Tesla Inc. (TSLA) reported a decline in global deliveries once again for the second quarter of 2025, marking its second consecutive quarterly drop. This has deepened concerns about sliding demand and rising competition in the global EV race. However, Tesla shares have risen 5% following the weak delivery report, underscoring its solid growth prospects (read: How to Find Attractively Priced Growth Stocks).   This has put ETFs with a substantial allocation to this luxury carmaker in focus. These include Simpl ...

Core Insights - The humanoid robotics market is transitioning from a futuristic concept to a viable investment opportunity, with estimates suggesting it could reach a $5 trillion market by 2050 [1][2][3] Market Dynamics - The market is experiencing a turning point due to three converging trends: record labor shortages, significant reductions in AI costs (down approximately 85% since 2023), and competitive pricing for Robots-as-a-Service (RaaS) at around $30 per hour [2][3][4] - Over 450,000 warehouse roles in the U.S. remain unfilled, highlighting the labor shortage [3] Investment Vehicles - Roundhill's HUMN ETF is one of the first actively managed ETFs focused on humanoid robotics, allowing for more agile trading compared to index-based ETFs like KraneShares' KOID [4][5] - HUMN's portfolio is reviewed monthly to capitalize on emerging opportunities, contrasting with KOID's static approach [5][6] Tesla's Role - Tesla's humanoid robot, Optimus, is already operational within its factories, and the company is a significant holding in the HUMN ETF, capped at approximately 13% to mitigate risk from volatility [7][8] - Tesla's unique advantages include an in-house AI stack and large-scale manufacturing capabilities, positioning it favorably in the humanoid robotics space [8][9] Future Projections - Adoption of humanoid robotics is expected to follow a linear growth pattern through the late 2020s, with a significant inflection point in the mid-2030s as fleets scale [10] - Investors are encouraged to view HUMN as a long-term holding with potential for strong returns in shorter time frames [10] Global Exposure - HUMN ETF provides exposure to sophisticated humanoid robotics through ownership stakes in companies like Hyundai (owner of Boston Dynamics' Atlas) and Xiaomi, which are part of its portfolio [11][12] - The ETF adopts a value-chain approach, incorporating U.S. silicon producers, Chinese humanoid builders, and Japanese precision gear manufacturers to ensure comprehensive market exposure [12] Conclusion - As the humanoid robotics sector evolves, Roundhill's HUMN ETF offers a potential first-mover advantage for investors looking to capitalize on the growing demand for robotic solutions in various industries [13][14]

This stock is up 900% since 2023, and there is still more upside ahead.The start of the artificial intelligence (AI) boom lifted the broader stock market out of a slump in late 2022. It's been a mostly fun ride since then, and the reality is that AI is only getting started. Experts widely believe that AI technology will create trillions of dollars in economic value over the coming decades and make new industries possible, and that likely means wealth for those who own the right stocks.Thus far, Nvidia (NVDA ...

Tesla (TSLA) jumped as much as 10% on Monday following the long-anticipated launch of its driverless robotaxi service in Austin, TX — a pivotal move in the electric carmaker’s push toward full autonomy. Investors can capitalize on the growth with ETFs having a substantial allocation to this luxury carmaker. These include Simplify Volt TSLA Revolution ETF (TESL) , Consumer Discretionary Select Sector SPDR Fund (XLY) , Vanguard Consumer Discretionary ETF (VCR) , The Nightview Fund (NITE) and Fidelity MSCI Con ...

RT Tesla Owners Silicon Valley (@teslaownersSV)“I've been dragging my feet on Artificial Intelligence and humanoid robotics. Then I sort of came to the realization that it's happening whether I do it or not.”Elon Musk https://t.co/czs1kV135C ...

The worst is behind; upgrade to OW Price (13 Jun 25): Rmb46.40 Tuopu's share price had seen a roller coaster ride this year, rallying 56% year to Feb-peak (vs. CSI300 -1%) driven by market enthusiasm for humanoid robotics. It then dropped 44% (CSI300 -10%) with heightened tariff tensions, sluggish Tesla sales, and disappointing 1Q25 earnings. The stock is now -5% YTD (CSI300 -2%). We downgraded Tuopu from OW to Neutral in Oct-2024 on concerns of potential tariff hikes and slower-than-expected Tesla order. W ...

