RoboStrategy (BOT)
Market Price (8/8/2026): $28.5 | Market Cap: $577.8 MilSector: Financials | Industry: Asset Management & Custody Banks
RoboStrategy (BOT)
Market Price (8/8/2026): $28.5Market Cap: $577.8 MilSector: FinancialsIndustry: Asset Management & Custody Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Automation & Robotics. Themes include Industrial Robotics, Factory Automation, and Process / Warehouse Automation. | Weak multi-year price returns2Y Excs Rtn is -72%, 3Y Excs Rtn is -98% | High stock price volatilityVol 12M is 195% Key risksBOT key risks include [1] its significant stock premium over a Net Asset Value based on uncertainly valued private holdings, Show more. |
| Megatrend and thematic driversMegatrends include Automation & Robotics. Themes include Industrial Robotics, Factory Automation, and Process / Warehouse Automation. |
| Weak multi-year price returns2Y Excs Rtn is -72%, 3Y Excs Rtn is -98% |
| High stock price volatilityVol 12M is 195% |
| Key risksBOT key risks include [1] its significant stock premium over a Net Asset Value based on uncertainly valued private holdings, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 8/3/2026
RoboStrategy (BOT) stock has lost about 25% since it went public on 5/11/2026 because of the following key factors:
1. Significant Correction from Extreme Premium to Net Asset Value (NAV).
Following its initial public offering on May 11, 2026, RoboStrategy's stock traded at a substantial premium to its net asset value per share, reaching as high as 387% above its intrinsic value. As of May 31, 2026, within fiscal Q3 2026 (RoboStrategy's fiscal year ends August 31, 2026), the unaudited NAV per share was $7.26, while the stock traded around $35.40. Investors eventually became wary of this significant premium, leading to a substantial correction in the stock price.
2. Share Dilution from Multiple Large Private Placements.
RoboStrategy executed several substantial private share issuances primarily during fiscal Q4 2026, creating downward pressure on the stock due to dilution concerns. Between June 19 and June 25, 2026, the company raised approximately $36.5 million by issuing 1,231,130 shares at a weighted average price of $29.65 per share. Subsequently, from June 26 to June 29, 2026, an additional $33.9 million was raised through the issuance of 1,346,668 shares at a weighted average price of $25.17 per share, contributing to a more than 10% stock tumble. Further placements between July 7 and July 14, 2026, raised about $16 million. Notably, CEO Andrew Kang invested approximately $10 million in this latter placement at $36.71 per share; however, the overall dilutive impact of these issuances still negatively affected investor sentiment and the stock price. This was further exacerbated by the announcement in fiscal Q2 2026, on May 15, 2026, of a committed equity facility of up to $2 billion, which included a resale registration statement for 14.1 million shares, signaling substantial potential future dilution.
Show more
RoboStrategy (BOT) stock has lost about 25% since it went public on 5/11/2026 because of the following key factors:
1. Significant Correction from Extreme Premium to Net Asset Value (NAV).
Following its initial public offering on May 11, 2026, RoboStrategy's stock traded at a substantial premium to its net asset value per share, reaching as high as 387% above its intrinsic value. As of May 31, 2026, within fiscal Q3 2026 (RoboStrategy's fiscal year ends August 31, 2026), the unaudited NAV per share was $7.26, while the stock traded around $35.40. Investors eventually became wary of this significant premium, leading to a substantial correction in the stock price.
2. Share Dilution from Multiple Large Private Placements.
RoboStrategy executed several substantial private share issuances primarily during fiscal Q4 2026, creating downward pressure on the stock due to dilution concerns. Between June 19 and June 25, 2026, the company raised approximately $36.5 million by issuing 1,231,130 shares at a weighted average price of $29.65 per share. Subsequently, from June 26 to June 29, 2026, an additional $33.9 million was raised through the issuance of 1,346,668 shares at a weighted average price of $25.17 per share, contributing to a more than 10% stock tumble. Further placements between July 7 and July 14, 2026, raised about $16 million. Notably, CEO Andrew Kang invested approximately $10 million in this latter placement at $36.71 per share; however, the overall dilutive impact of these issuances still negatively affected investor sentiment and the stock price. This was further exacerbated by the announcement in fiscal Q2 2026, on May 15, 2026, of a committed equity facility of up to $2 billion, which included a resale registration statement for 14.1 million shares, signaling substantial potential future dilution.
