Trump recently organized a big dinner with the most important minds from the tech world, which caused quite a stir worldwide. It was particularly striking that all the guests gave a kind of acceptance speech to Trump, which was a bit reminiscent of the GDR and the like.

Although I'm actually still quite sympathetic to Trump (he's at least not half as embarrassing as most European heads of government), I still find it a bit strange. It does seem a bit like a staged soap opera.

I mean, it's clear that as a serious businessman you exchange formal courtesies on such an occasion and don't go completely crazy and start insulting the president or something. So it's not entirely funny. But I also kind of wonder who came up with the idea that everyone should say a few words in turn? I mean, they can't help but say something nice. Still, it's kind of a funny picture howt Bill Gates has to attest to Trump's "great leadership".

Among others also present were Sam Altman ($AMD (-7.23%) ) Lisa Su ($AAPL (-0.66%) ) Tim Cook ($ORCL (+3.74%) ) Safra Catz and ( $MU (+4.95%) ) Sanjay Mehrotra

But more important than who was there is actually who was missing. The press noted with great satisfaction that ($TSLA (+2.79%) ) Elon Musk was not there and speculated that he had not even been invited - which Musk has already denied. ($NVDA (-3.33%) ) Jensen Huang and ($AMZN (-1.95%) ) Andy Jassy were also not on site.

Trump is definitely seeking proximity to the tech industry. The behavior of ($META (-0.3%) ) Mark Zuckerbergwho took the place of honor to Trump's right, but actually seemed frightened rather than confident. Another important moment was a brief conversation between Trump and ($GOOG (+0.47%)
$GOOGL (+0.59%) ) Sundar Pichai regarding a federal judge's ruling this week in an antitrust case involving Google's monopoly on search. The judge handed down a lenient sentence and rejected the demands for harsh penalties. The company thus escaped being broken up.

"You had a very good day yesterday," said Trump. "Do you want to talk about that great day you had yesterday?" He was glad it was over, Pichai replied. "Biden was the one who pushed this lawsuit,"Trump said. "You know that, right?"

So Trump is pursuing a Bismarckian carrot and stick policy with the tech CEOs. Those who get in line get help from the state, those who step out of line are reprimanded.

Hello my dears,

Today I received a question from the dear one @BamBamInvest . It was about which companies I have already looked at in the field of robotics and especially humanoid robots.

Because the answer has become a little longer. I would like to share it with the community here once again.

My dears and my dear @BamBamInvest ,

I have already @EpsEra already made some great posts on this topic. Which I also commented on. And I actually see Japan as an innovative player here. Japan is an ageing society in which, among other things, humanoids are supposed to solve the problem. Like in nursing homes, for example.

Unfortunately, one major player has completely run away from me $7012 (+0%) Kawasaki , and I'm still trying to find a way in somehow.

I also see very strong $6954 (-0.72%) .

FANUC CORP. is a Japanese company active in the field of electrical equipment. The group works in particular on automation and basic technologies for servos and robots.

One supplier in the field of industrial robots that I like is $6481 (+0.86%) . I have also made a post about this .

https://getqu.in/fZudqX/

Just as in the AI sector, Softbank is of course also involved in humanoids,

You should also keep an eye on South Korea. Unfortunately Hyundai)Kia has been delisted from the stock exchange, here I see Boston Dynamik as very strong.

Nvidia $NVDA (-3.33%) is one of the key players in this area. AI and humanoid robots are interlinked.

I could imagine that we will see something in this sector from $SIE (-1.85%) Siemens or Bosch in this sector.

But there are a number of start-ups in Germany in particular, some of which were even founded at universities.

I wouldn't want to underestimate them under any circumstances.

$GFT (-1.11%) has now also entered into a partnership with Neura Robotic and is supplying the AI software. In my opinion, Neura's humanoids are already very advanced.

For me, AI and humanoids are also connected. And so many AI players are also becoming players here.

As already mentioned, networking via the cloud will play a role, making the major cloud providers interesting.

Optimus would also be the only reason for me to invest in $TSLA (+2.79%) to invest.

The Chinese company UBTECH Robotics, with its humanoid Walker S, which is already in use at Nio and BYD, should also be mentioned.

