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Serenity
@aleabitoreddit
Only on X, don’t trust fake accs AI/Semi Supply Chains Research Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
加入 July 2025
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$XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations. This is following’s Unitree IPO, which now has a ~$35-$36B MC. Then there’s $NVDA / $AMZN backed Agility… at a $2.5B premoney valuation. Which I’d argue is actually further ahead in commercialization than Xpeng. Regardless, humanoids + physical AI sector funding is really taking off.
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