Show more
Updated on 8/3/2026
RoboStrategy (BOT) stock has lost about 25% since it went public on 5/11/2026 because of the following key factors:
1. Significant Correction from Extreme Premium to Net Asset Value (NAV).
Following its initial public offering on May 11, 2026, RoboStrategy's stock traded at a substantial premium to its net asset value per share, reaching as high as 387% above its intrinsic value. As of May 31, 2026, within fiscal Q3 2026 (RoboStrategy's fiscal year ends August 31, 2026), the unaudited NAV per share was $7.26, while the stock traded around $35.40. Investors eventually became wary of this significant premium, leading to a substantial correction in the stock price.
2. Share Dilution from Multiple Large Private Placements.
RoboStrategy executed several substantial private share issuances primarily during fiscal Q4 2026, creating downward pressure on the stock due to dilution concerns. Between June 19 and June 25, 2026, the company raised approximately $36.5 million by issuing 1,231,130 shares at a weighted average price of $29.65 per share. Subsequently, from June 26 to June 29, 2026, an additional $33.9 million was raised through the issuance of 1,346,668 shares at a weighted average price of $25.17 per share, contributing to a more than 10% stock tumble. Further placements between July 7 and July 14, 2026, raised about $16 million. Notably, CEO Andrew Kang invested approximately $10 million in this latter placement at $36.71 per share; however, the overall dilutive impact of these issuances still negatively affected investor sentiment and the stock price. This was further exacerbated by the announcement in fiscal Q2 2026, on May 15, 2026, of a committed equity facility of up to $2 billion, which included a resale registration statement for 14.1 million shares, signaling substantial potential future dilution.
3. Post-IPO Volatility and Profit-Taking.
Following its public listing on May 11, 2026, RoboStrategy's stock experienced periods of rapid, speculative rallies, including doubling in value in five trading days leading up to June 9, 2026. These sharp increases, with daily gains exceeding 32% on May 15, 2026, and over 15% on May 20, 2026, were frequently followed by substantial declines as early investors engaged in profit-taking, contributing to overall volatility and the subsequent loss in value since the IPO.
4. Broader Market Risk-Off Sentiment.
The stock's decline also occurred amid a broader risk-off tone in markets driven by escalating Middle East tensions, oil prices surging past $100 a barrel, and rising Treasury yields. These macroeconomic factors generally weigh on growth-oriented and thematic small-cap names like RoboStrategy, leading to a rotation by investors toward more defensive sectors and dampening enthusiasm for speculative investments in the AI and robotics space.
Show less
RoboStrategy (BOT) stock has lost about 25% since it went public on 5/11/2026 because of the following key factors:
1. Significant Correction from Extreme Premium to Net Asset Value (NAV).
Following its initial public offering on May 11, 2026, RoboStrategy's stock traded at a substantial premium to its net asset value per share, reaching as high as 387% above its intrinsic value. As of May 31, 2026, within fiscal Q3 2026 (RoboStrategy's fiscal year ends August 31, 2026), the unaudited NAV per share was $7.26, while the stock traded around $35.40. Investors eventually became wary of this significant premium, leading to a substantial correction in the stock price.
2. Share Dilution from Multiple Large Private Placements.
RoboStrategy executed several substantial private share issuances primarily during fiscal Q4 2026, creating downward pressure on the stock due to dilution concerns. Between June 19 and June 25, 2026, the company raised approximately $36.5 million by issuing 1,231,130 shares at a weighted average price of $29.65 per share. Subsequently, from June 26 to June 29, 2026, an additional $33.9 million was raised through the issuance of 1,346,668 shares at a weighted average price of $25.17 per share, contributing to a more than 10% stock tumble. Further placements between July 7 and July 14, 2026, raised about $16 million. Notably, CEO Andrew Kang invested approximately $10 million in this latter placement at $36.71 per share; however, the overall dilutive impact of these issuances still negatively affected investor sentiment and the stock price. This was further exacerbated by the announcement in fiscal Q2 2026, on May 15, 2026, of a committed equity facility of up to $2 billion, which included a resale registration statement for 14.1 million shares, signaling substantial potential future dilution.
