On June 15, BOXABL announced a representation, import and distribution agreement with TerraCaita Limited, a company based in Bristol, England.

Under the agreement TerraCaita represents BOXABL products across the United Kingdom, the Channel Islands, Northern Ireland and the Republic of Ireland. BOXABL is providing two Casita units for display, demonstration and marketing in the region. The two companies said they would work together on regulatory approvals, market development and customer engagement.

BOXABL described the target segments as social housing, workforce housing and hospitality alongside residential.

The unit in question is the Casita: 361 square feet, studio layout, full kitchen and bathroom and utilities, unfolds on site in under an hour. BOXABL has also announced a smaller 120 square foot unit built to RV code, and is developing stackable and connectable models intended to combine into townhomes and multifamily.

This was announced before the merger closed, at a point when the company was still moving toward listing. It is a distribution agreement rather than an order, so there is no unit volume attached to it.

This is sponsored content. RetailVolts was compensated by BOXABL Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. All figures are drawn from BOXABL public disclosures and SEC filings.

In a recent interview, u/RoboStrategy CEO u/AndrewKang shared his perspective: the world is already designed for humans. From doorknobs and tools to laptops and smartphones, much of our infrastructure is built around the human form, making humanoid robots a logical approach for general-purpose automation.

He also noted that while application-specific robots have important use cases, general-purpose hardware has historically powered some of the world's largest technology companies.

As AI and robotics continue to evolve, the debate between specialized and general-purpose robots remains a key discussion across the industry.

This is sponsored content. Retail Volts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.

Most people who know BOXABL know the Casita: a 361 square foot studio with a full kitchen, bathroom and utilities that unfolds on site in under an hour. That was the whole product for a long time. In June the company put out something broader, and it has not had much attention outside of the announcement itself.

What launched

On June 2, BOXABL launched a beta online catalog and configurator on its developer page, covering more than 20 home models plus apartment configurations. The stated point of it is to move the company past a single product and into a range that serves a larger part of the housing market.

The shell system

Underneath the catalog are three folding building shells in 20x20, 20x30 and 20x40 footprints. They stack and connect, and interiors are onboarded to produce different residential configurations. The published range runs 400 to 2,400 square feet, studio through four bedrooms, one through three and a half baths, steel construction, ten foot ceilings. Exterior panels are co-developed with Owens Corning.

The company’s framing is that shape is separated from style: the same module family is meant to support Colonial, Contemporary, Craftsman, Mid-Century, Victorian, Mediterranean and other exteriors without changing the underlying build.

First order against it

On June 4, two days after the catalog launch, BOXABL announced 203 boxes for Shelton Development in Texas, described as the first Phase 2 order. Texas state-level approval had come through on May 26.

The channel picture

BOXABL describes six sales channels: individual homeowners through a turnkey Casita program, small builders, developers, retail through a towable carrier product, commercial, and public sector including FEMA, military and workforce housing. The company reports 5,000 pre-orders on the towable product as of 2026, with launch anticipated in 2027.

Where it sits against the base

For context on what exists today rather than what is planned: more than 800 homes built, deployed across Nevada, California, Utah, Oklahoma and Hawaii, 12 states approved, roughly 400,000 square feet of factory space, 53 patent filings, and more than $235 million raised to date. Worth separating the two categories when you read any of this. The 800 homes and the 12 approvals are things that have happened. The 20+ model catalog, the towable launch timing and the channel expansion are things the company has announced and is working toward. Both are disclosed, but they are not the same kind of fact, and the filings are the place to check either one.

This is sponsored content. RetailVolts was compensated by BOXABL Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. All figures are drawn from BOXABL public disclosures and SEC filings.

For years, the industry focused on research, prototypes, and proof-of-concept demonstrations. Today, the conversation is increasingly shifting toward manufacturing scale and commercial deployment.

This is sponsored content. Retail Volts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.

In a recent interview, u/RoboStrategy CEO u/AndrewKang discussed the growing regulatory focus on Chinese-made robots, noting that he has expected increased restrictions for some time. He pointed to proposed legislation, ongoing policy discussions, and parallels to previous U.S. actions involving Chinese electric vehicles and drones as examples of broader national security trends.

As the robotics industry continues to evolve, policy and regulation may play an increasingly important role alongside technological innovation.

This is sponsored content. Retail Volts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.

