Good morning dear Getquin community 👋

Today I'd like to introduce you to The Humanoid 66 and what it's all about. The market for humanoid robotics is just taking off and is facing one of the biggest upheavals since the advent of the automobile. Morgan Stanley and Goldman Sachs expect the market to be worth between 38 billion and three trillion US dollars by 2035. By 2050, over 60 million humanoid robots could be in use in the USA alone.

With The Humanoid 66, Morgan Stanley has compiled a list of 66 companies that are likely to benefit directly or indirectly from this development. These include not only the manufacturers themselves, but also suppliers and technology groups that provide the necessary infrastructure, from semiconductor and battery producers to sensor technology and software through to platform operators for artificial intelligence.

The leading players include $TSLA (-6.86%) Tesla with Optimus, Figure AI with Figure 02, Agility Robotics with Digit, Boston Dynamics with Atlas and Unitree with H1 and G1. Tesla is already planning to use more than a thousand Optimus robots in its own factories by 2024. The goal is clear: to make humanoid machines suitable for mass production at prices between 20,000 and 30,000 US dollars. Figure AI works closely with $MSFT (-3.3%) Microsoft, OpenAI and $BMW (-2.64%) BMW and was able to raise over 675 million US dollars in a financing round.

Technological progress is the key driver of this development. Multimodal generative AI enables humanoid robots to understand speech, communicate with humans and perform tasks autonomously. Advances in actuator technology, LiDAR systems, force sensors and battery technology are making the machines more efficient and more human-like. The energy density of modern lithium-ion cells is increasing by around 20 percent every two years, while the cost per kilowatt hour is expected to fall to 80 US dollars by 2030.

At the same time, wage costs for human labor are rising significantly. In the USA, they are currently just under 40 US dollars per hour, while in China they are around 6.50 US dollars and in India 4.45 US dollars. Studies show that automation can reduce labor costs in industrialized countries such as Germany, Japan and the USA by up to a third by 2025. Sectors such as agriculture, construction, care, logistics and manufacturing, where millions of jobs remain unfilled today, will be particularly affected.

The Humanoid 66 shows that this change goes far beyond individual companies. A new industrial ecosystem is emerging that links hardware, software, energy and data. Price reduction, scalability and integration into existing value chains will determine who will be among the winners.

Takeaway: Humanoid robotics is no longer a vision of the future, but the beginning of a structural reorganization of the global economy. Those who invest early in key areas such as AI chips, batteries, sensor technology and automation are positioning themselves in a sector that is likely to have a similarly profound impact as the invention of the car. The crucial question is just how far society is prepared to accept and integrate this new form of workforce.

For those who want to delve deeper: These are the companies featured in the Morgan Stanley report Humanoids @Tenbagger2024
@Multibagger

1. Tesla - USA - $TSLA (-6.86%)

2. Toyota - Japan - $7203 (-2.77%)

3. Xpeng - China - $XPEV (-7.58%)

4. Naver - South Korea - (not listed)

5. CATL - China - $3750 (-10.56%)

6. LG Energy Solution - South Korea - $373220 Subsidiary of LG

7. Samsung / Samsung SDI - South Korea - $SMSN (-4.06%)

8. SK Innovation - South Korea - $096770

9. HD Hyundai Infracore / Doosan (component) - South Korea - $042670

10. Hengli Hydraulic - China - $601100

11. NTN - Japan - $6472 (-4.11%)

12. NSK - Japan - $6471 (-4.11%)

13. Sanhua - China - $002050

14. Siemens - Germany - $SIE (-2.34%)

15. Top Group ("Topu") - China - $601689

16. Ambarella - USA - $AMBA (-13.21%)

17. Synopsys - USA - $SNPS (-12.42%)

18. NXP - Netherlands / USA - $NXPI (-8.34%)

19. Qualcomm - USA - $QCOM (-8.32%)

20. TSMC - Taiwan - $TSM (-6.55%)

21. Wolfspeed - USA - $WOLF (-11.73%)

22. ARM - UK - $ARM (-10.82%)

23. onsemi - USA - $ON (-7.46%)

24. cadence - USA - $CDNS (-9.81%)

