Last Sunday, the Japanese Prime Minister achieved the best election result ever for her party. Her party received almost 70% (!!!) of the vote, which, with the exception of constitutional amendments, gives her the power to "rule through". If you were to translate the election result (just for fun) into the German party system, the CDU, FDP and AfD would have received around 90% of the vote and all left-wing parties together around 10% 😂

The Japanese benchmark index Nikkei 225 then reached a new all-time high. It is assumed that the defense and tech industries will be strengthened under her government. It wants to create more national champions and at the same time prioritizes national sovereignty. However, tensions with China's communist dictatorship could increase as, unlike her predecessors, she clearly articulates Japan's interests to the Chinese, which they visibly dislike.

What her economic agenda will look like will probably become clear in the coming weeks to months, but I am convinced that the stock markets will benefit significantly. It will probably be a mixture of tax cuts and targeted industrial policy with a focus on high technology.

All in all, I think Japan has made the right decision to combine technology leadership, national sovereignty and security interests. They now have a strong and stable government for the next few years, from which I think we can expect a lot (also for our portfolio) :)

$7012 (-2.79%)
$5801 (-10.67%)
$8035 (+2.33%)
$5344 (-7.67%)
$9984 (-4.73%)
$4063 (-1.19%)
$6324 (-4.53%)
$6702 (-8.29%)
$6701 (-0.16%)
$8306 (-2.1%)

Lockheed Martin $LMT (-1.57%) and Fujitsu $6702 (-8.29%) have entered into a new strategic partnership to jointly accelerate the development of dual-use technologies.

Under a signed memorandum of understanding, the companies will combine their expertise in quantum computing, edge computing, artificial intelligence, advanced microelectronics and advanced networking solutions to drive innovation for both civil and military applications.

The collaboration builds on an earlier agreement from 2025 and aims to further strengthen the technological competitiveness of both companies.

Hello dear Getquin Community,

After $ORCL (-2.97%) Oracle caused quite a stir after the last quarterly figures and the market reacted extremely positively with a 40 percent increase in the share price, so much so that CEO Larry Ellison briefly became the richest person in the world overnight, I wanted to unravel the magic and find out exactly which division caused this tremor.

The answer is Cloud Infrastructure, or OCI for short. In this area, the demand for data centers for artificial intelligence has exploded, which has brought Oracle long-term orders worth 455 billion US dollars. However, it is not only Oracle that is benefiting, but also other hyperscalers, regional challengers and, above all, the so-called shovel manufacturers that provide the basic infrastructure.

I have taken the trouble to look for potential competitors and up-and-coming challengers so that you have a complete overview of this sector. I have divided the whole thing into the following segments: 🌍 Big players (hyperscalers), 💡 Hidden champions (selection by region), ⚒️ Shovel manufacturers (infrastructure suppliers) and, as always, my favorite.

If I have overlooked any important aspects or a classification was not entirely precise, I look forward to your comments and exciting additions. Together we can understand this topic even better and learn from each other.

Feel free to leave a 👍. I wish you every success with your investments 🚀

🌍 Big Player (Hyperscaler)

Amazon Web Services - $AMZN (+4.71%) (USA, Nasdaq) → World market leader with >30 % market share, huge data centers & own AI chips (Trainium, Inferentia)

Microsoft Azure - $MSFT (-0.97%) (USA, Nasdaq) → second largest provider, strong AI focus through OpenAI partnership

Google Cloud - $GOOGL (+0%) (USA, Nasdaq) → third largest provider, specialized in AI workloads & big data

Oracle Cloud Infrastructure (OCI) - $ORCL (-2.97%) (USA, NYSE) → Number 4 worldwide, currently fastest growth (+70-80 %), RPO USD 455 bn

Alibaba Cloud - $BABA (+3.17%) , $9988 (+2.94%) (China, NYSE/HKEX) → Market leader in Asia, complete cloud suite from IaaS to AI

Favorite: Oracle - $ORCL (-2.97%)

Oracle impresses with its cloud infrastructure OCI, which recently collected orders worth 455 billion US dollars. The moat lies in the close integration of the database business and cloud services as well as the multi-cloud partnerships with Microsoft and Google. The compounder property is the result of long-term contracts and economies of scale in data center construction.

Alternative favorite: Alibaba Cloud - $BABA (+3.17%) , $9988 (+2.94%)

Alibaba is number one in Asia and number four worldwide. The moat lies in the close integration with Alibaba's e-commerce and fintech ecosystem. The compounder property stems from the enormous growth in emerging markets and the increasing demand for cloud services in China. While the stock is valued significantly cheaper than Oracle, there are geopolitical and regulatory risks.

💡 Hidden champions (selection by region)

🇪🇺 Europe

OVHcloud - $OVH (-4.52%) PA (France) → largest European cloud provider, GDPR- and Gaia-X-focused

Scaleway - private (France, part of the Iliad Group) → Developer and AI cloud platform

T-Systems - part of $DTE (+1.82%) DE (Deutsche Telekom, Germany) → Hybrid & Sovereign Cloud for Public Sector

IONOS - $IOS (-0.62%) DE (Germany, Xetra)

Largest European web hosting and SME cloud provider. Burggraben: strong brand and high customer loyalty in the SME sector.

Aruba Cloud - private (Italy) → regionally strong in SMEs & hosting

Outscale - private (France, subsidiary of Dassault $DSY.PA) → Industrial Cloud & Simulation

Favorite: OVHcloud - $OVH (-4.52%)

Burggraben: strong position as a GDPR-compliant sovereign cloud with Gaia-X. Compounder: increasing trust from authorities and companies ensures growing recurring revenues.

