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Serenity
@aleabitoreddit
Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.
加入 July 2025
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Unitree, China's humanoid leader, is set to IPO this month at a $9B valuation! (~$6.2B originally per March filing). Derivative markets are pricing open at an implied $36.04B MC, roughly ~4X listing price. $CCXI / Agility Robotics, the first US publicly listed pure play humanoid leader, is also going public later in Q4, at a ~$2.5B pre-money valuation. It will be interesting to see how markets price in America vs. Chinese Humanoid leaders.
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