Agility Robotics

Jonah Lupton

@JonahLupton

$OUST is still one of my favorite ways to get exposure to robotaxis and robots… two of the biggest emerging themes we’ll watch play out over the next 3-5 years. NFA. DYOR. *We are long $OUST and $CCXI (ie Agility Robotics) at @FirstWaveFund https://t.co/SxqToNzf2u

Serenity

@aleabitoreddit

Yep! Agility Robotics is currently my favorite humanoid/robotics position. They're set to be listed on NASDAQ via $CCXI as early as September (per Digitimes). Just for informational purposes: Their V4 humanoid robot is already operating in sites like Amazon. And have V5 slated for mass production next year (they have a 10,000+ /year capacity). Investors include Foxconn, $NVDA, $AMZN, Softbank, and now Serenity. I've been personally waiting for humanoid exposure for awhile (Agility is set to be the first US pure-play listed one) to the point I was actually planning on investing in Unitree's IPO. But I'm glad now I personally have a compelling alternative now since I prefer to invest capital to build up Made in America supply chains (75% of their components are US-sourced from investor desks). There are risks assigned to SPACs such as listing delays, or cancellation. But excited to see what happens next with developments. I do hope this encourages other frontier companies to go public early on.

Shay Boloor

@StockSavvyShay

$OUST is up nearly 20% as Agility Robotics prepares to go public through $CCXI giving the U.S. its first pure-play humanoid robotics company. Agility’s Digit robot uses its LiDAR giving Ouster direct exposure to one of the most commercial-ready humanoid robotics platforms. https://t.co/ujwsFKYqyY

Ren

@ren_stocks

Everyone is chasing the humanoid logos. I did what I did with AI Infra -- looked underneath the hood. The money is not in the robot. It is in the ~40 parts that repeat inside every body, the ones almost nobody can build. Here's the full list according to Goldman Sachs: 1. The brain // the intelligence: $NVDA Nvidia -- Jetson + GR00T. The obvious one, lowest humanoid alpha. $QCOM Qualcomm -- RB6, lower-power industrial. Also: Tesla, $GOOGL, $META, iFlytek (https://t.co/KU8j5ePbkQ), Huawei (private) 2. Sensors & perception // how it sees and feels: $OUST Ouster -- solid-state lidar pure-play. $CGNX Cognex -- machine-vision incumbent. $ALGM Allegro -- magnetic position sensors. The quiet winner, every joint needs them. $VPG Vishay Precision -- strain gauges, force sensing. $NOVT Novanta -- six-axis force-torque (ATI). Also: Orbbec (https://t.co/EmUgsWEgkb), RoboSense (https://t.co/LhyDNpQfLV), $HSAI Hesai, Sunny Optical (https://t.co/bGc3smstll) 3. Edge AI inference // decisions on-device: $AMBA Ambarella -- edge vision processors. $LSCC Lattice -- low-power FPGAs for sensor fusion. $CEVA Ceva -- DSP and inference IP. Pure licensing, pure obscurity. 4. Motors & motion // the muscles: $NJDCY Nidec -- world's largest motor maker. $AME Ametek -- precision instruments and motion. $RRX Regal Rexnord -- motors and drives at scale. $RBC RBC Bearings -- precision components. Also: Moons' Electric (https://t.co/SU7teQIXWZ), Zhaowei (https://t.co/SfgqzHgLXa), Leadshine (https://t.co/QVkDM2gVw8), Veichi (https://t.co/gmK0xmcWww) 5. Joints & precision motion // human-like movement -- THE POTENTIAL BOTTLENECK: 6324.T Harmonic Drive -- strain wave gears. Every Optimus joint uses one. 6481.T THK -- planetary roller screws and linear bearings. Tokyo-listed, off the radar. $ALNT Allient -- US-listed, integrated motion. https://t.co/PItDtJ8PBJ Schaeffler -- roller screws. Also: LeaderDrive (https://t.co/VL92TVG0Iw), Shuanghuan (https://t.co/8px4AQdQsO), Zhongda Leader (https://t.co/Znu2SoTgkf) 6. Dexterous hands // a humanoid in your palm: $INVN... none US-listed. China leads here. Zhaowei (https://t.co/SfgqzHgLXa) -- hand drive modules. Inovance (https://t.co/kN8VYE6iDX) -- servo and motion control. Also: PaXini (private, tactile) 7. Actuator assembly // putting it together: Sanhua (https://t.co/4zM5co71yk) -- assembly at auto-supply-chain cost. Tuopu (https://t.co/78h2i40K2N) -- built for cost and volume. 8. Power electronics // energy into controlled motion: $NVTS Navitas -- GaN, the asymmetric small-cap. $TXN Texas Instruments -- motor-control MCUs at scale. $STM STMicro -- broad motor-control portfolio. $ON onsemi -- power management and sensing. $MPWR Monolithic Power -- high-efficiency DC-DC. $IFNNY Infineon -- automotive-grade power. $RNECY Renesas -- automotive and industrial motor control. $WOLF Wolfspeed -- SiC pure-play, the distressed wildcard. 9. Energy & rare earth // the raw fuel: $MP MP Materials -- the REE pure-play everyone knows. $USAR USA Rare Earth -- magnet manufacturing, the new entrant. $LYSCF Lynas -- largest non-China producer. $UUUU Energy Fuels -- diversified REE and uranium. $ENS EnerSys -- industrial batteries. Also: CATL (https://t.co/havEzEZrGN). The magnet, not the cell, is the scarce part. The one maker I'd own: $CCXI Churchill Capital XI -- merging with Agility Robotics, trades as $AGLT on close. Only US-listed pure-play humanoid. Pre-deal SPAC, size it small. The one maker I own: $CCXI / $AGLT $CCXI Churchill Capital XI -- merging with Agility Robotics, trades as $AGLT on close. Only US-listed pure-play humanoid. Digit is real: 65k+ work hours, 300M+ in orders, backed by NVIDIA, Amazon, Foxconn. The winners may not be the robot makers. They may be the companies inside the robot. I made a deeper dive for free on my substack, go check it out: https://t.co/euNn12SDVp Now you know which floor to look at. ⚡

