Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Strain-wave gears & RV reducersII · Ball screws, linear guides & bearingsIII · Frameless motors & integrated actuatorsIV · Rare-earth magnets & motor materialsV · Force-torque, tactile & vision sensingVI · Robot brains & edge AI computeVII · Batteries & power densityVIII · Robot platforms & integratorsIX · Simulation, training & robot softwareX · Private giants & exposure vehicles
October 2026
- 27mediumEarnings005380.KSHyundai Motor Q3 2026 results (estimated)Updates Hyundai Motor Group's robotics strategy and any progress toward a Boston Dynamics Nasdaq listing, the most direct repricing path for an embedded private-humanoid stake in this chokepoint.
December 2026
- 01lowConferenceAnticipated Boston Dynamics Nasdaq IPO decision window (analyst estimate, ~2027 listing)A Boston Dynamics public listing would convert Hyundai's ~80% embedded stake into a marked, separately tradeable humanoid asset, the cleanest reprice event in the listed exposure set.
Past
- 2026-08-01Tesla Optimus Gen 3 reveal and low-volume production start (estimated, summer 2026)
- 2026-07-29Tesla Q2 2026 earnings call (estimated)