$NVDA highlighted that physical AI is shaping up to be a multi-trillion-dollar opportunity.
Here’s the Top 10 Robotics Index I would build:
1. $SERV AI sidewalk delivery layer
2. $ISRG surgical robotics standard
3. $TSLA real-world robotics engine
4. $RR hospitality automation stack
5. $SYM robotic supply-chain operator
6. $NVDA simulation-to-robotics platform
7. $KTOS autonomous tactical drone stack
8. $AMZN warehouse automation backbone
9. $PLTR real-world autonomy operating layer
10. Anduril AI command-and-control system for autonomous warfighting
Robotics is shaping up to be the biggest AI trade of all.
Let this stand as the final proof: the robot that mastered the catwalk is built by a Chinese startup.
The journey continues, and we will advance, step by step.
@XPengMotors
Thrilled to welcome Microsoft AI CEO @MustafaSuleyman and the team to UBTECH headquarters!
It was an inspiring day of discussions on the future of AI and humanoid robots. The future is intelligent, and it's built on collaboration.🤝
#AI#Robotics#Microsoft#UBTECH#innovation
China is leading in the humanoid race. 🇨🇳
@UBTECHRobotics has officially shipped hundreds of its Walker S2 humanoids, not to demos or showcases, but directly into factories and logistics centers.
Of course, as is often the case in our robotic world, there were doubts and accusations that it was CGI.
This is one of the first large-scale industrial rollouts anywhere in the world.
The robots are going to partners like BYD, Geely Auto, FAW-Volkswagen, Dongfeng Liuzhou, and Foxconn, where they’ll be used in frontline production tasks.
Let's look at monehh: so UBTECH’s 2025 order book now exceeds 800M yuan (~$113M), and the company targets 500 units delivered by year-end.
The Walker S2 is built for continuous operation, including an autonomous battery-swap system that lets it replace its own power pack and keep working without downtime.
While Europe is still debating standards and long-term frameworks, China is already doing full production, testing, and integration at scale. 🇪🇺
In the meantime, USA claims that Chinese robots are fake, and China casually keep shipping them. 🇺🇸
The challenge is no longer whether humanoids will be used in industry, it’s who gets them deployed, reliable, and affordable first.
And right now, Asia is the one shipping robots by the truckload.
~~
♻️ Join the weekly robotics newsletter, and never miss any news → https://t.co/GoA3ZuwoPB
Embodied Avatar: Full-body Teleoperation Platform🥳
Everyone has fantasized about having an embodied avatar!
Full-body teleoperation and full-body data acquisition platform is waiting for you to try it out!
"I worked with Hillary Clinton.
She was evil. The stories agents around her have, and have kept bottled up inside, are horrendous.”
“Working on her detail was generally considered a punishment assignment.”
“You will never meet a more mercenary and destructive public figure in your lifetime.”
“She hates you. All of you."
- Dan Bongino
Now that he's officially been named Deputy Director of the FBI, Hillary KNOWS she's in TROUBLE.
Dan has been waiting for this moment for a LONG TIME.
De grands changements s'annoncent pour $ZIL avec Zilliqa 2.0 !
Cette semaine, nous allons explorer la tokenomics du nouveau réseau #Zilliqa , plus efficace.
Restez à l'écoute !
There are only 2 possibilities, either Epstein is alive or Epstein was murdered.
We all know Epstein didn’t kill himself.
We also know Epstein was working for Israeli intelligence and alongside Jews within our own government to blackmail western politicians.
Given that background, let’s dig deeper into who helped him escape alive, Or who helped to take him out. Look at the evidence and decide for yourself.
🧵 1/15
If you watch the full Trump-Zelensky press conference, it is very clear that Zelensky, not Trump or Vance, became the antagonist. Both POTUS and VP were very respectful and cordial until Zelensky very publicly ignited a firestorm.
It all starts at 40:30
1) Zelensky essentially rejects how VP described the mandate of POTUS to conduct foreign affairs, and he insinuates that Trump term one did nothing to stop Putin.
2) He then basically tells Vance that his ideas are faulty and that the administration's diplomacy won't work.
These two comments are *deliberately antagonistic.* Everything was all well and good, but Zelensky took two major shots in a public forum, and they had to respond. And respond they did.
Recall, this is the guy who interfered in our electoral politics and called VP "too radical," and bashed Trump in an interview with New York Mag weeks before the election.
Zelensky is ENTIRELY at fault here. 100%.
TRUMP JUST NOW TO ZELENSKYY:
"Your country is in big trouble. You're not winning. You have a damn good chance of coming out okay because of us. You haven't been alone. We gave you, through our stupid president, $350 billion. We gave you military equipment, If you didn't have our military equipment, this war would've been over in two weeks."
ANTIBIOTICS are killing you.
Sure, they wipe out infections, but they OBLITERATE YOUR GUT HEALTH in the process.
Recently, I’ve been digging into their long-term effects.
What I found is mind-blowing: 🧵