May 3, 2026
The Robot Rising: When 600K US Manufacturing Jobs Sit Vacant, Who Builds Things?
600K+ unfilled US manufacturing jobs. Reshoring without automation is impossible. The market either dismisses industrial automation as "mature, boring" or overpays for humanoid via Tesla. The real trade is the structural floor: ROK, ABB, ISRG already earning 20%+ operating margins. Full teardown of 10 robotics + automation stocks.