X 梭 梭哈.AI 1d ago · archived 3h ago 很难想象Serenity现在仍然多次公开看好一支股票 要知道现在serenity已经坐拥90万+的粉丝,影响力已经是另一个量级了,要公开看好一个还未爆发增长的小盘股需要多大的能量和信心呢? 而且她不跟你打谜语,就是看好机器人赛道,且看好其中的Agility Robotics $CCXI ,把看好的原因都告诉你了 Respect!白毛股神 @aleabitoreddit 🫡 +2 Serenity I just realized Boston Dynamics CEO shared the same sentiment: “Robotics is next. America’s next 250 years will be built by robots”. However, currently China accounts for 54%+ of all global robotics deployments. - calls for Internet scaleable database of physical world (kinda got reminded of Niantic that has a huge dataset from Pokemon Go) - dedicated National robotics strategy to compete against China’s leadership in this space - ISO + regulation for robotics safety This is all high level: But my prioritize thought process is how do we support and scale a Made in USA supply chain for robotics/humanoids? I’ve been hammering home rare earths for the longest time, that the US isn’t doing enough to subsidize or scale this industry. But another thing to take note is subsidies for components, forcing $TSLA and others to use Chinese suppliers over Western ones, even if assembly is done in USA… to keep costs down. Which is why I’ve liked Agility Robotics $CCXI since they source 75% of parts from the US, despite higher BOM to start out with. Regardless it’s pretty clear this Robotics is coming and becoming a national security priority: From the days of backflipping humanoid YT videos. 1.4K 125