Core Viewpoint - Tesla's shares have declined 15% year to date due to market share losses and external challenges, but there are optimistic projections regarding its future value and market position in autonomous driving and robotics [1][3][5]. Market Performance - Tesla lost 7 percentage points of market share in the first quarter, falling behind BYD in electric car sales as demand weakened in China, Europe, and the U.S. [1] - The company's production of the Model Y was limited due to factory updates, contributing to market share losses [2]. Leadership and Strategic Focus - CEO Elon Musk's political involvement and external tariffs imposed by President Trump have created additional challenges for Tesla [2]. - Musk has expressed confidence that Tesla will become the most valuable company globally, potentially surpassing the combined value of the top five companies, which currently total $14 trillion [5]. Future Projections - Analyst Dan Ives raised Tesla's target price to $500 per share, indicating a potential 47% upside from the current price of $339, citing the upcoming robotaxi launch as a key factor [3]. - Musk believes that Tesla's autonomous driving and robotics capabilities could significantly enhance its financial performance by the second half of next year [7]. Autonomous Driving and Market Strategy - Tesla plans to launch its first autonomous ride-sharing service in Austin, Texas, with expansion to other cities by year-end [7]. - Musk predicts that Tesla could achieve a 99% market share in the robotaxi sector due to its data advantages and cost-effective technology [8]. Business Model Innovation - Tesla's autonomous ride-sharing model will incorporate a crowdsourcing approach, allowing Tesla owners to add or remove their vehicles from the fleet [9]. Earnings Expectations - Wall Street anticipates Tesla's earnings to grow by 13% annually through 2026, although the current valuation appears high at 150 times earnings [10]. - Investors are encouraged to assess whether they believe Tesla can successfully transition into AI and robotics [10]. Investment Considerations - Investors who believe in Tesla's potential to disrupt the mobility and labor markets with autonomous technology are advised to consider owning the stock [11].

Despite rising valuations, most humanoid robotics startups remain underprotected—leaving long-term value at riskDallas, TX, May 14, 2025 (GLOBE NEWSWIRE) -- PatentVest, the first fully integrated IP intelligence and strategy firm, has released its latest PatentVest Pulse report on humanoid robotics. Titled “Humanoid Robots:The Disconnect Between IP Strength And VC Funding Of US And European Humanoid Robot Startups” the report uncovers a widening gap between escalating startup valuations and the lack of inte ...

Investment Rating - The report maintains a BUY rating for Wingtech with a target price (TP) unchanged at RMB52, indicating a potential upside of 54.6% from the current price of RMB33.64 [1][3]. Core Insights - Wingtech's 1Q25 earnings showed a revenue decline of 19.4% YoY to RMB13.1 billion, while net profit surged by 82.3% YoY to RMB261 million. The gross profit margin (GPM) improved to 14.0% [1]. - The company is undergoing a transformation phase following the divestment of its ODM business, focusing solely on the semiconductor segment, which is expected to be the core growth driver due to strong demand in AI servers, recovering consumer and industrial markets, and increasing penetration of electric vehicles (EVs) [1][8]. - The semiconductor segment delivered resilient growth with revenue up 8.4% YoY to RMB3.7 billion in 1Q25, benefiting from a surge in shipment volumes [8]. Financial Summary - Revenue for FY25E is projected at RMB25.643 billion, a significant decline of 65.2% YoY, while net profit is expected to rebound to RMB2.437 billion [2][11]. - The gross margin is forecasted to improve to 26.3% in FY25E, with net profit margin (NPM) expected to be 9.5% [9][11]. - The ODM business recorded a revenue of RMB9.4 billion, down 24% YoY, and incurred a net loss of RMB164 million, which will no longer impact the company's financials post spin-off [8]. Market Position and Performance - Wingtech's market capitalization stands at RMB41.8 billion, with an average turnover of RMB624.1 million over the past three months [3]. - The share performance over the past month shows a slight increase of 0.8%, while the six-month performance reflects a decline of 15.5% [5]. - The company is expected to benefit from the market re-rating on a pure-play semiconductor basis following the divestiture of its low-margin business [8].