Robotics
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X @BNB Chain
BNB Chain· 2025-12-08 15:00
Robotics on BNB Chain is gaining momentum with builders like @EurexaLabs showing what’s possible on this frontier 🤖Note: This post is for informational purposes only and not financial advice. DYOR.https://t.co/cTdES8jlrZEurexaLabs (@EurexaLabs):We're pushing the boundaries of Robot Logistics!Our latest task is designed to generate a high-quality dataset for humanoid robots handling items.We've structured the challenge into 3 distinct levels to significantly enhance data quality.We invite more users to explo ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-08 09:20
RT Tesla Owners Silicon Valley (@teslaownersSV)Optimus walks like us.Optimus works like us.Optimus dances like us.Optimus even does kung fu.And now?Optimus can run. 🦾🔥https://t.co/MEnYLbfDCm ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-08 03:56
Robotics Capabilities - Optimus exhibits human-like walking capabilities [1] - Optimus demonstrates human-like working capabilities [1] - Optimus showcases human-like dancing capabilities [1] - Optimus is capable of performing Kung Fu [1] - Optimus has achieved the ability to run [1]
My Surprising Top "Magnificent Seven" Stock Pick for 2026
Yahoo Finance· 2025-12-07 21:44
Core Viewpoint - The "Magnificent Seven" stocks, including Alphabet and Amazon, have shown strong performance in 2025, with Alphabet leading the group. Amazon is expected to emerge as a strong performer in 2026 despite its recent underperformance [2][3][4]. Group 1: Performance Overview - The "Magnificent Seven" stocks have achieved a cumulative increase of 25% as of December 3, 2025 [2]. - Alphabet has outperformed its peers with a year-to-date performance of 67.4%, followed by Nvidia at 35.2%, and Microsoft at 17.1% [3]. Group 2: Amazon's Position and Future Potential - Amazon has lagged among the "Magnificent Seven," with less than a 50% increase over the past five years, but is expected to break out in 2026 [4]. - The company has been enhancing its e-commerce and cloud computing operations, which may lead to improved performance [4][7]. Group 3: Innovations and Operational Efficiencies - Amazon has built the largest fulfillment and logistics network globally, utilizing robots and AI to enhance operational efficiency [5][6]. - The company deploys over 1 million robots in its fulfillment centers, including advanced robots like Vulcan, which can handle a variety of items and detect damaged products [6]. - AI is being used to optimize delivery routes and improve warehouse operations, contributing to faster delivery times and reduced costs [7][8].
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-07 15:55
AI software is now writing more software.Humanoid robots are going to eventually manufacture and assemble more humanoid robots.This idea of exponential productivity is something we have never really seen in our lifetime.The impact will be much larger than we all expect. ...
This Top Chip Stock Could Also Be the Best Way to Play a New Trump Robotics Rally
Yahoo Finance· 2025-12-07 14:00
Industry Overview - The U.S. government is shifting focus from artificial intelligence (AI) to robotics, with discussions led by Commerce Secretary Howard Lutnick and major robotics founders [1] - Various agencies, including the Department of Transportation, are forming working groups and drafting policies to accelerate robotics development, responding to competition from China [2] Company Spotlight: Advanced Micro Devices (AMD) - AMD is positioned as a key player in the robotics sector, providing chips that are essential for next-generation robots and AI applications [3] - The company has a market capitalization of $351.6 billion and has been influential in high-performance computing since its founding in 1969 [4] Stock Performance - AMD's stock has surged nearly 81% year-to-date, significantly outperforming the Semiconductor Ishares ETF, which rose 44.3% [5] - The stock reached a peak of $267.08 in October before experiencing a correction of about 18%, but it has still shown an impressive 89% increase over the past six months [5] Technical Analysis - Current technical indicators suggest that AMD's stock is in a cooling phase, with the 14-day RSI slightly above 47, indicating a neutral momentum [6] - The MACD shows a softening trend, with the MACD line falling below the signal line, suggesting a decrease in short-term momentum while the overall uptrend remains intact [6]
Hidden Details in Unitree's Latest WILD Humanoid Robot Demos
CNET· 2025-12-07 13:01
Robot Development & Capabilities - Unitree's H2 (5'11in) demonstrates greater power compared to the G1 (4'4in) while performing similar tasks [1] - Unitree's demos reveal advancements in agility, balance, and robustness, including fights, flips, kicks, and fall recoveries [3] - Unitree is developing new hands for its robots, unlocking new capabilities [3][4] - Unitree is showcasing a tea operation system (embodied avatar) for controlling humanoid robots by mirroring human movements [8][9] - Unitree's G1 model is shown performing at-home tasks, similar to demos by American robotics companies like Figure and 1X [15] Market Positioning & Competition - Unitree has established itself as a leading robotics company in China and globally, comparable to Boston Dynamics in the US [5] - Unitree focuses on affordability and accessibility, offering both high-end robots (costing over $100,000) and stripped-down, remote-controlled versions [6] - Unitree's strategy of offering more affordable robots aims to build recognition, familiarity, and trust [7] - The robotics industry is actively developing teleoperation methods, with Unitree showcasing a full-body motion capture system [12] - Some companies are training robots to fight other humanoids, indicating a competitive landscape [17]
Tesla, Inc. (TSLA): A Bull Case Theory
Yahoo Finance· 2025-12-05 21:20
Core Thesis - Tesla, Inc. is increasingly focusing on AI-driven autonomy and robotics, with its Full Self-Driving (FSD) technology playing a crucial role in the development of the Optimus humanoid robot platform, which Elon Musk considers a significant product opportunity [2][4] Group 1: AI and Robotics Development - The Master Plan Part 4, unveiled in September 2025, emphasizes Tesla's shift towards AI and robotics, with projections indicating that robots could account for approximately 80% of the company's long-term value [2] - A recent order from Sanhua for linear actuators worth $685 million suggests production capacity for around 180,000 robots [2] Group 2: Production Goals and Market Potential - Tesla aims to scale robot output to several thousand units in 2025, 50,000–100,000 in 2026, and between 500,000 and 1,000,000 annually by the end of the decade, with expected unit costs ranging from $20,000 to $30,000 [3] - The global humanoid robot market is projected to reach $218 billion by 2030, indicating significant market potential for Tesla's Optimus robots [3] Group 3: Long-term Vision and Financial Implications - Tesla envisions becoming a $25 trillion company by 2050, with energy and labor costs approaching minimal marginal costs, highlighting an ambitious long-term vision [4] - Establishing a repeatable and cost-effective robot supply chain could diversify Tesla's income beyond vehicles, unlocking a high-margin AI-driven business with durable cash flow generation [4] Group 4: Historical Context and Stock Performance - A previous bullish thesis from April 2025 highlighted Tesla's long-term ambitions in autonomy, AI, robotics, energy, and data, despite facing near-term delivery and margin challenges [5] - Since the previous coverage, Tesla's stock price has appreciated approximately 84.37%, reinforcing the bullish outlook on the company's foundational vision in AI and robotics [5]