asia that love China so much? Which ones outside of the norks, Iran or the taliban? It will be a cold day in hell before Japan, ROK or even Vietnam normalize things with China. I get it, Asia is big, but theres not many major players.
Robotics & Automation ETF ROBO Artificial Intelligence & Robotics ETFs BOTZ ROBT The ETFs are a good source of ideas as well, such as Rockwell Automation (ROK), Symbotic (SYM) and John Bean Technologies (JBT).
ABB, FANUY, KUKAY, TER, YASKY, ROK, UNRLY, FANUY, ISRG are the big ones. (I left irobot out of the equation). If Boston dynamics was publicly traded id go for them. IRBO and BOTZ are 2 etf invested in robotics. There is RR thats small but not convinced about their products at all.
Calls on ABBNY, FANUF, ROK, KUKAF 🤖
Voting smoking dope: Most consumer products by number arrive to west coast ports because of where they are made (ROK/JAP/CHN). East coast ports handle a lot of automobiles. S. Carolina has *exports* for BMW, Mercedes and Volvo, among others. These auto exports consist of high margin luxury SUVs, but S. Carolina is not the only place these are made. As this is heading into fall, most product for Christmas should already be offloading on shore.
Equally plausible is Congress passing legislation authorizing the USN to procure vessels made in ROK or Japanese shipyards. This would be a far quicker way of increasing the fleet size and would produce high quality, cheap ships already designed for integration with USN systems. Added bonus, those shipyards are geographically proximal to where they’re most likely to be employed, reducing the time it’d take to complete repairs after a skirmish.
how we feelin on ROK? I like industrials because i'm autistic and don't like when podcasts tell me to buy the index
who the f is ROK? anyone ever heard of them?
I agree that China would blanket the island with missiles and a lot of ROC's aircraft would be taken out in the 1st or 2nd wave, certainly what they couldn't get off the ground. PRC would have to ground invade in order to take the island and that's where it gets rough. You can't land a million soldiers all at once to overwhelm the defense. ROC has hardened defenses and hard shelters for 2nd wave defense aircraft. They would be on an almost equal footing in the beginning and landing amphibious craft is going to be difficult. ROC has the most recent generation of Harpoon Antiship missiles, so PRC would want to take those out before they committed any significant amphibious craft to the operation. It's not going to be east and Taiwan only needs about 2 weeks of defending before they start getting assistance from allied forces. It's true the US is going to be very reluctant to commit troops on the ground, 90% of our assistance will come through naval and air support. We can provide air assistance almost immediately from ROK and Guam and the 2 strike groups already in the region. China is counting on the US backing down, if we do its a certain win, if we don't, it's a certain loss. It won't just be us coming, the Aussie's , Japan (although they won't be a huge help) and no doubt Britain will probably join in. China could work a deal with NK where they move south and tie up our forces in ROK and possibly 1 of our strike groups. China won't invade if they feel like the US will defend. They'll keep kicking the cam down the road until they get an administration that won't get involved.
From now until the singularity. Meme stocks, sex bot stocks, and weed stocks. 🚀 GME ACB MSOS ROK TSLA NVDA. ACB for maple syrup kush 🤤
From now until the singularity. Meme stocks, sex bot stocks, and weed stocks. 🚀 GME ACB MSOS ROK TSLA NVDA. ACB for maple syrup kush 🤤
You should not be getting your geo political information from meta analysis, news or public opinion. The Indo-Pacific is where people need to be concerned. Europe and the Middle East are being used as sparkly things to distract. China, Russia, DPRK, ROK, Japan, Taiwan and the Philippines are the big issue. People better start paying attention to the man behind the IP curtain. We literally looked the other way and allowed DPRK to develop nuclear weapons. How’d those sanctions work for us? Not to mention the biggest missed opportunity- thanks Jimmy, that sunshine policy wasn’t so sunny. It’s too late now. Those nukes aren’t going away. And they have no problem selling them either. Stop being distracted by parrots who have no actual knowledge or insight. The arena is changing and we are not even close to prepared.
I’ve known the CEO for a looong time. No ability to execute, much less focus, whatsoever. Absolutely zero honesty, integrity. Look up ROK Mobile and MagNet. Supreme arrogance and narcissism = blind ineptitude.
IWM. Super strong RUT members like ROK and STRL. Breadth is widening.
Crack ROK 
ROK down 2% after close 
A lot of big billion $ market cap stocks not normally talked about on here are getting clobbered on earnings ROK last week APD and CCK today
$STRL $ROK The re/near-shoring isn't even close to done yet.
