The analyst is long on Agility through CCXI, targeting commercialization with Amazon and others, expressing a bullish stance on American robotics.
Belief in an inflection point for American humanoid robotics programs technologically and in mass production, with players like 1X and TSLA, supporting a long position in CCXI.
"China is shipping ~90% of the world's humanoid robots. We cannot keep taking them lightly." Elon's comment: "For now" Meanwhile, 1X today posts a video of the most advanced humanoid hand. Looks like the inflection point for American humanoid programs is here? Both technologically with players like 1X and with mass production with $TSLA? I'm am personally long on Agility through $CCXI targeting commercialization with Amazon and others. But I'm proud to see American robotics as a whole go brrrr.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -4.2% | -4.6% |
| 1 week | -10.0% | -9.8% |
| 1 month | — | — |
| 3 months | — | — |
| 6 months | — | — |