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in postSHORT
“man is one step away from humanoid kind”
@semianalysis_
Unitree tripling revenue with 67% margins while Tesla misses every Optimus target; Chinese humanoid dominance threatens Tesla's robot narrative
TSLASHORT@ $376.14
$313.64+16.62%
since call Jun 25
peak +20.5%
in postLONG
“man is one step away from humanoid kind”
@semianalysis_
Humanoid robots scaling fast; Unitree G1 runs NVIDIA Jetson Orin, making NVDA the embedded compute pick for the physical AI boom
NVDALONG@ $193.18
$199.32+3.18%
since call Jun 25
peak +9.3%
TIMESTAMPS
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