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Agility Robotics is literally the #1 humanoid player in the US in terms of commercialization today imo. Personal Rankings: 1. Agility Robotics via $CCXI 2. $TSLA Optimus ($1T+ company) 3. Figure at $39B from 2025, likely higher now. With Tesla likely taking the lead a year from now. So at $16, you have a ~$4B MC pre-money humanoid player. Which is already inside $AMZN and $MELI (ideal use cases to start out, before step-functioning to general-use), with $AMZN, $NVDA, Softbank, Foxconn, and others as investors. NFA, but at those valuations... there's direct exposure for the first ever humanoid player today, that's likely further ahead than Figure for commercialization. No hard feelings about Robostrategy, but it's over 4x+ NAV: Which would value Figure at $156B... While there's the #1 commercialized humanoid player with Agility at $4B today. So my personal preference is $CCXI.
aleabitoreddit ↗