🇨🇳 China

Baidu AI Cloud - part of $BIDU (-0.79%) , $9888 (-0.26%) (Nasdaq, China/USA) → AI workloads, autonomous driving, language models

JD Cloud - part of $JD (+1.53%) , $9618 (+1.58%) (Nasdaq, China/USA) → Cloud for e-commerce & retail

Kingsoft Cloud - $KC (-1.37%) , $3896 (-0.92%) (Nasdaq, China/USA) → Gaming, streaming and app cloud

China Telecom Cloud - part of $728 HK (HKEX) → Infrastructure cloud, state-supported

China Mobile Cloud - part of $941 HK (HKEX) → 5G edge cloud with telecom backbone

Favorite: Kingsoft Cloud - $KC (-1.37%) , $3896 (-0.92%)

Moat: Specializing in gaming, streaming and mobile apps with deep integrations into ecosystems. Compounder: benefits from China's growing online consumption and strong embedding in the Tencent environment.

🇯🇵 Japan

NTT Communications - part of $9432 (+1.54%) T (Tokyo) → Enterprise cloud with global network

NEC Cloud - $6701 (-0.16%) T (Tokyo) → Government & security solutions

Fujitsu Cloud K5 - $6702 (-8.29%) T (Tokyo) → Hybrid cloud for large companies

Rakuten Symphony Cloud - part of $4755 (-1.65%) T (Tokyo) → 5G & telecom cloud

IIJ Cloud - $3774 (-1.01%) T (Tokyo) → Cloud pioneer for enterprise IT

Favorite: NTT - $9432 (+1.54%)

Moat: global telecom backbone and huge enterprise customer base. Compounder: expansion of data centers in Asia and Europe with stable recurring revenues.

🇮🇳 India

Reliance Jio Cloud - part of $RELIANCE NS (NSE India) → Telecom Cloud, partnership with Azure

Tata Communications IZO - $TATACOMM NS (NSE India) → Hybrid cloud & global backbone

Infosys Cobalt - $INFY (NYSE/NSE India) → Cloud migration platform & consulting

HCLTech Cloud - $HCLTECH NS (NSE India) → AI-powered hybrid cloud

Wipro Cloud Studio - $WIPRO NS (NSE India) → MultiCloud service provider

Favorite: Tata Communications - $TATACOMM

Moat: global fiber optic network and deep networking in hybrid cloud. Compounder: growing international expansion and increasing demand for multi-cloud solutions.

🌏 Asia / Oceania

Naver Cloud - part of $035420 KQ (Korea KOSDAQ) → AI & gaming cloud

Samsung SDS Cloud - $018260 , $SMSN (-2.8%) KQ (Korea KOSDAQ) → Enterprise & IoT Cloud

KT Cloud - part of $030200 KQ (Korea KOSDAQ) → Telecom & Edge Cloud with 5G

Telstra Cloud - $TLS (+0.36%) AX (Australia) → Telecom Cloud, Asia-Pacific focus

Macquarie Telecom Cloud - $MAQ AX (Australia) → Public Sector & Compliance

Favorite: Naver Cloud - $035420

Moat: strong integration of AI and gaming in Korea. Compounder: rapid scaling due to growing demand for AI and ML applications.

🌍 Latin America

UOL Diveo (Compasso UOL) - private (Brazil) → Cloud + Managed Services

Tivit Cloud - private (Brazil) → MultiCloud for industry & banks

Locaweb Cloud - $LWSA3 SA (Brazil) → SME Hosting & Cloud

Claro Cloud - part of $AMX (+1.38%) (Mexico, NYSE/HKEX) → Telecom Cloud in Latin America

DesireCloud - private (Chile/Peru) → Local provider for companies

Favorite: Locaweb - $LWSA3

moat: Market leader for SME cloud and hosting in Brazil. Compounder: enormous scalability through the digitalization of small and medium-sized enterprises throughout Latin America.

🇨🇦 Canada

OVHcloud Canada - part of $OVH (-4.52%) PA (France) → Data centers for North America

SherWeb - private (Quebec) → Cloud and MSP services for SMEs

HostPapa - private (Canada) → SME cloud solutions

Canadian Web Hosting - private (Canada) → Cloud & hosting with a focus on data protection

Beanfield Cloud - private (Toronto) → Cloud combined with fiber optic infrastructure

Favorite: SherWeb - private

Moat: close ties to SMEs via managed services. Compounder: fast-growing cloud ecosystem for small businesses in North America, high customer loyalty.

⚒️ Blade manufacturers (infrastructure suppliers)

🖥️ Semiconductors & Chips

Nvidia - $NVDA (-2.63%) (USA, Nasdaq) → GPUs for AI training & cloud

AMD - $AMD (-5.15%) (USA, Nasdaq) → CPUs/GPUs for Data Center

Intel - $INTC (-10.36%) (USA, Nasdaq) → Server CPUs & AI accelerators (Gaudi)

TSMC - $TSM (-3.38%) (Taiwan, NYSE/TWSE) → largest chip manufacturer, produces for NVIDIA/AMD

Samsung Electronics - $SMSN (-2.8%) KQ (Korea) → Memory, foundry, GPUs/CPUs

Favorite: Nvidia - $NVDA (-2.63%)

Moat: near monopoly in high-end GPUs for AI. Compounder: Ecosystem and network effects through CUDA and developer community.

📦 Data center hardware & servers

Supermicro - $SMCI (-1.07%) (USA, Nasdaq) → GPU clusters & AI servers

Dell Technologies - $DELL (-3.96%) (USA, NYSE) → Enterprise Servers & Storage

Hewlett Packard Enterprise - $HPE (-1.2%) (USA, NYSE) → Hybrid Cloud & Edge

Inspur - private (China) → AI & Cloud Server

Lenovo - $LNVGY (-10.78%) (China/ADR) → HPC and AI servers

Favorite: Supermicro - $SMCI (-1.07%)

Moat: Specialization in GPU clusters and AI servers. Compounder: benefits from every expansion of the hyperscalers, extremely high scalability.

