Basler and Elmos: Two German Small-Cap Favorites for the AI and Robotics Boom
Reading Time: 3 minutes
Currently, the setup of two of my German small-cap favorites is improving. Basler and Elmos combine operational strength with two future themes that the market has so far barely fully priced in: AI infrastructure and humanoid robots. Basler - industrial eyes for AI hardware and autonomous logistics Basler develops cameras, image processing hardware, and software for industrial computer vision applications. The systems control semiconductors, wafers, and circuit boards for the smallest production errors. This creates an interesting story about...
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