Rocky_BTC
Rocky_BTC
Long term investor #BTC #TAO #SOL #SUI #XRP #OKB| MeMe Professional Data Player | Crypto since 2017 | Not financial advice, DYOR🙏Twitter：@Rocky_Bitcoin
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Facing different markets, Chinese and American robots have taken completely different approaches! 🧐
🇨🇳 Chinese robots focus on emotional value, rescuing the single-person economy!
Core pain points: loneliness, empty nests, and high-pressure urban life.
🇺🇸 American robots focus on hardcore manual labor, tackling blue-collar costs head-on!
Pain points: high blue-collar labor costs, difficulty hiring, and efficiency bottlenecks.
👈 is UBTECH 👉 is Boston Dynamics
Ultimately, this benefits the robotics sector. This topic has been gaining momentum recently, with related keywords ranking top three on Twitter, Xiaohongshu, and Reddit. You might want to keep an eye on related concept stocks! 🧐
Rocky_BTC
The three major technological revolutions of this era:
1. AI
2. Robotics
3. Quantum Computing
With AI being overheated in speculation, it’s worth studying the latter two!
Currently, the robotics sector hasn’t reached its GPT moment yet, and I believe its importance is on par with AI.
I often read @citrini’s memos, which can be said to be the most insightful research institution in the tech world, especially the dystopian scenario report "Autonomous AI Agent Out-of-Control Spread and the 2028 Global Intelligence Crisis," which directly dragged down SaaS software stocks at the beginning of the year—undeniable strength!
Today I saw Citrini invested in Robostrategy, which is an important signal. If you don’t know which robotics company to invest in, you might as well take a look at Robostrategy, stock code #BOT. It is an investment fund focused on the robotics sector and surged 11.8% against the market trend yesterday.
It has invested in many promising and unlisted robotics unicorn🦄 companies’ equity, such as Figure AI, Apptronik, Standard Bots, etc. Worth keeping an eye on🧐
In China, these high-dividend blue-chip assets have once again reached a historic high!
In mainland China, most disposable assets are held by people aged 70-80, and their favorite are high-dividend blue-chip assets, providing steady happiness! 🧐
Rocky_BTC
2.1 million in cash, using the classic 631 rule: 60% for buying stocks, 30% for bonds, and 10% in cash!
Stocks: 1.26 million, buy China Shenhua, China Merchants Bank, or Industrial and Commercial Bank of China; just pick one bank, as their business is stable, dividends are consistent, and the dividend yield is greater than 5%. Calculating at 5%, that’s 63,000 per year!
Bonds: 630,000, directly buy low-volatility fixed income products through Alipay. It is recommended to prioritize China Merchants, Guangfa, Ping An, and E Fund, which generally yield about 3%-5% annually. Calculating a compromise at 4%, that’s 25,200!
Cash: 210,000, for personal living expenses or emergency funds for family illnesses. At 40 years old, middle-aged, with aging parents and young children, there may be times when money is needed!
Estimated total annual income is 88,200, about 7,350 per month. If things go well, with positive stock returns + dividends, it could exceed 100,000! You can also take on a regular job or drive a Honda Accord for Didi + ride-sharing, earning 10,000 a month, living comfortably in a 2-3 tier city 😌!
🚨Why do I get hit with explosive news about Micron every day?! 🥹
Rumor has it that Google $GOOG released an AI tool called TurboVec that can reduce memory requirements by 92%!
But I checked the paper, and this is clearly last year's paper being hyped up again? The short sellers are really nasty!
Why do these ghost stories happen several times every year! 🧐
I suggest everyone feed the paper to AI; it actually has no impact on HBM at all!
Leonard Rodman
SAM ALTMAN HAS A NEW PROBLEM. 🤯
Google just shrunk 31GB of AI memory down to 4GB.
The tool is called TurboVec.
It uses up to 16x less memory, searches faster than FAISS, runs fully offline, and works on a regular Mac.
No expensive GPU cluster.
No cloud dependency.
No compromise on speed.
→ 16x lower memory usage
→ Faster vector search
→ Works with LangChain & LlamaIndex
→ 100% open source
The race to build bigger AI models is loud.