⚡ Memory & network chips

Micron - $MU (-1.97%) (USA, Nasdaq) → DRAM & HBM memory

SK Hynix - $HY9H (-6.01%) KQ (Korea) → Memory chips, HBM for NVIDIA

Broadcom - $AVGO (-2.31%) (USA, Nasdaq) → Network Chips & Switches

Marvell - $MRVL (-5.75%) (USA, Nasdaq) → Network & 5G chips

ASE Technology - $ASX (-9.44%) (Taiwan, NYSE) → Packaging for high-end chips

Favorite: Broadcom - $AVGO (-2.31%)

Moat: deep roots in network infrastructure of hyperscalers. Compounder: benefits from rising demand for switches and custom chips for the cloud.

🏭 Data centers / colocation

Equinix - $EQIX (-2.04%) (USA, Nasdaq) → largest colocation provider worldwide

Digital Realty - $DLR (-2.27%) (USA, NYSE) → Data centers worldwide, strong in Europe/USA

China Telecom DC - part of $728 HK (HKEX) → Data center infrastructure in China

NTT Data Centers - part of $9432 (+1.54%) T (Tokyo) → Data centers in Asia/Europe

NEXTDC - $NXT (-2.34%) AX (Australia) → Growing data centers in the APAC region

Favorite: Equinix - $EQIX (-2.04%)

Moat: global networking and extremely high switching costs for customers. Compounder: continuous expansion and cross-selling potential through platform structure.

🔋 Energy & cooling

Schneider Electric - $SU (-2.9%) PA (France, Euronext) → Power & Cooling for Data Center

ABB - $ABBN (-3.32%) (Switzerland, SIX/NYSE ADR) → Energy & Automation

Siemens Energy - $ENR (-6.07%) (Germany, Xetra) → Power Grids & Data Center Technology

Vertiv - $VRT (-0.62%) (USA, NYSE) → Cooling, Racks & UPSs

Eaton - $ETN (-4.28%) (Ireland/USA, NYSE) → Power Management

Favorite: Schneider Electric - $SU (-2.9%)

Burggraben: market-leading energy and cooling systems for data centers. Compounder: long-term growth due to increasing demand for efficient data centers.

🌐 Network & Connectivity

Cisco - $CSCO (-4.25%) (USA, Nasdaq) → Router & Network Hardware

Arista Networks - $ANET (-5.43%) (USA, NYSE) → High-speed switches for hyperscalers

Juniper Networks - Acquisition by $HPE (-1.2%) Hewlett Packard HP (USA, NYSE) → Routing & Network Security

Ciena - $CIEN (-5.02%) (USA, NYSE) → Fiber Optics & Optical Networks

Nokia - $NOK (-5.26%) (Finland, NYSE/Helsinki) → 5G & Core Networks

Favorite: Arista Networks - $ANET (-5.43%)

Moat: technological leadership in high-speed switches in hyperscaler data centers. Compounder: enormous growth opportunities due to exponential data traffic in AI workloads.

✨ Takeaway

The Oracle quake shows: Cloud & AI are the growth drivers of the coming years. While hyperscalers are in the spotlight, hidden champions are growing in their niches in the background and blade manufacturers are making money from every expansion of the infrastructure.

👉 Question for you: Do you prefer to focus on hyperscalers in your strategy? hyperscalersthe hidden champions or directly on the shovel manufacturers?

I look forward to your opinions!

Source: own analysis

Image - Image credit: Getty Images

After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I later added my favorites in each sector.

In-depth analysis of the value chain, including shovel manufacturers and potential hidden champions

New category: Secondary Key Sectors (Sales, Marketing, Financing)

Additionally: Top 25 companies worldwide, as well as the Top 10 in Europe and the Top 10 in Asia

To help newcomers get up to speed, I’ve included a video link. This will give you an idea of just how far the development of humanoid robotics has come today.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and support 🙏

🌐 1. Humanoid Robot Value Chain (with hidden champions)

1. Research & Chip Design

$ARM (-2.74%) ARM (UK) – CPU IP, energy-efficient processors

$SNPS (-2.9%) Synopsys (US) – EDA software, chip design

$CDNS (-2.96%) Cadence (US) – EDA & Simulation

$PTC PTC (US) – Engineering software, CAD/PLM

$DSY (+0.96%) Dassault Systèmes (FR) – 3D design & digital twin

$SIE (-3.4%) Siemens (DE) – Industrial software & lifecycle management

$ADBE (+1.11%) Adobe (US) – Design, AR/UX

ANSYS (US) – Multiphysics Simulation – Acquired by Synopsys

Altair (US) – CAE, Simulation, Digital Twin – Acquired by Siemens

$HXGBY (+1.79%)
Hexagon (SE) – Measurement Technology & Simulation

$AWE Alphawave IP Group (UK) – High-speed chip IP for AI/robotics

1. Synopsis, 2. Siemens, and 3. Adobe are my top three picks in this sector

2. Manufacturing Technology & Equipment

$ASML (-4.51%) ASML (NL) – Lithography (EUV)

$AMAT (-4.6%) Applied Materials (US) – Semiconductor Equipment

$8035 (+2.33%) Tokyo Electron (JP) – Wafer manufacturing

$KEYS (-5.29%) Keysight Technologies (US) – Measurement Technology

$6857 (-1.66%) Advantest (JP) – Chip Test Systems

$TER (-4.38%) Teradyne (US) – Test systems + cobots

$6954 (-1.06%) Fanuc (JP) – Industrial robots, CNC

$CAT (-2.99%) Caterpillar (US) – Autonomous Machinery

$KU2G KUKA (DE) – Industrial Robots

Comau (IT) – Automation – Not publicly traded

$ROK Rockwell Automation (US) – Industrial automation

$JBL (-4.55%) Jabil (US) – Contract Manufacturing (EMS/ODM)

