Hello @Tenbagger2024
what do you think of UBTech in the meantime? With their "Walker S2" delivery, 1,000 humanoid robots have now been "launched" (see here https://www.youtube.com/watch?v=nzflxCHT4vw ).
How do you rate the company now? The share has also been tradable on Scalable broker since last week and immediately fell 10% (previously already -17%). Do you already see entry zones?
what do you think of UBTech in the meantime? With their "Walker S2" delivery, 1,000 humanoid robots have now been "launched" (see here https://www.youtube.com/watch?v=nzflxCHT4vw ).
How do you rate the company now? The share has also been tradable on Scalable broker since last week and immediately fell 10% (previously already -17%). Do you already see entry zones?
••
@core_code
Perhaps $SYM would be an alternative. They will be profitable next year and want to increase profits by 300%.
As I don't invest in China and the company UB Tech won't be profitable until 2028, I've only looked into it marginally.
However, I think that the Chinese will play a leading role in humanoids.
In Germany, I think Neura Robotic is pretty far ahead.
But at the moment it's also a lot of fantasy, and nobody can predict exactly whether humanoids will prevail.
At the moment, I still see industrial robots in the lead.
But @EpsEra can tell you a lot more about this. And I'm sure he can also give us an assessment of Symbotic.
Perhaps it would also make more sense at the moment to rely on shovel suppliers. Like $6954
Or companies where it is a sub-sector, such as $7012 Kawasaki.
Perhaps $SYM would be an alternative. They will be profitable next year and want to increase profits by 300%.
As I don't invest in China and the company UB Tech won't be profitable until 2028, I've only looked into it marginally.
However, I think that the Chinese will play a leading role in humanoids.
In Germany, I think Neura Robotic is pretty far ahead.
But at the moment it's also a lot of fantasy, and nobody can predict exactly whether humanoids will prevail.
At the moment, I still see industrial robots in the lead.
But @EpsEra can tell you a lot more about this. And I'm sure he can also give us an assessment of Symbotic.
Perhaps it would also make more sense at the moment to rely on shovel suppliers. Like $6954
Or companies where it is a sub-sector, such as $7012 Kawasaki.
•
11
•@Tenbagger2024 Thank you!
I'm actually putting out feelers in the direction of robotics and already have Fanuc and Teradyne in my depot. Unfortunately, Symbotic is not yet available at SC, but an assessment of it certainly can't hurt. Kawasaki Heavy is on the watchlist :)
I'm actually putting out feelers in the direction of robotics and already have Fanuc and Teradyne in my depot. Unfortunately, Symbotic is not yet available at SC, but an assessment of it certainly can't hurt. Kawasaki Heavy is on the watchlist :)
••
$JBL perhaps also interesting. And see little risk there.
https://www.automobil-industrie.vogel.de/apptronik-jabil-humanoide-roboter-fertigung-apollo-a-b8053ff205ec8c9ed704cefeca9db3a1/
https://www.automobil-industrie.vogel.de/apptronik-jabil-humanoide-roboter-fertigung-apollo-a-b8053ff205ec8c9ed704cefeca9db3a1/
••
@Tenbagger2024 super interesting - thank you!
•
11
•
1Mon
Thank you for the introduction. For me, UBTech is definitely one of the most exciting companies in the field of humanoid robotics. Deffner and Zschäpitz have already highlighted them as "Bull of the Week", and that fits. The technology is far ahead of what many others are currently showing. The Walker models and the new service series in particular are so sophisticated that series production is set to start in 2026. The unit price of around 98,000 dollars shows that we are no longer talking about concepts here, but about real usability.
In comparison to Tesla: Optimus lives strongly from the imagination, while UBTech is already delivering functioning systems. Technically, they are clearly further ahead in terms of movement quality, sensor technology and overall integration.
With a company valuation of around 6 billion, UBTech still looks cheap for the potential it offers. I will definitely keep the company on my watchlist.
In comparison to Tesla: Optimus lives strongly from the imagination, while UBTech is already delivering functioning systems. Technically, they are clearly further ahead in terms of movement quality, sensor technology and overall integration.
With a company valuation of around 6 billion, UBTech still looks cheap for the potential it offers. I will definitely keep the company on my watchlist.
•
11
•@EpsEra
Thank you very much for your assessment
Watch it with. 😘
Thank you very much for your assessment
Watch it with. 😘
••
@EpsEra
And what do you think of symbotic?
And what do you think of symbotic?
••
1Mon
@Tenbagger2024
They don't just sell cool hardware, they have invented the AI brain that autonomously controls entire giant warehouses. This is the absolute game changer in logistics!
The big thing is the 20 billion dollar megadeal with Walmart, which will give them massive security for years to come.
Yes, the share is currently expensive! But Symbotic is an undisputed market leader that is redefining one of the most important sectors of the future. That's the price of real, explosive growth.
They don't just sell cool hardware, they have invented the AI brain that autonomously controls entire giant warehouses. This is the absolute game changer in logistics!
The big thing is the 20 billion dollar megadeal with Walmart, which will give them massive security for years to come.
Yes, the share is currently expensive! But Symbotic is an undisputed market leader that is redefining one of the most important sectors of the future. That's the price of real, explosive growth.
•
11
•1Mon
@Tenbagger2024
I see €11 as a good entry point for Ubtech. What would be your entry level?
I see €11 as a good entry point for Ubtech. What would be your entry level?
•
22
•@EpsEra
Ubtech is not my cup of tea. Because I don't invest in China.
Also not yet profitable
Ubtech is not my cup of tea. Because I don't invest in China.
Also not yet profitable
•
11
•