"New Stock God" Serenity: I do not hold any shares of Harmonic Drive.
TechFlame
2026-06-05 06:05
TechFlame2026-06-05 06:05
English
"New stock god" Serenity posted a clarification on X, stating that he does not hold any shares in Leaderdrive, and that the relevant views were solely for public research sharing. He added that Leaderdrive occupies a key position in the humanoid robot supply chain, with its products expected to cover a significant portion of the manufacturing processes for humanoid robots. Currently, companies like AGIBot and Unitree have just entered the stage of scaled production, while AGIBot's cumulative shipments have only reached around 10,000 units. As a result, the P/E valuations of these related companies are generally on the high side at this stage.
Capital markets typically price in future growth expectations in advance. If manufacturers like Tesla's Optimus and Unitree can achieve mass production of tens of millions or even hundreds of millions of robots in the coming years, with trillions of dollars flowing into the humanoid robotics industry, even if Leaderdrive secures only about a 5% market share in core robotic components, its valuation could still be significantly higher than its current market capitalization.