$CCXI 0.61 Developing

Notable posts

• @amitisinvesting neutral 2558 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. government and critical infrastructure. The partnership combines Nvidia AI infrastructure and Nemotron models with Palantir’s platforms, allowing agencies to deploy models on proprietary data. Palantir CEO Alex Karp said: “Combining Palantir infrastructure with NVIDIA’s AI and Nemotron models will allow the U.S. government to unleash the full power of LLMs while removing the underlying security risks and rational concerns around proprietary insights migrating into the weights of closed models." 2. Rocket Lab $RKLB announced a definitive agreement to acquire Iridium $IRDM for $54/share in a cash-and-stock deal, implying an enterprise value of roughly $8B. This is a major move because it pushes Rocket Lab beyond space infrastructure and deeper into vertically integrated space communications with recurring, high-margin subscription revenue. Iridium adds a global satellite network, accelerates direct-to-device and space connectivity, and gives Rocket Lab the ability to design, build, launch, operate, and now monetize satellites through long-term communications services. 3. Robinhood $HOOD continues to show strong product momentum. Vlad Tenev, CEO, shared that Robinhood Banking has surpassed $3B in deposits and 200K customers, up from $1.6B and 110K at the end of March. Agentic trading has also seen 50K+ customers open accounts in its first few weeks, with millions of dollars traded daily across equities and options. Robinhood now has 50K+ funded custodial accounts just three months after launch, while 855K+ customers received allocation in the SpaceX IPO through IPO Access. 4. Hedge funds sold the most U.S. information technology equities in the week ending June 25 since Goldman’s data began in 2016, even more than during the August 2024 Nasdaq correction. Overall, hedge funds sold the most U.S. equities since the April 2025 “Liberation Day” selloff. Magnificent 7 exposure has also fallen to 14.5% of total U.S. hedge fund exposure, near a 3-year low, after dropping 7 percentage points since the start of 2026, the biggest six-month decline since the 2022 bear market. 5. Agility Robotics is going public via Churchill Capital Corp XI $CCXI in a deal valuing the humanoid robotics company at $2.5B pre-money. The transaction is expected to raise $620M+, including a $200M PIPE led by Foxconn, with the combined company set to trade as $AGLT. Agility says it has $300M+ in multi-year orders for its Digit v5 robot, with backers including Nvidia, Amazon, SoftBank, and Foxconn. 6. Google $GOOGL has reportedly capped Meta’s $META use of Gemini AI models due to computing capacity constraints, per Financial Times. The limits have affected some of Meta’s internal projects, with staff told to use AI tokens more efficiently. Meta had been using Gemini to automate safety workflows, but is now leaning more on its own Muse Spark model to reduce reliance on external AI models. 7. Micron $MU is now a top 10 holding in the S&P 500 with a 1.9% weighting, reflecting just how important memory has become in the AI trade. Meanwhile, Nvidia $NVDA has fallen from closer to 8.5% of the index to 6.99%, while Apple $AAPL has dropped from around 7.5% to 6.18%. 8. Anthropic reportedly renegotiated part of its Amazon deal, shifting Claude pricing from compute hours to token-based usage starting next year, per The Information. The change could raise $AMZN’s costs for using Claude across products like Alexa for Shopping, Kiro, and Quick. Amazon is now reportedly evaluating OpenAI and its own Nova models to reduce reliance on Anthropic. 9. The top 10 most active options today by contracts traded were $TSLA with 3.8M contracts, $NVDA with 2.9M contracts, $AMZN with 1.4M contracts, $AAPL with 1.1M contracts, $MSFT with 931K contracts, $MU with 767K contracts, $SPCX with 617K contracts, $INTC with 598K contracts, $MSTR with 533K contracts, and $GOOGL with 489K contracts. 10. ByteDance is targeting early next year to finalize the design of its next-gen in-house CPU for AI infrastructure, per SCMP. Mass production and broader deployment are expected in H2 2027, as ByteDance looks to support AI workloads across Doubao, Seedance, and other internal platforms. Qualcomm $QCOM is reportedly helping with development and foundry capacity. 11. South Korea unveiled a massive $576B+ AI and chip investment push, with Samsung and SK Hynix expected to invest around $518B. Suppliers will build two new chip fab sites each in southwest Korea, while the broader plan includes a $52.7B chip packaging cluster and a goal to double DRAM output within five years. 12. U.S. online spending across all retailers hit $26.4B during Amazon $AMZN Prime Day, topping Adobe’s $26.3B estimate. Spending rose 9.3% YoY, while BNPL accounted for 6.6% of orders. However, Numerator said average household spending on Amazon fell 8.3% to $143. WALL STREET IS THE GREATEST SHOW ON EARTH.

