$PLUG (+29.72%) I've been watching for a while... now I'm going for a ride with S/L is mandatory

I've been a silent user of the GetQuin community for quite some time now and thought I'd share my first post here to exchange ideas with experienced hobby investors and get some honest feedback on the portfolio I've built up to this point.

My journey into the beautiful wide world of shares began almost 4 years ago, when the consequences and extent of the corona crash on the stock market reached me.

Shortly afterwards, when the indices had long since recovered, I decided to open a share portfolio with my trusted Volksbank, unaware that this action would be my first mistake at the beginning of my long journey.

At the beginning, like probably every beginner, I had no strategy or even a plan on how to approach the matter.

So, full of zest for action, I started buying shares indiscriminately on a small scale - for €200 one $BLDP (+9.94%) for another €250 one $PLUG (+29.72%) and I still had €100 left over for some shares in $EGR (+8%) left over. As I had also heard something about "dividends" and naturally wanted to profit from them too, I also put $ELE (+1.27%) in my securities account (200€). The order costs amounted to €14.90 per order.

With these 4 positions, I then spent the following days and weeks calculating a number of price scenarios on my computer app and imagining how many thousands of euros I would gain if these "unrealistic prices" were to materialize at some point.

The first price losses came quickly and just as quickly the frustration and I started jumping from share to share to make a quick buck.

It took me about a year to come to my senses and gain a little more insight into the matter. I started following big influencers on Instagram.

At some point, I had a bit more of a plan and started again, I canceled the custody account at Volksbank and opened a custody account at TradeRepublic and started ETF savings plans as well as share savings plans.

In the beginning, I mainly bought the ideas of my financial influencers.

Basic companies such as $MCD (-1.09%) , $Coca u. $PG (-0.46%) were not to be missed, of course. I was branded by the high-risk stocks I had initially bought and therefore only wanted boring but solid dividend payers in my portfolio.

I gradually realized that a healthy mix of dividend payers and growth stocks is inevitable for a structured portfolio and so stocks like $Micro, $GOOGL (+0.77%) and $V (+2.87%) have also found a place in my portfolio.

In the meantime, 4 years have passed in which I have lost a lot of money, gained even more knowledge and invested a lot of time in the world of finance. I have built up an impressive portfolio, which I would like to optimize and expand in the future.

I think that some of you will be able to identify with this short beginner's story and I look forward to hearing about your initial experiences and stumbles.

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

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

In additionTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

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

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (+5.75%) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (-0.33%) Synopsys (US) - EDA software, chip design

$CDNS (+0.99%) Cadence (US) - EDA & Simulation

$PTC PTC (US) - Engineering Software, CAD/PLM

$DSY (+0.49%) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (+2.22%) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (-2.1%) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (+2.22%)
Hexagon (SE) - Metrology & Simulation

$AWE (+1.28%) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

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

2. manufacturing technology & equipment

$ASML (+3.62%) ASML (NL) - Lithography (EUV)

$AMAT (+6.64%) Applied Materials (US) - Semiconductor equipment

$8035 (+6.47%) Tokyo Electron (JP) - wafer fabrication

$KEYS (-0.8%) Keysight Technologies (US) - Metrology

$6857 (+2.82%) Advantest (JP) - Chip test systems

$TER (+2.77%) Teradyne (US) - test systems + cobots

$6954 (-1.49%) Fanuc (JP) - Industrial robots, CNC

$CAT (+1.11%) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK Rockwell Automation (US) - industrial automation

$JBL (-0.31%) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (+2.2%) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (-1.91%) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+7.31%)
Lam Research (US) - Etch/deposition systems

$MKSI (+6.38%)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (+2.22%)
ASM International (NL) - Deposition systems

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

3. chip manufacturing (foundries)

$TSM (+3.89%) TSMC (TW) - leading foundry

$005930 Samsung Electronics (KR) - foundry + memory

$GFS (-2.89%) GlobalFoundries (US) - specialty chips

$INTC (+7.94%)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

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

4. computing & control unit ("brain")

