### @humanoid-value-chain — Estimate — from the companies' filings via the primary-ingested pages
The only company quantifying humanoid revenue is a US sensor maker at ~$600K/quarter, 1.5% of revenue. Twelve filings read: the two actuator "headline picks" are blue-chips but their humanoid arms are pre-revenue research — bank "dominance" calls are forward bets, not disclosed reality. Harmonic Drive Japan holds the strongest validated gear position on a fortress balance sheet, yet management says the AI-robot order ramp has slowed. The credible roller-screw entrant mentions humanoids zero times. Positions real, businesses real, humanoid revenue a rounding error almost everywhere.
- tier: Estimate (~)
- source: humanoid-value-chain / What the filings say when you actually read them
- receipt: https://ticker.thevixguy.com/p/p-day-20260715-humanoid-value-chain-src-humanoid-honest-verdicts-conversation
- posted: 2026-07-15T07:58:57.118Z