Cobalt

[Cobalt @cobalt661]

@BoKuangyi You’re missing the most important variable

[Cobalt @cobalt661]

@atlanticesque It’s just the business cycle. Disney spent a ton of capex (Star Wars, new Fantasyland, Avatar etc) in the 2010s to compete with Potter so now that have to harvest. The parks will be good again in 5 years

[Cobalt @cobalt661]

@paulg They would fund pro data center propaganda to confuse the hawks

[Cobalt @cobalt661]

@centristpeater This is the DJ that pitchfork glazed for a decade? 🤮@peggygou

[Cobalt @cobalt661]

@aleabitoreddit $CCXI makes about $100,000 revenue per robot with 70% gross margins. Much better than Unitree

[Cobalt @cobalt661]

We need @agilityrobotics to drop a Digit v5 reveal soon. Unitree can’t hog the spotlight. $CCXI

[Cobalt @cobalt661]

@peonyKingOF Time to learn Chinese

[Cobalt @cobalt661]

@rabois Keith did you really read this entire AI slop “analysis”

[Cobalt @cobalt661]

@airkatakana OLED TVs. They put Sony out of the TV business!

[Cobalt @cobalt661]

@kevinxu Kevin give me more action on this trade. I will take it all 🤑

[Capital_Squeeze❄️ @CapitalSqueez]

$ccxi Cheif Robot Officer said: “we are a trillion dollar company”

He has the long term vision for Agility Robots. 🔥🔥

@HumanoidInvest @SPAC_zilla

[peony @peonyKingOF]

The valuation discrepancy between the typical ipo and $ccxi is insane. If this was served up based on recent ipo standards, would be priced at 150. You just aint gonna see another ~2-3b legit humanoid robotics company again.

[Cobalt @cobalt661]

@zephyr_z9 @tradexyz you know what to do

[Cobalt @cobalt661]

@kapo52277 @aleabitoreddit @neruda_de Pre-merger SPACs are asymmetric. If you buy $CCXI today, your downside is $10 but your upside is unlimited. In other words, having the $10 floor is better than not having one at all.

[Cobalt @cobalt661]

@aleabitoreddit @neruda_de Look at $BRUN. Plenty of SPACs do not go under $10, especially if they have partnerships with important companies

[Rota Is In Berlin🚪🧎‍♂️ @pli_cachete]

They talking about gpt 5.6 like a white guy in the NFL. Not so naturally talented but he's a gym rat. Just won't quit. Always watching tape

[Cobalt @cobalt661]

@ericjackson Eric, did you give up on finding hundred bagger stocks? You have to feed the fam

[John Intel @intelfabs]

Tight demand, tight supply
The fundamentals haven’t changed

[Robotico @roboticomarket]

The Paris-based company @UMA_Robots unveiled 'Northstar' at Machina Summit yesterday.

Its first prototype, designed and assembled in ~9 months, alongside Real-Time Learning, a system that lets robots acquire new skills through demonstration rather than programming.