$KIT (-2.55%) Kitron (NO) – European EMS/ODM manufacturer

$AIXA (-4.06%) Aixtron (DE) – Deposition systems for compound semiconductors

$LRCX (-2.25%)
Lam Research (US) – Etching/deposition systems

$MKSI (-6.37%)
MKS Instruments (US) – Plasma/vacuum technology

$ASM (-5.98%)
ASM International (NL) – Deposition systems

1. ASML, 2. Keysight Technologies, 3. Fanuc are my top 3 in this sector

3. Chip Manufacturing (Foundries)

$TSM (-3.38%) TSMC (TW) – leading foundry

$SMSN (-2.8%) Samsung Electronics (KR) – foundry + memory

$GFS (-4.52%) GlobalFoundries (US) – specialty chips

$INTC (-10.36%)
Intel Foundry Services (US) – new Western foundry player

$981
SMIC (CN) – Largest Chinese foundry

$UMC
UMC (TW) – Power, RF, and embedded chips

1. TSMC, 2. Intel, 3. Samsung Electronics are my top 3 in this sector

4. Computing & control unit (“brain”)

$NVDA (-2.63%) Nvidia (US) – GPUs, AI chips

$INTC (-10.36%) Intel (US) – CPUs, FPGAs

$AMD (-5.15%) AMD (US) – CPUs, GPUs

$MRVL (-5.75%) Marvell (US) – network chips

$MU (-1.97%) Micron (US) – Memory

$DELL (-3.96%) Dell Technologies (US) – Edge & Infrastructure

Graphcore (UK) – AI chips (IPU) – not a publicly traded company

Cerebras (US) – Wafer-Scale Engine – not a publicly traded company

SiPearl (FR) – European HPC chip – not a publicly traded company

1. Nvidia, 2. Marvell, 3. Micron are my top 3 in this sector

5. Sensors (“Senses”)

$6758 (-0.75%) Sony (JP) – Image sensors

$6861 (-7.24%) Keyence (JP) – industrial sensors

$STM (-3.87%) STMicroelectronics (FR/IT) – Sensors, MCUs

$TDY Teledyne (US) – optical/infrared sensors

$CGNX (-1.1%) Cognex (US) – Machine Vision

$HON (-2.27%) Honeywell (US) – Sensors, Security

ANYbotics (CH) – Autonomous sensor fusion – not a publicly traded company

$AMBA (+0.48%) Ambarella (US) – Video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) – Lidar sensors – acquired by Ouster

$AMS (-3.31%)
OSRAM (AT/DE) – optical sensors

1. Teledyne, 2. Keyence, 3. Ouster are my top 3 in this sector

6. Actuators & Power Electronics (“Muscles”)

$IFX (-4.37%) Infineon (DE) – Power Electronics

$ON (-2.2%) onsemi (US) – Power & Sensors

$TXN (-2.27%) Texas Instruments (US) – mixed-signal chips

$ADI (-2.95%) Analog Devices (US) – Signal Processing

$PH Parker-Hannifin (US) – Hydraulics/Pneumatics

$MP (-2.75%) MP Materials (US) – Magnets

$APH (-2.59%) Amphenol (US) – Connectors

$6481 (-3.85%) THK (JP) – Linear guides & actuators

$6324 (-4.53%)
Harmonic Drive (JP) – Precision gearboxes & servo drives for robotics

$6594 (-5.23%)
Nidec (JP) – Electric motors

$6506 (-5.12%)
Yaskawa (JP) – Drives & Robotics

$SU (-2.9%)
Schneider Electric (FR) – Energy & Control Solutions

$ZIL2 (+2.12%)
ElringKlinger (DE) – Battery & Fuel Cell Technology, Lightweight Construction

1. Parker-Hannifin, 2. MP Materials, 3. Infineon are my top 3 in this sector

7. Communications & Networking (“Nerves”)

$QCOM (-7.5%) Qualcomm (US) – Mobile Communications, Edge AI

$ANET (-5.43%) Arista Networks (US) – Networks

$CSCO (-4.25%) Cisco (US) – Networks, Security

$EQIX (-2.04%) Equinix (US) – Data centers

NTT Docomo (JP) – 5G/6G carrier – not a publicly traded company

$VZ Verizon (US) – Telecommunications

$SFTBY SoftBank (JP) – Carrier + Robotics

$ERIC B (+0.63%)
Ericsson (SE) – 5G/IoT infrastructure

$NOKIA (-2.23%)
Nokia (FI) – 5G/6G for Industry

$HPE (-1.2%)
Juniper Networks (US) – Networking – Acquired by HP

1. Arista Networks, 2. SoftBank, 3. Cisco are my top 3 in this sector

8. Energy

$3750 (+5.52%) CATL (CN) – Batteries

$6752 (+1.18%) Panasonic (JP) – Batteries

$373220 LG Energy (KR) – Batteries

$ALB (-2.84%) Albemarle (US) – Lithium

$LYC (-8.18%) Lynas (AU) – Rare Earths

$UMICY (-3.95%) Umicore (BE) – Recycling

WiTricity (US) – Inductive charging – not a publicly traded company

$ABBN (-3.32%) Charging (CH) – Charging infrastructure

$SLDP
Solid Power (US) – Solid-state batteries

Northvolt (SE) – European batteries – not a publicly traded company

$PLUG
Plug Power (US) – Fuel cells

$KULR (-4.55%)
KULR Technology (US) – Thermal management & battery safety for mobile systems

1. Albemarle, 2. CATL, 3. Panasonic are my top 3 in this sector

9. Cloud & Infrastructure

$AMZN (+4.71%) Amazon AWS (US) – Cloud, AI

$MSFT (-0.97%) Microsoft Azure (US) – Cloud, AI

$GOOG (+0.06%) Alphabet Google Cloud (US) – Cloud, ML

$VRT (-0.62%)
Vertiv Holdings (US) – Data Center Infrastructure (UPS, Cooling, Edge)