ROK earnings: Reported sales up 3.6% year over year; organic sales up 1.0% year over year Acquisitions contributed 1.4% to growth Total ARR up 20% year over year Diluted EPS of $1.86 and adjusted EPS of $2.04; down (44)% and (17)% year over year, respectively Reaffirms fiscal 2024 reported sales growth guidance of 0.5% - 6.5%; organic sales growth of (2.0)% - 4.0% Updates fiscal 2024 diluted EPS guidance to $11.24 - $12.74 Reaffirms adjusted EPS guidance of $12.00 - $13.50
Circling back on our previous conversation, here is a press statement from DPRK today, acknowledging their underwater nuclear program, as I described to you, that they have planned to use, to "strike horror into their hearts," by defending their territory underwater with nuclear weapons in submarines against the "military gangsters" of the US, ROK, and Japanese. http://kcna.kp/en/article/q/64e900f5bd0353837ca02d7babcce3adfc2867c3cc57ed8f879720aa395e9616e90b7d9d2886bc48b3cc61aad7ed43cc.kcmsf
Industrial automation is on the cusp of a giant leap forward with advancements in AI. Near-shoring, demographic shifts, and macroeconomic pressures are all tailwinds $ROK $AIT $ADDNY $TSLA $SYM $CGNX $TER $ZBRA Hyundai but no ticker I like $AIT as a picks and shovels play but would love to get in $ADDNY under $35. Also hold $ROK and $ZBRA. $TSLA is large enough part of the index where I don’t feel need to hold individually.
Bro this is r/shortsqueeze not r/ROK 🤣
Just remember it was only a few weeks ago usa brokered a trilateral security deal between usa Japan and ROK It may be purely political
I own CP, CLH, NSSC, and AOS (thinking of dropping the last one). Watching CPRT, CSWI, GWW, AIT, ITW, ROK. Plus others. It's a very diverse sector and some names can be lumped in different places.
Anyone have a price target for ROK?
You're insane if you think china is going to commit geopolitical, military and economic suicide by actively engaging in a war that they KNOW will lead to direct controntation with the US and major east asia western aligned military powea like Japan and ROK.
TDW - Tidewater. Earnings on 8/7 AMC. 5-year high. SMCI - Super Micro Computer. Earnings 8/8 AMC. Has gone stratospheric this year to an insane high. PRI - Primerica. Earnings 8/7 AMC. Also near all-time high. I'm also looking at UPST but after the drop today I won't be involved on the 8/8 earnings unless it runs back up. The last two positions I've closed were MTZ puts for 500% gain and ROK puts for 420% gain.
ROK is an interesting pullback today. Their earnings were well shy of expectations, but apparently a lot of that was due to them redoing their shipping to make it more efficient long term. However, they are one of the big players in industrial automation which is a sector with great long term tailwinds. I'm not sold yet, but this is definitely a pullback I'm watching.
ROK earnings Reported sales up 13.7% year over year; organic sales up 13.2% year over year Total ARR up 17% year over year Diluted EPS of $3.45 and adjusted EPS of $3.01; up 35% and 13% year over year, respectively Updates fiscal 2023 reported sales growth guidance to 14.0% - 16.0%; organic sales growth to 14.0% - 16.0% Updates fiscal 2023 diluted EPS guidance to $12.46 - $12.86; Adjusted EPS guidance to $11.70 - $12.10
All the stuff you mention requires micro chips. TSM prints the vast majority of advanced chips. Other maybe less sexy mega trends. Energy transition, industrial automation, smart city, workflow automation, industrial IoT and the like. ABB, HON, SAP, ROK, Schneider Electric, Siemens, Fanuc, etc. You won't ever see NVDA style +250 PE valuations, but you will see quickly expanding markets for decades to come.
Most people didn’t answer your question. I would broaden it out a bit. Healthcare…like a Lilly. Industrials…infrastructure plays. Caterpillar…Union Pacific….quanta services (PWR) Rockwell automation (ROK) Financial…Mastercard …S&P global(SPGI) Consumer services…Netflix Materials…albemarle (alb) Some ideas…I like your thought process. Just get a little more diversified. You have some different sectors to look at …some of my long term favorites. Do some homework…feel free to ask me any questions. Good luck …keep this up. BTW…Amazon was mentioned…Also a good name.
Nice chart for ROK, thanks. Will take a stake
Industrials down again premarket. GWW, ITW, DCI, and ROK would all be enticing on a pullback. Anyone else have good industrial names they watch?
