While the AI trade is still alive, many of the known names have already skyrocketed to infinity. The next massive bull run will be in Physical AI, as the lord commander has been hinting at us "The next frontier of AI is physical AI. AI is now beginning to understand the laws of physics. - Jensen Huang, NVDIA CEO
While there are many applications of Physical AI, such as the Tesla's Robotaxi, it is clear that the most profitable one will be through humanoid robotic companies that are able to replicate human labour at a fraction of the price.
While there are multiple humanoid robotics companies, there is only one who is currently publicly trading in the stock market; AGILITY ROBOTICS under it's SPAC shell Churchill Capital Corp XI ($CCXI).
Highlights about AGILITY ROBOTICS
Digit 5, designed to work at logistic centers and distribution companies
Here are the facts about the company:
- Deployments with GXO, Amazon, Schaeffler, Toyota and Mercado Libre.
•Built on over 65,000 hours of operation and commercial deployments
- 100,000 totes handled at GXO with 98% on-task accuracy
- $300M+ in multi-year Digit 5 orders
- Pipeline spanning 30+ potential customers
Furthermore, and this is a key component to potential success of Agility, their new model succeeding the Digit 4 is designed under an "Architecture for Cooperatively Safe Operation", meaning that Digit 5 will be able to work in close proximity to people.
This is HUGE, as safety to work alongside humans is the biggest issue surrounding humanoid robots.
Here is a full article in case you want to read it. https://www.agilityrobotics.com/content/agility-unveils-digit-5-humanoid-robot-built-for-cooperatively-safe-work-at-scale
Valuation gap
FigureAI, which is considered to be the leading humanoid robotic company in the US, is valued at $39B in the private markets. If they decided to go public they could easily target a $100B valuation. In comparison, Agility is being valued at $2.5B. If you do your own independent research, you will realize this valuation gap makes absolutely no sense.
MY OPINION
I believe that if investors start to realize that humanoid robotics are already becoming a reality and decide to invest, the ONLY current play in the stock market is Agility. I believe that the scarcity factor alone can triple the stock price based solely on the fact that they are the only company investors can buy.
Positions: 3000 shares and some Nov calls