$ORCL (-2.97%)
Oracle Cloud (US) – ERP + Cloud

$IBM (+0.97%)
IBM Cloud (US) – Hybrid Cloud + AI

$OVH (-4.52%)
OVHcloud (FR) – European Cloud

1. Alphabet, 2. Microsoft, 3. Oracle are my top 3 in this sector

10. Software & Data Platforms

$PLTR (-5.23%) Palantir (US) – Data Integration

$DDOG (-8.43%) Datadog (US) – Monitoring

$SNOW (-4.03%) Snowflake (US) – Data cloud

$ORCL (-2.97%) Oracle (US) – Databases, ERP

$SAP (+0.67%) SAP (Germany) – ERP systems

$SPGI S&P Global (US) – Financial/Market Data

ROS2 Foundation – Robotics Middleware – Not publicly traded

$NVDA (-2.63%) NVIDIA Isaac (US) – Robotics development – part of NVIDIA

$INOD (-0.7%) Innodata (US) – Data annotation & AI training data

$PATH (+0.99%)
UiPath (RO/US) – Robotic Process Automation

$AI (-2.43%)
C3.ai (US) – AI platform

$ESTC (-5.74%)
(NL/US) – Search & Data Analytics

1. S&P Global, 2. Palantir, 3. Datadog are my top 3 in this sector

11. End-user applications / Robots

$ABBN (-3.32%) ABB (CH/SE) – Industrial robots

$6954 (-1.06%) Fanuc (JP) – Industrial Robots

$TSLA (+0.6%) Tesla Optimus (US) – humanoid robot

$9618 (+1.58%) JD.com (CN) – Logistics robots

$AAPL (-1.58%) Apple (US) – Platform & UX

$700 (+3.46%) Tencent (CN) – Platform & AI

$9988 (+2.94%) Alibaba (CN) – Logistics & Platform

PAL Robotics (ES) – humanoid robots - not a publicly traded company

Neura Robotics (DE) – cognitive humanoid robots - not a publicly traded company

$TER (-4.38%) Universal Robots (DK) – cobots - part of Teradyne Corporation

Engineered Arts (UK) – humanoid robots – not a publicly traded company

$ISRG (-3.88%) Intuitive Surgical (US) – surgical robotics

$GMED (-5.69%)
Globus Medical (US) – surgical robotics (ExcelsiusGPS platform)

$7012 (-2.79%) Kawasaki Heavy Industries (JP) – industrial robots, automation

$CPNG (+0.06%) Coupang (KR) – logistics end-users

$IRBT
iRobot (US) – consumer robotics (e.g., Roomba); not humanoid, but features navigation and sensor fusion

Boston Dynamics (US) – humanoid & mobile robots—not a publicly traded company

Hanson Robotics (HK) – humanoid robots (Sophia)—not a publicly traded company

Agility Robotics (US) – “Digit” humanoid robot—not a publicly traded company

1. Apple, 2. Tencent, 3. Alibaba are my top 3 in this sector

🛠 2. Cross-sector enablers (shovel manufacturers) – featuring hidden champions

Raw Materials & Battery Materials

Albemarle · Lynas · Umicore

$SQM
SQM (CL) – Lithium

$ILU (-2.49%)
Iluka Resources (AU) – Rare Earths

$ARR (-7.8%)
American Rare Earths (US/AU) – New supply chains

My top pick in the sector is Albemarle

Manufacturing Technology

ASML · Applied Materials · Tokyo Electron

$LRCX (-2.25%)
Lam Research (US) – Plasma/etching processes

$ASM (-5.98%)
ASM International (NL) – ALD equipment

$MKSI (-6.37%)
MKS Instruments (US) – Plasma/vacuum technology

My top pick in the sector is ASML

Quality Assurance

Keysight · Advantest · Teradyne

$EMR (-3.1%)
National Instruments (US) – Measurement technology – from Emerson Electric Acquired

$300567
ATE Test Systems (CN) – Test systems

$FORM (-6.33%)
FormFactor (US) – Wafer probing

My number one in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (Germany) – Pneumatics, Soft Robotics - not a publicly traded company

Bosch Rexroth (DE) – Drives, Controls - not a publicly traded company

$6481 (-3.85%)
THK (JP) – Linear guides

My top choice in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (-5.05%) Basler (DE) – Industrial cameras

FLIR (US) – Thermal imaging sensors – Acquired by Teledyne

ISRA Vision (DE) – Machine vision – not a publicly traded company

My top pick in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (-2.67%)
Hitachi Metals (JP) – Magnetic Materials

VacuumSchmelze (DE) – Magnetic materials – not a publicly traded company

$4063 (-1.19%)
Shin-Etsu Chemical (JP) – Specialty materials

My top pick in the sector is MP Materials

Chip Design & Simulation

Synopsys · Cadence · ARM

$SIE (-3.4%)
Siemens EDA (DE/US)– Mentor Graphics—a strategic business unit of Siemens AG

Imagination Tech (UK) – GPU IP – not a publicly traded company

$CEVA (-5.02%)
CEVA (IL) – Signal processor IP

My top pick in the sector is Synopsys

Engineering & Lifecycle

PTC · Dassault · Siemens

Altair (US) – Simulation – no longer a publicly traded company

$HXGBY (+1.79%)
Hexagon (SE) – Measurement Technology

$SNPS (-2.9%)
ANSYS (US) – Simulation – Acquired by Synopsys

My top pick in the sector is Siemens

Networks & Data Centers

Arista · Cisco · Equinix

$HPE (-1.2%)
Juniper (US) – Networks – Acquisition by HPE

$DTE (+1.82%)
T-Systems (DE) – Industrial Cloud

$OVH (-4.52%)
OVHcloud (FR) – European cloud

My top pick in the sector is Arista

Cloud Infrastructure

AWS · Azure · Google Cloud

$ORCL (-2.97%)
Oracle Cloud (US) – ERP & Databases

$IBM (+0.97%)
IBM Cloud (US) – Hybrid Cloud

$9988 (+2.94%)
Alibaba Cloud (CN) – Asian cloud

$VRT (-0.62%)
Vertiv Holdings (US) – Cloud/Infrastructure

My top pick in the sector is Alphabet (Google)