3. Post-IPO Volatility and Profit-Taking.
Following its public listing on May 11, 2026, RoboStrategy's stock experienced periods of rapid, speculative rallies, including doubling in value in five trading days leading up to June 9, 2026. These sharp increases, with daily gains exceeding 32% on May 15, 2026, and over 15% on May 20, 2026, were frequently followed by substantial declines as early investors engaged in profit-taking, contributing to overall volatility and the subsequent loss in value since the IPO.
4. Broader Market Risk-Off Sentiment.
The stock's decline also occurred amid a broader risk-off tone in markets driven by escalating Middle East tensions, oil prices surging past $100 a barrel, and rising Treasury yields. These macroeconomic factors generally weigh on growth-oriented and thematic small-cap names like RoboStrategy, leading to a rotation by investors toward more defensive sectors and dampening enthusiasm for speculative investments in the AI and robotics space.
Show less
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
4/30/2026 to 8/7/2026| Return | Correlation | |
|---|---|---|
| BOT | ||
| Market (SPY) | 7.6% | 11.8% |
| Sector (XLF) | 10.5% | 1.3% |
Fundamental Drivers
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Market Drivers
1/31/2026 to 8/7/2026| Return | Correlation | |
|---|---|---|
| BOT | ||
| Market (SPY) | 12.1% | 11.8% |
| Sector (XLF) | 8.3% | 1.3% |
Fundamental Drivers
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Market Drivers
7/31/2025 to 8/7/2026| Return | Correlation | |
|---|---|---|
| BOT | ||
| Market (SPY) | 23.4% | 11.8% |
| Sector (XLF) | 11.3% | 1.3% |
Fundamental Drivers
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Market Drivers
7/31/2023 to 8/7/2026| Return | Correlation | |
|---|---|---|
| BOT | ||
| Market (SPY) | 74.9% | 11.8% |
| Sector (XLF) | 70.4% | 1.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BOT Return | - | - | - | - | - | -28% | -28% |
| Peers Return | 50% | -45% | 75% | 46% | 29% | 38% | 276% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 105% |
Monthly Win Rates [3] | |||||||
| BOT Win Rate | - | - | - | - | - | 50% | |
| Peers Win Rate | 63% | 37% | 60% | 58% | 60% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| BOT Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -24% | -57% | -29% | -32% | -41% | -26% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NVDA, TSLA, ROK, TER, CGNX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/7/2026 (YTD)
How Low Can It Go
BOT has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.5% | -18.8% |
| % Gain to Breakeven | 18.4% | 23.1% |
| Time to Breakeven | 80 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.7% | -9.5% |
| % Gain to Breakeven | 12.0% | 10.5% |
| Time to Breakeven | 26 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -16.1% | -6.7% |
| % Gain to Breakeven | 19.1% | 7.1% |
| Time to Breakeven | 270 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.7% | -19.2% |
| % Gain to Breakeven | 24.5% | 23.8% |
| Time to Breakeven | 123 days | 105 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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BOT has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -21.4% | -12.2% |
| % Gain to Breakeven | 27.3% | 13.9% |
| Time to Breakeven | 272 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -26.1% | -17.9% |
| % Gain to Breakeven | 35.3% | 21.8% |
| Time to Breakeven | 162 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -78.3% | -53.4% |
| % Gain to Breakeven | 359.8% | 114.4% |
| Time to Breakeven | 2329 days | 1085 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About RoboStrategy (BOT)
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Here is the management team for RoboStrategy (symbol: BOT):
**Andrew Kang** Chief Executive Officer
Andrew Kang co-founded RoboStrategy in 2025, an investment fund focused on robotics and physical AI, aiming to provide public investors with exposure to private, pre-IPO, and public robotics companies. He is also the Founding Partner of Mechanism Capital, his family office established in 2020, which concentrates on investing in frontier technologies. Throughout his investment career, Kang has led early-stage investments across artificial intelligence, crypto, and robotics, including investments in humanoid robotics companies. RoboStrategy marks the first time Kang has taken outside capital for an actively managed investment company.
