Gavin Liu

[Gavin Liu @GavinLiu877]

@Alonso35841203 @liuliumiya_ 789

[Gavin Liu @GavinLiu877]

@hh87646240 聊天免费不？

[Gavin Liu @GavinLiu877]

意思是不是明天要关注机器人概念了？

[Serenity @aleabitoreddit]

For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players.

And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players.

For upstream component exposure, I currently own:

- Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear.
- Vishay Precision for sensors and a possible candidate for Telsa Optimus.

LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally.

Many of the other AI DC players, I have indirect exposure to robotics like memory.

Don't recommend anyone to copy, just sharing personal positions/thoughts.

Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production".

Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover.

Agility Robotics is my personal favorite as of now.

[Serenity @aleabitoreddit]

For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players.

And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players.

For upstream component exposure, I currently own:

- Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear.
- Vishay Precision for sensors and a possible candidate for Telsa Optimus.

LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally.

Many of the other AI DC players, I have indirect exposure to robotics like memory.

Don't recommend anyone to copy, just sharing personal positions/thoughts.

Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production".

Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover.

Agility Robotics is my personal favorite as of now.

[Gavin Liu @GavinLiu877]

@jiyin8888 我21cm可以搞不？

[Gavin Liu @GavinLiu877]

@jiyin8888 房间订好等我

[Gavin Liu @GavinLiu877]

@jiyin8888 发位置

[Gavin Liu @GavinLiu877]

@jiyin8888 安排

[Gavin Liu @GavinLiu877]

@aleabitoreddit 600171🤫

[Gavin Liu @GavinLiu877]

@jiyin8888 是不是？

[Gavin Liu @GavinLiu877]

@jiyin8888 出来饮嘢

[Gavin Liu @GavinLiu877]

@jiyin8888 优惠多少？

[Gavin Liu @GavinLiu877]

@niujie_gg 1

[Gavin Liu @GavinLiu877]

@jiyin8888 来了

[Gavin Liu @GavinLiu877]

@niujie_gg 我错过了你哪条推吗？我是铁粉，怎么我没看到你说过康什么，展什么的？

[Gavin Liu @GavinLiu877]

@yamato812536 把月饼推向月球？

[Gavin Liu @GavinLiu877]

@niujie_gg 冲冲冲

[Gavin Liu @GavinLiu877]

@Mistery5387057 去年

[Gavin Liu @GavinLiu877]

@SNO22160963 2