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$NXPI (+0,67 %)

🔹 Revenue: $3.17B (Est. $3.16B) 🟢

🔹 EPS: $3.11 (Est. $3.12) 🟡

Q4'25 Guidance

🔹 Revenue: $3.20B-$3.40B (Est. $3.23B) 🟢

🔹 EPS: $3.07-$3.49 (Est. $3.28) 🟡

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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 (+0,55 %) 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 (+1,38 %) Microsoft, OpenAI and $BMW (-0,77 %) 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 (+0,55 %)

2. Toyota - Japan - $7203 (-1,91 %)

3. Xpeng - China - $XPEV (+4,26 %)

4. Naver - South Korea - (not listed)

5. CATL - China - $3750 (-1,23 %)

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

7. Samsung / Samsung SDI - South Korea - $SMSN (+1,25 %)

8. SK Innovation - South Korea - $096770

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

10. Hengli Hydraulic - China - $601100

11. NTN - Japan - $6472 (-2,17 %)

12. NSK - Japan - $6471 (+0 %)

13. Sanhua - China - $002050

14. Siemens - Germany - $SIE (+0,85 %)

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

16. Ambarella - USA - $AMBA (+8,59 %)

17. Synopsys - USA - $SNPS (+8,51 %)

18. NXP - Netherlands / USA - $NXPI (+0,67 %)

19. Qualcomm - USA - $QCOM (+11,02 %)

20. TSMC - Taiwan - $TSM (+4,89 %)

21. Wolfspeed - USA - $WOLF

22. ARM - UK - $ARM (+9,34 %)

23. onsemi - USA - $ON (+0,44 %)

24. cadence - USA - $CDNS (+4,98 %)

25. STMicroelectronics - Netherlands - $STM (+0,7 %)

26. NVIDIA - USA - $NVDA (+4,29 %)

27. SK hynix - South Korea - $HY9H (+4,52 %)

28. sociionext - Japan - $6526

29. SMIC - China - $0981

30. infineon - Germany - $IFX (+2,45 %)

31. Renesas - Japan - $6723 (-3,9 %)

32. Dassault Systèmes - France - $DSY (+1,11 %)

33. Mobileye - Israel / Intel ecosystem - $MBLY

34. Hexagon - Sweden - $HEXA B (-2,34 %)

35. Knight Transportation - USA - $KNX (-0,89 %)

36. DSV - Denmark - $DSV (+0,96 %)

37. Werner Enterprises - USA - $WERN (-0,69 %)

38. DHL Group - Germany / international - $DHL (+0,64 %)

39. Kuehne + Nagel - Switzerland - $KNIN (-3,29 %)

40. Obayashi - Japan - $1802 (-1,03 %)

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

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

43. Shimizu - Japan - $1803 (+3,02 %)

44. Taisei - Japan - $1801 (-1,47 %)

45. Baker Hughes - USA - $BKR (+11,33 %)

46th SLB (Schlumberger) - USA - $SLB

47. Tenaris - Luxembourg / multinational - $TEN (+0,58 %)

48. Halliburton - USA - $HAL (+1,21 %)

49. amazon - USA - $AMZN (+3,03 %)

50th Coupang - South Korea $CPNG (-0,81 %)

51. JD.com - China - $JD (+0,58 %)

52. BMW - Germany - $BMW (-0,77 %)

53rd Mercedes-Benz - Germany - $MBG (+0 %)

54th General Motors - USA - $GM (-1,16 %)

55. BYD - China - $1211 (-1,77 %)

56. Stellantis - NL / multinational - $STLAM (-3,26 %)

57. Ford - USA - $F (-0,94 %)

58. McDonald's - USA - $MCD (-1,39 %)

59th Domino's - USA - $DPZ (-0,32 %)

60. BGF Retail - South Korea - $282330

61. GS Retail - South Korea - $007070

62nd Lotte - South Korea - $004990

63. Yum China - China - $YUMC (+1,22 %)

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

Probably not quite, but I still see $CLAV (-1,2 %) nevertheless great opportunities and yesterday I took my first position in the Swedish penny stock.

What is the idea behind investing in this still relatively unknown European cyber security company?

It's not that I want to satisfy my fanbase here on GQ who are panting for new top picks. 😂😂

First and foremost, I am looking for stocks for myself and my portfolio that have not yet been discovered by the broad market and therefore have the potential to multiply. Since I have also noticed from the reactions and many new follower requests that there is interest in my posts from a wide variety of investor types and that I enjoy exchanging ideas with you here, I share my ideas. But they are not investment recommendations and you make your own decisions. Just to say that again 😉😎

Now back to $CLAV (-1,2 %) . My basic idea is that European authorities and defense companies do not want to rely on American cyber security companies on a large scale and become dependent on them. So they will look for companies that are based here in Europe and meet European security requirements in terms of Satan management, etc. etc. And if you then do some research, you come across the still small $CLAV (-1,2 %) .

$CLAV (-1,2 %) more than doubled its order intake in the first half of the year compared to the first half of 2008. The first order from a European law enforcement agency was landed. And the first key customer in the defense sector $BA. (-3,11 %) was landed and I am convinced that more will follow.

Most recently, a cooperation was agreed with $NXPI (+0,67 %) to jointly secure security solutions for the ever-increasing networking in the automotive industry.

So, let's start with the reasons why I got in with a first tranche. The price from $CLAV (-1,2 %) here on GQ is not always up-to-date, which is due to the fact that the share is only traded in Frankfurt and Stockholm.

What do I think of this stock? Well, I always assume that such investments have a chance of at least doubling. That's what I see here over the next 6 months. My first medium-term target price is €2.

