Serenity (@aleabitoreddit) “Imo harmonic drive (6324) one of the better humanoid exposure names at $4B valua” — TopicDigg
Serenity
@aleabitoreddit
I only use X, beware of imposters.
AI/Semi Supply Chain Analyst
Not investment advice, DYODD. Sharing personal thought process on supply chain bottlenecks.
加入 July 2025
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Imo harmonic drive (6324) one of the better humanoid exposure names at $4B valuation listed in GS research report.
Personally I picked some up for exposure.
Chinese competitors might be used for mass production.
But personal preference in investing in Western supply chains + build them up.
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