1Yr·

The Future of Robots 🤖🦾🦿

Here is an exciting overview, for me the most attractive in terms of growth/potential of the stocks I know $RR
$PATH (+1.6%) also $ISRG (+0.35%) I would perhaps add to the portfolio again in the event of a correction. However, there are some stocks I don't know either.

What do you think are the most exciting stocks on the list, where should we perhaps take a closer look?

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15 Comments

Chris@Multibagger

1Yr

I have companies from every sector. Most of them, such as $MP, $UUUU, and $USAR are well known. I find $RR, which I also have in my portfolio, the most interesting as a pure Robotix company.

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Erzwo@FYBSTRD

1Yr

@Multibagger Why do you find $RR particularly interesting?

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BamBamInvest@BamBamInvest

1Yr

@Multibagger $RR yes, they also ran away from me again, just like $CIFR, exactly on Sunday when I usually take a closer look at the companies and then want to buy on Monday, 20% increase a few weeks ago. Then I thought I'd wait a bit and since then they've been 200% higher 🤣

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Chris@Multibagger

1Yr

@FYBSTRD because they are in the catering sector and there are already practical examples that work. I've seen them myself. There is also a shortage of staff. I see a lot more potential there, at least in the next few years, than with humanoids for the household etc.

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Robin H.@RobHood10

1Yr

@Multibagger Unfortunately, it's not available in Trade Rebulic, otherwise I'd have bought it long ago! :;(

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Christian@Gebsen79

9Mon

@Multibagger $CA1 I also find the potential connection to the military really interesting. In particular, the cost structure in relation to human personnel deployment....when $ONDS flies the delicious meals unmanned from the hinterland to the front....great!

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Tenbagger-Capital@Tenbagger-Capital

1Yr

Thanks for the overview.
Our expert in this sector is @EpsEra.

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Elsa E.@EpsEra

1Yr

I find this compilation extremely interesting and would first like to thank the creator @BamBamInvest and @Tenbagger2024 for the flowers.

It's nice to see that this topic is getting more and more attention here in the community and is being discussed.

The graphic from the Funk-Informatik-Club basically provides a good overview of the current state of the robotics industry. However, I must point out that many new tables and overviews on this topic are now appearing every week, which is becoming increasingly confusing for investors and sometimes even causing confusion.

This chart in particular clearly focuses on Western companies. With the exception of a few representatives from Japan, Brazil and Israel, almost all companies come from the USA. Only one company, ABB, is represented from Europe. This shows that the focus is clearly on the Western corporate landscape, which I personally find somewhat one-sided.

China in particular is increasingly developing into a technological world power in the fields of robotics, AI and automation and should definitely not be left out of such presentations.

Nevertheless, I find many of the companies listed exciting and am invested in some of them myself, including MP Materials, Alphabet, Microsoft, NVIDIA, Intel and ABB. Even though my funds are manageable, I try to actively participate in this long-term trend.

One area in which I would like to diversify in the future is commodities. Due to the current geopolitical situation and new political narratives, for example in connection with rare earths, this sector is becoming increasingly important. I believe this is a decisive factor for the future of the technology sector.

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Tenbagger-Capital@Tenbagger-Capital

1Yr

@EpsEra
My dear, with your great reports you have played a big part in the fact that this topic is attracting more and more interest in the community.
It will be exciting to see which companies win the race here. I think some start-ups should also be able to benefit here. Perhaps we will also see IPOs in the sector.
The topic of rare earths remains exciting. The question is how long China will continue to reduce exports here. If China opens up again here, I also see a setback for commodity stocks.
So ride the train while it's still rolling.

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Elsa E.@EpsEra

1Yr

@Tenbagger2024
😊 Nice play on words by the way, it captures the momentum perfectly. My favorite saying: dance as long as the music plays. 🎵

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Max@MaxtheCat

1Yr

I also find $RR the most exciting, $PATH just doesn't seem to get off the ground. I also spent some time with $ISRG. But what I didn't realize at the time was that they didn't sell such a large number of prostheses (at the time a little over 1000/year). It's also a cyclical business. Since I already have $ASML in my portfolio, I didn't bother.
I'm still looking to get in, especially at $UUUU, $EOS would also appeal to me - but I can't tell whether they'll just keep going or whether a small correction is on the cards -_-

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BamBamInvest@BamBamInvest

1Yr

@MaxtheCat Many of these businesses are also difficult to understand, I have a hard time with $PATH and can't categorize it either. Don't invest in anything you don't understand 😂

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Wettyx@Wettyx91

1Yr

Intel is that company that got funds from The US government and the CEO was praying on Twitter?

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Deleted User

1Yr

Comment was deleted

BamBamInvest@BamBamInvest

1Yr

@user28461 I can't complain about the performance of my portfolio, as $ISRG wouldn't really have helped this year ✌️

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