Hey everyone! Sam here (AKA @SamSolid57 on X)
I drop into your inbox a few times a week, breaking down the biggest stories in finance and the moves that matter most.
Let’s get into it
YOUR 2026 MARKET PREDICTIONS
We put together a quick survey to see what you think happens in the markets in 2026.
Stocks, interest rates, Al, crypto, ETFs, and more...
It should take about 2 minutes to complete.
We'll share the results with the community and look back next year to see how these predictions actually played out.
Please complete the survey here:
The Mispriced Robotics Narrative
The real winners in robotics are not the companies building humanoids or flashy demos. The value accrues to platforms that already move goods, manage inventory, and serve customers at global scale.
When automation plugs into an existing machine, it compounds efficiency instead of chasing proof-of-concept returns.
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Where the Leverage Actually Lives
$AMZN and $MELI sit at the center of this shift, with robotics acting as a margin expander across fulfillment, logistics, and last-mile delivery. $WMT adds relevance as automation moves from pilots into production, while $SYM represents the infrastructure layer quietly enabling this transition.
Massive fixed assets plus embedded demand is what turns robotics from a science project into an operating advantage.
Why 2026 Matters
Recent keynotes from $NVDA and $AMD reinforced how fast compute, simulation, and robotics stacks are converging, while real-world execution from $TSLA shows the pace is accelerating beyond theory.
As these technologies mature, the benefits skew toward incumbents with scale, data, and distribution already in place. Into 2026, robotics looks less like a standalone bet and more like an efficiency flywheel for the largest platforms in commerce.
Thanks for reading! Catch you in the next one!
For more updates throughout the week, follow @WOLF_Financial and @SamSolid57 on X.
