Derek Yan recently joined the Animal Spirits: Talk Your Book podcast with Ben Carlson and Michael Batnick to make the case for why KOID offers investors a pure-play on the humanoid robotics revolution, comparing the opportunity to the build-out of EVs and smartphones: "You have 1.5 billion vehicles on the road, 4 billion smartphones built out in 15 years, so for humanoid robots, with a 3.5 billion working population, you're going to need 3 billion down the road." 

Yan also argued that the picks-and-shovels opportunity lies in the global supply chain of actuators, sensors, and components powering what Jensen Huang calls a $40 trillion market.

This podcast contains Derek Yan’s and the speakers' opinions. It is provided for informational purposes and should not be regarded as investment advice or a recommendation of specific securities.

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