nathan

“The pursuit of greater profits cannot justify choices that systematically sacrifice jobs, because the human person is an end, not a means, and the economic order must remain subordinate to human dignity and the common good.” - Pope Leo XIV

there are a few interesting bits but basically jobs lost due to tech disruption do not come back, long lasting effects on ppl (incl lower marriage, lower wealth acc)

🎥 WATCH: A Jewish couple at a hotel in California was greeted with “baby killer” by an employee at the reception desk. Open antisemitism is no longer being hidden. It’s happening publicly, casually, and without shame.

$ONCO looking at this. seems like they diluted on the RS news. Now they run it back up and can RS with major dilution maybe out of the way. interesting if they did.

When humans engage in such repetitive, monotonous work, they easily slip into an automatic, looping rhythm. Yet, they remain free to look around, spontaneously initiate new task threads, and engage in non-verbal exchanges with their colleagues. A humanoid robot, in contrast, simply keeps its head down--focused intently on grasping, flipping, flattening, and shifting objects--leveraging its superhuman physique to match human levels of efficiency.

Every major tech company on Earth is now building a humanoid... pay attention. $BOT is already up almost 2X from my post 2 days ago. Follow the right traders on X and start preparing. Let me explain in more detail... $TSLA has Optimus. Figure raised at $40B recently. Apptronik is shipping Apollo. 1X has Neo. Unitree is selling them on the internet for $16K. China has Unitree, Xpeng, Xiaomi, BYD all in the race. This is no longer a "maybe one day" technology. It's a "who ships first and at what cost" race. The math is what makes it nuts though... Goldman thinks the humanoid market hits $38B by 2035. Morgan Stanley says 1 billion humanoids by 2050. Tesla says they could ship a million Optimus units a year by 2030. Pick whichever number you want and the trade is still massive. But here is the part that makes this different from every other "next big thing" theme... Humanoids actually solve a real problem the world is screaming about. We don't have enough workers. The US has 8 million open jobs. Japan is short 6 million workers by 2030. China's working age population peaked 10 years ago and is falling fast. Warehouses, factories, elder care, fast food, logistics, all of it needs labor that does not exist. Humanoids walk straight into that gap. And the second order trade is where the real money lives... Just like NVDA created the AI trade and the suppliers compounded faster than NVDA itself... Tesla and Figure are creating the humanoid trade and the suppliers are about to do the same thing. Lidar. Vision chips. Precision motors. Actuators. Edge AI silicon. Batteries. Start looking into these tickers, many of which we've already been talking about for months... $AEVA $ALNT $AMBA $AMBQ $ARBE $ATOM $AUR $CGNX $HG $INDI $ISRG $KITT $KLIC $LSCC $MBLY $MRAM $NEO $NOVT $OUST $RR $SERV $SYM $VPG $XPEV $ZBRA Every humanoid is basically a walking shopping list. Most of these supplier names are small cap, ignored, and trading at AI 2022 valuations. Not AI 2026 valuations. The repricing window is wide open. And the people positioned in the suppliers now are going to look like geniuses 18 months from now IMO. Will of course keep updating... Stay tuned.

All right chat. I need some more ideas on the early $RKLB equivalent for humanoid exposure. 10x+ potential returns only in the next 2 years and more pure play exposure than $TSLA. What’s your best ideas?