$NVDA (+1.05%) Nvidia (US) - GPUs, AI chips

$INTC (+7.94%) Intel (US) - CPUs, FPGAs

$AMD (+2.49%) AMD (US) - CPUs, GPUs

$MRVL (+1.48%) Marvell (US) - network chips

$MU (+9.95%) Micron (US) - Memory

$DELL (+6.26%) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

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

5. sensors ("senses")

$6758 (-2.97%) Sony (JP) - image sensors

$6861 (+3.02%) Keyence (JP) - Industrial sensors

$STM (+0%) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (+1.3%) Cognex (US) - Machine Vision

$HON (+0.22%) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$AMBA (+3.37%) Ambarella (US) - video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) - Lidar sensors - acquisition by Ouster

$AMS (+0.08%)
-OSRAM (AT/DE) - optical sensors

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

6. actuators & power electronics ("muscles")

$IFX (+1.75%) Infineon (DE) - Power Electronics

$ON (-0.16%) onsemi (US) - Power & Sensors

$TXN (-1.43%) Texas Instruments (US) - Mixed-Signal Chips

$ADI (-1.37%) Analog Devices (US) - Signal Processing

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

$MP (+0.53%) MP Materials (US) - Magnets

$APH (+1.53%) Amphenol (US) - Connectors

$6481 (-2.12%) THK (JP) - Linear guides & actuators

$6324 (+0.33%)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (-0.59%)
Nidec (JP) - Electric motors

$6506 (-0.7%)
Yaskawa (JP) - Drives & Robotics

$SU (+3.73%)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (-3.25%)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

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

7. communication & networking ("nerves")

$QCOM (+0.35%) Qualcomm (US) - mobile communications, edge AI

$ANET (+3.39%) Arista Networks (US) - Networks

$CSCO (+0.83%) Cisco (US) - Networks, Security

$EQIX (-1.11%) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (+1.06%)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (+0.14%)
Nokia (FI) - 5G/6G for industry

$HPE (+1.85%)
Juniper Networks (US) - Network technology - acquisition by HP

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

8. energy supply

$3750 (+3.49%) CATL (CN) - Batteries

$6752 (-0.6%) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (+6.74%) Albemarle (US) - Lithium

$LYC (+4.42%) Lynas (AU) - Rare earths

$UMICY (+1.11%) Umicore (BE) - Recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (+0.73%) Charging (CH) - charging infrastructure

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

Northvolt (SE) - European batteries - not a listed company

$PLUG (+29.72%)
Plug Power (US) - fuel cells

$KULR (+7.32%)
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 (+0.97%) Amazon AWS (US) - Cloud, AI

$MSFT (+0.93%) Microsoft Azure (US) - Cloud, AI

$GOOG (+1.01%) Alphabet Google Cloud (US) - Cloud, ML

$VRT
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (+3.63%)
Oracle Cloud (US) - ERP + Cloud

$IBM (+1.8%)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (+0.57%)
OVHcloud (FR) - European cloud

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

10. software & data platforms

$PLTR (+1.97%) Palantir (US) - Data integration

$DDOG (+7.19%) Datadog (US) - Monitoring

$SNOW (+2.85%) Snowflake (US) - Data Cloud

$ORCL (+3.63%) Oracle (US) - Databases, ERP

$SAP (+0.69%) SAP (DE) - ERP systems

$SPGI S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (+1.05%) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (+8.11%) Innodata (US) - data annotation & AI training data

$PATH (-2.66%)
UiPath (RO/US) - Robotic process automation

$AI (+1.68%)
C3.ai (US) - AI platform

$ESTC (+3.11%)
(NL/US) - Search & data analysis

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

11. end applications / robots

$ABBN (+0.73%) ABB (CH/SE) - Industrial Robots

$6954 (-1.49%) Fanuc (JP) - Industrial robots

$TSLA (+4.23%) Tesla Optimus (US) - humanoid robot

$9618 (+4.79%) JD.com (CN) - logistics robot

$AAPL (+0.81%) Apple (US) - Platform & UX

$700 (+2.3%) Tencent (CN) - Platform & AI

$9988 (+5.58%) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (+2.77%) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (-1.89%) Intuitive Surgical (US) - surgical robotics

