Hello fellow regards! This is my play on humanoid robotics (mostly) and some AI/semis. While Elon Musk is still in the stage where he considers whether his upcoming humanoid robot should come with hard cybertruck lines as well when it finally releases in 2047 China is producing cheap humanoid robots by the thousands. The biggest producer - Unitree - is expected to have their IPO late Q2 and Agibot also sometime 2026. Unitree are by now actually making humanoid robots and are making profit and their valuation for the IPO is quite reasonable. I expect it to blow up.
Ubtech is the closest public play until they do IPO. Other stocks are robotics but not specifically unitree competitor. Rainbow is closeish but not Chinese/HK. Estun is like FANUC. Hua Hong is china's second biggest foundry after SMIC (sanctioned).
This account is around 8k USD and also have 1,5k USD or so of Horizon Robotics as well as 3,5k USD Kraneshares STAR market 50 ETF (china's nasdaq).
Just europoor so this is it for now! Will buy plenty of Unitree when they IPO but expect this to fly before that.
