1Mês·

The Future of Robots 🤖🦾🦿

Here is an exciting overview, for me the most attractive in terms of growth/potential of the stocks I know $RR
$PATH (+13,26%) also $ISRG (-0,39%) I would perhaps add to the portfolio again in the event of a correction. However, there are some stocks I don't know either.

What do you think are the most exciting stocks on the list, where should we perhaps take a closer look?

$AMZN (-1,32%)
$MSFT (-2,77%)
$NVDA (-0,54%)
$AMD (-1,66%)
$GOOGL (+0,68%)
$GOOG (+0,83%)
$RIO (+2,16%)
$ALB (-1,87%)
$INTC (+0,17%)
$PLTR (+4,44%)
$IRBT (+76,65%)
$SYK (-0,59%)
$MDT (-0,1%)
$LMT (+0,55%)
$DPRO (+10,04%)

15 Comentários

Chris@Multibagger

1Mês

I have companies from every sector. Most of them, such as $MP, $UUUU, and $USAR are well known. I find $RR, which I also have in my portfolio, the most interesting as a pure Robotix company.

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Ver todas as 4 restantes respostas

Tenbagger2024@Tenbagger2024

1Mês

Thanks for the overview.
Our expert in this sector is @EpsEra.

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Elsa E.@EpsEra

1Mês

I find this compilation extremely interesting and would first like to thank the creator @BamBamInvest and @Tenbagger2024 for the flowers.

It's nice to see that this topic is getting more and more attention here in the community and is being discussed.

The graphic from the Funk-Informatik-Club basically provides a good overview of the current state of the robotics industry. However, I must point out that many new tables and overviews on this topic are now appearing every week, which is becoming increasingly confusing for investors and sometimes even causing confusion.

This chart in particular clearly focuses on Western companies. With the exception of a few representatives from Japan, Brazil and Israel, almost all companies come from the USA. Only one company, ABB, is represented from Europe. This shows that the focus is clearly on the Western corporate landscape, which I personally find somewhat one-sided.

China in particular is increasingly developing into a technological world power in the fields of robotics, AI and automation and should definitely not be left out of such presentations.

Nevertheless, I find many of the companies listed exciting and am invested in some of them myself, including MP Materials, Alphabet, Microsoft, NVIDIA, Intel and ABB. Even though my funds are manageable, I try to actively participate in this long-term trend.

One area in which I would like to diversify in the future is commodities. Due to the current geopolitical situation and new political narratives, for example in connection with rare earths, this sector is becoming increasingly important. I believe this is a decisive factor for the future of the technology sector.

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Tenbagger2024@Tenbagger2024

1Mês

@EpsEra
My dear, with your great reports you have played a big part in the fact that this topic is attracting more and more interest in the community.
It will be exciting to see which companies win the race here. I think some start-ups should also be able to benefit here. Perhaps we will also see IPOs in the sector.
The topic of rare earths remains exciting. The question is how long China will continue to reduce exports here. If China opens up again here, I also see a setback for commodity stocks.
So ride the train while it's still rolling.

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Elsa E.@EpsEra

1Mês

@Tenbagger2024
😊 Nice play on words by the way, it captures the momentum perfectly. My favorite saying: dance as long as the music plays. 🎵

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Max@MaxtheCat

1Mês

I also find $RR the most exciting, $PATH just doesn't seem to get off the ground. I also spent some time with $ISRG. But what I didn't realize at the time was that they didn't sell such a large number of prostheses (at the time a little over 1000/year). It's also a cyclical business. Since I already have $ASML in my portfolio, I didn't bother.
I'm still looking to get in, especially at $UUUU, $EOS would also appeal to me - but I can't tell whether they'll just keep going or whether a small correction is on the cards -_-

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BamBamInvest@BamBamInvest

1Mês

@MaxtheCat Many of these businesses are also difficult to understand, I have a hard time with $PATH and can't categorize it either. Don't invest in anything you don't understand 😂

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Nom@user28461

1Mês

It's a shame that you waited for the correction at $ISRG and now have to wait in the wings. Quality has its price, just pay it and be happy in the long term.

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BamBamInvest@BamBamInvest

1Mês

@user28461 I can't complain about the performance of my portfolio, as $ISRG wouldn't really have helped this year ✌️

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Imvestment4Life@Investment4Life

1Mês

$CLPT

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Wettyx@Wettyx91

1Mês

Intel is that company that got funds from The US government and the CEO was praying on Twitter?

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