It's difficult to take a beari-To The Moon - Tiger Brokers Online Investing Community - To The Moon

It's difficult to take a bearish view on robotics, particularly the actuator, bearings, and actuator components market.

The reason is that these components make up over 50% of the total bill-of-materials cost for many humanoid robots.

According to Morgan Stanley, the humanoid robotics market is projected to grow 300-fold by 2050.

A few names I'm keeping an eye on:

$RBC Bearings(RBC)$

The humanoid robotics opportunity could be massive relative to its current revenue base of around $50 million.

$Regal Rexnord(RRX)$

Management has characterized the humanoid opportunity as something that, "when it takes off, it's going to take off quick." It trades at a significantly lower valuation than RBC.

Harmonic Drive ($6324)

It dominates the market for precision strain-wave gears used inside robotic actuators.

There are also some indirect beneficiaries:

$Novanta(NOVT)$

Robotics already accounts for roughly 20% of its revenue, with bookings up 50% year-over-year.

$Vishay Precision(VPG)$

It's a well-known name in robotics with potential exposure to the overall bill of materials for $Tesla Motors(TSLA)$ 's Optimus.

The robotics theme still feels early-stage. The biggest winners might not just be the robot manufacturers themselves, but the companies supplying the critical components that every robot needs.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The biggest winners might not just be the robot manufacturers themselves, but the companies supplying the critical components that every robot needs.</p>\n<p><img src=\"https://community-static.tradeup.com/news/8265b8e0b178473b872c8ed5176ebc61\" tg-width=\"825\" tg-height=\"645\"></p>\n<p><img src=\"https://community-static.tradeup.com/news/609b8862e2344eb6b2069558e59477cd\" tg-width=\"1051\" tg-height=\"850\"></p></body></html>","htmlText":"<html><head></head><body><p>It's difficult to take a bearish view on robotics, particularly the actuator, bearings, and actuator components market.</p>\n<p>The reason is that these components make up over 50% of the total bill-of-materials cost for many humanoid robots.</p>\n<p>According to Morgan Stanley, the humanoid robotics market is projected to grow 300-fold by 2050.</p>\n<p>A few names I'm keeping an eye on:</p>\n<p><a href=\"https://ttm.financial/S/RBC\">$RBC Bearings(RBC)$&nbsp;</a></p>\n<p>The humanoid robotics opportunity could be massive relative to its current revenue base of around $50 million.</p>\n<p><a href=\"https://ttm.financial/S/RRX\">$Regal Rexnord(RRX)$&nbsp;</a></p>\n<p>Management has characterized the humanoid opportunity as something that, \"when it takes off, it's going to take off quick.\" It trades at a significantly lower valuation than RBC.</p>\n<p>Harmonic Drive ($6324)</p>\n<p>It dominates the market for precision strain-wave gears used inside robotic actuators.</p>\n<p>There are also some indirect beneficiaries:</p>\n<p><a href=\"https://ttm.financial/S/NOVT\">$Novanta(NOVT)$&nbsp;</a></p>\n<p>Robotics already accounts for roughly 20% of its revenue, with bookings up 50% year-over-year.</p>\n<p><a href=\"https://ttm.financial/S/VPG\">$Vishay Precision(VPG)$&nbsp;</a></p>\n<p>It's a well-known name in robotics with potential exposure to the overall bill of materials for <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>'s Optimus.</p>\n<p>The robotics theme still feels early-stage. The biggest winners might not just be the robot manufacturers themselves, but the companies supplying the critical components that every robot needs.</p>\n<p><img src=\"https://community-static.tradeup.com/news/8265b8e0b178473b872c8ed5176ebc61\" tg-width=\"825\" tg-height=\"645\"></p>\n<p><img src=\"https://community-static.tradeup.com/news/609b8862e2344eb6b2069558e59477cd\" tg-width=\"1051\" tg-height=\"850\"></p></body></html>","text":"It's difficult to take a bearish view on robotics, particularly the actuator, bearings, and actuator components market. The reason is that these components make up over 50% of the total bill-of-materials cost for many humanoid robots. According to Morgan Stanley, the humanoid robotics market is projected to grow 300-fold by 2050. A few names I'm keeping an eye on: $RBC Bearings(RBC)$ The humanoid robotics opportunity could be massive relative to its current revenue base of around $50 million. $Regal Rexnord(RRX)$ Management has characterized the humanoid opportunity as something that, \"when it takes off, it's going to take off quick.\" It trades at a significantly lower valuation than RBC. Harmonic Drive ($6324) It dominates the market for precision strain-wave gears used inside robotic actuators. There are also some indirect beneficiaries: $Novanta(NOVT)$ Robotics already accounts for roughly 20% of its revenue, with bookings up 50% year-over-year. $Vishay Precision(VPG)$ It's a well-known name in robotics with potential exposure to the overall bill of materials for $Tesla Motors(TSLA)$ 's Optimus. The robotics theme still feels early-stage. The biggest winners might not just be the robot manufacturers themselves, but the companies supplying the critical components that every robot needs.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/585479040962656","repostId":0,"isVote":1,"tweetType":1,"viewCount":165,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NOVT","RBC","TSLA","VPG","RRX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1116,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/585479040962656"}