The Robot Investor's first weekly news roundup, breaking down robotics and humanoid-robot investing for everyday investors — June 8, 2026. This week: Nvidia's blitz at GTC Taipei and Computex (June 1–5), including the new Isaac GR00T Reference Humanoid Robot — an open, off-the-shelf design built on a Unitree H2 body, Sharpa hands and Nvidia's Jetson Thor brain — and why the "picks and shovels" thesis matters for Nvidia stock. We unpack the trillion-dollar drumbeat from SoftBank's Masayoshi Son and Wedbush's Dan Ives, set against Morgan Stanley's more cautious ~$5 trillion-by-2050 estimate, and look at the KraneShares Global Humanoid Robotics & Physical AI ETF (KOID), which just turned one with about $241 million in assets. Plus: a record $23 billion of robotics startup funding in 2026 (Saronic, Sereact) and why most of it is private; the China rare-earth magnet chokepoint that sits under every humanoid actuator; and a sober bear case after Richtech Robotics' ~36% slide and a CAPE ratio near dot-com highs. We close on Tesla's Optimus production plans and Sam Altman pointing OpenAI at robotics. Elena explains the numbers, Theo asks the questions you're thinking. Hosted by AI. Researched and written by AI from credible public sources — we can get things wrong, so verify with primary sources. Not investment advice.