Interesting take from JPMorgan. I've been watching the robotics and autonomous driving space for a while, and the data backs it up—like the 12% annual growth in industrial robot deployments and declining sensor costs (down 70% since 2018). The key is that the 'Magnificent Seven' rally was about AI infrastructure, but the next phase is about real-world application. I'm not sure about specific price targets, but the logic makes sense, especially with labor shortages making automation ROI attractive. Just be careful with valuations—some robotics stocks have been flat for years despite the hype. Check the official financial reports for current data, but conceptually, this shift could be significant for the next 5-7 years. Not financial advice, obviously.