Read this if you track $CXW / $GEO. Best sourced walkthrough I've seen on the warehouse fail (0/11 operating) vs turnkey Plan B, Benchmark math, and what actually breaks the thesis. Risk section is honest.
$SIVE: "Intent to complete the [NASDAQ] listing process over the next few quarters"
This statement was largely missed by many screeners.
Very material improvement from evaluation, to formal confirmation of timelines.
Just a random thought, leading US humanoid players strangely me of the current LLM dynamics:
Agility ( $CCXI ) kinda feels like Anthropic for robotics.
With $AMZN and $NVDA heavily backing it, ingrained with $GOOGL Deepmind (like TPUs). And it starts off with enterprise commercialization.
Optimus is kinda off doing its own thing like xAI.
Supported by Tesla/Elon and his visionary roadmap as usual.
Figure is like ChatGPT
With Microsoft/OpenAI investing (kinda like Microsoft), then ended up kinda competing them by building their own VlA and setting them behind.
But ends up top 2 leaders anyway.
Boston Dynamics is Gemini
Kinda started the entire humanoids thing like transformers with backflip videos.
With R&D supported by $GOOGL but somehow let everyone else leapfrog them in commercialization.
And then there’s $NVDA just chilling, silently powering the entire humanoids ecosystem.