Good morning dear Getquin community 👋

Today I would 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 (+2,92 %) 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 (+1 %) Microsoft, OpenAI and $BMW (+1,95 %) 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 currently stand at 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 (+2,92 %)

2. Toyota - Japan - $7203 (+1,93 %)

3. Xpeng - China - $XPEV (-0,68 %)

4. Naver - South Korea - (not listed)

5. CATL - China - $3750 (-1,2 %)

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

7. Samsung / Samsung SDI - South Korea - $SMSN (-1,02 %)

8. SK Innovation - South Korea - $096770

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

10. Hengli Hydraulic - China - $601100

11. NTN - Japan - $6472 (+0,52 %)

12. NSK - Japan - $6471 (+2,63 %)

13. Sanhua - China - $002050

14. Siemens - Germany - $SIE (-0,76 %)

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

16. Ambarella - USA - $AMBA (-0,77 %)

17. Synopsys - USA - $SNPS (+1,99 %)

18. NXP - Netherlands / USA - $NXPI (-1,47 %)

19. Qualcomm - USA - $QCOM (+0,56 %)

20. TSMC - Taiwan - $TSM (-1,36 %)

21. Wolfspeed - USA - $WOLF

22. ARM - UK - $ARM (-2,8 %)

23. onsemi - USA - $ON (+0,15 %)

24. cadence - USA - $CDNS (+1,39 %)

25. STMicroelectronics - Netherlands - $STM (+0 %)

26. NVIDIA - USA - $NVDA (+1,31 %)

27. SK hynix - South Korea - $HY9H (+0,37 %)

28. sociionext - Japan - $6526

29. SMIC - China - $0981

30. infineon - Germany - $IFX (-0,34 %)

31. Renesas - Japan - $6723 (-0,21 %)

32. Dassault Systèmes - France - $DSY (+0,89 %)

33. Mobileye - Israel / Intel ecosystem - $MBLY

34. Hexagon - Sweden - $HEXA B (+0,29 %)

35. Knight Transportation - USA - $KNX (+0 %)

36. DSV - Denmark - $DSV (+0 %)

37. Werner Enterprises - USA - $WERN (+0,42 %)

38. DHL Group - Germany / international - $DHL (+1,57 %)

39. Kuehne + Nagel - Switzerland - $KNIN (+1,56 %)

40. Obayashi - Japan - $1802 (+2,52 %)

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

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

43. Shimizu - Japan - $1803 (+0 %)

44. Taisei - Japan - $1801 (+2,48 %)

45. Baker Hughes - USA - $BKR (+2,22 %)

46th SLB (Schlumberger) - USA - $SLB

47. Tenaris - Luxembourg / multinational - $TEN (-0,66 %)

48. Halliburton - USA - $HAL (+2,1 %)

49. amazon - USA - $AMZN (-0,07 %)

50th Coupang - South Korea $CPNG (-0,31 %)

51. JD.com - China - $JD (+1,07 %)

52. BMW - Germany - $BMW (+1,95 %)

53rd Mercedes-Benz - Germany - $MBG (+2,48 %)

54th General Motors - USA - $GM (+2,24 %)

55. BYD - China - $1211 (-0,7 %)

56. Stellantis - NL / multinational - $STLAM (+3,24 %)

57. Ford - USA - $F (+2,1 %)

58. McDonald's - USA - $MCD (+0,9 %)

59th Domino's - USA - $DPZ (+0,29 %)

60. BGF Retail - South Korea - $282330

61. GS Retail - South Korea - $007070

62nd Lotte - South Korea - $004990

63. Yum China - China - $YUMC (+1,52 %)

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

$WOLF
$AIXA (-1,5 %)

My dears, have any of you been invested here?

Furious return to the stock market: the share price of the restructured US chip manufacturer Wolfspeed, which had once planned a plant in Saarland, has risen so rapidly that trading had to be interrupted several times.

29.09.2025, 20.05 hrs

US chip manufacturer Wolfspeed, which has been restructured following insolvency, has celebrated a spectacular return to the stock market. The company's shares shot up by around 1500 percent at times on Thursday before trading was suspended several times due to high volatility.

The New York Stock Exchange Nyse had previously announced that the company's old shares would be removed from trading as part of the insolvency proceedings. In return, investors will receive new shares in the restructured group, which will secure the company's continued stock market listing.

Wolfspeed shares once cost more than 120 dollars

Profits crumbled in the course of trading, but the shares were still up 1140 percent at just under 15 dollars. However, they are still a long way from their highs. Three years ago, the share price was still more than 120 dollars.

In June, Wolfspeed filed for protection from creditors under Chapter 11 of the US Bankruptcy Code, which allows the company to reorganize on its own. At the end of June, the shares were therefore trading at just under 40 US cents. The agreement with the creditors provided for a debt cut of 4.6 billion dollars and a financial injection of 275 million dollars.