  view on X →
• @StockSavvyShay neutral 1743 eng

  10 WAYS TO PLAY ROBOTICS IN 2026 1. $TER tests AI chips & owns the cobots through Universal Robots 2. $NOVT precision photonics & motion inside surgical & industrial robots 3. $OUST eyes & perception for physical AI machines that need to see & map physical world 4. $HIMX provides vision & display chips that help robots process images, depth & sensor inputs at edge 5. $AMBQ low power edge AI layer for robots & devices that need intelligence without burning massive amounts of energy 6. $ON becomes physical AI edge stack after acquiring $SYNA combining power, sensing, connectivity & edge AI for robotics 7. $SYM warehouse automation pure play using robotics & software to redesign how goods move through fulfillment centers 8. $VPG sits in force sensing & precision measurement layer that helps robots understand pressure, weight & real world movement 9. $TSLA humanoid platform bet with Optimus combining custom hardware, AI inference, autonomy software & real world manufacturing scale 10. $CCXI gives public market exposure to Agility Robotics which is one of clearest pure play humanoid robotics companies through its Digit warehouse robot

  view on X →
• @StockSavvyShay neutral 1066 eng

  WHO GETS PAID TO BUILD A HUMANOID ROBOT Who builds the robots | $TSLA, $XPEV, $MBLY, $CCXI These are companies designing & assembling finished robot that ultimately gets deployed into factories, warehouses & eventually consumer environments. Who gives the robot intelligence & compute | $NVDA $GOOGL $META $INTC $QCOM These are companies building AI models, software & silicon that allow humanoids to understand instructions, reason through tasks, process their surroundings & control movement in real time. Who lets the robot grip & feel | $NOVT, $VPG These are companies building dexterous hands, force sensors & tactile systems that allow humanoids to grasp objects, control pressure & perform really precise physical tasks Who lets the robot see | $OUST, $INVZ, $AEVA These are companies supplying cameras, LiDAR & 3D sensing systems that allow humanoids to recognize objects, measure distance, navigate environments & understand whats happening around them

  view on X →
• @StockSavvyShay bullish 841 eng

  $OUST is up nearly 20% as Agility Robotics prepares to go public through $CCXI giving the U.S. its first pure-play humanoid robotics company. Agility’s Digit robot uses its LiDAR giving Ouster direct exposure to one of the most commercial-ready humanoid robotics platforms. https://t.co/ujwsFKYqyY

  view on X →
• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

  view on X →
• @StockSavvyShay neutral 460 eng

  Agility Robotics is going public via $CCXI at a $2.5B valuation and will trade under $AGLT. The Digit humanoid robot maker is backed by $NVDA, $AMZN, SoftBank and Foxconn with Nvidia selecting Agility as the launch partner for its Halos physical AI safety system. https://t.co/4czPQKCIDu

  view on X →
• @StockSavvyShay bullish 432 eng

  $CCXI Agility Robotics just unveiled Digit 5 which can lift 50 lbs and recharge in just 9 minutes for more than 20 hours of potential daily operation. $NVDA powers the safety stack while Agility already has more than $300M in orders ahead of early access in H1 2027. https://t.co/wDYIT7Xlqz

  view on X →
• @stocktalkweekly neutral 212 eng

  Agility Robotics, the humanoid robotics startup, has agreed to go public through a SPAC merger with $CCXI Churchill Capital Corp XI, valuing the company at $2.5 billion pre-money, with an expected $620M in gross proceeds, and a $200M PIPE led by Foxconn https://t.co/LuemFaqp9X

  view on X →