In a recent interview, u/RoboStrategy CEO u/AndrewKang shared his perspective: the world is already designed for humans. From doorknobs and tools to laptops and smartphones, much of our infrastructure is built around the human form, making humanoid robots a logical approach for general-purpose automation.

He also noted that while application-specific robots have important use cases, general-purpose hardware has historically powered some of the world's largest technology companies.

As AI and robotics continue to evolve, the debate between specialized and general-purpose robots remains a key discussion across the industry.

This is sponsored content. Retail Volts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.

What BOT is

Long one. Grab a coffee. This is an educational write-up on what BOT is, how the structure works, and what's in the portfolio. No price targets, no predictions. Sources at the bottom.

RoboStrategy is a Nasdaq-listed closed-end investment company. It raises capital in the public markets and invests it in private robotics and physical AI companies. You buy and sell the fund's shares through any brokerage like a normal stock, while the fund itself holds stakes in companies you can't buy directly, because they're private.

Net asset value as of the latest published update: $249 million as-of date June 30, 2026. Note that most of the fund's holdings are private companies without market quotations; NAV reflects fair value estimates determined under Board-approved procedures, which are inherently subjective, and realized values may differ materially.

Why a closed-end fund and not an ETF

An ETF has to handle daily creations and redemptions, which is why ETFs stick to liquid public stocks. A closed-end fund raises a fixed pool of capital and doesn't redeem shares, so it can hold illiquid private positions for years without ever being a forced seller. That's the structural reason a fund like this can own venture-stage robotics companies at all.

There's a trade-off, and it matters: closed-end fund shares trade on the exchange at whatever price supply and demand set. That price can sit above the fund's net asset value (a premium) or below it (a discount), and closed-end funds frequently trade at discounts. Anyone considering the fund should understand both sides of that mechanic. The prospectus covers it in detail.

Leadership

Andrew Kang, CEO and co-founder. Founder of Mechanism Capital and a publicly documented early investor in Figure AI (2023). Active on X at u/Rewkang

Scott Walter, PhD, Robotics Research Diligence Director. Co-founder of Visual Components (robotics simulation) and a four-decade veteran of industrial automation; widely followed in the humanoid-robotics community as u/GoingBallistic5 on X.

The wider team mixes robotics operators with investment backgrounds across traditional finance and crypto-native funds.

The portfolio

Thirteen investments across the robotics stack, per the fund's public site:

• Humanoids: Figure AI, Apptronik, REK
• General-purpose robots: Dyna Robotics, Dexmate
• Industrial automation: Standard Bots, Path Robotics
• Logistics: Coco Robotics · Medical: Endiatx · Defense: Purple Rhombus
• Infrastructure: GMI Cloud, Allonic

Some public traction markers, each from company press or named media. These are selected publicly reported items, not a complete picture, and they say nothing about the fund's overall portfolio performance or the performance of these investments for the fund: Figure's robots supported production of more than 30,000 BMW X3s at Spartanburg. Apptronik has an active partnership pairing Google DeepMind's Gemini models with its Apollo humanoid. Standard Bots counts NASA and Lockheed Martin among publicly named customers. Path Robotics has publicly reported over $100M in 2025 bookings.

About that "MicroStrategy of robots" line

Kang has publicly described RoboStrategy as building "the MicroStrategy of robots." His meaning, in his own words: a permanent public vehicle whose share issuance can fund more private robotics exposure over time.

Worth being clear about where the comparison stops. MicroStrategy is an operating company holding a liquid asset. BOT is a registered fund holding illiquid venture stakes, and the mechanic Kang references only works when shares trade above NAV, which no fund can promise. If you want the real mechanics, the prospectus section on share issuance is the place to read.

What to watch

• The monthly NAV publications. That's the core published number.
• Portfolio company milestones: funding rounds, commercial deployments, partnerships.
• The premium or discount to NAV over time.

What this post is not

Not investment advice, not a recommendation, not a price prediction. It's a map of what the fund is, so discussion here can be better informed. The prospectus and SEC filings are the authoritative sources, and they're worth actually reading.

Not an offer to sell or a solicitation of an offer to buy any securities. Shares of closed-end funds frequently trade at a discount to NAV, and investing in the fund involves a high degree of risk, including possible loss of the amount invested. Please review the "Risk Factors" section of the prospectus.

Sources: RoboStrategy public site and investor center; BMW Group and Figure public communications; PRNewswire (Apptronik and Google DeepMind); Bloomberg (Standard Bots customers); Path Robotics public materials; threadguy interview with Andrew Kang on YouTube; the fund prospectus for structure and risk detail.

