SPACzilla

Finding bangers in SPACland.

[SPACzilla @SPAC_zilla]

If $CCXI went to $40+ it would still be comically undervalued compared to the insane valuation of Optimus.

[Bobby Heard @bobbyheard]

$CCXI

[SPACzilla @SPAC_zilla]

Not a single mention of $CCXI in these comments.

We are still early here 🤯

Wen $100?

[Brett Adcock @adcock_brett]

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

[SPACzilla @SPAC_zilla]

Who wants to tell him?

[Vojo @Vojo26046518]

@adcock_brett @adcock_brett give us lowly people a way to invest in robotics:) IPO when?:)

[SPACzilla @SPAC_zilla]

@DoctorBradberry Exactly

[SPACzilla @SPAC_zilla]

$CCXI

Just a few thoughts on how revolutionary humanoid robotics are gonna be.

[SPACzilla @SPAC_zilla]

@SkepticalBaba My hope is in the next week or two. $CCCX was fast.

[SPACzilla @SPAC_zilla]

$CCXI

[SM @ShitcoinMaxi_]

I front-ran Serenity on $CCXI.

The asymmetry here is not just “humanoids are cool.”

It is that the market has been starving for a liquid pure-play robotics trade — and people have been buying whatever proxy they can find.

Look at $BOT.

Buyers have been willing to chase a robotics wrapper trading roughly 3.5–4x NAV with active dilution because they want exposure to the theme.

Now $CCXI appears.

A direct path to $AGLT — Agility Robotics.

The first US-listed pure-play Western humanoid company.

Not a robotics treasury.

Not a 4x NAV dilution machine.

An actual operating humanoid business with:

• Digit in real enterprise environments
• GXO / Toyota / Schaeffler / Mercado Libre
• Amazon pilot history
• 65k+ operating hours
• $300M+ Digit v5 orders
• 30+ customer pipeline
• RoboFab built for ~10k robots/year

That is the asymmetry.

The same buyers chasing robotics exposure through imperfect vehicles now have a cleaner humanoid pure-play in front of them.

And the comp stack makes the setup even more obvious:

Figure = ~$39B private
Apptronik = private
Boston Dynamics = inside Hyundai
Optimus = buried inside $TSLA
Unitree = China listing

$CCXI is the first liquid US way to buy the Western humanoid theme directly.

Then add the strategic validation:

Foxconn leading the PIPE.
Amazon / SoftBank / NVIDIA on the roster.
Agility first into NVIDIA Halos for Robotics.
Digit trained / integrated around NVIDIA’s physical AI stack.

The Jensen + Digit image is the meme.

The NVIDIA ecosystem is the substance.

This is not “cheap” on boring valuation.

It is asymmetric because scarcity can force a re-rate before traditional investors even know how to model it.

If $BOT could attract capital at a huge NAV premium as a proxy, what happens when the market wakes up to the actual humanoid pure-play?

Long $CCXI → $AGLT.

[SPACzilla @SPAC_zilla]

@MargielaCapital @FUCK_CCIV Options prob next week or a week after that.

[SPACzilla @SPAC_zilla]

It’s banger.

[SPACzilla @SPAC_zilla]

$CCXI

Oh baby, love the thread.

[SPACzilla @SPAC_zilla]

$CCXI / @agilityrobotics

U.S. manufacturing baby!

[Serenity @aleabitoreddit]

I’m actually very bullish on Unitree for CN domestic markets.

However I don’t think there’s going to be much US market penetration for Chinese humanoids.

Especially with the DJI incident where a hacker could see into everyone’s house, and shows what foreign companies have access to.

[SPACzilla @SPAC_zilla]

$CCXI /@agilityrobotics

Are you getting it yet?

[djohnson @DJohnson_CPA]

@pangpong @Valuemaverick @SPAC_zilla And people are buying $BOT at 4x NAV for figure exposure at a cool $150B + 😆

[SPACzilla @SPAC_zilla]

$CCXI / @agilityrobotics

[Serenity @aleabitoreddit]

Robotics is next.

Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z)

Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp.

Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing).

Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA.

So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.

[SPACzilla @SPAC_zilla]

@HumanoidInvest Insane the deal we got

[SPACzilla @SPAC_zilla]

The one hype sector that I am incredibly bullish on.

Others are moonshots, but this one is happening and is inevitable.

[Humanoid Investing @HumanoidInvest]

The Agility Digit Humanoid robot is truly impressive. 🤖

24/7 warehouse/factory work possible with this method. When one goes to charge, the other goes to work.

No days off
No vacation
No sick leave
No healthcare benefits
No pension plan
No workplace drama

This is the beginning of the Industrial Revolution

$CCXI $AGLT @agilityrobotics

[SPACzilla @SPAC_zilla]

@fullbidlift Gotta be imminent

[SPACzilla @SPAC_zilla]

@wildrosol @Figure_robot @agilityrobotics Not following it

[SPACzilla @SPAC_zilla]

$CCXI

Incredible the gift we’ve been given.

@Figure_robot will eventually IPO at probably $100B or more. It’ll shoot up on day 1 and the VCs are laughing.

Meanwhile, you can buy @agilityrobotics for essentially the same price as their last funding round in 2025.

[Odd Diligence @OddDiligence]

$CCXI best SPAC deal ive seen in years, train has left the station it seems

[SPACzilla @SPAC_zilla]

@wildrosol @Figure_robot @agilityrobotics I’ve liked Agility for a long time.

When looking at how robots will replace a global workforce, they’re the best positioned for it.

[SPACzilla @SPAC_zilla]

@wildrosol @Figure_robot @agilityrobotics Oh I know I was just trying to be conservative.

[SPACzilla @SPAC_zilla]

@21mattsmith1998 @williamballards @Figure_robot @agilityrobotics

[SPACzilla @SPAC_zilla]

@williamballards @21mattsmith1998 @Figure_robot @agilityrobotics At $30 this is only $7.5B what a freaking joke.

The one time retail actually gets to get in at the bottom.

[SPACzilla @SPAC_zilla]

$CCXI

Oh baby, love the thread.

[Margiela Capital @MargielaCapital]

Agility Robotics / @agilityrobotics is going public via spac $CCXI:

Here’s a quick thread I put together