Trader. Just my thoughts - not financial advice.
Joined June 2020
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General market weakness + arb sellers likely weighing on $CCXI near term. Thank you for the opportunity in the low $12's / high $11's to back up the truck.
$AGLT 37% intraday move to close green is hilarious if you’ve been reading the discourse on X recently.
RT @Upticken: The Chinese Love the red wave in relation to the AI race. ☠️💀☠️💀☠️📉📉📉📉 Don't think for one minute that "The Golden Goose of C…
SPAC Attack retweeted
The absolute carnage beneath the surface of this market
Drawdowns from All-Time Highs across some of the biggest former market/momentum leaders:
$OKLO -86%
$RGTI -80%
$AAOI -71%
$IREN -67%
$AXTI -63%
$AEHR -62%
$ALAB -48%
$NBIS -47%
$INTC -38%
$SNDK -47%
$MU -29%
$HOOD -37%
$SKHY -29%
$WDC -57%
$ASTS -70%
$RKLB -65%
$BE -45%
$GEV -31%
$CRDO -52%
$MXL -50%
$CIEN -49%
$ARM -53%
$ORCL -63%
$VIAV -48%
$GLXY -68%
$SOXL -72%
$KORU -83%
$WGMI -63%
Destruction across some of the hottest themes and strongest-performing names
Pretty darn relevant to ZincFive $SPKL I must say
Last thought:
The liquidated damages clauses of the contracts between neoclouds and their offtakers will be the final boss battle.
If you don’t have experience building highly available compute, you will have outages that stress your uptime commitments. If you can’t remedy them, your offtaker will be extremely punitive.
Terms that look good on paper now starts to shrivel under the LD terms of offtaker contracts.
You’re already starting to see a few of these blow up - you lose your IG wrapper, a big hyperscaler dumps you etc etc.
So anyone in the data center game needs to ultimately be excellent at management/uptime/maintenance. If you’re not, you may wilt when you inevitably have to manage some moment of downtime.
Yeah. I find X pretty miserable to be on when market is in the state it’s currently in.
Opportunities will come again. Will be mentally fresh and ready to capitalize.
SPAC Attack retweeted
$AGLT (Agility Robotics) has cleared SEC review for public listing through $CCXI
If you want an estimate timeline:
~Oct 13 (today): SEC S-4 declared effective
~Nov 2nd (shareholder vote): for merger approval
~November: Merger closing and ticker goes live for trading.
Company’s official statement was:
“The business combination remains subject to approval by Churchill XI shareholders and other customary closing conditions, and is expected to close in November 2026.”
So likely less than a month away for the first pure play US humanoid company to go live!
One step closer to Nasdaq: the SEC has declared effective our Form S-4 for the proposed business combination with Churchill Capital Corp XI (Nasdaq: CCXI).
Expected ticker: AGLT
Read the announcement: agilityrobotics.com/content/…
$CCXI vote date 11/2. Ticker change thereafter.
One step closer to Nasdaq: the SEC has declared effective our Form S-4 for the proposed business combination with Churchill Capital Corp XI (Nasdaq: CCXI).
Expected ticker: AGLT
Read the announcement: agilityrobotics.com/content/…
$XRPN casual 40% move today. Wonder if the warrants start moving towards intrinsic value closer to ticker change.
SPAC Attack retweeted
$CCXI: Agility’s CEO is on the board of BlackRock and sits across the table from Larry Fink yet people are debating the first US humanoid pure-play trading a buck above NAV.
Something’s gotta give eventually…
Did Serenity just market sell his $CCXI ?
Jokes aside.. love the violent shake out. Needed it imo
Very impressed with Agility CTO Jonathan Hurst.
With highly technical companies, you’re ultimately betting on a small group of exceptional people to solve problems others can’t. $CCXI
$CCXI
New additions to Agility’s analyst day:
• Foxconn strategic investment team
• Schaeffler representatives
• AUVSI leadership
businesswire.com/news/home/2…
$CCXI Agility CEO Peggy Johnson just joined Project Meridian alongside Elon Musk and Palmer Luckey, a U.S. defense initiative looking 10–20 years ahead.
Agility is explicitly highlighting humanoids for military logistics.
prnewswire.com/news-releases…
SPAC Attack retweeted
My favorite @JensenHuang roadshow meetings comment from this week:
Robotics "chatGPT moment" is very close, "within a year". 👀👀
Some of the greatest SPACs of all time:
$VRT - $251.5 → +2,415%
$RKLB - $70.6 → +606%
$ASTS - $58.4 → +484%
$SYM - $43.9 → +339%
$MP - $46.9 → +369%
$IONQ - $44.8 → +348%
$OKLO - $36.3 → +263%
$HIMS - $28.8 → +188%
$DKNG - $18.8 → +88%
$PL - $17.5 → +75%
$SOFI - $15.9 → +59%
$RGTI - $16.0 → +60%
$LUNR - $14.7 → +47%
One thing is for sure: Private capital is pricing the possibility that robotics foundation models become a major AI platform layer.
We now have private investors valuing:
~$10B FieldAI
~$11B Physical Intelligence
~$14B Skild
Scoop: robotics startup FieldAI has raised $700 million at a $10 billion valuation, according to a person familiar with the deal, more than quadrupling its valuation in just over a year.
The round brings FieldAI's valuation closer to its competitors, including Physical Intelligence, valued at roughly $11 billion, and Skild AI, valued at more than $14 billion.
🎁 link below