25. STMicroelectronics - Netherlands - $STM (-5.65%)

26. NVIDIA - USA - $NVDA (-6.14%)

27. SK hynix - South Korea - $HY9H (-4.16%)

28. sociionext - Japan - $6526

29. SMIC - China - $0981

30. infineon - Germany - $IFX (-4.21%)

31. Renesas - Japan - $6723 (-2.94%)

32. Dassault Systèmes - France - $DSY (-2.25%)

33. Mobileye - Israel / Intel ecosystem - $MBLY

34. Hexagon - Sweden - $HEXA B (-3.76%)

35. Knight Transportation - USA - $KNX (-5.68%)

36. DSV - Denmark - $DSV (-1.67%)

37. Werner Enterprises - USA - $WERN (-6.56%)

38. DHL Group - Germany / international - $DHL (-1.89%)

39. Kuehne + Nagel - Switzerland - $KNIN (-1.33%)

40. Obayashi - Japan - $1802 (-5.13%)

41. China State Construction Engineering Corporation (CSCEC) - China - $601668

42. RBG (presumably an Asian construction company) - (not listed)

43. Shimizu - Japan - $1803 (-2.67%)

44. Taisei - Japan - $1801 (-5.74%)

45. Baker Hughes - USA - $BKR (-6.26%)

46th SLB (Schlumberger) - USA - $SLB

47. Tenaris - Luxembourg / multinational - $TEN (-5.24%)

48. Halliburton - USA - $HAL (-7.26%)

49. amazon - USA - $AMZN (-5.92%)

50th Coupang - South Korea $CPNG (-4.08%)

51. JD.com - China - $JD (-6.72%)

52. BMW - Germany - $BMW (-2.64%)

53rd Mercedes-Benz - Germany - $MBG (-1%)

54th General Motors - USA - $GM (-1.22%)

55. BYD - China - $1211 (-4.45%)

56. Stellantis - NL / multinational - $STLAM (-7.66%)

57. Ford - USA - $F (-1.41%)

58. McDonald's - USA - $MCD (+0.18%)

59th Domino's - USA - $DPZ (+0.06%)

60. BGF Retail - South Korea - $282330

61. GS Retail - South Korea - $007070

62nd Lotte - South Korea - $004990

63. Yum China - China - $YUMC (+2.11%)

Source: Morgan Stanley Research Bluepaper Humanoids Investment Implications of Embodied AI and Stock3 drumbeat of Germany's humanoid robot manufacturers The Humanoid 66, 05.10.2025

https://api.guidants.com/db/e6/4/e134c52068e8c98a.pdf

In the S&P 500, 224 out of 500 shares are in the red this year. "Welt" has analyzed which stocks have the potential to catch up.

The criteria:

The stocks must have lost at least 20 percent in price since the beginning of the year, have at least double-digit price potential according to analysts' estimates and also be recommended as a buy by at least 50 percent of augurs.

The candidates (selection):

$UNH (-5.78%) - United Health

$DECK (-4.39%) - Deckers Outdoor

$UPS (-3.46%) - UPS

$HAL (-7.26%) - Halliburton

$MRK (-1.61%) - Merck

$NCLH (-4.12%) - Norwegian Cruise Line

$IQV (-2.83%) - IQVIA Holdings

Source: Welt, 14.05.25 (excerpt) | Image: ChatGPT

📣 All these stocks hit new 52 WEEK LOWS at some point today

📣 All these stocks hit new 52 WEEK LOWS at some point today

Boeing $BA (-3.43%)

Chevron $CVX (-2.7%)

Occidental $OXY (-6.15%)

$ETSY (-5.7%)

Mobileye $MBLY

$APA (-8.09%)

Bath & Body Works $BBWI (-4.02%)

Franklin Resources $BEN (-3.89%)

Cleveland Cliffs $CLF (-8.05%)

Conoco $COP (-4.93%)

Coterra $CTRA (-3.41%)

Devon Energy $DVN (-5.86%)

Estee Lauder $EL (-7.14%)

Equinor $EQNR (-4.1%)

GlobalFoundries $GFS (-7.55%)

Halliburton $HAL (-7.26%)

Hess $HES

Nucor $NUE (-3.79%)

Mosaic $MOS

Schlumberger $SLB (-4.36%)

Stellantis $STLAM (-7.66%)

Top Golf $MODG (-6.72%)

Dave & Bysters $PLAY

The week will be pure entertainment.

