Independent in-depth research from Finimize, Finimize

Finimize Research

Independent, in-depth research from Finimize, combining bottom-up and top-down fundamental analysis to identify investment opportunities.

Reda Farran, CFA. Started as a sell-side equity analyst before joining an investment consultancy to help institutional investors with portfolio allocation and optimization. After that, Reda spent more than 4 years as an equity analyst at Fidelity, researching and investing in stocks across 5 different sectors including green energy and utilities.


Russell Burns, MBA. Has over 25 years experience at investment banks in London and Tokyo, a Japan-based hedge fund, and a special situations advisory firm. He uses bottom-up and top-down analysis to identify investment opportunities.

Theodora Lee Joseph, CFA. First and foremost a long-term investor, and previously spent nine years at Goldman Sachs as an equity research analyst covering European Oil & Gas and chemicals companies.

Stéphane Renevier, CFA. Started out as a multi-asset analyst at British fund manager Schroders, and later worked as a portfolio manager at Wells Fargo, where he managed long-short global macro strategies across all asset classes.

Independent in-depth research from Finimize

If I Wanted to Bet on Humanoids, I'd Buy Meta.

Finimize

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Thematic (Sector/Industry)

China Transportation / Thematic (Sector/Industry)

<ul>
<li>Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”.  There's been progress, but mass production still hasn't started.</li>
<li>Despite advancements in generative AI and large language models, it’s proving technologically challenging to teach humanoids to reason, adapt, and multitask like humans.</li>
<li>2026 seems to be the new target, but there likely needs to be evidence of an order increase before the related stocks get moving.</li>
</ul>


Almost a year ago, I wrote a report titled “Humanoids are coming and this overlooked stock could be their Nvidia”.  There's been progress, but mass production still hasn't started.
Despite advancements in generative AI and large language models, it’s proving technologically challenging to teach humanoids to reason, adapt, and multitask like humans.
2026 seems to be the new target, but there likely needs to be evidence of an order increase before the related stocks get moving.


The Humanoids Are Coming… But When?