daigeNB
5 posts
For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players.
And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players.
For upstream component exposure, I currently own:
- Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear.
- Vishay Precision for sensors and a possible candidate for Telsa Optimus.
LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally.
Many of the other AI DC players, I have indirect exposure to robotics like memory.
Don't recommend anyone to copy, just sharing personal positions/thoughts.
Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production".
Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover.
Agility Robotics is my personal favorite as of now.
Panagiotis Drakoulas@PDrakoul
@aleabitoreddit Thanks as always for your excellent notes!! What are the most compelling Robotic companies you are currently viewing?
English
工业富联、立讯精密等，不建议普通人去做，为什么？第一伤神又费劲，第二浪费行情，第三盘子太大拉不动，第四根本赚不了几分钱。想让它1万变2万？就不可能；2万变1万倒是大把机会，哈哈～
中文
