Robosense ($RBSTF) is one of the dominant lidar players in china and has been vertically expanding like mad into higher end components for humanoid robots (dexterous hands, complex vision systems). Here is their bot - with a very similar form factor to weave - doing all kinds of functions in the wild months ago. You could comp this strictly as a lidar player. According to Claude they ship "two orders of magnitudes" more units than $OUST - which now trades at 20x. Or you could comp this to serious humanoid robotics companies which are all pre-rev and seemingly worth a few billion minimum. $RBSTF is trading at 3x sales despite ~30% yoy growth and all this going for it. The new gen of retail has effectively arbed the shit out US v ex-US valuation discrepancies on everything they have set there eyes on. Until now the focus has been semis and related bottlenecks. With $OUST's meteoric rise and $CCXI enthusiasm there is clearly a rapid shift underway to turn up appealing robotics trades. Could be a weekend or two of DD away from this unearthed.

And the guy has another 1t in his back pocket with neurolink

"Its very difficult to get a recession... When hyperscalers are spending 3% of GDP... And the fiscal deficit is at 5-6%... So... generally a good backdrop for equities..." - @WarrenPies, on @excessreturnpod

elon net worth over 1% of the US stock market if my math is right

can pull gartner style quandrants out ya ass with ai now

live streaming was made for this broner story

Not sure why "vibe analysis" has not been coined yet. Good part of my career was as an analyst. Typically we were very long on ideas we would like to explore and very short on time or capability to operationalize. Analyses always seemed painfully basic in light of this. With AI, completely shifts where the bottleneck is- now its purely (a) the ability to ask compelling questions and guide research, and (b) data integration.

thin line between panic and euphoria

in-silico

Its not that deep. Big tech out here serving up emerging tech slop to the kiddos for decades and avoiding any kind of regulation: addictive social media, trashy clickbait videos, videos games with embedded gambling mechanics - and altman steps it up with AI companions...yet they can sit there with a straight face and wonder why this tech has not been a boon to children's education. Get fucked.

more energy in a box. anyone form an opinion on $EROC?

AI appears to be finding software vulnerabilities at scale. In June 2026, 21 notable organizations disclosed ~1,500 high- and critical-severity CVEs, over 3.5× the previous monthly record set before Claude Mythos Preview's release.

Claude Fable 5 is back - it might be the most impressive model we've ever seen. @petergostev ran it through 60 of the hardest 3D generations: modern cities, art, world wonders, and more. The results are incredible. Fable is clearly in a league of its own. Watch youtube here: youtube.com/watch?v=rTc2_-1K…

sounds like something a dog would say

Factory direct a guided drone interceptor systems on my tiktok feed. fascinating tiktok.com/t/ZTSmFbRVA/

According to Korean media reports, Korean substrate manufacturer LG Innotek is seeking to supply satellite substrates to SpaceX. mk.co.kr/news/business/12090…

No brainer legislation. US continues to let tech eat away at the youth for a quick buck. bloomberg.com/news/articles/…

250 been a re-occurring theme since the start of the term. Trump clearly had some expectation it would be a solid populist move. Now it's behind us: a non-event at best, a flop at worst. Now the SAVE America Act is seemingly Trump's primary deus ex machina. At least that seems to be how he is conceptualizing it. Mid-terms wasn't really Trump's strong suit in his first term either.

What happens when Unitree IPOs at 6b and goes straight ballistic? I expect people gonna be combing over that dang ol unitree supply chain sending oversold cheap af players like Robosense $RBSTF to ATHs I tell ya what.