Monday:

• Release of the Empire State Manufacturing Index (July)
• Start of the Republican National Convention
• Statements by FED Chair Jerome Powell and San Francisco
  Fed President Mary C. Daly
• Quarterly results from Goldman Sachs ($GS (-2.43%) ), BlackRock ($BLK ) and Servis1st Bancshares ($SFBS )

Tuesday:

• Start of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of retail sales (June), business inventories (May), import/export prices (June) and the real estate market index (July)
• Quarterly results from UnitedHealth ($UNH (-5.78%)), Bank of America ($BAC (-3.39%)), Morgan Stanley ($MS (-3.39%)), Charles Schwab ($SCHW (-2.68%)), PNC Financial ($PNC (-4.23%)), State Street ($STT (-5.57%)) and J.B. Hunt Transport ($JBHT (-4.18%))
• Statements by FED Governor Adriana Kugler

Wednesday:

• End of of the ⚠️Amazon Prime Day⚠️
• Continuation of the Republican National Convention
• Publication of housing data (June) and industrial production (June)
• Publication of the FED Beige Book
• Quarterly results from Johnson & Johnson ($JNJ (-0.5%)), US Bancorp ($USB (-5.18%)), Kinder Morgan ($KMI (-1.26%)) and Discover Financial Services ($DFS)

Thursday:

• Publication of the weekly Jobless Claims (until July 13)
• Publication of of the Philadelphia Fed Manufacturing Index (June)
• Quarterly results from TSMC ($TSM (-6.55%)), Netflix ($NFLX (-2.08%)), Novartis ($NVS (-1.54%)), Abbott ($ABT (-1.35%)), United Airlines ($UAL (-5.1%)) and Intuitive Surgical ($ISRG (-4.16%))
• ⚠️Abschluss of the Republican National Convention with speeches by Donald Trump (not sure)⚠️

Friday:

• Quarterly results from American Express ($AXP (-3.64%)), Travelers Cos. ($TRV (-2.09%)), Halliburton ($HAL (-7.26%)), Fifth Third Bancorp ($FITB (-5.98%)), Huntington Bancshares ($HBAN (-5.5%)) and Regions Financial ($RF (-5.48%))
• Statements from New York
  FED President
  John C. Williams and Atlanta Federal Reserve President Raphael Bostic

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗩𝗼𝗹𝗸𝘀𝘄𝗮𝗴𝗲𝗻 𝘀𝘁𝗮𝗿𝗸 / 𝗛𝗲𝗹𝗹𝗼𝗙𝗿𝗲𝘀𝗵 𝘀𝗰𝗵𝘄𝗮𝗰𝗵 / 𝟮𝟬𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻𝗲𝗻 𝗖𝗼𝘂𝗽 𝗯𝗲𝗶 𝗕𝗶𝘁𝗺𝗮𝗿𝘁

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Bentley Systems Inc ($BSY (-3.19%)), Brown Forman ($BF.B (-2.7%)) and Halliburton Company ($HAL (-7.26%)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, CAMPELL SOUP ($CPB (+0.85%)), Thor Industries ($THO (-3.39%)) and United Natural Foods ($UNFI (-3.46%)) present their quarterly figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Volkswagen ($VOWA (-0.55%)) - Yesterday, the Volkswagen share was able to record a massive increase of up to 7% in the meantime. The reason for this is the progressing planning of an IPO of the sports car subsidiary Porsche. VW would like to use the proceeds of the IPO to drive forward the digitalization and transformation towards electric mobility of the group. However, a final decision has not yet been made.

HelloFresh ($HFG (-4.63%)) - The company HelloFresh was very disappointing in its EBITDA forecast yesterday. Analysts' estimates averaged 674 million euros. HelloFresh has now announced that they only see EBITDA at 500 to 580 million euros for 2022. This can mainly be attributed to the fact that HelloFresh wants to invest even more aggressively in growth.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Cybercriminals captured $200 million worth of cryptocurrencies on the Bitmart crypto exchange. Company CEO Xia commented, "This security breach was mainly caused by a stolen private key that compromised two of our hot wallets. Other assets with Bitmart are secure and unharmed."