**David Lentinello** Fund Controller
David Lentinello serves as the Fund Controller for RoboStrategy. (Further detailed background information focusing on previous companies founded/managed, sales to acquirers, or patterns of managing private equity-backed companies was not readily available in the search results.)
**Marc Weinstein** Chief Operating Officer
Marc Weinstein is the Chief Operating Officer of RoboStrategy. He is also noted as a co-founder of RoboStrategy in 2025 alongside Andrew Kang. Additionally, Marc Weinstein is a co-founder of Mechanism Capital, a crypto investment firm that has invested in over a hundred crypto projects since its inception in 2020.
**Bill Hughes** Vice President of Legal & Policy
Bill Hughes is the Vice President of Legal & Policy at RoboStrategy. He is also a Managing Director of Liquid Strategies at DigitalBridge Investment Management, having previously been with Kayne Anderson Capital Advisors, where he managed funds focused on special situation investments across TMT, real estate, and financial services. Earlier in his career, he was a portfolio manager for the Condorcet Opportunity Fund, an event-driven hedge fund controlled by Societe Generale, and managed similar strategies at Allen & Company and Pequot Capital Management.
**Scott Walter, PhD** Robotics Research Diligence Director
Scott Walter, PhD, serves as the Robotics Research Diligence Director at RoboStrategy. Known as the "Humanoid Botangelist," he co-founded Deneb Robotics in 1985, which pioneered "offline programming" using 3D simulation tools for industrial robots, and was later acquired by Dassault Systèmes. In 1999, he co-founded Visual Components, focusing on simulating entire factory floors, which was subsequently purchased by KUKA in 2017. He brings four decades of experience in simulation and industrial automation to his role.
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The key risks to RoboStrategy's (BOT) business are:
- Premium to Net Asset Value (NAV) and Valuation Uncertainty of Private Holdings: RoboStrategy's stock has frequently traded at a significant premium over its reported Net Asset Value, which complicates the assessment of its risk-reward balance. A substantial portion of its portfolio consists of investments in private robotics and AI companies, whose valuations are less transparent and often based on internal estimates or the timing of funding rounds, rather than continuous market pricing. This valuation uncertainty means that if these private holdings are overvalued or if subsequent funding rounds occur at lower valuations, the fund's NAV could face considerable downward pressure, potentially leading investors to overpay for their exposure.
- Dilution Risk from Equity Offerings: The company has engaged in activities such as announcing a committed equity facility and registering shares for resale, as well as conducting private share issuances. These actions have raised concerns about potential dilution of existing shareholder value. Should RoboStrategy issue more shares to raise additional capital, the ownership percentage of current shareholders could decrease. The ultimate impact of such dilution hinges on whether new capital is secured on favorable terms and if management effectively invests this capital into opportunities that yield strong returns.
- Concentrated and Non-Diversified Portfolio with Limited Operating History: As a recently established fund, RoboStrategy possesses a limited operating history. It operates as a non-diversified, closed-end investment company, concentrating its investments in a specific portfolio of private and public entities within the robotics and embodied artificial intelligence sectors. This concentrated approach renders the fund's performance potentially more volatile than that of a diversified fund, making it susceptible to significant adverse developments affecting a single industry or issuer. Furthermore, investments in private companies inherently carry risks such as limited publicly available information, illiquidity, and the possibility that these companies may never achieve a liquidity event.
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Expected Drivers of Future Revenue Growth for RoboStrategy (BOT)
For RoboStrategy (NASDAQ: BOT), a closed-end management investment company focused on robotics and embodied artificial intelligence, future revenue growth is primarily driven by the appreciation and expansion of its investment portfolio over the next 2-3 years.
- Expansion of Investment Portfolio in High-Growth Robotics and AI: RoboStrategy's ability to deploy its recently secured capital, including approximately $28.9 million from private share issuances and a $2 billion committed equity facility, to make new and follow-on investments in private and public robotics and embodied artificial intelligence companies is a key driver. This strategic deployment aims to grow the fund's assets under management and capture high-growth opportunities in the sector.
