lol wut

[Kevin Maro @KevInvestingYT]

I believe robotics - and specifically $CCXI - is about to go on the craziest run we've seen since $SNDK, and I'm positioned accordingly. Here's why:

Quantum was the 2024 meme run. Space was the 2025 meme run. Humanoid robotics is 2026 and beyond - and the TAM doesn't just win, it dwarfs both combined. This is my #1 conviction play for H2 2026.

$CCXI is Churchill Capital XI, Michael Klein's SPAC, taking Agility Robotics public in a $2.5B merger (~$620M in gross proceeds to fund the backlog and scale Digit 5). When it closes it trades as $AGLT: the ONLY publicly traded pure-play humanoid robotics company on Earth.

Not "robotics exposure." Not Optimus buried inside a trillion-dollar car company. Not a private round you can't touch (Figure's locked up at a $39B valuation). Want pure-play humanoid exposure in a brokerage account? This is the only door. Scarcity is the whole game.

And this isn't a rendering + a dream. Digit is already clocking in the deepest commercial track record of any Western humanoid company:

65,000+ hours logged in REAL factories

- Live at GXO, Schaeffler, Toyota, Mercado Libre, Amazon testing units
- 3 years of continuous commercial deployment
- 98% task accuracy, 100,000-tote milestone at GXO

The order book is real too with $300M+ in multi-year orders on the books:

- ~1,000 robots under contract
- 30+ more customers in the pipeline

And they just dropped Digit 5 (Sept 15) - the first humanoid built to work cage-free, right alongside humans. No safety fencing.

Who's behind it? Foxconn. Nvidia. Amazon. SoftBank. The same names funding the entire AI buildout. Digit 5 literally runs on Nvidia's robotics compute stack. This is the "physical AI" trade - the layer AI has to touch to move atoms, not just tokens.

Now the part that should make you sit up - the TAM:
→ Quantum vendor TAM: ~$50B by 2035
→ Space economy: ~$1.8T by 2035 (McKinsey)
→ Humanoid robotics: $5 TRILLION by 2050 (Morgan Stanley). Citi says $7T.

Robotics dwarfs quantum AND space combined.

Sit with the mispricing: the deal values ALL of Agility at $2.5B today. Just 1% of Morgan Stanley's $5T humanoid TAM = a $50B company. That's a 20x re-rate - for capturing one percent of the market it already leads in the West.

Napkin math on a robotics meme run (a scenario, not a forecast): quantum names re-rated 5–10x on pure hype, with a fraction of Agility's revenue. Point that same energy at the only pure-play humanoid ticker, with real backlog and a fresh Digit 5 catalyst… you can do the math.

Want a preview of the appetite? Look at Unitree. Last month it IPO'd on Shanghai's STAR Market - the first publicly traded humanoid robot maker in mainland China - and spiked more than 600% on day one, oversubscribed a record 8,000x. That's what the market does when it finally gets a pure-play humanoid ticker. The catch: Unitree trades in Shanghai, where US retail can't touch it. $CCXI is the one you can actually own.

And the catalysts are stacking up fast. Agility is already running a full institutional roadshow - Citi TMT, Jefferies Industrials, Evercore's AV & AI Forum - and on October 6 they host their first-ever Analyst & Investor Day in NYC, where the entire C-suite lays out the Digit 5 roadmap, commercial momentum, and long-term financial model. Companies don't build this kind of IR machine before they're even public unless they're planning to be a serious institutional holding.

Then the main event: the merger is guided to close in Q4 2026 - likely just weeks out - at which point $CCXI converts to $AGLT on Nasdaq. It still needs SEC sign-off on the S-4 and shareholder votes, and deSPAC dates can slip, so treat Q4 as the target, not a guarantee. But if it lands on schedule, the close itself is the catalyst - right in the heart of this thesis.

The setup:
✅ Only pure-play ticker (that US retail can actually buy)
✅ Real revenue + backlog
✅ Blue-chip customers AND backers
✅ Fresh catalyst (Digit 5)
✅ Biggest TAM in tech, by a mile
✅ Hard catalysts stacking: Investor Day Oct 6 + Q4 deSPAC close

Quantum minted generational gains. Space minted generational gains. Both ran on stories. Robotics has the story, the revenue, the customers, the scarcity — and a TAM that eats both for breakfast.

Don't say you didn't see it coming. 🤖

$CCXI → $AGLT

Disclosure: I own 30,000 shares of $CCXI. This post is my opinion, not financial advice. deSPACs are volatile, redemption + dilution risk is real, any potential meme run can reverse hard. DYOR.

[lol wut @lol_wut_]

@laroldhughes @Geiger_Capital $CCXI

[lol wut @lol_wut_]

@ColtonDowe @Geiger_Capital $CCXI

[lol wut @lol_wut_]

@Geiger_Capital $CCXI they’ll be chasing at $25

[lol wut @lol_wut_]

@Coreyb3p @jerrythornton Let’s circle back in January

[Clyp Keeper @DGrayTexas45]

September 12, 2001 at 10:45 am on NBC News they ran video of the Palestinians in Gaza celebrating the nearly 3,000 lives that were murdered on 9/11.

[lol wut @lol_wut_]

@TheLongInvest So buy $CCXI got it

[Matt Morse @MattMorseTV]

More people died in France this year from not having air conditioning (7,300) than American deaths from mass shootings in all of recorded U.S. history (1,741).😬

[Kevin Maro @KevInvestingYT]

If you’re not investing in $CCXI (the US equivalent of Unitree) for the most obviously play in history, you’re not going to make it.

