Miazinha 🥀 retweeted
Men programming robots to harass women in the street wasn’t yet on my list, but here we are
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Our top analyst just bought $CCXI as a bet on humanoid robots.
He also called Nebius, Credo, Bloom Energy, AAOI, and AMD before their big run ups.
Don’t miss the next one, come join us for just a $1. milkroad.com/pro/?utm_medium…
Industrial humanoid robots in logistics alone are projected to hit $326B by 2034.
And the robot below (Digit) is the first humanoid robot to operate in live commercial environments at scale.
Digit is a bipedal humanoid robot designed for warehouse and logistics work that's putting up impressive numbers:
- 65,000 operational hours
- 100,000 totes moved at customer sites
- $300M in binding orders for Digit V5
And they’ve got backing from some serious names:
- Amazon, Toyota, and Schaeffler are active customers
- Amazon, NVIDIA, SoftBank Vision Fund 2 and Foxconn are all in as both investors and commercial partners.
Digit is built by a company called @agilityrobotics that just merged with Churchill Capital Corp XI.
So while Agility is still an early-stage company, public investors have a way to get direct exposure through $CCXI for the first time.
And our analyst @MelvinInvests started buying $CCXI last week.
His view is simple:
Humanoid robotics could become one of the biggest AI application layers over the next decade but the winners won't be built overnight. It's an early bet on a market that may take years to mature.
Melvin previously called Micron $MU, Credo $CRDO and Nebius $NBIS before their major runs.
Don’t miss his next call, try Milk Road PRO for $1. (link in first comment below)
The first humanoid robotics stock you can actually buy on the public market is about to exist (Save this).
Until now, if you wanted exposure to humanoid robots you had to own NVIDIA or Amazon.
But that's about to change with $CCXI.
Churchill Capital Corp XI ($CCXL) is a $414 million SPAC that just announced a merger with Agility Robotics valuing the company at $2.5 billion pre-money. The deal brings in $620 million in gross proceeds including a $200 million PIPE led by Foxconn. When it closes, CCXI shareholders own Agility outright.
And one of our analysts just bought $CCXI.
Agility builds Digit, a bipedal humanoid robot designed for warehouse work:
- Digit is the first humanoid robot ever placed in live commercial operations anywhere in the world.
- Amazon, Toyota and Schaeffler are active customers.
- Digit has logged over 65,000 operational hours and moved over 100,000 totes.
Amazon, NVIDIA, SoftBank Vision Fund 2 and Foxconn are all in as both financial backers and commercial partners. Foxconn is now leading the PIPE and manufacturing Digit v5: the next generation robot.
Agility already has over $300 million in binding Digit v5 orders on the books before the deal has even closed.
The market they're going after is not small. Industrial humanoid robots in logistics alone is projected to hit $326 billion by 2034. Agility is the only company already in that market generating commercial revenue from actual deployed robots at actual customer sites.
Here are the risks of the investment:
- Agility burned roughly $100 million in cash in 2025 with $111 million in operating expenses.
- No public revenue figure has been disclosed yet.
Note: This is an early-stage bet on a category that could take years to pay off.
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Los robots de entrega y cosas semejantes sólo pueden funcionar en un tipo de sociedad muy concreta.
Por poner un ejemplo, no creo que en Japón hubiera ningún problema.
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3 men are seen vandalizing and breaking a delivery robot for no reason
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Konnex is redefining how robots earn and collaborate—by turning physical work into programmable on‑chain contracts. A true robotics Layer‑1 where AI meets real‑world action.
@konnex_world.
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It is truly hard to believe that these MAGA robots will do literally do anything for a twice impeached, convicted felon, rapist, pedophile protector, womanizer, insurrectionist and draft dodger.
𝓼𝓲𝓷𝓴𝓲𝓷𝓰 𝓹𝓪𝓻𝓪𝓭𝓲𝓼𝓮 retweeted
was forced to work in the transformers mines, making evil scientist cat girl robots for nearly 6 hours
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sivilin sivov retweeted
Project that connects robots to a shared understanding of the physical world base:0xf9569cfb8fd265e91aa478d86ae8c78b8af55df4
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Using wood isn't really the issue. It's the low effort way it's done.
I think, thankfully, a lot of these issues will be solves by abundant labor of robots in a few years.
There are so many ways nature could be preserved but its just not economical these days.
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Véronique Postel retweeted
1er mur : le travail. Sans tracteurs performants, sans chimie ni robots, l'agriculture demande une main-d'œuvre manuelle colossale. SLT et leurs alliés rêvent de multiplier le nombre de paysans. Mais qui va aller se briser le dos aux champs 7j/7 ?
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Physical AI needs eyes, joints, and a brain that doesn't drain the battery. These five companies build exactly that: the sensors, the chips, and the robots themselves.
If you found this useful, follow me @JasonL_Capital for more breakdowns on the supply chains powering the robotics super cycle.
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5. $HIMX - Himax Technologies
Himax, around $2.4 billion, just launched its HE Series iToF depth decoder chips on June 30, giving robots a 3D sensing solution that reads up to 640x480 at 240 frames per second and outputs synchronized 2D and 3D data. Optical module maker OFILM already built the chip into its RoboVision solution for object picking, obstacle avoidance, environment mapping, and autonomous navigation. It extends Himax's WiseEye ultralow-power AI sensing lineup, which pairs an always-on CMOS image sensor with an onboard AI processor.
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4. $AMBQ - Ambiq Micro
Ambiq, a roughly $2 billion chipmaker, builds the ultra-low-power silicon that lets edge devices run AI without draining a battery or needing a cloud connection. Its new Atomiq SoC, launched in January, runs as low as 300 millivolts and is built to scale from AR glasses down to autonomous industrial robots on the factory floor. Q1 2026 net sales grew 59.3% year over year, and the company is sitting on $204.5 million in cash with no debt.
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There is no doubting that robotics is the future of physical AI.
Here are 5 stocks you may not have heard of to play the robotics super cycle.
1. $OUST - Ouster
Ouster is a roughly $3.3 billion lidar company whose Rev8 digital platform is showing up across robotics, autonomous vehicles, and industrial machinery. Q1 2026 revenue hit $48.6 million, up 49% year over year, and the company just raised $200 million in a follow-on offering to fund production. It expanded its manufacturing partnership with Benchmark toward 100,000-plus units a year, signed AIM Intelligent Machines to put sensors on autonomous heavy equipment in mining, construction, and defense, and is working with FieldAI to help general-purpose robots navigate complex environments using Rev8's native color lidar.
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buki💥🧊 retweeted
How do industry farmers feel knowing that their music is being listened to by robots?
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'From AI to ‘killer robots’: @UN Chief issues urgent governance call' - 7/06/2026 news.un.org/en/story/2026/07…
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dan retweeted
Bayformers are goated for how they depicted the military. Giant alien robots invade Chicago? Just send in the 101st Airborne to back up a militia squad
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What sells the action in Bay films is he doesn't depict the military as cannon fodder. A lot of sci-fi action blockbusters treat normal soldiers disposably. They're effortlessly killed off to show how weak they are compared to whatever advanced threat they are facing. But having-
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They are humans, not robots. However, we know from the Nazis that you can make thugs march, but they also need to beat up and bully opponents to feel the purpose. Those are too organised, too disciplined. Don't know what to make of it.
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