Moon

[Moon @bluemoooooonnn]

@BitInsighter 英维克中报业绩应该还是不行吧 箱体震荡？

[巨乳列传2.0 @FJFSJR1]

费若拉 奶妈 浮力流出

[Moon @bluemoooooonnn]

@PandaTouZi @NickyWangzy 英维克怎么看啊 熊猫哥

[麦豆穿莓 @maidouchuame]

恨不得长三根鸡鸡草这些coser

海量短片短剧来 https://t.co/TEXnHPK6CD

[短剧大全 @mandalei]

海量短剧 满足你所有性癖 https://t.co/MFXtJnzJeC

[JUGGERNAUTS @juggs4ever]

Still one of the best scenes I have seen in a long time!

[正经按摩 @Spa520s]

奇葩少妇喝多了来做 #私密按摩 #Spa按摩 胸部巨大，被 #男技师 操得喊哇哇叫！过程对白超精彩一定要看完！😂 高清完整版80分钟 已更新到主页顶置TG群

[Moon @bluemoooooonnn]

@PandaTouZi @sidneywang1026 30吗 哥

[Moon @bluemoooooonnn]

@Hoyooyoo 收到

[Moon @bluemoooooonnn]

@Hoyooyoo 中免怎么看 哥

[Moon @bluemoooooonnn]

@aleabitoreddit 机构拥有快速通道，如果你在美国的白��推荐，那我们散户就根本不可能买的进去

[Moon @bluemoooooonnn]

@aleabitoreddit @Hosdrugs 中国的散户太惨了，我们需要你

[Moon @bluemoooooonnn]

@aleabitoreddit @billy119941 推荐一只沪深的股票吧，科创板很少有散户能买

[Serenity @aleabitoreddit]

Here's the humanoid exposure crowdsourced list:

- $OUST
- Rainbow Robotics (277810)
- $AMBA
- Ubtech Robotics
- $MKA
- Nextronics
- $SYM
- Harmonic Drive (6324)
- $VPG
- Beijing Geekplus
- $MBLY
- $ARBE
- Nabtesco (6268)
- $SERV
- $HSYDF
- Robotstrategy
- $ZBRA
- $CATL
- $ABB
- $BOT
- Unitree (not public yet)
- $LSCC
- Esunny Robot (300024)
- $NOVT
- $RR
- $PDY
- Hesai (2525)
- $SHA.DE
- $XBOT
- $XPEV
- $BAM
- $ALNT
- 6268.T
- $AMBQ
- $ATOM
- $MRAM
- $ISRG
- $HLIT
- Robosense (2498)
- $HG
- $ACUVI
- $CGNX
- $KLIC
- $BSL
- $AEVA
- $AUR
- $CTH.V
- $IMSR
- $NEO
- $KDK
- $MRLN
- $KITT
- $INDI
- $NOVT

Off the top of my head:

Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most.

Will start doing DD into mentions.

[Serenity @aleabitoreddit]

Imo harmonic drive (6324) one of the better humanoid exposure names at $4B valuation listed in GS research report.

Personally I picked some up for exposure.

Chinese competitors might be used for mass production.

But personal preference in investing in Western supply chains + build them up.

[Serenity @aleabitoreddit]

I do like Harmonic Drive (6324) as the Western Leader (eg. harmonic reduction gear) at ~$4.2B MC.

Very large part of robotics/humanoid BOM value.

I actually like Leader Drive more (since it's cheaper for mass production, covers more parts). And maybe Sanhua for $TSLA Optimus.

But prefer to advance Western supply chains with my capital over ones in China.

It's not just profiting off markets, but what you want to get accomplished as well (helping advance US supply chains and Robotics leaders).

[Serenity @aleabitoreddit]

LOL chat no way... Can't believe $AXTI / InP substrates really a major part of the China-US Donald Trump's trade talks with Xi?

I got this thesis completely right.

But really, Japan should start to cut off upstream machine supply like Ulvac for humanoids. And red phosphorus like Rasa/NCI to China, if they're not shipping.

And US should pressure EU to take back their their photonic monopolies like ficonTEC that Chinese companies like Robotechnik managed to buy.