Leo | Analyzing Alpha

[Leo | Analyzing Alpha @leosmigel]

Discipline over dopamine

[Leo | Analyzing Alpha @leosmigel]

@wliang $VPG is my largest humanoid supply chain play for good reason if you really dig in…

[Leo | Analyzing Alpha @leosmigel]

@rezoundous I think it’ll be better. Don’t get me wrong. I think Fabel is amazing, but OAI is cooking.

[Leverage Shares ETPs EU @LeverageShares]

AI infrastructure spending keeps moving higher.

Just months ago, forecasts were up to 50% lower. Rising agent demand, memory constraints and data-centre bottlenecks have pushed projected AI CapEx to $1T in the U.S. by 2027, while China is projected to reach $123B.

[Leo | Analyzing Alpha @leosmigel]

@jbulltard1 The question are they genuinely innovating or are they distilling OAI/Anthropic-- while I'm typically against KYC, maybe in this instance it's a good thing?

[Brett Adcock @adcock_brett]

We’re on generation 7 of our hand design, they’re so hard!

Our latest design is so human-like it looks like a person wearing a glove

[Leo | Analyzing Alpha @leosmigel]

Pick and shovels for humanoid robotics starting to pick up.

Supply chain wins first
Companies, such as $amzn and others who can use the technology will run second.

We’ll see RaaS — and likely distribution plays like AWS for both robotic tasks and logistics.

[Brett Adcock @adcock_brett]

We are early here, I suspect this will 10x within a year or two

[Leo | Analyzing Alpha @leosmigel]

@NicHulscher Or is it the fact that these people are in the sun so they apply sun screen?

[a16z @a16z]

VC interest in robotics is surging

Charts of the Week: https://t.co/qmjdkZzisp

[Leo | Analyzing Alpha @leosmigel]

@saso_capital Check our $vpg

[Leo | Analyzing Alpha @leosmigel]

@OpenAI @Broadcom Hot!

[Leo | Analyzing Alpha @leosmigel]

@ThematicTrader 15 job listings in May to 76 today on a 450-ish base. 17% headcount increase after laying of 22% of their workforce last year means something's up...

I went in yesterday with options waiting for the announcement -- great timing as usual.

[Leo | Analyzing Alpha @leosmigel]

@DudeWhoInvests Lots of capital investment within an unknown return profile.

[Leo | Analyzing Alpha @leosmigel]

@oguzerkan Capex ROI concerns.

[Leo | Analyzing Alpha @leosmigel]

@TidefallCapital I have a different take, but I hope you're right -- my net worth is heavily tied to the terminal value of SaaS.

[Leo | Analyzing Alpha @leosmigel]

@MatthewBerman I use a combination of worktrees, hooks, tmux, github branch isolation and agent-specific/limited credentials.

[Leo | Analyzing Alpha @leosmigel]

@gazorp5 Near zero

[9 Ventures @ThematicTrader]

Humanoid hockey stick ramp is sooner than most analysts are predicting.

A huge opportunity in this supply chain if you know where to look👀