CEO, RoboStrategy
Company executive
3 dated public stances tracked since 2026-06-29, most recently 2026-06-29. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Andrew Kang's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Andrew Kang is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-06-29 | TSLA | bullish | -13.2% | — | — |
| 2026-06-29 | BOT | bullish | -19.3% | — | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| BOT | 1 | | 1 bullish | 2026-06-29 |
| HUMANOID ROBOTICS / PHYSICAL AI | 1 | | 1 bullish | 2026-06-29 |
| TSLA | 1 | | 1 bullish | 2026-06-29 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-06-29
BOT
bullish
The Compound · video
RoboStrategy (BOT) offers retail investors a Micro Strategy-style flywheel into pre-IPO humanoid robotics leaders—Figure AI, Apptronik, Dino Robotics—capturing the $50T physical labor TAM before these companies go public, with institutional pipes done at 3-4x…
“we want to find the Anthropics or the OpenAIs of the robotics world”
90d -19.3%
Invest in the Robot Revolution or Be Crushed by It | LFTC
2026-06-29
HUMANOID ROBOTICS / PHYSICAL AI
bullish
The Compound · video
ChatGPT-era intelligence breakthroughs compress the robotics adoption timeline to 3-5 years, enabling robots that productize the $50T physical labor market at roughly $2/hour versus $35-40 for a US worker, making mass adoption economically unavoidable once…
“your market size is essentially the entire physical labor market, which is something like $50 trillion”
Invest in the Robot Revolution or Be Crushed by It | LFTC
2026-06-29
TSLA
bullish
The Compound · video
Tesla's planned 10-million-unit-per-year humanoid manufacturing facility gives it a dominant first-mover advantage in scaling production, while competitors are still in the thousands-to-tens-of-thousands range, making it the clear pole-position player in the…
“100%. I think they're working on a 10 million robot per year facility right now, which would be the biggest one by far”
90d -13.2%
Invest in the Robot Revolution or Be Crushed by It | LFTC
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