May. 31 at 6:50 PM
My top humanoid robotics stock picks:
$AMBA (Ambarella) leads my list. Strong edge AI vision exposure, 37% revenue growth, 60% gross margins, and a robotic pipeline above
$100M. Still under a
$5B market cap.
$6324.T (Harmonic Drive) is a key supplier of precision robot joints. With dominant market share in strain wave reducers, it remains one of the most critical names in the robotics supply chain.
$ALGM (Allegro MicroSystems) benefits from growing demand for motor current sensing. Humanoid robots could require dozens of sensors per unit, while valuation remains closer to traditional automotive peers.
$VPG (Vishay Precision Group) provides force and load sensing technology, making it one of the more direct ways to gain exposure to robotic touch systems.
$MOG.A (Moog) brings aerospace-grade actuator expertise with additional upside from future humanoid robotics adoption.