$NXPI (+0,67 %)

The Dutch semiconductor manufacturer NXP Semiconductors N.V. published its business figures for the second quarter of 2025 today - and was able to surprise on the upside.

💰 Turnover & result

With a quarterly turnover of 2.93 billion US dollars NXP was above the middle of its own forecast. Although this represents a year-on-year decline of 6%, all target markets performed better than expected.

The non-GAAP profit margin was 32,0 %the diluted earnings per share were 2.72 US dollars - a solid result in a challenging market environment.

📈 Cash flow & capital repayment

The operating cash flow amounted to 779 million US dollarsof which 696 million US dollars remained as free cash flow. Of this 66 % was returned to the shareholders - through share buy-backs of USD 204 million and dividend payments of USD 257 million.

🚗 Technological highlights

• May 8, 2025Presentation of the third generation of imaging radar processors for autonomous driving (Level 2+ to 4). The new S32R47 processors offer twice the computing power of the previous generation.
• June 12, 2025Cooperation with Rimac Technology to develop a software-defined vehicle architecture (SDV) based on the S32E2 processors.
• June 17, 2025: Completion of the acquisition of TTTech Autoa specialist for safety-critical middleware in SDVs.

🧠 CEO Kurt Sievers commented:

"Our guidance for the third quarter reflects both an incipient cyclical recovery and the strength of our company-specific growth drivers."

My Youtube channel for stock analysis: www.youtube.com/@Verstehdieaktie

Here is a clear overview of the quarterly figures due next week.

$NXPI (+0,67 %)
$CLF (+7,05 %)
$LOGN (+0,23 %)
$KO (+0,07 %)
$GM (-1,16 %)
$LMT (-3,59 %)
$NOC (-2,68 %)
$PM (-3,06 %)
$RYTT34
$UPS (-0,84 %)
$V (-0,08 %)
$T (-1,84 %)
$FCX (-2,26 %)
$GD (-1,67 %)
$GOOGL (+1,36 %)
$IBM (-0,2 %)
$NOW (+4,85 %)
$TSLA (+0,55 %)
$DOW (+0,21 %)
$HON (-0,65 %)
$VLO (+1,01 %)
$BMY (-1,7 %)
$AON (-1,05 %)
$CL (+0,29 %)

NXP Semiconductors takes over Austrian software company + US blacklist weighs on sentiment in China + VW management level salary waiver of over 300 million euros

NXP $NXPI (+0,67 %)Semiconductors takes over Austrian software company

• The European-American chip manufacturer NXP Semiconductors wants to take over the Austrian software company TTTech Auto.
• The semiconductor group is prepared to pay 625 million dollars for the purchase.
• The acquisition is intended to strengthen the automotive division.
• NXP is already one of the largest chip suppliers to the global automotive industry.
• TTTech Auto offers software for the digital control of cars.
• The start-up has its own development and program platform and is already working together with NXP.
• Together they develop programs for software-defined vehicles (SDV).

Markets in the US and Asia / US blacklist weighs on sentiment in China

• While the political tensions between Washington and Beijing are once again weighing on the Chinese stock markets, the Seoul stock exchange is also up significantly, supported by gains in the share price of heavyweight Samsung Electronics.
• The Tokyo stock exchange reacted to the negative cues from Wall Street with slight losses.
• In Shanghai, the Composite Index lost 1.2 percent after the US contradicted reports that the planned higher tariffs by the new US administration under Donald Trump could be less drastic than previously assumed.
• Technology stocks sold off after disappointing statements by Nvidia CEO Jensen Huang sent Nvidia shares $NVDA (+4,29 %) had sent the Nvidia share plummeting.
• Tencent $TCEHY (+0 %) remained under pressure and lost 2.6 percent.
• They had already fallen by over 7 percent the previous day after the USA blacklisted Tencent and other Chinese companies due to suspected links to the Chinese military.

VW $VOW (-0,75 %)Management level salary waiver of over 300 million euros

• Volkswagen's management level is participating in the cost-cutting program by 2030 with a salary waiver of over 300 million euros, with the contribution of the Board of Management being disproportionately high, says Chief Human Resources Officer Gunnar Kilian.
• The restructuring program provides for the reduction of 35,000 jobs in Germany, with 29,000 jobs to be cut in Lower Saxony, without compulsory redundancies.

Wednesday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Comcast USD 0.31

• Quarterly figures / company dates USA / Asia
• No time specified: Samsung key data 2024

• Quarterly figures / company dates Europe
• 07:00 Grenke new business and contribution margin 4Q
• 08:00 Shell Q4 turnover

• Economic data

08:00 DE: New orders November seasonally adjusted FORECAST: 0.0% yoy previously: -1.5% yoy | Manufacturing sales November seasonally adjusted FORECAST: n.a. previous: -1.2% yoy

08:00 DE: Retail sales November seasonally adjusted real OUTLOOK: +1.0% yoy previous: -0.5% yoy

08:45 FR: Consumer Confidence December PROGNOSE: 90 previous: 90

11:00 EU: Producer Prices November Eurozone OUTLOOK: +1.0% yoy/-1.8% yoy previous: +0.4% yoy/-3.2% yoy

11:00 EU: Economic Sentiment Index December Economic Sentiment Eurozone Forecast: 95.6 Previous: 95.8 Eurozone Industrial Confidence Forecast: -12.1 Previous: -11.1 Eurozone Consumer Confidence Forecast: -14.5 Previous: -14.5 Previous: -13.8

14:15 US: ADP Labor Market Report December Private Sector Employment FORECAST: +136,000 Previous: +146,000 jobs

14:30 US: Initial jobless claims previous week FORECAST: 215,000 Previous: 211,000

20:00 US: Minutes of the December 17/18 FOMC meeting

21:00 US: Consumer Credit 11/24