The U.S. has nearly 300 robots per 10,000 manufacturing workers, and the International Federation of Robotics projects that figure could rise as re-shoring pushes domestic factories to become more productive and globally competitive. Headlines around robotics tend to focus on flashy humanoids like Tesla's (NASDAQ: TSLA) Optimus. However, Optimus faces real manufacturing and technical hurdles, and the bigger transformation is already underway on factory floors. Rockwell Automation (NYSE: ROK) supplies the critical hardware and software that power this shift, making it a compelling "pick-and-shovel" play on the robotics boom. Here's why Rockwell could be a better buy than Tesla right now.
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