The analyst expresses a favorable stance on Agility Robotics as a long-term investment via its upcoming NASDAQ listing through CCXI, highlighting its operational robots and US-based supply chain.
Agility Robotics is the first US pure-play humanoid robotics company set to list on NASDAQ via CCXI, with operational robots at Amazon and plans for mass production, supported by major investors and a strong US supply chain.
Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production next year (they have a 10,000+ /year capacity). Investors include Foxconn, $NVDA, $AMZN, Softbank, and now Serenity. I've been personally waiting for humanoid exposure for awhile (Agility is set to be the first US pure-play listed one) to the point I was actually planning on investing in Unitree's IPO. But I'm glad now I personally have a compelling alternative now since I prefer to invest capital to build up Made in America supply chains (75% of their components are US-sourced from investor desks). There are risks assigned to SPACs such as listing delays, or cancellation. But excited to see what happens next with developments. I do hope this encourages other frontier companies to go public early on.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -2.2% | -2.1% |
| 1 week | -9.1% | -9.2% |
| 1 month | -19.8% | -19.1% |
| 3 months | — | — |
| 6 months | — | — |