Geiger's Capital Gains

Geiger's Capital Gains

The Next Wave of AI: Physical

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Geiger Capital
Aug 05, 2026
∙ Paid

"The next wave of AI is physical. AI that will interact and work among us."
- Jensen Huang

"AI + Robots will reorder the entire economy."
- Elon Musk

As far as most people are concerned, AI is something on their screens. It’s an incredible tool stuck inside of your laptop or phone. However, it’s very clear that the next technology frontier will be combining AI with the advancements in robotics, bringing AI off of our computers and into the physical world. Over the last several days I’ve been building a position in a new stock. This is my largest starting position since Definium Therapeutics early last year, which then went up ~470% in 14 months. This company is positioned perfectly for the rapidly accelerating Physical AI/Robotics theme. I like the stock fundamentally, technically and politically and wanted to share it with the great readers of Geiger Capital. Lets dive in…

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