Financial/Information Infrastructure

S&P Global

$MCO (+1.26%)
Moody’s (US) – Ratings

$MSCI (+0.96%)
MSCI (US) – Indices

$MORN
Morningstar (US) – Investment Research

My top pick in the sector is S&P Global

Creative/Experience Infrastructure

Adobe

$ADSK (+3.45%)
Autodesk (US) – CAD & Design

$U
Unity (US) – 3D/AR Simulation

Epic Games (US) – Unreal Engine – not a publicly traded company

My top pick in the sector is Adobe

Platform & Ecosystem

Apple · Tencent · Alibaba

$META (-0.98%)
Meta (US) – AR/VR, Social Robotics

ByteDance (CN) – AI & Platforms – not a publicly traded company

$9888 (-0.26%)
Baidu (CN) – AI & Cloud

My top pick in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (-1.2%)
HPE (US) – Edge Computing

$SMCI (-1.07%)
Supermicro (US) – AI Servers

$6702 (-8.29%)
Fujitsu (JP) – Edge & HPC

My top pick in this sector is Dell

Storage Solutions

Micron

$HY9H (-6.01%)
SK Hynix (KR) – Memory

$285A (-13.04%)
Kioxia (JP) – NAND

$WDC
Western Digital (US) – Storage solutions

My top pick in the sector is Micron

🏛 3. Secondary Key Sectors with Hidden Champions

Financing & Capital

$GS (-3.01%) Goldman Sachs (US) – Investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) – Investment bank; tech banking, capital markets

$BLK (-2.1%) BlackRock (US) – Asset manager; capital allocation, ETFs/index funds

$9984 (-4.73%) SoftBank Vision Fund (JP) – Mega-VC; growth equity in robotics/AI

Sequoia Capital (US) – Venture capital; early-stage/growth in AI/robotics – This is a classic venture capital fund

DARPA (US) – government R&D funding (robotics/defense) – independent research and development agency

EU Horizon (EU) – research funding/grants for DeepTech – Innovative Europe pillar

China State Funds (CN) – Government Industry/Technology Funds

Lux Capital (US) – VC for DeepTech - Uptake (US) – AI-based predictive maintenance

DCVC (US) – Focus on robotics and AI – Invests exclusively through VC fund investments

Speedinvest (AT) – EU VC for robotics – Investment is only available through fund participations

My number one in the sector is SoftBank

Maintenance & Service

$SIE (-3.4%) Siemens (DE) – Industrial Services, Lifecycle & Retrofit

$ABBN (-3.32%) ABB (CH/SE) – Robotics services, spare parts, field support

$GEHC (+0.19%) GE Healthcare (US) – Medtech services, including robotic systems

Uptake (US) – AI-based predictive maintenance – not a publicly traded company

Augury (US/IL) – Condition monitoring, condition diagnostics – not a publicly traded company

$KU2 KUKA Service (DE) – Robotics maintenance

$6954 (-1.06%) Fanuc Service (JP) – Global service network

Boston Dynamics AI Institute (US) – Robotics Longevity – funded by Hyundai Motor Group

My top pick in the sector is Siemens

Marketing & Advertising

$WPP (-0.72%) WPP (UK) – global advertising group; branding/communications

$OMC Omnicom (US) – marketing/PR network

$PUB (+1.04%) Publicis (FR) – communications/advertising group

$META (-0.98%) Meta (US) – digital ads (Facebook/Instagram)

$GOOG (+0.06%) Google Ads (US) – Search & Display Advertising

TikTok / ByteDance (CN) – Social Ads & Distribution - not a publicly traded company

$AAPL (-1.58%) Apple (US) – branding/UX; adoption & platform marketing

$WPP (-0.72%)
AKQA (UK/US) – Tech branding – Since 2012, majority-owned by the WPP Group, but continues to operate as autonomous operating unit

R/GA (US) – Innovation Marketing – not a publicly traded company

Serviceplan (DE) – Largest independent EU agency – not a publicly traded company

My number one in the sector is Meta

Law, Regulation & Ethics

ISO (CH) – international standards, robotics standards

TÜV (DE) – certification & safety testing

UL (US) – safety/conformity testing

EU AI Act (EU) – legal framework for AI & robotics

UNESCO AI Ethics (UN) – global ethical guidelines

Fraunhofer IPA (DE) – Robotics safety standards

ANSI (US) – Standards

IEC (CH) – Electrical Engineering Standards

Education & Talent

MIT (US) – Robotics/AI Research & Education

ETH Zurich (CH) – Autonomous Systems & Robotics

Stanford (US) – AI/Robotics Labs & Spin-offs

Tsinghua University (CN) – Robotics/AI in Asia

CMU (US) – Robotics Institute

EPFL (CH) – Robotics Research

TU Munich (DE) – “Roboy” humanoid robot

🌍 Top 25 Companies in Humanoid Robotics

These companies are crucial to the development and production of humanoid robots, because without them, crucial parts of the chain would be missing:

Chips & computing power (the robots’ brains)

$NVDA (-2.63%) Nvidia (US) – AI GPUs & Isaac platform, the foundation for robotics AI

$2330 TSMC (TW) – the world’s leading foundry, produces AI chips

$ASML (-4.51%) ASML (NL) – EUV lithography, indispensable for chip manufacturing

$005930 Samsung Electronics (KR) – memory, logic, foundry

$HY9H (-6.01%) SK Hynix (KR) – DRAM & NAND memory for AI

$MU (-1.97%) Micron (US) – memory solutions for AI workloads

My top pick in the sector is ASML

Sensors & Perception (Robots’ Senses)

$SONY Sony (JP) – Image sensors, market leader

$6861 (-7.24%) Keyence (JP) – Industrial Sensors & Vision Systems

$CGNX (-1.1%) Cognex (US) – Machine vision, precise image processing

My top pick in this sector is Keyence

Actuators & Motion (Robot Muscles)