This is sponsored content. RetailVolts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. 

The fund put out an in-depth piece explaining the Standard Bots investment (they

led the $200M Series C). It's worth reading in full if you're into the technical side, but

here's the gist.

The setup is a history lesson: the industrial robot arm is an American invention —

Unimation's Unimate, GM line, New Jersey, 1961. America then lost the entire industry,

first to Japan (the shift from hydraulic to electric arms), now increasingly to China

(Midea bought KUKA; ABB is selling its robotics division to SoftBank). The fund argues

there's no US champion in a strategically important category.

Their technical argument is the interesting part: the six-axis arm's architecture has

been frozen since the 1980s — built for "record a path, replay it forever," which can't

handle variance or be controlled by AI in real time. Two Japanese firms supply most

of the world's precision reducers. Standard Bots' pitch is a ground-up redesign: joint-

level torque sensing, 2kHz control, imitation learning instead of programming, and a

US supply chain.

The piece is candid about risks too — Chinese cost competition, incumbents adding

AI, reshoring stalling, foundation models potentially commoditizing manipulation.

Standard Bots is one of a number of portfolio companies held by the fund, and this

piece covers just that one company, so it isn't representative of the portfolio as a

whole. Full write-up and sources: https://robostrategy.substack.com/p/our-

investment-in-standard-bots

This is sponsored content. RetailVolts was compensated by u/RoboStrategy, Inc. in

connection with this content. This communication is for informational purposes only

and should not be considered investment advice or a recommendation to buy or

sell any security.

HomeGrown Lifting automated rubber-tile palletizing with a Standard Bots Core arm and, per their own case study, doubled throughput within months of pivoting into a new product line.

A few things worth knowing about Standard Bots:

• Their unique selling point: automation for shops without robotics engineers. No-code interface, fast setup, with arms built in the U.S.
• Publicly named customers include NASA and Lockheed Martin
• It's one of RoboStrategy's portfolio companies, and commercial traction at real factories is exactly the kind of progress the fund is underwriting across its holdings
• Full case study on Standard Bots’ channel

This is sponsored content. RetailVolts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. 

https://reddit.com/link/1va3j6g/video/pbnmhprac0gh1/player

https://preview.redd.it/8sahp8vaa0gh1.jpg?width=1600&format=pjpg&auto=webp&s=bfadd60b70e1b9511a000bfec5272093c29c4839

CEO Andrew Kang is taping an interview with StoryTrading Network's Analyst Ben.

See the full interview: https://www.youtube.com/watch?v=7Jqw0XTVd54

This is sponsored content. RetailVolts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. 

https://preview.redd.it/kl6qf1rp2wfh1.png?width=554&format=png&auto=webp&s=a771a8920049ff0e93df4398dc46dd98bf34f9c1

Long one. Grab a coffee. This is the education and discussion write-up on what BOT actually is, how the structure works, and what's in the portfolio. No price targets, no predictions. Sources at the bottom.

What BOT is

RoboStrategy is a Nasdaq-listed closed-end investment company. It raises capital in the public markets and invests it in private robotics and physical AI companies. You buy and sell the fund's shares through any brokerage like a normal stock, while the fund itself holds stakes in companies you can't buy directly, because they're private.

Net asset value as of the latest published update

Why a closed-end fund and not an ETF

An ETF has to handle daily creations and redemptions, which is why ETFs stick to liquid public stocks. A closed-end fund raises a fixed pool of capital and doesn't redeem shares, so it can hold illiquid private positions for years without ever being a forced seller. That's the structural reason a fund like this can own venture-stage robotics companies at all.

There's a trade-off, and it matters: closed-end fund shares trade on the exchange at whatever price supply and demand set. That price can sit above the fund's net asset value (a premium) or below it (a discount), and closed-end funds frequently trade at discounts. Anyone considering the fund should understand both sides of that mechanic. 

Leadership

• Andrew Kang, CEO and co-founder. Founder of Mechanism Capital and a publicly documented early investor in Figure AI (2023).
• Scott Walter PhD, Robotics Research Diligence Director. Co-founder of Visual Components (robotics simulation) and a four-decade veteran of industrial automation; widely followed in the humanoid-robotics community as on X.
• The wider team mixes robotics operators with investment backgrounds across traditional finance and crypto-native funds.