To answer your question seriously I'd focus on solid mid to large cap companies that work with data including data centers REITS, cloud infrastructure, chip-related manufacturing that haven't run yet, automation software, cybersecurity, and big/megacap tech that can benefit from increased efficiency. Names on my watch list include: EQIX, TTD, SPLK, ROK, CRM, NOW, FTNT, ANSS I'm currently long AMD, ORCL, AMAT Or IDK just yolo life savings into $AI
Anyone watching ROK? Seems to be pulling back a bit because of some probes by regulators. They are a leader in automation and shares might be getting attractive.
ROK.... companies still spending. Increased their guidance... great quarter. Still waiting for earnings collapse Bears.
Surprised no mentioned ROK yet, one of my fav stocks.
Went pretty heavy into ROK. They do automation. Thinking these high employment numbers gonna cause a shit ton of companies to automate.
Manufacturing and automation is a real good play right now. Covid did a number on the work force and over 1 million people are dead. That is the main reasons labor cost is so high. More and more companies will double down on automation in the next 2 years as a way to be more efficient and save costs. Good companys to invest in include $ROK, $SI, $FANUC. Pair this with an AI play and you are looking at some serious profits as a lot of these automation systems use and will use machine vision
That's why you buy ROK... Rockwell Automation.
I was asked elsewhere what are some of the small mostly Canadian oil stocks that have big profit yields now (quite a few under 2 PE). This is list put together: BTW most symbols are Canada but OTC trades them, so with name you can find USA symbol easy. ROK Resources Inc. ROK.V Pieridae Energy Limited [PEA.TO](https://PEA.TO) Prospera Energy Inc. PEI.V GXRFF this is stock have written up, +50% this week. Petrus Resources Ltd. [PRQ.TO](https://PRQ.TO), PTRUF usa, I have 20 bagger and it is still under 2 PE! Frontera Energy Corporation [FEC.TO](https://FEC.TO) and FECCF already very profitable and drilling now in Guyana offshore which can be huge new oil field. Kolibri Global Energy Inc. [KEI.TO](https://KEI.TO) Check the chart out, it has gone straight up since bot it a month ago. In USA, OK Yangarra Resources Ltd. YGR.TO Gear Energy GENGF in USA, 11% dividend and paid per month and under 3 PE, my big buy this week. ​ Verde Agritech Ltd. Ordinary Shares [NPK.TO](https://NPK.TO) a new fertilizer type growing like a weed at good value. Cheers
Before buying any ETF it's always worth taking a look at their holdings and fees. A lot of these are basically glorified tech ETFs with higher expense ratios. I mean IRBO has holdings of companies like SPOT, DBX and GDDY - that wouldn't be the kind of exposure I'd want from a robotics ETF personally. But this is why I like stock picking. If you want to bet on a niche sector it's normally better to just pick a few companies you like with the exact kind of exposure you're looking for. "Robotics" can involve a lot of things: Robotics equipment (ISRG), OEMs (ROK), semis (NVDA), cloud (AMZN), automation software (PATH), sensors (MBLY), end-users (AMZN), etc. I think first you need to consider what you have exposure to in your portfolio already (eg. semis and big tech), then add companies in the robotics space which will complement that. I wouldn't add NVDA if you already have an AI / semi allocation, for example. If I wanted to play the sector I think I'd be looking for companies building universal hardware and software solutions for robotic applications personally, but there are some great companies like ISRG which build niche robotics products which you could consider if you just like what the company is doing in robotics. That's how I'd think about it anyway. If you find an ETF with reasonable fees and holdings you like then great, but I always struggle when it comes to niche sectors like robotics.
They just had news, bot a net 1,000 Barrel a day deal, the NPV of it is 3 times ROK's mkt cap.
Swanky place near me makes the ribs - it's called ROK - with the umlaut over the "O" for extra douchyness - I no cook
PLD - Industrial Warehouse REIT. ROK - Automation, we’ll be building very advanced manufacturing hubs. EMR - electrical components that basically go into every kind of physical infrastructure. APD - Industrial piping components. They make systems that move gases and liquids around. Benefiting bialy from the build out of LNG facilities. CSCO - communications infrastructure, we’re going to have to wire everything together. TT - HVAC and building environmental controls. CAT - They build the shit that builds shit. SEDG - Solar electronic components. All that new rooftop real estate will see more and more solar installation to cut down on Operating costs. AMAT - We’ll see a build out of chip manufacturing.