Figure AI cooperates with BMW, for example. Figure AI is also working with OpenAI to develop generative AI for humanoid robots, and its investors include NVIDIA, Microsoft and Amazon.

Sanctuary AI with the humanoid Phoenix has a partnership with $MSFT (-3.17%) Microsoft.

$AMZN (-1.95%) Amazon has a partnership with Agility Robotics. And uses Digit in the warehouses.

You should also have heard of AgiBot (a startup from Shanghai).

I think there will be a few IPOs in the humanoid sector in the near future.

Teradyne is the TÜV for robots.

$TER (-0.57%) is a player in industrial robots. Teradyne currently takes a critical view of the industrial use of humanoid robots and is deliberately focusing on practical, ready-to-use automation solutions - in particular collaborative robotic arms (Universal Robots) and autonomous transport robots (MiR).

$APH (-2.64%) amphenol supplies the nerve pathways for the humanoid, in the form of cables and connectors. And, of course, the spare parts.

$ROK (-1.18%) supplies the muscles.

Rockwell Automation, Inc. is an American manufacturer of automation and information solutions for industrial production

$MELE (+0.97%) is a Belgian company with a market capitalization of 3 billion, is very strong in the sensors that are needed. And is on my watch.

$JBL (+0.5%) Jabil is a contract manufacturer for humanoids. Which has also already considered whether it could build its own humanoids.

(But you should wait for a reset here).

Also on the Watch $HEXA B (+4.04%) Hexagon.

A Swedish company in the field of sensors. And is now bringing out a humanoid robot itself.

Medical and industrial robots

Accuray $ARAY (+1.56%) develops medical robotic solutions for the radiotherapy of cancer patients. The robot-controlled radiosurgery system can track tumor movement during therapy in real time and correct it if necessary.

$CGNX (+0.92%) Cognex Corp.

The company manufactures machine vision devices used in manufacturing and production for automated processes. These include surface inspection systems and modular image processing systems used in intelligent technologies.

Cognex Corp. is one of the prime stocks in the Industry 4.0 investment trend

Yaskawa Electric Corp.

$6506 (+1.14%) The Japanese machine manufacturer has its expertise in the production of industrial robots and frequency converters "AC Drivers" for controlling the power supply to machines.

Manz AG (according to @Aktienfox insolvent)

$M5Z (-0.52%) Industry 4.0

Manz manufactures and develops machines and systems for production and is one of the world's leading suppliers.

Manz AG is one of the prime stocks in the Industry 4.0 investment trend

Family-owned company

High-tech provider of production systems. The company is divided into 3 divisions: Electronics, Solar and Energy Storage. Dieter Manz, as Chairman and CEO, currently holds 37.3% of the voting rights.

$COH (-0.49%)

Anyone investing in these areas should be aware of this. We will have drawdowns.

It has always been the same with new technologies in the past.

But patience will be rewarded in the long term.

And we should be prepared now so as not to miss the boat.

So 1.5 weeks have now passed. The first gimmicks are over and my Watchlist Pie has returned a total of 4.5% in one week. This has now been sold and I have built up a pie to save for the next 8-10 years. I'm starting with 50€ a week until I've completed the broker's test phase. After that I'll ramp it up to about 1k per month.

There are still a few stocks missing, but the big ones will be scaled down a bit. Among others $IREN (-0.67%) ....

What do you think of the selection?

$NVDA (-3.33%)
$GOOGL (+0.59%)
$MSFT (-3.17%)
$AVGO (+8.33%)
$005930
$AMD (-7.23%)
$TSLA (+2.79%)
$IBM (-0.15%)
$RKLB (+5.42%)
$NU (-1.57%)
$SMCI (-1.04%)
$HIMS (+0.15%)
$ENR (-2.06%)
$HOOD (-2.19%)
$PLTR (-2.66%)
$CSCO (-2.53%)
$MTX (-1.48%)
$TTD (-0.52%)
$QBTS (+0.23%)
$9866 (-3.48%)
$CRWV (+1.6%)

And what of course should not be missing is $SIKA (+1.51%) These are still weighted at 2% 😉 As a craftsman, I really enjoy using the products myself. The technological progress compared to other products such as StoCretec or others is already enormous, but it would go beyond the scope of this article.

