Stocks to Buy for 2026: PATH & RR
The AI & Robotics Automation Play
For 2024, I chose WULF (TeraWulf) as my one-stop-shop for the year. The relatively new public BTC miner is ESG compliant, uses cheap nuclear energy, and has data centers to fuel AI. It performed about +200% in 2024.
For 2025, I continued with WULF and added RKLB (Rocket Lab) to capitalize on the space narrative. RKLB competes with SpaceX and offers retail investors exposure to the space economy without needing access to private funding rounds.
Now for 2026, I’m pivoting to the AI and robotics automation sector with two picks: PATH (UiPath) and RR (Richtech Robotics).
PATH — UiPath
The company has a market capitalization of ~$7.7B and is the leader in Robotic Process Automation (RPA). UiPath provides software robots that emulate human actions to automate repetitive business tasks across enterprises globally.
The stock jumped 29% in 2025 as their AI strategy came into focus. Once thought to be doomed by the AI revolution, UiPath defied critics by combining RPA with agentic AI. Their CEO stated: “Our ability to bring deterministic automation, agentic automation, and orchestration together in one trusted, governed system is a true differentiator.”
Key catalysts: Strategic partnerships with Snowflake, Google, Microsoft, and NVIDIA. ISO/IEC 42001:2023 certification for AI Management Systems. Named a Leader in Forrester Wave for Autonomous Testing Platforms.
The stock trades at ~6x revenue and ~26x adjusted EPS — still down 80% from all-time highs. This is the beaten-down enterprise AI play with serious upside if the agentic AI narrative takes hold.
RR — Richtech Robotics (Weekly)
The company has a market capitalization of ~$770M and develops robotic solutions for automation in the service industry. Their flagship product is ADAM, an AI-powered robot bartender with two robotic arms and proprietary vision-AI powered by NVIDIA technology.
ADAM has served over 16,000 drinks at their flagship Clouffee & Tea location in Las Vegas since February 2025. The robot was featured at the Kennedy Space Center’s Legacy of Launch 75th Anniversary event, serving space-themed cocktails to VIP guests.
In October 2025, they unveiled Dex — their first mobile humanoid robot for industrial use, accelerated by NVIDIA Jetson Thor. The company has deployed over 400 robot solutions across restaurants, retail, hotels, healthcare, and casinos.
52-week range: $1.37 to $7.43. This is a small-cap, high-risk robotics play that could see massive upside if the physical AI and humanoid robot narrative explodes in 2026-2027.
The Thesis
This reminds me of previous sector manias that produced multi-bagger returns:
• CGC (weed stock): $15 → $580 in a few years during 2015-2018 cannabis mania
• MRNA (vaccine stock): $15 → $480 in a couple years during COVID vaccine mania
The narrative of AI automation and robotics is growing. The spirit animals of the market can create this sector into a mania over the coming years. PATH represents enterprise software automation, while RR represents physical world automation — together they cover the full automation spectrum.
This is a very simple theory and strategy. I will buy and hold until 2027.
Cheers,
TraderHC
Reminder: Even though these may be multi 6-figure size trades, they are still sub 3% of liquid AUM. I sometimes hold trades to nearly 0. My risk management is the amount I initially buy.
Disclaimer: This content is for informational and educational purposes only and should not be considered as investment, financial, legal, or tax advice. No fiduciary relationship exists between the reader and the author. This does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or investment product. Past performance is not indicative of future results. Investments in securities involve a high degree of risk, including the potential loss of all invested capital. Always conduct your own due diligence and consult with a professional financial advisor before making any investment decisions.