The race to make them dramatically cheaper just got a lot more interesting.
Repo:
After returning from Huaqiangbei in Shenzhen this time, I saw my good brother hoarding MLCC with real money. He told me that this thing is currently in short supply, and those who have stock now are the real winners; the prices for procurement are rising!
Today, seeing the whole internet discussing storage, I spent a day researching MLCC 🧐
I decided that with this wave of decline 📉, I will gradually increase my position in Murata (#MARRY), which is the absolute leader in the global AI server high-capacity MLCC market, holding a 45% market share and possessing very strong pricing power. On April 1st this year, it was the first to raise prices by 15%-35%, showing absolute dominance!
Especially their flagship product, the 0402 inch ultra-thin, ultra-high-capacity MLCC, which is currently a globally exclusive product. This extreme miniaturization perfectly fits HBM3e / HBM4 and the next-generation GPU Nvidia Rubin architecture, capable of solving high-frequency decoupling and power supply stability issues for high-power GPUs and HBM in a very small physical space. This should be considered a core fortress in the era of high-density computing power. Even the first-tier competitors like Samsung Electro-Mechanics and Taiyo Yuden are still chasing and unable to achieve mass production!
Additionally, from the latest financial report data 📊, this might be one of the few AI hardware companies I am willing to invest in right now. After this pullback, its forward PE is only 22.2 times (currently 72 times)!
Combined with the benefit of yen depreciation, it will also help its performance realization. Currently, with a conservative estimate at a 1:150 USD exchange rate, the net profit for 2026/27 is very likely to reach 328 billion yen, corresponding to an EPS of about 180 yen. The forward PE will significantly drop to 22.2 times, which is very attractive compared to hardware companies with PE ratios often over 100 times!
By the way, my favorite Micron (#MU) has now fallen back, and its forward PE has dropped below 10 times. If it can be bought under $800, that would also be very attractive! 🧐
The three major technological revolutions of this era:
1. AI
2. Robotics
3. Quantum Computing
With AI being overheated in speculation, it’s worth studying the latter two!
Currently, the robotics sector hasn’t reached its GPT moment yet, and I believe its importance is on par with AI.
I often read @citrini’s memos, which can be said to be the most insightful research institution in the tech world, especially the dystopian scenario report "Autonomous AI Agent Out-of-Control Spread and the 2028 Global Intelligence Crisis," which directly dragged down SaaS software stocks at the beginning of the year—undeniable strength!
Today I saw Citrini invested in Robostrategy, which is an important signal. If you don’t know which robotics company to invest in, you might as well take a look at Robostrategy, stock code #BOT. It is an investment fund focused on the robotics sector and surged 11.8% against the market trend yesterday.
It has invested in many promising and unlisted robotics unicorn🦄 companies’ equity, such as Figure AI, Apptronik, Standard Bots, etc. Worth keeping an eye on🧐
Rocky_BTC
Today, Jensen Huang and female stock goddess @aleabitoreddit both simultaneously called out the robotics sector! Highly consistent, quite interesting! 🧐
The entire A-share robotics ETF surged 6% today, as shown in image 2. Now is the perfect time to position a bit for U.S. robotics companies tonight!
By the way, here is the complete humanoid robot supply chain map recently released by Goldman Sachs, given to AI to see its recommendations and corresponding stock codes: 👇
1️⃣ Humanoid Robot Manufacturers:
$TSLA (Tesla)
$XPEV (XPeng Motors)
BYD (002594)
Xiaomi Group (
UBTECH (
GAC Group (
Estun (
2️⃣ Foundation Models:
$NVDA (NVIDIA)
$GOOGL (Google)
$META (Meta)
$TSLA (Tesla)
iFLYTEK (
3️⃣ GPU / CPU:
$NVDA (NVIDIA)
$INTC (Intel)
4️⃣ Actuators and Dexterous Hands:
Harmonic Drive (6324.T)
Schaeffler (
Green Harmonic (
Sanhua Intelligent Controls (
Top Group (
Inovance Technology (
Beite Technology (
Hengli Hydraulic (
Shuanglin Shares (
Weichuang Electric (
5️⃣ Sensors:
$NOVT (Novanta - owns famous sensor brands)
$VPG (Vishay Precision Group)
Murata (6981.T - Murata Manufacturing)
TDK (6762.T)
6️⃣ Vision (Cameras / LiDAR):
$HSAI (Hesai Technology)
$INVZ (Innoviz)
$OUST (Ouster)
RoboSense ()
Orbbec ()
Sunny Optical Technology (
7️⃣ Batteries
CATL (
Samsung SDI (006400.KS)
Panasonic (6752.T)
Today, Jensen Huang and female stock goddess @aleabitoreddit both simultaneously called out the robotics sector! Highly consistent, quite interesting! 🧐
The entire A-share robotics ETF surged 6% today, as shown in image 2. Now is the perfect time to position a bit for U.S. robotics companies tonight!
