The Railroads of Robotics: Investing in Physical AI, Cobots, and the Reshoring Boom

4.3 million industrial robots are already deployed globally. Robot costs have dropped 50% in 30 years. Payback periods are now 1 to 3 years. The reshoring of American manufacturing isn't a forecast — it's a buy order.This week on Money On Tap, Ben Brayshaw and Dan Michelon continue the series with The Railroads of Robotics — the picks-and-shovels playbook for physical AI and the next great industrial build-out.What you'll learn:

• Why three forces — reshoring, labor shortage, and 1–3 year robot payback — make automation inevitable
• The four investable layers: robots · AI systems · software · hardware
• A walk-through of the public names: Rockwell Automation, Teradyne, Emerson Electric, NVIDIA, Tesla (Optimus), AeroVironment, Applied Materials, Autodesk
• How cobots are reshaping skilled-trades work — and what the NVIDIA CEO's "three-day work week" prediction really means
• Five robotics-themed ETFs walked through: ROBO, BOTZ, IBOT, ARKQ, ROBT
• What to tell the kids and grandkids about which jobs will actually exist in 10 years
• The geopolitical risk that could shelve this entire build-out overnight

Plus Money In The News:

• United Airlines hikes fares up to 20% — CEO admits passing 100% of jet-fuel cost to consumers
• Musk vs. Altman: a $134B suit heading to court while SpaceX ($1.25T) and OpenAI ($850B) IPOs loom
• Adobe announces a $25B buyback (25% of market cap) while Big Tech keeps laying off — and the buyback nuance most investors miss

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  Because the S&P 500 is cap-weighted: seven stocks absorb about a third of every dollar, and the top 10 holdings make up 35–55% of most S&P funds. In 2026 those mega-caps lagged — the Mag Seven are collectively negative — while sectors like energy (+28.1%) and technology (+26.8%) led. If your ETFs overlap in the same top names, you own the laggards several times over. The fix starts with knowing what you actually own.