Schaefflerβs actuator platform is emerging as a cornerstone of its humanoid strategy. The May 5, 2026 earnings presentation dedicates significant space to this as a βNew Growthβ vector.
Which is your favorite #robotics play beside $TSLA?π
Space X is trading at 105x trailing revenues.
For context, NVDA is at 25x, TSLA is at 17x and the SP500 is at 3.5x
The "normalized earnings" ratio would put it at 250x earnings.
Tradfi is telling you to buy that, and sell BTC at 0.45x power law.
Darn- was hoping for a flat open- I didn't prepare a trade. I have one ready for $TSLA, $IWM and $SPX- ready to deploy when the timing is right.
I'll be trading Steve Ganz's Flyalgonal trade.
Looking forward to it.
π 10Year Returns of FounderLed Stocks
$NVDA Nvidia β 23,344%
$SHOP Shopify β 5,081%
$TSLA Tesla β 2,845%
$AXON Axon β 2,669%
$MPWR Monolithic Power β 1,715%
Quick Takeaways
β’ Founderled companies have delivered extraordinary longterm results
β’ Vision execution = massive shareholder value
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