Ouster is recommended for its LiDAR sensors, which are crucial for AI perception in humanoid robots, with strong revenue growth (49% YoY) and significant partnerships including Google and Amazon.
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The creator highlights three stocks poised to benefit from the growth in humanoid robots and AI: Moog (MOG....
Jul 8, 2026
The creator highlights three stocks poised to benefit from the growth in humanoid robots and AI: Moog (MOG.A), USA Rare Earth (USAR), and Ouster (OUST). The reel discusses the increasing demand for actuators in robots, the importance of rare earth elements for magnets, and the role of LiDAR sensors in AI perception, citing company-specific growth and partnerships.
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USA Rare Earth is a key pick as the bottleneck for humanoid robots is magnets, and the company is building an end-to-end rare earth supply chain in North America, recently securing $1.6 billion in funding.
Moog is a primary pick due to its role in building the full actuator system for humanoid robots, with strong Q1 financials showing a 21% sales increase and a $3.3 billion backlog.