$IFX (-4.37%) Infineon (DE) – Power Electronics, Motor Control

$6594 (-5.23%) Nidec (JP) – Global market leader in electric motors

$PH Parker-Hannifin (US) – Hydraulics/Pneumatics, Motion Control

$6481 (-3.85%) THK (JP) – Linear guides & actuators

My top pick in this sector is Parker-Hannifin

Communications, Cloud & Infrastructure (Nerves & Data Flow)

$QCOM (-7.5%) Qualcomm (US) – Mobile & edge chips

$AMZN (+4.71%) Amazon AWS (US) – Cloud & AI infrastructure

$MSFT (-0.97%) Microsoft Azure (US) – Cloud, AI services

$CSCO (-4.25%) Cisco (US) – Networks & Security

$VRT (-0.62%) Vertiv Holdings (US) – Data Center Infrastructure

My top pick in this sector is Microsoft

End-User Applications & Platforms (Robots Themselves)

$TSLA (+0.6%) Tesla (US) – humanoid robots Optimus

$ABBN (-3.32%) ABB (CH/SE) – Robotics & Automation

$6954 (-1.06%) Fanuc (JP) – industrial robots & CNC systems

$7012 (-2.79%) Kawasaki Heavy Industries (JP) – industrial robots

PAL Robotics (ES) – humanoid robots (TALOS, ARI, TIAGo) – not a publicly traded company

Neura Robotics (DE) – cognitive humanoid robots – not a publicly traded company

Universal Robots (DK) – cobots

My top pick in the sector is Tesla

🇪🇺 Top 10 European Key Companies in Humanoid Robotics

$ASML (-4.51%)
ASML (NL)

Global market leader in EUV lithography – without ASML, there would be no modern chips for AI & robotics.

$IFX (-4.37%) Infineon (DE)

A leader in power electronics and motor control—crucial for the actuators of humanoid robots.

$STM (-3.87%)
STMicroelectronics (FR/IT)

Sensors, microcontrollers, and power chips—the foundation for control and perception.

$SAP (+0.67%)
SAP (DE)

ERP & data platforms, essential for integrating humanoid robots into industrial processes.

$SIE (-3.4%)
Siemens (DE)

Industrial software, automation, Digital Twin—key to engineering and lifecycle management.

$KU2 KUKA (DE)

Robotics pioneer, industrial robots & automation—expertise in humanoid motion mechanics.

PAL Robotics (ES) - not a publicly traded company

Specialist in humanoid robots (TALOS, ARI, TIAGo), used internationally in research and service.

Neura Robotics (DE) - not a publicly traded company

Young high-tech company developing cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - not a publicly traded company

Market leader in cobots—a platform for safe human-robot collaboration.

Engineered Arts (UK) - not a publicly traded company

Develops humanoid robots such as Ameca, known for realistic facial expressions and gestures—important for HRI (Human-Robot Interaction)

🌏 Top 10 Key Asian Companies in Humanoid Robotics

$2330
TSMC (Taiwan)

The world’s largest semiconductor foundry, producing high-end chips (e.g., Nvidia, AMD, Apple)—without TSMC, there would be no AI hardware.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors—extremely broad portfolio of robotics components.

$HY9H (-6.01%)
SK Hynix (South Korea) – Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision and perception.

$6861 (-7.24%)
Keyence (Japan)

Sensors and machine vision for industrial automation, widely used in robotics.

$6954 (-1.06%)
Fanuc (Japan)

Industrial robots and CNC systems; one of the world’s leading manufacturers of robotics hardware.

$6506 (-5.12%)
Yaskawa Electric (Japan)

Drives, motion control, and robotic arms—relevant for humanoid motion control.

$6594 (-5.23%)
Nidec (Japan)

Global market leader in electric motors (ranging from mini motors to high-performance drives).

$7012 (-2.79%)
Kawasaki Heavy Industries (JP) – Industrial robots

$9618 (+1.58%)
JD.com (China)

A driving force in robotics for e-commerce and logistics; invests in humanoid robotics applications

Today I would like to introduce you to a technology that is one of the greatest technological revolution since the invention of the Internet. The project is being led by the company Nippon Telegraph and Telephone Corporation (NTT) $9432 (+1.54%)a company that could be described as the Deutsche Telekom $DTE (+1.82%) of Japan. From the outside, it seems like a boring quality company, dividend share, safe haven.... But it is much more than that!

Our society is slowly but surely moving towards the AI age. Everything and everyone is connected. However, this also brings problems, because AI requires electricity, a great deal of electricity. It is currently assumed that in the future, an ever-increasing percentage of our electricity production will only be needed for data centers. This costs money and, in most cases, damages the environment on top of that.

This is the reason why NTT has launched the IOWN project (Innovative Optical and Wireless Network) into being. In the meantime, the project has developed into a global initiative with NTT as the initiator, important direct partners such as Intel
$INTC (-10.36%), Sony
$6758 (-0.75%), NEC $6701 (-0.16%) and Fujitsu $6702 (-8.29%)as well as dozens of other partner companies (Google $GOOGL (+0%)Amazon $AMZN (+4.71%) , SoftBank $9984 (-4.73%)....).

What is IOWN about?

Today's network technology, which is based on electricity, is to be fundamentally rethought. Instead of electricity, networks with photons (light) operated. This technology will be used in mobile networks, data centers, industry and much more. The APN (All Photonic Network) is currently undergoing intensive testing and expansion.

NTT: "IOWN technologies are expected to reduce energy consumption by 100-fold transmission capacity by a factor of 125 times and increase end-to-end latency (≈delay) by a factor of 200-fold times."

Here is another typical Japanese graphic, detailed but confusing:

The introduction of IOWN technologies would thus solve the biggest problem of our digital society, energy consumption. Not only that, it would also surpass all current network technologies in terms of speed and capacity and capacity many times over. Today's technology is not able to outperform the APN. IOWN represents a technological revolution with a disruptive character an innovation that would be so groundbreaking that anyone who does not adapt it would be at a competitive disadvantage. And IOWN is not science fiction, it is already a reality.

