Milk Road(@milkroaddaily):If AI keeps spilling out of data centers and into the physical world - think: - Humanoid robots - Robotaxis - Industrial automation - Smart machines $IFNNY is exposed to all of it. Every one of those needs power chips, control systems, sensing, and energy management. Infineon management has already flagged humanoids as a meaningful growth driver and is working directly with Nvidia on that stack.

Milk Road

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Milk Road@milkroaddaily

2026.05.18 18:30

If AI keeps spilling out of data centers and into the physical world - think: - Humanoid robots - Robotaxis - Industrial automation - Smart machines $IFNNY is exposed to all of it. Every one of those needs power chips, control systems, sensing, and energy management. Infineon management has already flagged humanoids as a meaningful growth driver and is working directly with Nvidia on that stack.