LikeFolio Weekly Roundup

Stock Spotlight: Richtech Robotics (RR) Just Silenced the Haters

Several months ago we made a bullish call on Richtech Robotics (RR).

Since then, the stock has taken the kind of wild ride that shakes out tourist investors, still currently trading +45% higher.

A late December sell-off was triggered by a delayed 10-K filing, but we didn’t balk.

This week, the air was cleared.

The Signal: Gross Profit is Now Reality

Richtech finally filed its overdue 10-K. The results exceeded expectations on multiple fronts.

For years, the bear case against service robotics was that the hardware cost more to build and maintain than it could ever earn. It was a science project business model. That era is over.

For the first time, Richtech reported a jump in gross profit to $3.3 million on ~$5.0M of revenue.

This represents a 65% gross margin. They are now selling and leasing robots for significantly more than they cost to build and deploy. While the headline net loss grew to $15.8 million, you have to look deeper. That loss is the result of a deliberate, aggressive land-grab. They spent 172% more on general and administrative expansion because they are building a global footprint.

The unit level—the individual sale—is now a cash-flow contributor. When each robot you put in the field makes you money instead of losing it, the path to massive wealth is simply a matter of volume.

The Unstoppable Catalyst: The Service Wage Gap

The reason we are so bullish on Service Automation as a top-tier Mega-Trend for 2026 – and RR as a top tier stock –  isn't because the tech is interesting. It is because of cold, hard math.

We are witnessing a massive economic displacement that business owners cannot ignore:

• The Revenue Shift: Total revenue grew 19% to $5.04 million, but the real story is the pivot to Robotics-as-a-Service (RaaS). Richtech secured 55 RaaS contracts this year, moving the business from one-time hardware sales to high-margin, recurring cash flow.

• The ROI Threshold: According to Richtech’s performance data, the Matradee Plus now operates at approximately one-third the cost of a minimum wage employee. With the company’s Matradee units now performing over 1,000 deliveries per month in high-traffic environments, the financial incentive for operators to switch from human labor to automated delivery has reached a breaking point.

• Standardized Infrastructure: With over 80% of restaurant transactions now automated or cashless, the environment for these robots is finally ready. 

The global service robotics market is projected to hit $31.1 billion this year. Within that broader market, the hospitality-specific sector is expanding even faster, posting a 25.5% growth rate. Richtech is positioned at the very front of that high-velocity wave.

The Bottom Line

Revenue is up, the 10-K is out. The administrative uncertainty that recently held the stock back is gone.

We are watching a massive structural shift in how the world handles service labor.

Richtech is a top vehicle to play that shift.

ICYMI – TSLA x LMND is an Enormous Thesis Validation

The insurance industry just hit its Amazon moment. This week’s launch of Lemonade’s autonomous car insurance for the Tesla fleet—featuring a massive 50% discount for FSD-engaged miles—is a massive validation of our AI tipping point thesis. By ditching outdated demographics in favor of real-time vehicle telemetry, Lemonade is pricing risk based on software performance rather than historical assumptions. For the first time, a third-party insurer isn't just predicting Tesla is safer—they are betting their entire bottom line on it.

This development serves as a massive confirmation for two core LikeFolio positions, proving that the gap between legacy insurers and AI-native platforms is becoming a permanent chasm. As Tesla software continues to improve over-the-air, the cost of ownership drops and the path to a robotaxi future clears. 

If you aren't watching how these two powerhouses are repricing legacy industries, you're missing the biggest story of the decade.

Read the in-depth article here.

Infinite Hold Update

Google (GOOGL)

Google shipped a major personalization upgrade to AI Search this week, immediately raising the ceiling on paid AI products and higher-value Search sessions.

• Google added “Personal Intelligence” to AI Mode in Search so AI can pull context from Gmail and Photos when users opt in. That makes Search answers more useful and stickier for high-intent queries like travel planning and shopping. It also gives Google another reason to push users into paid AI tiers. 

• Coverage confirmed the feature rolls out first to AI Pro and AI Ultra subscribers in the U.S. which ties the upgrade directly to subscription revenue and premium usage. Raymond James upgraded Alphabet to Strong Buy on expectations for faster growth tied to Google’s AI stack and Google Cloud. That call matters because it frames AI as a near-term estimate driver not a long-dated promise. 

Amazon (AMZN)

Amazon turned One Medical into an always-on healthcare interface this week and that could pull Prime members into higher-frequency use cases.

• Amazon One Medical launched a Health AI assistant inside the One Medical app. It answers questions 24/7 using a member’s records. It can book appointments, explain labs, and help manage medications. That reduces friction and increases member engagement between visits. 

• The assistant routes members to a clinician when needed. That keeps the tool useful while protecting care quality. It also increases visit volume without forcing members to start from scratch each time. 

• The product runs with HIPAA protections and sits on Amazon Bedrock. That lets Amazon scale the feature across its member base while keeping healthcare data controls in place.

Tesla (TSLA)

Tesla crossed a major autonomy threshold this week and Lemonade’s move put real dollars behind the “safer miles” proof-point.

• Tesla began robotaxi rides in Austin with no safety monitor in the vehicle for at least some trips. That turns driverless service into a live rollout, not a demo, and it brings paid autonomy services closer to real scale. 

• Lemonade launched Autonomous Car Insurance built for Tesla Full Self-Driving and cuts per-mile rates about 50% when FSD is engaged. That makes FSD usage financially attractive and validates the value of Tesla vehicle data to third parties. 

• Earnings preview coverage this week tied the stock setup to autonomy execution and near-term ramp signals. The robotaxi rollout now sits in the “prove it” bucket for the next report cycle. 

Bitcoin

Bitcoin absorbed a risk-off week tied to tariff headlines.

Tariff rhetoric fueled broader risk aversion across markets. Bitcoin pulled back alongside other risk assets as investors shifted toward traditional havens.

Today, Bitcoin held near $90k in a tight range as traders wait for a fresh trigger. That pause often follows forced selling and sets up the next directional move once flows return. 

Translation: Bitcoin is still grinding. All eyes are on silver and gold for the time being... but that will shift at some point and Bitcoin is the likely natural beneficiary.