Digi

@digiii

Be @agilityrobotics (Agility Robotics): Core product: Digit - a bipedal humanoid robot designed for real-world industrial work (warehouses, manufacturing, logistics). - One of the most commercially deployed humanoids (pilots with Amazon, GXO, Mercedes, Mercado Libre, etc.) - Backward-bending knees for better balance and reach in human spaces - Payload ~35 lbs, works alongside people, recovers from falls - Planning to go public via SPAC at ~$2.5B valuation RoboFab manufacturing facility in the US for scaling - Thousands of hours of real-world operation Practical, deployable humanoids for labor-short industries today Agility Robotics total funding (as of mid-2026): - Equity raised to date: ~$390 million+ across multiple rounds (pre-SPAC). - SPAC Merger (announced June 2026): Deal values the company at $2.5 billion. Expected to bring in ~$620 million in gross proceeds:~$420M from the SPAC (Churchill Capital) ~$200M from institutional investors (including Foxconn-led group) This makes Agility one of the best-funded pure-play humanoid companies, using the capital to scale Digit production and fulfill large orders. - Jonathan Hurst (Co-founder & Chief Robot Officer) Oregon State University professor; pioneered the dynamic bipedal locomotion tech that became the foundation for Digit. - Damion Shelton (Co-founder & former CEO) Key early leader; helped commercialize the technology. - Mikhail Jones (Co-founder) Current CEO is Peggy Johnson (former Magic Leap CEO and Microsoft exec), who joined in 2024 to scale the company commercially.

ppdd

@usppdd

Ouster price target raised to $60 from $38 at Northland $OUST Northland analyst Tim Savageaux raised the firm’s price target on Ouster ($OUST) to $60 from $38 and keeps an Outperform rating on the shares, citing the emergence of large new markets for LIDAR sensors and software, including humanoid robotics. Agility Robotics, which announced plans in June to go public via SPAC at a $2.5B valuation, represents a potential customer for Ouster given the inclusion of two LIDAR sensors on each robot, the analyst tells investors. $OUST Source: TipRanks Credit: Menger

Peggy Johnson

CEO

Veteran technology executive and former CEO of Magic Leap and Microsoft business-development chief, now CEO of Agility Robotics.