$GMED (+2.36%)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (-3.39%) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (+0.38%) Coupang (KR) - Logistics end user

$IRBT (+4.28%)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

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

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (+7%)
Iluka Resources (AU) - Rare earths

$ARR (+11.29%)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+7.31%)
Lam Research (US) - Plasma/etching processes

$ASM (+2.22%)
ASM International (NL) - ALD equipment

$MKSI (+6.38%)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (+0.09%)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+9.35%)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (-2.12%)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (-0.11%) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (+1.35%)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (+2.11%)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (+2.22%)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (+3.56%)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (+2.22%)
Hexagon (SE) - Metrology

$SNPS (-0.33%)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (+1.85%)
Juniper (US) - Networks - Acquisition of HPE

$DTE (+0.67%)
T-Systems (DE) - Industry cloud

$OVH (+0.57%)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (+3.63%)
Oracle Cloud (US) - ERP & databases

$IBM (+1.8%)
IBM Cloud (US) - Hybrid Cloud

$9988 (+5.58%)
Alibaba Cloud (CN) - Asian Cloud

$VRT
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO (+0.75%)
Moody's (US) - Ratings

$MSCI (-2.49%)
MSCI (US) - Indices

$MORN
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (+0.19%)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (-1.64%)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (+9.96%)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+1.85%)
HPE (US) - Edge Computing

$SMCI
Supermicro (US) - AI servers

$6702 (-1.67%)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$HY9H
SK Hynix (KR) - Memory

$285A (-1.42%)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (-0.88%) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (-1.71%) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (+4.32%) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/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) - state industry/technology fund

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

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Softbank

Maintenance & Service

$SIE (+2.22%) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (+0.73%) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (+1.22%) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (-1.49%) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (+0.71%) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (+0.59%) Publicis (FR) - communications/advertising group

$META (-1.64%) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (+1.01%) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (+0.81%) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (+0.71%)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

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

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & 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) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (+1.05%) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (+3.62%) ASML (NL) - EUV lithography, indispensable for chip production

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

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

$MU (+9.95%) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (+3.02%) Keyence (JP) - Industrial sensors & vision systems

$CGNX (+1.3%) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (+1.75%) Infineon (DE) - power electronics, motor control

$6594 (-0.59%) Nidec (JP) - World market leader for electric motors

$PH Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (-2.12%) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (+0.35%) Qualcomm (US) - Mobile & Edge Chips

$AMZN (+0.97%) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (+0.93%) Microsoft Azure (US) - Cloud, AI services

$CSCO (+0.83%) Cisco (US) - Networks & Security

$VRT Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (+4.23%) Tesla (US) - humanoid robot Optimus

$ABBN (+0.73%) ABB (CH/SE) - Robotics & Automation

$6954 (-1.49%) Fanuc (JP) - industrial robots & CNC systems

$7012 (-3.39%) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (+3.62%)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (+1.75%) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (+0%)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (+0.69%)
SAP (DE)

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

$SIE (+2.22%)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

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

Neura Robotics (DE) - Not a listed company

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

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$HY9H
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

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

$6861 (+3.02%)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (-1.49%)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (-0.7%)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (-0.59%)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (-3.39%)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (+4.79%)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

$SZG (+11.58%)
$HYQ (-2.03%)
$ABX (+3.22%)
$BBAI (+7.58%)
$PLUG (+29.72%)
$GPRO (+4.31%)
$TEG (-0.1%)
$1SXP (+2.14%)
$SE (+2.46%)
$ETOR (-4.26%)
$NCH2 (+5.62%)
$TUI1 (+0.14%)
$VWS (+7.81%)
$R3NK (-3.17%)
$EOAN (+0.75%)
$CSCO (+0.83%)
$SLI (+12.46%)
$HFG (-0.68%)
$HTG (-1.1%)
$HLAG (+2.58%)
$TKA (+5.92%)
$DOU (+0.65%)
$RWE (+3.06%)
$BIRK (+2.1%)
$9618 (+4.79%)
$DE (-1.03%)
$FR (+0.38%)
$NU (-4.74%)

Are there any others that are in $PLUG (+29.72%) in it?

