Odd Diligence on X
@BearBullDebate ironically nvda just put out a PR the second you pushed this with Agility in it $ccxi
NASDAQ
Churchill Capital Corp XI
CCXI
19 stories
$571M Market cap · 2026-10-26
Serenity on X
$AGLT (Agility Robotics) has cleared SEC review for public listing through $CCXI If you want an estimate timeline: ~Oct 13 (today): SEC S-4 declared effective ~Nov 2nd (shareholder vote): for merger approval ~November: Merger closing and ticker goes live for trading. Company’s official statement was: “The business combination remains subject to approval by Churchill XI shareholders and other customary closing conditions, and is expected to close in November 2026.” So likely less than a month away for the first pure play US humanoid company to go live!
Serenity on X
I'm just tracking technological inflection points, not making an argument for stock prices right now like $CCXI (Agility). But if people are long term investors in humanoids + their supply chains like actuators, feels more like a matter of when. Since mass commercialization seems inevitable if humanoids are able to do 80%+ of tasks in unfamiliar environments... for such a cheap cost
Odd Diligence on X
$CCXI i assume they didnt invite everybody to this https://t.co/e558Raj2Dc
Odd Diligence on X
$CCXI nice endorsement from Nvidia Head of Robotics Ecosystem and Edge AI Product today: “Now the robot is literally unchained—the safety goes with the robot wherever it goes,” Goel told Ars. “Now they can operate everywhere in a factory or a warehouse without having to set up a brand new infrastructure every time they want to do a new task.” https://t.co/sbpukEX2HK
Serenity on X
$CCXI looks like it's going public Q4 2026. And my hope is that it sort of looks like $OKLO if they generate enough excitement. Watched the investor presentation the other day, just waiting for the public listing anytime soon (I personally added some the other day). Big fan of humanoids, pretty confident physical AI shift is coming next. I'm personally not looking too much about the price action while it's in its filing phase, fun usually begins after ticker change. We'll see what happens
Fajasy on X
If ur reading a write-up and they don't include a valuation range, more often than not: 1) They're lying to themselves. E.g. only pitching bull case. "The next 10x." $GRAB a couple years ago. 2) They're lying to you, the reader. E.g. not focusing on bear case enough. "It's asymmetric"... but actual downside if couple thing flops is 60%+. $FLNC just 2-3 months ago. 3) They have no clue and prob conclude by saying "position as small speculative bet" to be in a win-win scenario to gain subs. $CCXI today... Multiple based valuation is the simple/lazy route and easier to defend, yet less practical. Absolute valuations like DCF or Penman REV forces you to think more through scenarios and the business itself, which is what's actually useful because it's more subjective.
Serenity on X
@meidaoge Agility Robotics hasn’t gone public yet, I’m just waiting for listing announcement this quarter for $CCXI
Serenity on X
@tradesidious @kkkkk61216936 I still have $CCXI, they haven't even had the listing event yet, so volatility up until then is kinda meaningless to me.
Serenity on X
It’s mainly thesis tracking mode now since I layed out most of my ideas H1 from $INTC, $ARM to $MU. Or $SIVE to $AAOI or $AXTI or $NBIS Only two recent ones were $ESMT for legacy memory trade and $CCXI for humanoids but aside from that it’s just seeing if they get validated over time Stuff like large body substrates or CXL or MLCC with newer discovery, I’ve already published earlier on
Odd Diligence on X
$CCXI $GNRC mY Llm SeYs sO ShiTTy tO giVe AmAzoN WaRranTs MuSt bE ShiTcO https://t.co/qB8BwzvlHZ
Odd Diligence on X
$CCXI https://t.co/UxdH4glUtU
Odd Diligence on X
$CCXI Jeff Bezos follows only 611 people, starts to follow Agility Robotics employee Probably nothing https://t.co/wQQ7G4Zp7L
Odd Diligence on X
“SoftBank in Talks to Buy Majority Stake in Humanoid Maker 1X at $6 Billion Valuation” SoftBank also has position in Agility Robotics $CCXI … maybe throw them some more $$ someday? https://t.co/kC4EZPENaD
SG on X
surprised to see the dip in $CCXI (SPAC to acquire Agility Robotics) today following the huge interest in Unitree IPO. https://t.co/wo7Hx1xVQL
Odd Diligence on X
Good for $CCXI https://t.co/jd6gn1NhS6
Odd Diligence on X
"The next wave of AI is robotics—and it starts with autonomous vehicles." $CCXI https://t.co/21o6xQV8zH
Odd Diligence on X
$ASTS holders should take those spacemob profits and rotate over to $CCXI .... there's room for you
Odd Diligence on X
$CCXI options start trading tomorrow
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