lt cap,

We all know that it's not just 'back end IT' jobs that tech is taking away the need for. In automobile (or name an appropriate source) construction, robots are much better than humans. A manager and one worker-bee vs. a slew of welders - that's already happening. It begs the question - what can humans do that robots (in some form) can't? I've thought and written about that as a great economic disrupter to come. But I hadn't thought about it as a possible stock play: Just as bandwidth demands will only increase, so will the need for robots and IOT devices. It made me wonder: Who builds such robots? Who will be a 'winner' in this inevitable expansion? (And I'm not talking 'Roomba' robots - altho controlling/programming your thermostat, lights, dinner cooking?, from afar will become the norm.)

It makes me wonder: Is it possible to pick a 'winner'? Or is the money to be made elsewhere - in the chips that will control robots, or the medical devices that will give you a mechanical arm to replace the one you lost, with better functionality, but will cost an arm (and a leg.) I'd be interested if anyone knows who the leading 'robot builders' are. Is there an entryway into that area, or is it too diverse, or too unclear at this point? I've not heard a 'pitch' by an analyst on this subject, altho there probably have been such 'picks'.

On ATVI - their CC is Feb 11th - Down 2% today. someone - credit suisse - raised their pt to 41 from 40 today. I recall Jester thinking that ~$40 was fair value. Is this a good play for earnings?