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PaperclipPerfector  1d ago (text post)   1086 thread views

Small-Scale Question Sunday for February 1, 2026

Do you have a dumb question that you're kind of embarrassed to ask in the main thread? Is there something you're just not sure about?

This is your opportunity to ask questions. No question too simple or too silly.

Culture war topics are accepted, and proposals for a better intro post are appreciated.

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Someone recently claimed that people here would greatly outperform the market given their higher-than-average intelligence. So let's run a hypothetical - you've got $1m and your goal is to 5x it (pre tax) in the next 2 years. Perhaps we can look back at replies to this post few years later and see how everyone does. Anything goes, from investing to leveraging your unique skills or connections if you have any.

My plan would be this: 900k into a leveraged Uranium long. 100k dry powder for any other opportunities - long Korean hardware stocks (Samsung, SK Hynix) right now, then rotate to INTC leaps and/or lithium, then try to time crypto bottom and buy a few good coins on spot (LINK, HYPE). I think Uranium position does a 3-4x so would have to do a magical 14-23x with that $100k.

My genuine expectation is the next explosion/bubble (if AGI isn't cracked circa 2028 as seemingly expected) is robotics, specifically automated robotics.

I expect quadcopter-style autonomous drones, human-form-factor robots, and non-humanoid robots are about to see a surge in usage. Elon announcing that they'd literally shut down Tesla production lines to build more Optimus robots seems like one of those screaming sirens indicating what the future brings if he's positioning himself to dominate the production of physical robots NOW.

And this and other indicators have not percolated through to the mainstream awareness yet, so we're absolutely still 'early' to the game. And with the looming population crisis, robots are going to be a NECESSARY tech tree branch to explore.

So what are some companies in that branch of the tech tree that stand to gain from the 'intermediate' phase of the robotics industry?

Do I know specifically which stocks are best to aim for a 5x? Hell no.

Tesla would be a good one... but hard to see it genuinely 5xing in a short period given how inflated its value already seems.

Otherwise, make a few bets on some pharma companies to discover something even cooler than magical weight loss drugs (likely with AI assistance). Problem there is FDA approval being slow.

There's already been a pretty crazy runup in valuations of robotics companies plus China being market leader makes it harder to get in

Agreed, but even aiming at the companies manufacturing intermediate parts can work.

(I just have an ETF that holds robotics and automation stocks)

The Chinese dominance is concerning.

Personally I'm bearish on Chinese industry in the medium term, so I'd still prefer holding what few U.S. options exist.

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