Follow us for french content on @MarketNewsUpdateFR

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗘𝗿𝘀𝘁 𝗶𝗣𝗵𝗼𝗻𝗲 𝗷𝗲𝘁𝘇𝘁 𝗘-𝗔𝘂𝘁𝗼 / 𝗙𝗿𝗶𝘀𝗰𝗵𝗲𝘀 𝗚𝗼𝗿𝗶𝗹𝗹𝗮𝗳𝘂𝘁𝘁𝗲𝗿 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻-𝗘𝗧𝗙 𝗶𝘀𝘁 𝗱𝗮

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Atlas Corp. ($ATCO), Costamare Inc. ($LCM (-3.82%)), Herc Holdings Inc. ($H9B1 (-4.25%)), CBRE Global Real Estate Income Fund ($IGR) Lowe's Companies Inc. ($LWE (-1.93%)), High Income Securities Fund ($PCF), Tekla Healthcare Opportunities Fund ($THQ) and Tekla World Healthcare Fund ($THW) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, America Movil ($MV9), Bank of New York Mellon ($BN9 (-2.31%)), Canadian National Railway Co. ($CY2 (-1.56%)), China Overseas Land & Investment LtdShs ($CPP (+0.85%)), Deutsche Börse AG ($DBOEY (-0.89%)), Dover Corp ($DOV (-1.67%)), Entra ASA Unitary ($2EN (+0.15%)), Telefon AB L.M.Ericsson ($ERCB (-0.31%)), Fifth Third Bancorp ($FITBI), Halliburton Co. ($HAL (-7.26%)), Hindustan Unilever Ltd. ($N/A (+0%)), Intuitive Surgical Inc. ($IUI1 (-4.16%)), Johnson & Johnson ($JNJ (-0.5%)), Kansas City Southern ($KCY), Netflix Inc. ($NFC (-2.08%)), Omnicom Group Inc. ($OCN (-2.43%)), Philip Morris Inc. ($4I1 (+2.02%)), Procter & Gamble Co. ($PRG (-0.94%)), Synchrony Financial ($SFE (-5.74%)), Tele2 AB ($NCYD (-0.87%)), Telekom Austria AG ($TKAGY), Travelers Inc. ($PA9 (-2.09%)) and United Airlines Holdings Inc. ($UAL1 (-5.1%)) presented their figures.

𝗜𝗣𝗢𝘀 🔔

Kotyark - From October 21 to 25, the company plans to launch its IPO. The biofuel production company was established in 2016 with SItz in Vadodara (India). They serve renewable green energy and sustainable development of renewable natural resources (biofuels) and through the use of environmentally friendly technologies, the net reduction of greenhouse gas emissions for use in a vehicle for public and private transport and various equipment and gene sets.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Foxconn ($0FJ (-4.1%)) - The Taiwanese company not only wants to make smartphones like the iPhone for Apple ($APC (-4.63%)), but now also to produce electric cars. In the process, cars are to be manufactured for a wide variety of companies, which can be adapted to the wishes of the clients. Three different models were presented: a sedan, an SUV and a bus. The sedan is expected to have a range of up to 750 kilometers, the bus a little under 400 kilometers.

Due to this announcement, rumors about a possible electric car from Apple are getting louder.

Delivery Hero ($DHER (-2.56%)) + 🦍 - Delivery Hero has acquired eight percent of Berlin-based start-up Gorillas with a stake of $235 million. In addition to Tencent ($NNND (-6.61%)), Gorillas has now also been able to win Delivery Hero as an investor. After this investment round, the company's value rose to 2.1 billion US dollars ("pre-money valuation").

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ProShares Bitcoin Strategy ETF - The futures-based bitcoin ($BTC-EUR (-0.62%)) ETF celebrates its debut on the New York Stock Exchange today. In doing so, investors can participate in bitcoin without having to physically hold it.

Square ($SQ3 (-8.11%)) - CEO Jack Dorsey announced plans to mine for bitcoin ($BTC-EUR (-0.62%)) to mine. The main focus is to be on transparency. According to the CEO, the power of Bitcoin lies in its decentralization, which is to be expanded and promoted.