$AIXA (-1,5 %)

Wolfspeed is a customer of Aixtron. Aixtron is a leading provider of deposition equipment for the semiconductor industry and supplies technologies for the manufacture of high-performance components, which are used by Wolfspeed for the production of semiconductors.

https://www.manager-magazin.de/finanzen/boerse/wolfspeed-aktie-schiesst-um-fast-1500-prozent-hoch-a-0357b117-a887-47d2-bc1c-cfc4c7c86b6e

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/v6AYDp_r3Tc?si=vg0ef8skpP7Mdt8R

Tuesday:

The DAX rises to more than 24,000 points at the start of trading. In addition to the dividend payments, producer prices are also responsible for this. These were lower than expected and were 0.9% below the same month last year. Falling energy prices are primarily responsible for this.

https://www.zeit.de/wirtschaft/2025-05/erzeugerpreise-energiepreise-deutschland-guenstig-rueckgang-inflation

Wednesday:

After Northvolt, Wolfspeed also faces $WOLF Wolfspeed also faces insolvency. Northvolt received billions for the construction of a factory in Schleswig-Holstein, Wolfspeed should have received large subsidies. Fortunately, the company put the plans on ice some time ago. Intel $INTC (+1,02 %) Intel has also postponed investments. It should be clear that subsidies are not a sustainable industrial policy.

https://www.handelsblatt.com/technik/it-internet/chips-bericht-ueber-drohende-insolvenz-von-wolfspeed-aktie-bricht-ein/100129857.html

Thursday:

Uncertainty is decreasing according to the ifo business barometer, which is good news. Uncertainty is the little brother of a lack of planning security and therefore an obstacle to investment.

https://www.handelsblatt.com/politik/konjunktur/ifo-index-unsicherheit-bei-deutschen-unternehmen-nimmt-etwas-ab/100130074.html

Friday:

The German economy surprisingly grew again. Compared to the previous quarter, GDP increased by 0.4%, whereas only 0.2% had been expected.

https://www.schwaebische.de/wirtschaft/wirtschaft-im-ersten-quartal-staerker-gewachsen-04-prozent-3609596

Trump puts renewed pressure on the negotiations with the EU and announces 50% extra tariffs. The markets slide before the weekend.

https://www.spiegel.de/wirtschaft/donald-trump-droht-eu-mit-50-prozent-zoellen-auf-waren-ab-juni-a-90641a29-e392-4073-ba85-55e115a34bc5

Saturday:

The Supreme Court in the US strengthens Jerome Powell's position. The Chairman of the Fed cannot be dismissed by Trump. His demand was dubious from the outset, and the confirmation is also likely to be a signal to investors that the Fed will remain independent.

https://www.handelsblatt.com/finanzen/geldpolitik/usa-donald-trump-darf-fed-chef-powell-laut-gericht-nicht-entlassen/100130344.html

These are the most important dates in the coming week:

Wednesday: 20:00 FOMC minutes (USA)

Thursday: 14:30 Labor market data (USA)

Friday: 01:30 Inflation data (Japan)

#fomc
#japan
#usa
#arbeitsmarkt

Hornbach Holding sets itself modest targets + Wolfspeed prepares to file for insolvency + Siemens senses a unique opportunity in AI

Hornbach Holding $HBH (-0,06 %)sets itself cautious targets

• The poor consumer sentiment and ongoing cost pressure will weigh on the DIY store and building materials group Hornbach Holding in the coming months.
• Despite ongoing spending discipline, further cost increases are expected due to inflation-driven salary rises, as the company announced on Wednesday in Bornheim when presenting its figures for the past 2024/2025 financial year (to the end of February).
• Meanwhile, the start to the spring season was "very successful", according to the statement.
• However, the volatile macroeconomic and geopolitical environment continues to pose risks with regard to supply chains and consumer sentiment.
• The management expects sales for the new financial year, which has been running since the beginning of March, to be at or slightly above the previous year's level, when 6.2 billion euros were generated.
• This will be helped not least by newly opened stores. At the same time, only stable adjusted operating earnings before interest and taxes are expected compared to the 270 million euros achieved last year.
• Analysts had expected an increase.
• Hornbach had already presented preliminary figures for the past financial year almost two months ago.
• These have now been confirmed.

Wolfspeed $WOLFis preparing to file for insolvency in the coming weeks

• Semiconductor supplier Wolfspeed is preparing to file for insolvency in the coming weeks as the company is struggling to cope with its mountain of debt.
• This was reported by the Wall Street Journal on Tuesday, citing people familiar with the matter.
• The company's shares fell by more than 57 percent in after-hours trading.
• Wolfspeed is struggling with sluggish demand in the industrial and automotive markets as well as uncertainty caused by tariffs.
• According to the report, the company plans to file for Chapter 11 bankruptcy with the support of a majority of its creditors after several out-of-court restructuring proposals were previously rejected by creditors.Wolfspeed declined to comment to Reuters.
• The company, which manufactures chips based on silicon carbide, had already expressed doubts about its ability to continue as a going concern earlier this month and forecast weaker annual sales than expected.
• Wolfspeed expects revenue of USD 850 million for 2026, which is well below analysts' estimates of USD 958.7 million.

