Really enjoyed this breakdown—Unitree's cost edge and iteration speed are impressive. China's robotics playbook looks a lot like what they did with EVs and drones. Worth watching closely.
SemiAnalysis occasionally publishes non-semiconductor analysis, and I really enjoyed reading this one. I know almost nothing about robotics, but I found this kind of content really fascinating.
Nah, Jim Cramer is like the 4th Newton’s Law.
Inverse Cramer just written into the laws of the universe.
I’ve been bullish on $RDDT since $140.
But Cramer was telling everyone to buy Reddit the entire time since Feb.
So it’s been flat.
I have turned down multiple offers to be a pod bro at Shitadel, NoPoint72, & Millenial.
Like why would I give you 80% of the profits for my ideas ?