This week on The Robot Investor: Washington escalates the robotics trade war. The FCC added new foreign-made humanoid robots, robot dogs, and power inverters to its "covered list," effectively banning new Chinese models from U.S. certification on national-security grounds. Morgan Stanley responded with a note calling out the sector's "PR problem" — even as the bank raised its 2026 China humanoid shipment forecast to 50,000 units and flagged the new ban itself as a cost headwind. Meanwhile Unitree Robotics formally launched its Shanghai Star Market IPO, aiming to raise 4.2 billion yuan at a 42-billion-yuan valuation — the sector's first real daily public stock price. BYD confirmed its first humanoid robot debuts in August at its retail showrooms, and Agility Robotics opened a new Silicon Valley Physical AI hub while making its Digit robot the first production humanoid to ship with Nvidia's new Halos safety system. Elena and Theo break down what a US import ban actually changes, why "PR problem" matters to investors, what Unitree's IPO numbers reveal, and why safety certification can be the real bottleneck between a working robot and a paying customer. 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.