Duncan (@FloodCapital) is bullish on $BOT, recently increasing his position by $6.5M with a minimum price target of $150–$300 per share. The investment thesis centers on AI Robotics, specifically highlighting private holdings in Dyna, Inc., Figure AI, Inc., Apptronik, Inc., Standard Bots, Dexmate, Inc., and Path Robotics, Inc. NAV models suggest potential share price appreciation based on future capital raises and valuation markups within the robotics sector.