The portfolio

Thirteen investments across the robotics stack, per the fund's public site:

• Humanoids: Figure AI, Apptronik, REK
• General-purpose robots: Dyna Robotics, Dexmate
• Industrial automation: Standard Bots, Path Robotics
• Logistics: Coco Robotics · Medical: Endiatx · Defense: Purple Rhombus
• Infrastructure: GMI Cloud, Allonic

Some public traction markers, from company press or named media: Figure's robots supported production of more than 30,000 BMW X3s at Spartanburg. Apptronik has an active partnership pairing Google DeepMind's Gemini models with its Apollo humanoid. Standard Bots counts NASA and Lockheed Martin among publicly named customers. Path Robotics reported over $100M in 2025 bookings.

About that "MicroStrategy of robots" line

Kang has publicly described RoboStrategy as building "the MicroStrategy of robots." His meaning, in his own words: a permanent public vehicle whose share issuance can fund more private robotics exposure over time.

Worth being clear about where the comparison stops. MicroStrategy is an operating company holding a liquid asset. BOT is a registered fund holding illiquid venture stakes, and the mechanic Kang references only works when shares trade above NAV, which no fund can promise.

What to watch

• The monthly NAV publications. That's the core number.
• Portfolio company milestones: funding rounds, commercial deployments, partnerships.
• The premium or discount to NAV over time.

What this post is not

Not investment advice, not a recommendation, not a price prediction. It's a map of what the fund is, so discussion here can be better informed. The prospectus and SEC filings are the authoritative sources, and they're worth actually reading.

Sources: RoboStrategy public site and investor center; BMW Group and Figure public communications; PRNewswire (Apptronik and Google DeepMind); Bloomberg (Standard Bots customers); Path Robotics public materials; threadguy interview with Andrew Kang on YouTube; the fund prospectus for structure and risk detail.

Join us on discord .

This post is for educational and informational purposes only. Some promotional materials and publicly available company information are discussed. This is not investment advice. Always conduct your own due diligence before making any investment decisions.

RoboStrategy, Inc. (Nasdaq: BOT), a closed-end fund investing in private robotics and physical AI companies, is hosting a live AMA with CEO and co-founder Andrew Kang this Friday, July 24, 9-10am Eastern.

Drop your questions now over in r/RoboStrategy: https://www.reddit.com/r/RoboStrategy/comments/1v40lv1/reddit\_ama135\_with\_andrew\_kang\_ceo\_and\_cofounder/

Ask about humanoids, physical AI, RoboStrategy's investment strategy, how the closed-end structure works, or anything else on your mind. Top questions by upvotes get priority in the live session.

Livestream on X Friday 9-10am Eastern: https://x.com/i/broadcasts/1OxwbbyYXrdJB

This is sponsored content. RetailVolts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.

RoboStrategy, Inc. (Nasdaq: BOT), a closed-end fund investing in private robotics and physical AI companies, is hosting a live AMA with CEO and co-founder Andrew Kang this Friday, July 24, 9-10am Eastern.

Drop your questions now over in r/RoboStrategy: https://www.reddit.com/r/RoboStrategy/comments/1v40lv1/reddit\_ama135\_with\_andrew\_kang\_ceo\_and\_cofounder/

Ask about humanoids, physical AI, RoboStrategy's investment strategy, how the closed-end structure works, or anything else on your mind. Top questions by upvotes get priority in the live session.

Livestream on X Friday 9-10am Eastern: https://x.com/i/broadcasts/1OxwbbyYXrdJB

This is sponsored content. RetailVolts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.

RoboStrategy, Inc. (Nasdaq: BOT), a closed-end fund investing in private robotics and physical AI companies, is hosting a live AMA with CEO and co-founder Andrew Kang this Friday, July 24, 9-10am Eastern.

Drop your questions now over in r/RoboStrategy: https://www.reddit.com/r/RoboStrategy/comments/1v40lv1/reddit\_ama135\_with\_andrew\_kang\_ceo\_and\_cofounder/

Ask about humanoids, physical AI, RoboStrategy's investment strategy, how the closed-end structure works, or anything else on your mind. Top questions by upvotes get priority in the live session.

Livestream on X Friday 9-10am Eastern: https://x.com/i/broadcasts/1OxwbbyYXrdJB

This is sponsored content. RetailVolts was compensated by RoboStrategy, Inc. in connection with this content. This communication is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security.