Serenity (@aleabitoreddit) “Jeez, Japanese markets seem happy. Everything from Furukawa, Towa, Harmonic Driv” — 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
173 正在关注 898.2K 粉丝
Jeez, Japanese markets seem happy.
Everything from Furukawa, Towa, Harmonic Drive, Ibiden, are up today.
Probably after winning the World Cup game 4-0?
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.
显示更多
