@vincent_wong_ The Boston Dynamics sale still stings when you watch those China clips. Serenity did mention it on his Telegram channel ,he’s been unpacking the competitive shifts and potential market implications pretty sharply. Curious what you think of the next wave.
After watching clips of China's humanoid Olympics...
I think we're cooked chat.
Still can't believe $GOOGL sold Boston Dynamics, don't think we have another humanoid that can backflip.
It's been fun to read these US Gov fact sheets (few a week) recently.
Earlier this week was "Golden Age of Space Transportation", with $SPCX hard carrying the launch sector like Faker.
And $RKLB + other rocket companies as beneficiaries of the 1K launch/reentry goal by 2030.
This month we also had:
- Drone component tariffs
- American Mining / Critical Mineral deals
- Polysilicon supply chains tariffs
and a lot more... So helpful to see what sectors US policy is focusing on.
@aleabitoreddit markets can still be rough on holders in the short term.
Serenity did mention it on his Telegram channel, while breaking down how major ecosystem wins like this can take time to fully reflect in the share price.
Hoping the catalysts start showing up more clearly soon