Siemens $SIE (-0,76 %)sees a unique opportunity in artificial intelligence (AI)

• to take the digitalization and automation of industry to a new level.
• Peter Körte, who has been responsible for technology and strategy on the Siemens Managing Board since October, sees Europe in a leading role in industrial AI and Siemens in particular, and announced a major AI model for industry with which the technology group intends to expand its leading role.
• In his opening speech at the two-day AI conference, he referred to the larger industrial base in Europe compared to the United States and the leading role of companies in aviation, car production, the pharmaceutical industry and mechanical engineering. (FAZ)

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Nemetschek SE € 0.55
• Symrise AG € 1.20
• Jungheinrich AG € 0.80
• SAF Holland SE € 0.85
• SMT Scharf AG Reg- istered Shares € 0.21
• FCR Immobilien A- G Ordinary Shares € 0.45

• Quarterly figures / Company dates USA / Asia
• 18:00 Amazon AGM

• Quarterly figures / Company dates Europe
• 07:00 Hornbach Holding Annual results
• 10:00 CTS Eventim | Porsche AG | SGL Carbon | Swatch AGM
• 11:00 Puma AGM
• 16:00 Halliburton | United Airlines | Mondelez AGM
• 18:00 Freenet quarterly figures

• Economic data

01:50 JP: April trade balance

08:00 UK: Consumer prices April Forecast: +1.0% yoy/+3.4% yoy Previous: +0.3% yoy/+2.6% yoy Core Forecast: +1.2% yoy/+3.6% yoy Previous: +0.5% yoy/+3.4% yoy

10:00 EU: ECB, Financial Stability Report May 2025

16:30 US: Crude oil inventory data (week) from the government Energy Information Administration (EIA) previous week

No time specified:

- US: U.S. President Trump, meets South Africa's President Ramphosa

- CA: Continuation of the meeting of G7 finance ministers and central bank governors (20-22.05.)

$WOLF

Wolfspeed is being crushed by its debts. Trump had canceled a government subsidy for the silicon carbide manufacturer with factories in the USA.

The manufacturer of silicon carbide semiconductors Wolfspeed will file for bankruptcy in the coming weeks. This was reported by the Wall Street Journal (paywall), citing sources familiar with the matter. The reason for this is the listed company's high level of debt.

After Wolfspeed rejected several proposals from creditors to restructure its debts out of court, the company is now seeking a plan under the US Chapter 11 procedure, which is supported by the majority of its shareholders.

The company's shares fell by over 57 percent in extended trading.

Wolfspeed is struggling with sluggish demand in the industrial and electric car markets as well as uncertainty caused by the Trump administration's tariffs. Wolfspeed did not issue a statement

made no statement.

3,500 employees could lose their jobs

The company expressed doubts about its ability to continue operations earlier this month and forecast weaker-than-expected annual sales. Wolfspeed expects revenue of USD 850 million for its 2026 financial year, which is below analysts' estimates of USD 958.7 million.

Wolfspeed is headquartered in Durham in the US state of North Carolina. The Group has 3,500 employees in 17 countries. It has its own modern factory in Marcy, New York.

Wolfspeed wanted to build the world's largest plant for silicon carbide (SiC) semiconductors in Saarland. The transmission manufacturer ZF had agreed to take a minority stake in the factory. Wolfspeed wanted to build on the site of a former coal-fired power plant in Ensdorf. The project has been postponed indefinitely.

Wolfspeed was actually supposed to receive a total of 1.5 billion US dollars for two construction projects from the US Chips Act, the 52 billion US dollar funding program for the semiconductor industry in the USA set up under the Biden administration. However, while Intel, Samsung and TSMC received funding shortly before the end of Joe Biden's term of office, Wolfspeed did not receive any government aid. Wolfspeed's debt stands at 6.4 billion US dollars, plus convertible debt of 575 million US dollars, which is due by May 2026.

In 2017, Infineon tried to buy Wolfspeed, but the acquisition was blocked by CFIUS, the Committee on Foreign Investment in the United States.

https://www.golem.de/news/siliziumkarbid-halbleiter-wolfspeed-steht-kurz-vor-der-insolvenz-2505-196400.html

The party begins $WOLF

Get ready $WOLF will make us rich.

$WOLF

Very undervalued

grill 🍗 shorties

No anal hair

A small position for the next few years!

I am curious to see whether old values can be reached again.