- Appreciation of Existing Portfolio Companies Driven by Sector Growth: The performance and increasing valuations of RoboStrategy's current holdings, such as Figure AI, Apptronik, Dyna Robotics, and Standard Bots, are critical. The burgeoning robotics and physical AI markets, including the mass-market rollout of industrial and humanoid robots and the convergence of large language models (LLMs) and hardware, are expected to significantly boost the value of these underlying investments.
- Successful Exits and Liquidity Events from Private Investments: As a venture capital-style fund, a significant driver of future revenue growth will be the eventual successful initial public offerings (IPOs) or acquisitions of its private portfolio companies. Such liquidity events would unlock substantial value, contributing to realized gains and net asset value (NAV) appreciation for RoboStrategy.
- Strategic Capital Deployment and Active Portfolio Management: The firm's expertise in identifying and investing in "category-defining companies" and providing strategic guidance to its portfolio companies is vital. The flexible nature of its $2 billion committed equity facility allows RoboStrategy to opportunistically access and deploy capital, aligning funding with strategic investment opportunities to enhance the growth potential of its portfolio.
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Share Repurchases
- RoboStrategy has not reported any share repurchases; financial data for the period ending September 5, 2025, indicated zero share repurchases.
Share Issuance
- RoboStrategy completed private share issuances totaling approximately $28.9 million between June 11 and June 16, 2026, at a weighted average price of $36.28 per share.
- During fiscal Q2 2026, the company announced a committed equity facility of up to $2 billion from Roth Principal Investments, LLC, which included a resale registration statement for 14.1 million shares.
- Multiple SEC filings in May and June 2026 registered significant amounts of shares, including 19.66 million shares and 14.1 million shares.
Inbound Investments
- In fiscal Q2 2026, RoboStrategy secured a committed equity facility of up to $2 billion from Roth Principal Investments, LLC.
Outbound Investments
- As a closed-end fund, RoboStrategy's primary capital allocation strategy involves investing in private and public companies within the robotics and physical AI sectors.
- The fund aims to offer investors exposure to private companies in the robotics and physical AI industries.
- Examples of companies within its portfolio include FIGURE AI, APPTRONIK, and DYNA Robotics.
Capital Expenditures
- For the period ending September 5, 2025, RoboStrategy reported zero in total capital expenditures.
Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 276.27 |
| Mkt Cap | 54.2 |
| Rev LTM | 8,973 |
| Op Inc LTM | 1,772 |
| FCF LTM | 1,504 |
| FCF 3Y Avg | 1,290 |
| CFO LTM | 1,732 |
| CFO 3Y Avg | 1,508 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 17.1% |
| Rev Chg 3Y Avg | 7.3% |
| Rev Chg Q | 25.5% |
| QoQ Delta Rev Chg LTM | 5.9% |
| Op Inc Chg LTM | 80.7% |
| Op Inc Chg 3Y Avg | 25.2% |
| Op Mgn LTM | 21.9% |
| Op Mgn 3Y Avg | 17.1% |
| QoQ Delta Op Mgn LTM | 3.1% |
| CFO/Rev LTM | 23.9% |
| CFO/Rev 3Y Avg | 19.1% |
| FCF/Rev LTM | 17.9% |
| FCF/Rev 3Y Avg | 17.6% |
Price Behavior
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BOT Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.37 | 1.84 | 2.62 | -1.00 | 0.21 | 0.37 |
| Up Beta | 0.27 | -1.44 | 3.47 | 2.72 | 2.59 | -7.09 |
| Down Beta | 2.17 | -2.90 | 1.85 | 1.46 | -4.24 | -1.84 |
| Up Capture | 119% | 666% | 408% | 170% | 76% | 7% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 7 | 18 | 25 | 25 | 25 | 25 |
