The era of humanoid robots is about to begin, and the US needs to control its own destiny, @tomwblack says (via @opinion) https://t.co/1R0AKOkvVr ...

RT Anthony Pompliano 🌪 (@APompliano)Chris Camillo (@chriscamillo) is making a MASSIVE bet on humanoid robots.He believes this is the single biggest investment opportunity of the next decade.I sat down with Chris to discuss his thesis. Enjoy! https://t.co/jyTfYs5Xj0 ...

Chris Camillo (@chriscamillo) is making a MASSIVE bet on humanoid robots.He believes this is the single biggest investment opportunity of the next decade.I sat down with Chris to discuss his thesis. Enjoy! https://t.co/jyTfYs5Xj0 ...

While more affordable than other prominent humanoid robots, the Unitree G1 leaks telemetry data, uses static encryption, and can launch attacks, researchers found. https://t.co/Ncdj5GzaEA ...

Core Insights - Elon Musk's recent purchase of approximately $1 billion in Tesla shares indicates strong confidence in the company's future prospects, particularly in light of a significant pay proposal from the board that could be valued at over $1 trillion if performance milestones are met [1][2][4] Group 1: Stock Performance - Tesla shares experienced a notable increase of up to 7.3% in premarket trading following Musk's stock purchase, potentially marking a return to positive territory for 2025 after a 45% decline earlier in the year [2][4] - The stock's recovery is significant as it comes after a challenging first half of the year, where vehicle deliveries fell by 13% globally [4] Group 2: Musk's Investment History - Musk's last open-market purchase of Tesla stock occurred in February 2020, and he sold over $20 billion worth of shares in 2022 during his acquisition of Twitter [3][5] Group 3: Future Outlook - Despite Musk's optimistic statements regarding Tesla's ventures into robotaxis and humanoid robots, he has also warned of potential challenges ahead, suggesting that the company may face "a few rough quarters" as the U.S. phases out electric vehicle purchase incentives [4]

When you're hearing the master plan part 4, are you seeing that Optimus could really be 80% of revenue. >> Well, Optimus is about, you know, creating like humanoid robots that could take billions of jobs uh on the planet. So as long as you remain vague on timeline and what the scenario looks like, yes, it's very easy to imagine that um Tesla would be first like expanded in terms of valuation with like a successful robot taxi operation and then of course like uh a fleet of like hundreds of millions of human ...

When you're hearing the masterplan part for a using Optimus could really be 80% of revenue. Well, optimistic about, you know, creating like humanoid robots that could take billions of jobs on the planet. So as long as you remain vague on timeline and what the scenario looks like, yes, it's very easy to imagine that, you know, Tesla would be first like expanded in terms of valuation with like a successful robotaxi operation and then, of course, like a fleet of like hundreds of millions of humans in robots wo ...

You've been also tracking. Tracking, no pun intended there. They were on the track yesterday on the weekend humanoid robots, right.Yeah. And didn't unity come out. Came out victorious in the 1500 meter race.Yeah. And they did it in like under 7 minutes. I mean, it's really crazy amount of time.Unity, of course, is seen as sort of the the leader in the humanoid robot space in China was a leader in it. This was a game that I mean, you're seeing this this this vision here. You can see it kind of go through dif ...

Financial Data and Key Metrics Changes - Second quarter revenue was $75.2 million, representing a 4.8% growth from the first quarter [4] - Adjusted gross margin improved to 41%, up from 38.3% in the first quarter, driven by higher volume and favorable product mix [15] - Adjusted operating margin increased to 4.8%, up from 1.1% in the previous quarter [15] - Adjusted net earnings for the second quarter were $2.3 million or $0.17 per diluted share, compared to $468,000 or $0.04 per diluted share in the first quarter [16] - Adjusted EBITDA was $7.9 million or 10.5% of revenue, compared to $5.1 million or 7.2% of revenue in the first quarter [16] - Cash position at the end of the second quarter was $90.3 million, an increase of $6.4 million from the first quarter [17] Business Line Data and Key Metrics Changes - **Sensors Segment**: Revenue decreased by 1.8% sequentially, with bookings rising 3.7% sequentially, resulting in a book to bill of 1.12 [7] - **Weighing Solutions Segment**: Sales increased by 11.3% from the first quarter, driven by higher sales in transportation and industrial weighing markets [9] - **Measurement Systems Segment**: Revenue increased by 5.1% sequentially, with orders increasing by 18.1% sequentially, resulting in a book to bill of 1.2 [10] Market Data and Key Metrics Changes - Consolidated orders grew 7.5% sequentially, marking the third consecutive quarter of sequential growth [5] - The transportation market showed variability, with high orders in the first quarter not repeating in the second quarter [30] - The global steel market remains soft, influenced by slow automotive production and high tariffs [35] Company Strategy and Development Direction - The company aims to secure $30 million in orders for 2025 through business development initiatives, having generated $17 million in the first half of the year [12] - Cost reduction initiatives are expected to save approximately $5 million for the full year, with $2.8 million captured in the first six months [37] - The company is pursuing high-quality acquisitions to build scale and expand cash flow [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in responding to tariff changes due to a well-distributed manufacturing footprint and strong customer relationships [6] - The company anticipates modest global economic improvement despite ongoing macro uncertainties [14] - Future revenue is expected to range from $73 million to $81 million at constant exchange rates [17] Other Important Information - The company completed the sale of a building, generating approximately $11 million in net proceeds, which will reduce annual interest expense by about $700,000 [17] - The humanoid robot market is still developing, with initial deployments expected in 2026 [8] Q&A Session Summary Question: Expectations for humanoid robot revenue and production - Management indicated they received a $1.5 million order and are optimistic about future orders, but the timing depends on customer schedules [21][23] Question: Scalability of business and margin improvements - Management expects for every incremental dollar of revenue, approximately $0.30 to $0.40 will drop to the pretax level, with improved cost positions anticipated due to past initiatives [27] Question: Variability in transportation market - Management clarified that the transportation market's variability is due to high orders in Q1 not repeating in Q2, not a slowdown in demand [30][31] Question: Steel market order bookings - Management noted that the global steel market remains soft, influenced by slow automotive production and high tariffs, with future tailwinds expected [35][36] Question: Cost savings program timeline - The $5 million cost savings program is expected to be completed by Q4, with $2.8 million captured in the first half of the year [37]

Company Focus - OpenMind aims to become the Android operating system for humanoid robots [1]