What is the opinion of the dear community?

I think the title is actually quite good, but I never see any posts about it haha

It's been going through the roof lately📈

$TSLA (+4.23%)
$FSLR (+3.36%)
$PLUG (+29.72%)

The new law brings massive cuts to green energy and electromobility - here are the most important points:

🔋 Electric cars (EVs)

- $7,500 tax credit for new EVs expires on 30.09.2025 expires

- $4,000 bonus for used EVs also ends on 30.09.2025

- No EV annual fee of $250 included

- ZEV credits (e.g. for Tesla) lose massive importance due to elimination of penalties & California exemptions

🏠 Energy at home

- 30 % solar tax bonus for PV systems ends on 31.12.2025

- Geothermal tax benefits also end on 31.12.2025

- Energy efficiency bonus for renovations expires on 31.12.2025

- New construction bonus for efficiency houses ends on 30.06.2026

- Charging infrastructure funding ends on 30.06.2026

🏭 Production & battery promotion

- Battery manufacturing credit (45X) remains in place, but with increasing US share targets (60% from 2026, up to 85% in 2030)

- Wind power component bonus ends after 2027China suppliers disqualify

- Clean Energy Credits (wind/solar/nuclear) expire after 2027 (except if construction starts by 2026)

🚗 Credit and interest rate advantages for US vehicles (2025-2028)

- Up to $10,000 interest deduction p. a. on car loans for US-made vehicles

- Applies only to final assembly in the US & income < $100k/$200k

🧪 Clean Hydrogen

- Tax bonus only for start of construction until the end of 2027

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📉 ConclusionThe law massively weakens central subsidies for EVs, solar, wind & green technologies - major impact on Tesla, CleanTech & Co.

Today $HIMS (-0.34%) surprisingly lost almost 1/3 of its value. The question is, did it really come as such a surprise? Apparently it did for some investors, although with hype stocks it is only a matter of time before the collapse comes. $HIMS (-0.34%) joins a list with $NKE (+6.08%)
$PLUG (+29.72%) , $DRO (-1.92%) , $NOVO B (+7.32%) , $PYPL (-0.02%) and what they are all called. It's admirable and fascinating that investors still grab the falling knife with both hands and continue to burn money. But that's how the cycle of the game works, to win money others have to lose money 🤑

Best Buy surprises with solid figures, but the share shows weaknesses. The electronics retailer Best Buy $BBY (+2.46%) presented a quarterly result in pre-market trading on Tuesday that surprised many market observers. With adjusted earnings of 2.58 dollars per share, the company exceeded Wall Street's expectations of 2.40 dollars. But appearances are deceptive: domestic sales fell to 12.72 billion dollars, compared to 13.41 billion dollars in the previous year. Internationally, there was also a slight decline to 1.23 billion dollars. Despite the positive profit, the market appears to be skeptical about Best Buy's future. Investors are wondering whether the company can survive in an increasingly challenging market environment.

In the USA, Plug Power pulls the emergency brake and announces a comprehensive restructuring plan. Plug Power $PLUG (+29.72%) unveiled its "Quantum Leap" project on Tuesday, which aims to improve the company's financial health. CEO Andy Marsh explained that further measures are necessary in view of the current market conditions. The plan includes redundancies and savings to optimize operations. This includes consolidating production facilities and reducing the workforce. The share price initially fell by almost 9 %, but then recovered and recently rose by 4.5 %. Nevertheless, the share has lost around 60 % of its value in the last 12 months. The challenges are therefore great and the road to stabilization will be anything but easy.

Sources:

https://finance.yahoo.com/m/416011a2-b583-3362-94b2-7bd547932b62/best-buy-reports.html

https://finance.yahoo.com/news/plug-power-announces-restructuring-plan-153055653.html