The rise of the global robotics market

Morgan Stanley expects the global robotics market to grow from $91B today to$25T by 2050 — a 250x expansion.

Robotics is a full stack — these stocks stand to benefit:

TIER 1: BRAINS + SCALE NVDA | Nvidia TSLA | Tesla GOOGL | Alphabet AMZN | Amazon MSFT | Microsoft

TIER 2: PURE ROBOTICS LEADERS ABB | ABB FANUY | FANUC TER | Teradyne ROK | Rockwell Automation ZBRA | Zebra Technologies

TIER 3: ROBOTICS SOFTWARE, PERCEPTION & AUTONOMY ISRG | Intuitive Surgical MBLY | Mobileye QCOM | Qualcomm CGNX | Cognex PTC | PTC

TIER 4: DEFENSE, LOGISTICS & APPLIED ROBOTICS AVAV | AeroVironment LMT | Lockheed Martin SYM | Symbotic HON | Honeywell SERV | Serve Robotics

Author

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