← SemiAnalysisTrade on Hyperliquid →Trade on Hyperliquid →
in postSHORT
“Unitree is tripling revenues YoY on 60% gross margin product lines, planning almost $300M of AI R&D spend, increasingly in-housing portions of manufacturing, al”
@semianalysis_
Unitree crosses humanoid deployment threshold with 67% margins and <$9K BoM; Tesla Optimus has missed every production target since 2021, making TSLA's robotics premium unjustifiable
TSLASHORT@ $371.99
$313.87+15.62%
since call Jun 24
peak +20.8%
in postLONG
“Boston Dynamics helped pioneer humanoids, quadrupeds, and robust locomotion.”
@semianalysis_
Hyundai owns 80% of Boston Dynamics, whose electric Atlas is now entering commercial deployment, making it the only listed vehicle for Western humanoid robotics exposure as the sector goes live
HYUNDAILONGIDEA · NOT YET PRICED
in postLONG
“Leading edge logic - generally the brain of advanced robots.”
@semianalysis_
Humanoid robots use Nvidia leading-edge logic as their AI brain; as global humanoid volumes scale toward 100K+ units, Nvidia wins the compute stack regardless of which robot maker dominates
NVDALONG@ $200.95
$199.00-0.97%
since call Jun 24
peak +6.8%
TIMESTAMPS
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