https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/ai/2026-06-18-humanoid-robot-investment-theme.en https://www.youngju.dev/blog/ai/2026-06-18-humanoid-robot-investment-theme.en Humanoid robots are one of the hottest investment themes of 2026. We look at the technology, key players such as Figure, Tesla Optimus, and 1X, the value chain, the debate over adoption timing, and overheating risk, presenting both the bull and bear cases in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) aihumanoid-robotroboticsinvestingteslafigurephysical-ai https://www.youngju.dev/blog/ai/2026-06-18-humanoid-robot-investment-theme.ja https://www.youngju.dev/blog/ai/2026-06-18-humanoid-robot-investment-theme.ja ヒューマノイドロボットは2026年で最も注目される投資テーマの一つです。Figure、Tesla Optimus、1Xなど主要企業の技術動向やバリューチェーン、普及時期をめぐる議論、過熱リスクまで、強気と弱気の両視点からバランスよく見ていきます。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) aihumanoid-robotroboticsinvestingteslafigurephysical-ai https://www.youngju.dev/blog/ai/2026-06-18-humanoid-robot-investment-theme https://www.youngju.dev/blog/ai/2026-06-18-humanoid-robot-investment-theme 휴머노이드 로봇은 2026년 가장 뜨거운 투자 테마 중 하나입니다. Figure, Tesla Optimus, 1X 등 주요 기업의 기술 현황과 밸류체인, 보급 시점 논쟁, 그리고 과열 리스크까지 강세와 약세 양쪽 시각으로 균형 있게 살펴봅니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) aihumanoid-robotroboticsinvestingteslafigurephysical-ai