Chris Camillo & Amit Kukreja: The Humanoid Robot Boom Is Just Getting Started

Chris Camillo calls humanoid robotics the biggest market we've ever seen. Not AI, not the internet, this. He and Amit Kukreja join Gav to explain why the opportunity is so much larger than most investors realize. They break down who the real players are, why the deployment timeline matters more than the hype, where the biggest opportunities sit as this build-out unfolds, and what it actually takes for this trade to become investable. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Chris Camillo: X: https://x.com/ChrisCamillo YouTube: @DumbMoney ▶ Follow Amit Kukreja: YouTube: youtube.com/@amitinvesting Twitter: @amitisinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro: the humanoid robot landscape 00:47 The players: Tesla, Figure, Aptronic, Boston Dynamics 05:10 Why Elon is pushing the timeline out 07:00 The deployment bottleneck nobody talks about 09:30 The US supply chain rule that could break Tesla's plan 13:00 The race to solve robotic hands 20:00 Bots and the military opportunity 27:00 Wheeled vs bipedal: the part nobody discusses 30:00 The Tesla vs Waymo safety debate, for robots 40:00 When this actually becomes investable (2028) 44:00 Why this lifts the whole world