2Mês
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.
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.
•
22
•
@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.
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.
•
11
•2Mês
@Tenbagger2024
😊 Nice play on words by the way, it captures the momentum perfectly. My favorite saying: dance as long as the music plays. 🎵
😊 Nice play on words by the way, it captures the momentum perfectly. My favorite saying: dance as long as the music plays. 🎵
•
11
•