CCXI, the only public humanoid proxy, won't stay available near $12 a share for long after Agility Robotics unveiled Digit 5. The robot carries a 50 lb payload, about 40% more than Digit 4, runs 90 minutes on a 9-minute charge for 20+ productive hours a day, and is built to work safely alongside humans without cages. Agility has over $300M in multi-year customer orders and RoboFab capacity of up to 10,000 robots a year. x.com 

Unitree's 620% IPO debut gives humanoid robots their first public valuation benchmark, and Churchill Capital Corp XI, merging with Agility Robotics at a $2.5 billion pre-money valuation, offers the American equivalent at a fraction of it. Agility would be the only US-listed pure-play humanoid firm, with Digit deployed at Amazon, GXO, Toyota and Schaeffler and over $300 million in binding orders. Doubts remain: CCXI fell after the debut, and @amitisinvesting asks why Agility needs a hyped SPAC. … Show more

Churchill Capital Corp XI buyers are paying a 60%+ premium for Agility Robotics financials they have never seen. Agility disclosed no revenue, burned about $100M last year, and runs Digit at $10-12 an hour versus the $2-3 its model needs; its $300M order book is not revenue. At about $16, the SPAC implies about $5.4B versus the $2.5B deal. Agility's 65,000+ commercial hours, customers like Amazon and Foxconn-led PIPE are real, but most de-SPACs trade below $10. The coming S-4 decides it. x.com 

Agility Robotics is the first publicly traded pure-play humanoid robotics company, a connection most investors haven't made yet. Figure and 1X are private, and Tesla's Optimus is only one part of a much larger business. Agility's Digit robot is already deployed in warehouses, and the company is backed by Amazon, Nvidia, SoftBank Vision Fund 2 and Foxconn. x.com 

CCXI is one of the only pure-play robotics companies, and Unitree Robotics' Shanghai IPO next week, the hottest IPO around, will probably move key names in the space. Its deal to buy Agility should close soon. x.com  x.com  x.com 

Agility Robotics' SPAC merger with Churchill Capital Corp XI is not the retail-access win it is sold as, because the venture returns are already gone. Amazon, SoftBank and Foxconn aren't new backers; they are rolling existing equity under a 180-day lockup. The $200M minimum cash condition signals that sponsors expect heavy redemptions rather than offering a safeguard. Public investors get the leftover risk without the leftover upside. x.com  x.com 

Agility Robotics could go parabolic as the only US-listed humanoid pure play, valued at about $2.5B against an expected ~$40B opening for China's Unitree. Unitree's IPO was oversubscribed about 8,000 times, showing how badly retail wants humanoid exposure, and closing that valuation gap would be welcome. With the US-China rivalry, the US will not want to lose this race, which should bring capital into North American robotics. The SPAC merger carries higher risk and higher reward. x.com 

Churchill Capital Corp XI's $2.5B merger with Agility Robotics brings humanoids with deployed proof. Agility has 65,000+ operating hours across 9 live sites, its Digit moved over 100,000 totes at a GXO facility in the first commercial humanoid deployment, and it holds $300M+ in multi-year orders with 30+ customers in the pipeline. Holders roll 100% of equity, Foxconn leads a $200M PIPE at $10, and Nvidia works with it on safety. The $2.5B pre-money looks conservative versus private comps. x.com 

Agility Robotics, via the Churchill Capital XI merger, is too early to own: it seeks a $2.5B valuation on an estimated $30-35M of trailing revenue. It is a really cool company, but no sure thing. x.com 

Nvidia's robotics and autonomous-vehicle opportunities are not yet baked into its valuation. The stock looks super cheap here and ranks first among the Magnificent Seven for investment attractiveness. x.com  x.com