$CCXI

How his view evolved

Every substantive take he's posted on $CCXI, newest first — each labelled with the stance he expressed at the time.

1. Jun 28, 2026Bullishconviction 4/4

   I'm actually excited for the United States gets its first pure play Humanoid public company! At a personally compelling valuation like Unitree's $6.5B (they're IPOing at $2.5B) That I personally invested in Agility Robotics. Couple days ago when they first announced it. $CCXI is the current name -> ticker change $AGLT on IPO It's IPOing ~September per news sources, so around 3M from now, so a lot of waiting time, but less so than $WLAC / $BRUN. As a TLDR rundown of what I've found so far + my thoughts: It's a very commercializable humanoid (eg. warehouses, delivery, etc), compared to others like Figure (~$49B) that are general purpose. And I personally heavily favor application-specific ones for workforce automation, that can step-function into becoming general purpose. IPO valuation is ~$2.5B, but since it's trading as a holding company now and is up a decent amount, it's roughly ~$4.4B pro forma last I checked. In terms of dilution, there's a 180 day lockup period, which is a very green flag for SPAC structures. In terms of fundamentals: - "Agility also says it has $300M+ of multi-year Digit v5 orders and a pipeline of 30+ customers" - "65,000+ operating hours" - GXO, Schaeffler, Toyota Motor Manufacturing Canada, and Mercado Libre as external customers, with Amazon and others testing it So it's definitely not vaporware/promises, and is actually commercializable. Their investor list includes: $NVDA, Foxconn, $AMZN, Softbank + others. As for warnings: current BOM is ~$125k+ since they claim 75% of components are sourced from US, but they're trying to get that down to $50K. So there is US scarcity, compared to Optimus where large part of BOM is China suppliers. There's also a chance the SPAC gets canceled + filings get delayed past Nov. That being said I'm just sharing the IPO news and personal thoughts. Probably going to do more research this weekend, but I'm very excited. It kinda feels like ChatGPT when it first got announced (infancy), but the technology scaled up really fast over 2-3 years.

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