They’re backed by $AMZN $NVDA SoftBank, Foxconn and MANY more companies. This is the THIRD TIME I’ve found a stock worth betting the farm on. The first time was $RKLB, second time was $NBIS, and now it’s $CCXI.

Not financial advice (lmao)

[Libs of TikTok @libsoftiktok]

HOLY SHLIT

Boston Mayor Michelle Wu says she’s filing FOIA requests to find out which property owners responded to ICE’s request to lease parking spots.

She wants to intimidate & dox private citizens for doing legal business that she doesn’t approve of for political reasons

INSANE

[Serenity @aleabitoreddit]

It's official, Unitree the 8000x+ retail oversubscribed humanoid company in China.

Is expected to go public in 2 days! So the 19th.

Opening is implied to be around ~$41.66B MC per derivatives, around +363.3% above its ~$9B IPO valuation.

Fun times for humanoids this week.

[Slinky 🔨Hammer @slinkyhammer]

Toyota 🤖

Toyota isn’t just talking about humanoid robots — they’re putting Digit to work.

Toyota Motor Manufacturing Canada tested Agility Robotics’ Digit for a year, then moved forward with a commercial deployment of 7 Digit robots at its Woodstock assembly plant.

That’s the part people need to understand.

Pilot ➡️ validation ➡️ commercial deployment.

And this is only the beginning of what humanoids could do across manufacturing and logistics.

$CCXI → Agility Robotics

The future of factory automation is walking in. 🤖🏭

#CCXI #AgilityRobotics #Digit #HumanoidRobots #Robotics #AI #Automation

[ValueOverPrice @ValueInIdeas]

$CCXI

"No one's paying for backflips or coffee-making robots."

I think @agilityrobotics is 100% right about that.

What I really like about Agility is how level-headed their approach to robotics is. They're clearly focused on what matters for scaling: safety.

Their next-gen robot, launching in December, will introduce "cooperative safety" meaning it can "work outside of a safety cell in close proximity with people and ensure their safety during operation."

That makes so much more sense to me than some of the other robotics companies' promises of sending a robot to my home, only for someone else to teleoperate it lol.

Agility also sounds confident in what they've built and I believe they can pull it off. If they do, I think this will give them a real edge over their competitors.

[Serenity @aleabitoreddit]

I feel like AI investing is simpler than what people expect.

Because $NVDA + Jensen literally tells everyone what's coming.

But somehow. Almost every. single. time. Markets dismiss it until it actually happens?

Be Nvidia in 2025: Buys up EML and laser capacity.

Markets dismissing it: "Photonics is a bubble and like quantum! ____ company is a scam with shady management"

1 year later: $LITE +678%, $AAOI +475.12%, $COHR +260.7%, $AXTI +3,843.9%.

_

Nvidia in 2026:

Buys up CW/EML capacity with LTAs. 800V shift. Extraordinary explicit about CPO shift. States Physical AI as the next theme.

Markets now: "CW players are meme stocks! 800v, CPO is not coming anytime soon, Humanoids are not profitable!"

Yeah... We'll see what happens in 2027.

I think I'm putting my money on Jensen/Nvidia as the leading indicator.

[Slinky 🔨Hammer @slinkyhammer]

$CCXI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Government officially posts its largest July budget deficit in history, at -$432 billion, due to an acceleration in federal spending.

Interest on US debt rose +$26 billion from last July's levels to an alarming $118 billion for the month.

This puts total interest expense for FY2026 up to $1.17 trillion in FY2026.

As a result, interest expense has officially surpassed both National Defense and Medicare spending.

In other words, the US government now spends more money just on interest than it does to fund the entire US Military or to provide healthcare for seniors.

We cannot afford higher interest rates.

[Slinky 🔨Hammer @slinkyhammer]

I hope this is clocking with people now it doesn’t matter @agilityrobotics chose to go public as a SPAC it’s going to be huge!
@nvidia $CCXI

[Gun Owners of America @GunOwners]

The National Firearms Act's unconstitutional $200 tax & registration scheme IS DEAD for:

❌Suppressors
❌Short-Barreled Rifles
❌Short-Barreled Shotguns
❌AOWs

Watch @SilencerShop sell the first lawfully unregistered suppressors in 92 years to @TheAKGuy & @WesVirdellTX.

[Humanoid Investing @HumanoidInvest]

Nvidia case study on Agility, published August 12 2026

Humanoid Robot ‘Digit’ Powered by Whole-Body Control Foundation Model

$NVDA x $CCXI 🤖

https://t.co/6g9gnb3wup

[Capital_Squeeze❄️ @CapitalSqueez]

$CCXI NVIDIA literally just said that Agility + NVIDIA are building a fast-growing partner ecosystem together.

And that Agility’s Humanoid intelligence is ready for real enterprise production right now.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Enterprise Production…. right now… 🤯🤯

No wonder Agility had to expand with the Fremont Facility.

—
@HumanoidInvest @PeggyJ @eliant_capital @avotoast @StonkValue @slinkyhammer @SPAC_zilla @Luis10024674 @wliang @SCSQ2022 @crux_capital_ @aleabitoreddit @agilityrobotics @margielacapital