Liwei’s prediction: The humanoids robot trade will start fading next week. Capital rotates back to the real story: AI infrastructure buildout. If you’re still chasing robot stocks… it might be time to get out. The theme is simply too early. And after seeing the latest humanoid robot from UBTECH, I honestly had nightmares. Maybe it’s better if this technology develops a little more slowly. 😂

I wonder if humanoids is going to spark a new bottleneck/industry for robot cosmetics. Like a skin bottleneck. Or Aespa KPOP robot makeover as a service. So if $TSLA Optimus makes tens of millions of humanoids: Who’s going to make them all look hot?

**At night beneath an ancient tree, multiple pale humanoids with hollow eyes and unnatural postures stand motionless before slowly moving through the darkness. The chilling footage captures their eerie presence with disturbing clarity. Are these unidentified forest entities, something supernatural, or a sophisticated visual hoax? The encounter has sent shockwaves through those brave enough to watch.** #ForestEntities# #NightMystery# #HumanoidSighting# #Cryptid# #ParanormalActivity# #AncientMysteries# #ViralTruth#

I'm bearish on humans. Hard to see people still having a job if humanoids come out at <$15K mass production. No insurance, no JP Morgan HR cannon scandals. And can do everything a person can, but better + 24/7.

"American companies need a fair playing field.” @evanbeard told @CNBC why the @FCC's ban on new Chinese robots—humanoids, quadrupeds, autonomous mobile robots—is a pivotal moment for U.S. robotics. The action is a forcing function for American manufacturers to build out our domestic robotics supply chain so U.S. industry is more competitive globally. We're ready. We already design nearly every major component ourselves, including our own actuators, and assemble every robot in-house. By 2027, we'll be metal in, robots out, manufacturing everything in America. Watch the full interview (at 37:40):

How is the US so far behind? Xinhua: China's output of humanoids are expected to hit 100,000+ this year. Even Morgan Stanley originally projected 14,000 for 2026... Really need Elon's $TSLA, $CCXI (Agility), Apptronik, and Figure to catchup. And for more US Gov. subsidies to pour into upstream supply chains + rare earths. Cause this disparity between US vs. China mass production is getting ridiculous... But it almost feels like the start of Russia/US Space race Sputnik Moment for robotics?

Touring FigureAI HQ was like walking into a glimpse of the future Few other places where you’ll see hundreds of humanoids walking around, collecting training data, being evaluated for model performance, doing household and logistics tasks Might just be normal 5 years from now

Will we have student drivers testing in 5 years? Yeah, most likely. Even with the scale of robotaxis, AI, humanoids, and self-driving vehicles, I still think there will be a lot of manually driven cars. Will babies born this year in 2026 need to learn to drive in 2041? I highly doubt it. There will still be manually driven cars, but also millions of robotaxis and millions of humanoids. For some people it won't make sense to own a car, especially one that doesn’t drive itself. Personal autonomy will be very abundant, and by then the script will have flipped from “I don’t trust self-driving cars” to “I only trust self-driving cars.” Our world is going to change so much in the next 5 years but change exponentially in the next 15.