Historical hypothesis, now retired from live research: Physical AI may create demand for scarce sensors, vision, control, actuators and test components. Established commercial suppliers and speculative robot brands require different evidence.

Why now

Retire the broad robotics basket while scarce component content and profitable robot-specific conversion remain unverified. General machine-vision growth is insufficient.

In scope

Physical AI may create demand for scarce sensors, vision, control, actuators and test components. Established commercial suppliers and speculative robot brands require different evidence.

Out of scope

No current campaign-level investment recommendation · No reconstruction of past returns or reassignment of original calls

Expected horizon

6–24 months after commercial proof; no active campaign allocation of attention.

What supports it

Require component orders/backlog and revenue conversion before relying on OEM promises; design-outs, program delays or absent revenue inflection undermine the mechanism. Price confirmation and business proof remain separate.

What would break it

The closure is a research-priority decision, not a new market falsification verdict. Original evidence gaps and outcomes remain as recorded.

Next review On condition · A named component supplier with disclosed robot-program orders and profitable revenue conversion would justify a narrow successor.

Closed 2026-09-06 · Retire the broad robotics basket while scarce component content and profitable robot-specific conversion remain unverified. General machine-vision growth is insufficient.