Hello dear getquin community, today we have a new expert opinion on the hype surrounding humanoid robots. The topic is developing rapidly from a futuristic vision to a tangible growth market. Comparable to the steam engine in the 19th century, humanoid robots could trigger the next industrial revolution. You can find all relevant shovel manufacturers and the value chain in my profile as a pinned post.

Tech heavyweights like $NVDA (-3.33%) Nvidia, $TSLA (+2.79%) Tesla and $AMZN (-1.95%) Amazon are driving the base forward with chips, simulation platforms and scalable infrastructures. At the same time, start-ups and investors are positioning themselves to occupy the emerging billion-euro market. $MSFT (-3.17%) Microsoft is using its cloud power via Azure and is a major investor in Figure AI. Figure (private) works with humanoid robots such as Figure 01 and 02 and is already working on pilot projects at $BMW (-0.07%) BMW. Neura Robotics (private) from Germany develops cognitive systems with multimodal sensors that enable genuine human-robot interaction. 1X (formerly Halodi, private) focuses on everyday assistance systems and is launching humanoid platforms in initial field tests. Unitree Robotics (private) wants to conquer the mass market with low-cost, production-ready robots from China. $9984 (-1.17%) As a global investor, SoftBank remains one of the strategic pacesetters in the background.

The real dynamic lies with platform providers that interlink hardware, AI models and infrastructure. Whoever controls the ecosystem here has the potential for growth rates comparable to the smartphone era. Investors should therefore carefully differentiate between whether a company remains a specialist for niches or makes the leap to becoming a central hub in the physical AI agent market. It remains exciting to see which role will prevail in the long term and who has the strategically strongest starting position from an investor's perspective to actually make humanoid robots suitable for the mass market.

Source: Wallstreet Online - Nvidia and Figure: Can robot stocks trigger the next boom?

https://www.wallstreet-online.de/nachricht/19838403-nvidia-figure-roboter-aktien-naechsten-boom-lostreten

Handelsblatt evaluated the portfolios of the 1,000 investors with the highest investment amounts who had reported fewer than 250 positions to the SEC as of June 30, 2025. This is intended to exclude providers of particularly broadly diversified ETF funds.

The tech sector continues to dominate the portfolios as the most important industry. At 21.8%, the share rose again to its highest level since the end of 2024. The financial sector follows in second place with 14.5%. The healthcare sector and real estate shares have lost much of their importance. Both were represented in the portfolios at the end of July with just under 5% less weighting.

Many professional investors took shares in Microsoft $MSFT (-3.17%) Amazon $AMZN (-1.95%) , Alphabet $GOOGL (+0.59%) and Nvidia $NVDA (-3.33%) into their portfolios or increased their weighting. Tesla $TSLA (+2.79%) also made strong gains. A quarter of institutional investors had Elon Musk's company in their portfolios at the end of July.

Of the major tech stocks, only Apple $AAPL (-0.66%) clearly shows weaknesses. The average share of the iPhone manufacturer in the professional portfolios fell by almost 20 percent to 5.3 percent.

Smaller software companies have also moved the portfolios. Handelsblatt has calculated the fastest-growing portfolio positions among the 100 largest tech companies.

According to the report, the most hotly traded tech climber at the moment is Samsara $IOT which produces networked solutions for industrial means of production, including networking and tracking trucks. The number of shares in the Californian company in the portfolios increased sevenfold in the second quarter. The cybersecurity provider Crowdstrike $CRWD (+0.69%) from Texas also made strong gains.

The most important investments outside of tech companies

Alongside the tech giants, the list of the most important companies is headed by Visa $V (-2.85%) and Broadcom $AVGO (+8.33%) followed by Johnson & Johnson $JNJ (-0.31%) and Mastercard $MA (-2.53%) and Eli Lilly $LLY (-2.68%)

New among the 20 most important investments after the Mag Seven is the accounting software provider Intuit $INTU (+0.03%).

Source: Text (excerpt) and graphics: Handelsblatt, 25.08.2025