For example, the first international APN was put into operation at the end of last year. In cooperation with Chunghwa Telecom $CHT (Taiwan's largest telecommunications group), stable communication over a distance of 3000km with 0.017sec delay was made possible.

Telecommunications is just one of many applications. The link with AI and quantum computers is also being intensively developed. The government is also supporting the project with appropriate regulatory support and subsidies.

The latest news can be followed on NTT's Research & Development website: https://group.ntt/en/rd/

To the NTT share:

The NTT share currently stands at a P/E RATIO 11so it will by no means trading at a premium with regard to IOWN. The core business is very stable (telecoms), which is why the risk is virtually non-existent. Even though IOWN is now a global project, NTT is still at the forefront of the project and holds the most important patents. most important patents APN technology and will therefore also be its biggest profiteer. IOWN technology is very complex and therefore very difficult to copy. There is also no real competition for NTT in this area. However, we will have to be patient a little longer before IOWN is rolled out on a large scale. Until
2030 further commercial applications are to be developed and projects in Japan are to be driven forward. From 2030 IOWN technology will then be rolled out globally. The global adaptation of IOWN technology would also involve high initial costs for setting up the new infrastructure, although this would be offset by the negligible energy requirements in the application. In addition, companies and countries that do not rely on IOWN due to its technological superiority would suffer a competitive disadvantage.

Conclusion:

NTT could trigger a new technological revolution with the IOWN initiative they are leading. The technological superiority over today's systems is impressive. The next 5-10 years will show whether the future will run on photonic networks. Even though IOWN has the potential to be a true revolution, NTT would already call it a mini-revolution. as an initiator and technology supplier. As the share is massively undervalued in view of the potential massively undervalued I consider the purchase to be a no-brainer. All we need to do now is be patient and follow current developments!

Not investment advice, of course 🥴

Do you think Germany will reach 50% fiber optics by the time the world switches to APN? 🤪

Boy, what's going on with the bamboo servers of the trading republic again today. I've been trying to update my account again since noon today to show my latest transaction. This is really becoming a nuisance.

Edit: Getquin also had a bad day today. Take a look at the charts of the "top losers" today: $6702 (-8.29%) & $7011 (-3.07%) & $2801 (+2.79%) & $7269 (+0.45%) Something is wrong there too. This wouldn't have happened with AWS (*makes Amazon shareholder noise*)

#börsengehandelteralltag

Hi there,

Since I was kindly invited by @GoDividend I was kindly invited to publish my everyday professional life and to pay attention to the listed companies I come across, I would of course like to do so immediately. :D

My smartphone alarm clock (Xiaomi $1810 (+9.16%)). Surprisingly, I force myself out of bed straight away, which would have been unthinkable in the past. There were at least 3 alarm clocks ringing every 10 minutes before I got up. Well, I blame it on my age.

If I do stay in bed longer, there's no breakfast and no lunch at work. So I quickly head to the bathroom, where I then indulge in classics such as $PG (+0.16%) and $ULVR (+1.39%) or even $CL (+1.2%) . There's not much time, because I have to make myself a quick breakfast or at least lunch before I leave.

Depending on my mood, I decide to take the Seat ($VOW3 (-0.46%) ) or $F (-0.09%) to the train station. What's the saying? By $F (-0.09%) away and back by train. So off to the station and then off to Frankfurt on the Deutsche Bahn ($FCKU).

The train journey is always very adventurous and at least 8 out of 10 journeys are delayed. I could fill whole books with the stories. But it wouldn't be so bad if you weren't in the network desert that is Germany, where not even the $DTE (+1.82%) reception.

So it feels like three hours later I arrive in Frankfurt and walk to my employer, a listed Asian bank that doesn't want to be named here for fear of being named.

The first thing I have to do there, of course, is to check out the PCs ($HPQ (-3.63%) and Fujitsu $6702 (-8.29%) ) have to be booted up. Otherwise nothing works.

The operating system is $MSFT (-0.97%) and hardly anything else is needed. Except coffee, of course.

Well, of course $GOOGL (+0%) of course, I can't do without it and $AMZN (+4.71%) accompanies me through the day with music streaming. But I'll probably soon switch to $SPOT (+7.14%) as Amazon thinks it has to take the piss out of its customers (at this point $FCKU2).

If the phone isn't ringing from $CSCO (-4.25%) rings, it's otherwise pretty quiet. Thank God I don't have any direct customer contact.

In the evening, of course, it's back to the station and with a happy look in the direction of $MCD (+0.02%) and the long queue of customers, I'm pretty sure that this company will be in my portfolio for a long time to come. And even if I would never support the outrageous exorbitant prices of $SBUX (+0.27%) by making a purchase, I am happy to see anyone who, with a cup in their hand, somehow contributes to my passive income.

In the evening, it's time to relax on the couch with the wife. If there's no sport on (and there's always something on), then we watch a movie from $DIS (+0.24%) or $AMZN (+4.71%) . $NFLX (-0.33%) We don't do that. There has to be an end to all the subscriptions at some point.

Sometimes I still edit a few of my pictures on my laptop $LNVGY (-10.78%) laptop that I took with my Nikon $7731 (-2.95%) and then it's off to bed again.

I'll nominate @Kundenservice and no one else.

The article might be quite interesting for one or the other nerd here. Besides quantum computers themselves, the simulation of a quantum computer is also progressing.

Why a simulation if I could also research on the real computer?

Because developing a quantum computer is an enormous technological challenge. The qubits used are very sensitive to environmental influences and the more qubits a system has, the more sensitive it becomes. So I simply simulate the object and thus avoid the problems that the real version brings with it.

https://t3n-de.cdn.ampproject.org/c/s/t3n.de/news/fujitsu-quantencomputer-simulator-1463199/amp/