By the way, here is the complete humanoid robot supply chain map recently released by Goldman Sachs, given to AI to see its recommendations and corresponding stock codes: 👇
1️⃣ Humanoid Robot Manufacturers:
$TSLA (Tesla)
$XPEV (XPeng Motors)
BYD (002594)
Xiaomi Group (
UBTECH (
GAC Group (
Estun (
2️⃣ Foundation Models:
$NVDA (NVIDIA)
$GOOGL (Google)
$META (Meta)
$TSLA (Tesla)
iFLYTEK (
3️⃣ GPU / CPU:
$NVDA (NVIDIA)
$INTC (Intel)
4️⃣ Actuators and Dexterous Hands:
Harmonic Drive (6324.T)
Schaeffler (
Green Harmonic (
Sanhua Intelligent Controls (
Top Group (
Inovance Technology (
Beite Technology (
Hengli Hydraulic (
Shuanglin Shares (
Weichuang Electric (
5️⃣ Sensors:
$NOVT (Novanta - owns famous sensor brands)
$VPG (Vishay Precision Group)
Murata (6981.T - Murata Manufacturing)
TDK (6762.T)
6️⃣ Vision (Cameras / LiDAR):
$HSAI (Hesai Technology)
$INVZ (Innoviz)
$OUST (Ouster)
RoboSense ()
Orbbec ()
Sunny Optical Technology (
7️⃣ Batteries
CATL (
Samsung SDI (006400.KS)
Panasonic (6752.T)
Directly hit the limit up, awesome! #GreenHarmonics
A-share users are also quite international! 🧐
Rocky_BTC
Checked the time, it was released at 10:31, and the increase was still -0.5% at that time,
It surged 12% in one hour, now 12.5%. It's a pity that A-shares can't do T+0, otherwise, I could have easily caught a wave!
In the future, just set up a robot to track automatically, like a formula, buy whatever it says! 😂
Checked the time, it was released at 10:31, and the increase was still -0.5% at that time,
It surged 12% in one hour, now 12.5%. It's a pity that A-shares can't do T+0, otherwise, I could have easily caught a wave!
In the future, just set up a robot to track automatically, like a formula, buy whatever it says! 😂
Serenity
Specifically written for my Chinese readers:
LeaderDrive (688017, 57.73 billion RMB) is my top choice among Chinese listed companies when investing in the humanoid robot sector.
Their business covers:
Harmonic reducers (claimed to hold over 60% of the domestic market share and more than 1,800 global customers)
Humanoid robot rotary joint reducers
Linear actuators
Motors/joints, and many other core components.
They are also entering the planetary roller screws field.
Currently, they hold an absolute dominant position: over 60% of the domestic market share and more than 1,800 global customers.
Major clients include Universal Robots, UBTech, Agibot, and Tesla, Figure, as well as most other humanoid robot developers are likely their potential customers.
If you look at the BOM (Bill of Materials) of these components, a rough estimate is that they account for 4-15% of each humanoid robot developed, and this proportion may increase as they enter more sub-sectors.
I believe no one can precisely model the finances of such a company; its prospects depend more on how many humanoid robots achieve mass production in the coming years.
This is essentially a directional long position on a company that can capture a significant share in every humanoid robot produced.
In scalable mass production, China is clearly the leader in this field, with many Western players unable to reduce costs to the level of LeaderDrive.
As we move toward scalable physical AI, I am extremely optimistic about the robotics sector.
