Industrial Robots

ABB vs FANUC vs Yaskawa – The Winner Is?

The more mature a theme becomes, the more likely it is that one or more leaders will emerge. Our recent article on A List of 14 Promising Robotics Companies uncovered three names – FANUC (6954.T), ABB (ABB), and Yaskawa (6506.T) – that are considered to be the top producers of industrial robotics solutions. Today, we’re going […]

A List of 14 Promising Robotics Companies

When 95% of active managers can’t beat a broad market benchmark, claiming you can is rather pointless. Instead, it’s better to show investors how to fish. Investing is about doing enough due diligence to make a decision with conviction, but not so much that you approach analysis paralysis. Today, we’re going to start down the […]

Teradyne Stock: Where’s the Robotics Exposure?

Regular readers have probably been following our recent quest to find the best semiconductor stock. We’ve dropped down quite the rabbit hole trying to identify a company in the mold of NVIDIA (NVDA). Its graphic processing units (GPUs) have helped it take a dominating position in multiple industries and sectors related to computing, including AI […]

When Will Sarcos Robotics Stock Make Money from Robots?

Sometimes the future takes a long time to arrive. That’s a Nanalyze original (as far as we know), and it simply refers to the fact that hype around technology lags far behind commercially viable adoption. Consulting firm Gartner has made a living with its hype cycle charts, but even those don’t necessarily capture the decades-long […]

Teradyne Stock: The Forecast Looks Better Than Ever

Publicly traded companies are not required by law to give guidance, yet many do as a way to communicate with investors. “Guidance” typically consists of forward-looking statements around what next quarter or next year’s revenues and/or earnings might look like. When a company revises guidance downwards, Wall Street analysts adjust their valuation spreadsheets and stock […]

A Legal Showdown: AutoStore vs Ocado Group

We recently wrote about the power of opensource software where a community of volunteers – like The Apache Foundation – can create billions of dollars in free software that helps advance technology in society. A similar ethos has been applied at Tesla where an open source patent pledge made in 2014 promises to “not initiate […]

AutoStore Stock: A Warehouse Automation Pure Play

In today’s world of 8-second attention spans, it’s hard to convince people that becoming wealthy is about time in the market, not timing the market. That’s why we developed our own risk-averse tech investing strategy where we hunt out leaders and ideally hold them for a decade to let all that delicious alpha mature – […]

3 Automation Companies Manufacturing Cell Therapies

The great American philosopher, Robin Williams, once said that reality is just a crutch for people who can’t face drugs. And he certainly came from a country where that rings true. America consumes huge quantities of drugs like no other. Does something hurt? Here, have some opioids. Does your high school teacher bore you to […]

Bright Machines Stock for Software-Defined Manufacturing

Traditional industrial robots do one job really well but with little or no flexibility to do anything else – sort of like game show hosts. The name of the game today is automation, and the combination of technologies like artificial intelligence, cloud computing, big data, sensors, and the Internet of Things, among others, is accelerating […]

Sarcos Robotics Stock – Dexterous Robots and Exoskeletons

“Do you love me?” the robots seemed to ask, as they danced to the tune with the same name. The most common question asked by those who saw that video was whether or not it was real. It was, and if you have a humanoid robot that can maintain its balance enough to do backflips, […]