| Down Capture | 633% | 333% | 392% | 204% | 135% | 76% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 15 | 25 | 31 | 31 | 31 | 31 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BOT | |
|---|---|---|---|---|
| BOT | -26.6% | 195.3% | 0.31 | - |
| Sector ETF (XLF) | 12.3% | 14.6% | 0.57 | 1.3% |
| Equity (SPY) | 23.3% | 12.8% | 1.36 | 11.8% |
| Gold (GLD) | 28.5% | 28.4% | 0.87 | 5.7% |
| Commodities (DBC) | 32.9% | 19.8% | 1.32 | -21.8% |
| Real Estate (VNQ) | 14.2% | 13.8% | 0.72 | -10.5% |
| Bitcoin (BTCUSD) | -44.2% | 42.9% | -1.23 | 9.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BOT | |
|---|---|---|---|---|
| BOT | -6.0% | 195.3% | 0.31 | - |
| Sector ETF (XLF) | 11.4% | 18.4% | 0.48 | 1.3% |
| Equity (SPY) | 13.5% | 17.2% | 0.61 | 11.8% |
| Gold (GLD) | 18.6% | 18.6% | 0.81 | 5.7% |
| Commodities (DBC) | 8.2% | 19.6% | 0.31 | -21.8% |
| Real Estate (VNQ) | 2.3% | 18.9% | 0.02 | -10.5% |
| Bitcoin (BTCUSD) | 8.8% | 53.0% | 0.35 | 9.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BOT | |
|---|---|---|---|---|
| BOT | -3.0% | 195.3% | 0.31 | - |
| Sector ETF (XLF) | 13.6% | 22.1% | 0.56 | 1.3% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 11.8% |
| Gold (GLD) | 12.1% | 16.2% | 0.61 | 5.7% |
| Commodities (DBC) | 7.4% | 18.0% | 0.33 | -21.8% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.20 | -10.5% |
| Bitcoin (BTCUSD) | 58.2% | 66.2% | 0.98 | 9.3% |
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Earnings Returns History
Updated 6/3/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 02/28/2026 | 05/05/2026 | 424B3 |
| Report Date | Filing Date | Filing |
|---|---|---|
| 02/28/2026 | 05/05/2026 | 424B3 |
Insider Activity
Updated 7/15/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kang, Andrew Kai | President | See Footnote | Buy | 7152026 | 36.71 | 272,405 | 9,999,988 | 74,436,390 | Form |
| 2 | Weinstein, Marc Adam | COO and Secretary | See Footnote | Buy | 5052026 | 10.00 | 43,500 | 435,000 | 585,000 | Form |
| 3 | Kang, Andrew Kai | President | See Footnote | Buy | 5052026 | 10.00 | 246,500 | 2,465,000 | 3,315,000 | Form |
| 4 | Fp, Strategies Llc | Direct | Buy | 4082026 | 10.00 | 290,000 | 2,900,000 | 3,900,000 | Form | |
| 5 | Zhao, Jason | See Footnote | Buy | 11052025 | 10.00 | 400,000 | 4,000,000 | 4,000,000 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kang, Andrew Kai | President | See Footnote | Buy | 7152026 | 36.71 | 272,405 | 9,999,988 | 74,436,390 | Form |
| 2 | Weinstein, Marc Adam | COO and Secretary | See Footnote | Buy | 5052026 | 10.00 | 43,500 | 435,000 | 585,000 | Form |
| 3 | Kang, Andrew Kai | President | See Footnote | Buy | 5052026 | 10.00 | 246,500 | 2,465,000 | 3,315,000 | Form |
| 4 | Fp, Strategies Llc | Direct | Buy | 4082026 | 10.00 | 290,000 | 2,900,000 | 3,900,000 | Form | |
| 5 | Zhao, Jason | See Footnote | Buy | 11052025 | 10.00 | 400,000 | 4,000,000 | 4,000,000 | Form | |
| 6 | Fields, James Michael | Direct | Buy | 11042025 | 10.00 | 10,000 | 100,000 | 100,000 | Form |
RoboStrategy — Investor Video Playlist
Products & Services
Inside Standard Bots: The Robotics Company Helping Reshape US Manufacturing
Leadership
Can the US Beat China in Robotics?
Leadership
Investing In Robotics And Physical AI - RoboStrategy CEO Andrew Kang and Threadguy
Leadership
Humanoid Robots: How Soon?
Leadership
What If Humanoid Robots Sold Like iPhones?
Leadership
The Rise of Humanoid Robots and Physical AI - RoboStrategy CEO Andrew Kang on the Pomp Podcast
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RoboStrategy Investor Day Presentation
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