Good morning dear getquin community First of all, thank you very much for your great support @Tenbagger2024. Today an update and in my eyes an exciting report about humanoids 🤖.

Companies like Agility Robotics, $AMZN (-3,2 %) Amazon, Figure AI, $BMW (-0,8 %) BMW, $TSLA (+0,46 %) Tesla, Clone Alpha and Unitree are driving development forward at full speed. What was once science fiction is developing rapidly, just like the smartphone. First a luxury product, now a mass-produced item. Robots could have the same effect. They are becoming cheaper, more efficient and, thanks to swarm intelligence, one model learns for all. This promises enormous productivity, but also makes a global loss of control possible if an error or misuse gets into the system.

The military temptation is unmistakable. At first glance, machines without fear, compassion or fatigue seem like perfect soldiers. But sooner or later, every military technology finds its way into the civilian world and radically changes societies. Job losses, security risks, concentration of power and dependencies are the logical consequences.

Takeaway

It is only a small step from data to dystopia if we do not shape this process. The crucial question is no longer whether humanoid robots will come, but under whose control and at what price they will be integrated into our everyday lives.

If you want to invest in this sector and are not yet sure how and in whom, you can find a very detailed article on the value chain and shovel manufacturers as a pinned post in my profile.

Source

NachDenkSeiten, From nice Lt Commander Data to scary reality - How humanoid robots could change our world, September 8, 2025, www.nachdenkseiten.de/?p=138647

$TSLA (+0,46 %)

Tesla's Optimus robot has caused head shaking with its latest demonstration: The now shiny gold humanoid struggles for minutes with simple commands and sluggishly drags itself around the room. The performance raises questions about Musk's vision.

Tesla's robot flop becomes a (negative) internet spectacle

Tesla's latest Optimus demonstration is turning into a PR disaster. In a video shared by Salesforce boss Marc Benioff, the shiny gold humanoid robot visibly struggles with the simple task of answering where to get a Coke and fetching it from the kitchen. What was intended as a showcase for advanced AI integration turns out to be an embarrassing demonstration of technical shortcomings

The 52-second video shows the robot equipped with xAI's Grok voice assistant in an agonizingly slow interaction. When asked for a Coke, Optimus replies haltingly: "Sorry, I don't have ... real-time information, but I can take you to the kitchen if you want to look for a Coke there." It takes several attempts before the robot even starts to move.

According to Futurism, the robot's hands look like mannequin limbs without any dexterity - a fatal flaw for a robot that is supposed to perform complex tasks. Its wobbly locomotion is more reminiscent of a defective toy robot than the revolution promised by Elon Musk.

Stammering instead of smart assistance

Particularly explosive: Musk can be heard in the video apologetically explaining that the robot is "a bit paranoid about space" and will "be able to walk much faster". That doesn't inspire too much confidence. The Tesla boss appears to be making a visible effort to conceal the obvious weaknesses of his flagship project.

The demonstration reveals fundamental problems in voice processing and motion control. While modern voice assistants such as Alexa or Google Assistant respond to requests within seconds, Optimus needs several attempts to give a simple answer. What's more, the movements are surprisingly sluggish and uncoordinated.

The poor performance is in stark contrast to Musk's ambitious goals. The Tesla boss claims that Optimus will account for 80 percent of Tesla's enterprise value and catapult its valuation to 25 trillion dollars. Ten billion units are to be produced by 2040 - at prices of between 200,000 and 500,000 dollars per robot.

These figures seem completely unrealistic in view of current performance. Tesla has already missed its own production targets: instead of the 5,000 Optimus robots planned for 2025, only a few hundred units have been produced so far. In addition, Milan Kovac, the head of Optimus development, left the company - another warning sign of internal problems.

What do you think of Tesla's robot disaster? Are the expectations too high or is the performance actually too weak? Share your opinion in the comments.

https://winfuture.de/news,153466.html

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 ($AMD (-0,2 %) ) Lisa Su ($AAPL (-2,5 %) ) Tim Cook ($ORCL (+10,76 %) ) Safra Catz and ( $MU (+2,56 %) ) Sanjay Mehrotra

But more important than who was there is actually who was missing. The press noted with great satisfaction that ($TSLA (+0,46 %) ) Elon Musk was not there and speculated that he had not even been invited - which Musk has already denied. ($NVDA (+2,44 %) ) Jensen Huang and ($AMZN (-3,2 %) ) Andy Jassy were also not on site.

Trump is definitely seeking proximity to the tech industry. The behavior of ($META (-1,45 %) ) Mark Zuckerbergwho took the place of honor to Trump's right, but actually seemed frightened rather than confident. Another important moment was a brief conversation between Trump and ($GOOG (-0,1 %)
$GOOGL (-0,15 %) ) 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 (+0,38 %) Kawasaki , and I'm still trying to find a way in somehow.

I also see very strong $6954 (+0,81 %) .

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 (-0,85 %) . 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 (+2,44 %) 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 (-0,93 %) 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 (-0,37 %) 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 (+0,46 %) 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 (+0 %) Microsoft.

$AMZN (-3,2 %) 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 (+1,69 %) 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 (+2,41 %) amphenol supplies the nerve pathways for the humanoid, in the form of cables and connectors. And, of course, the spare parts.

$ROK (-0,92 %) supplies the muscles.

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

$MELE (+0,07 %) 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 (+2,57 %) 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 (-1,16 %) Hexagon.

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

Medical and industrial robots

Accuray $ARAY (-2,92 %) 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 (+0,24 %) 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 (+0,81 %) 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 %) 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 (+0,9 %)

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 (+9,49 %) ....

What do you think of the selection?

$NVDA (+2,44 %)
$GOOGL (-0,15 %)
$MSFT (+0 %)
$AVGO (+8,84 %)
$005930
$AMD (-0,2 %)
$TSLA (+0,46 %)
$IBM (-1,02 %)
$RKLB (-1,25 %)
$NU (+0,23 %)
$SMCI (+0,89 %)
$HIMS (+0,22 %)
$ENR (+3,16 %)
$HOOD (-0,67 %)
$PLTR (+2,14 %)
$CSCO (+1,23 %)
$MTX (+0 %)
$TTD (-11,98 %)
$QBTS (-0,07 %)
$9866 (-8,88 %)
$CRWV (+11,12 %)

And what of course should not be missing is $SIKA (-1,19 %) 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.