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The semiconductor company Impinj (PI, i), a specialist in RFID technologies for connecting everyday objects to the cloud, has secured a permanent spot on my watchlist. I still believe that robotics could become a long-term growth driver, enabling rapid object recognition for humanoid robots as well as industrial robotic arms. Currently, the shift from being a pure component seller to a solution provider with increasing software revenues is particularly interesting. In the short term, I am optimistic about competitive advantages from the Gen2X technology,...
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