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re: A Can’t miss SPAC??! Agility Robotics CCXI/AGLT

Posted on 6/26/26 at 4:15 pm to
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 6/26/26 at 4:15 pm to
I ended up with 1,031 shares yesterday, but I’m a scared arse bitch and thought it was too heavy for my portfolio given all of the high beta exposure in NBIS and OUST.
So I sold 527 shares from 12.50 to 12.75

But those warrants
Up 30% today!!
This post was edited on 6/27/26 at 5:57 am
Posted by waverly911
Member since Sep 2007
229 posts
Posted on 6/26/26 at 10:06 pm to
CCXI is an exciting opportunity. Agility Robotics has big time customers like Toyota and Amazon.

CCXI is trading way higher compared to where WLAC was when it made the merger announcement of Boost Run last year. An S-4 hasn't even been filed yet. Since the merger went through in early May, BRUN is up over 80%.

Nvidia news about Agility on their website this week.
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 6/27/26 at 12:53 pm to
Hype incoming…

Monday should be entertaining
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Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 6/27/26 at 12:56 pm to
Trending on ST over a weekend…
Oh boy.
This post was edited on 6/27/26 at 12:57 pm
Posted by BottomFeeder
Northshore
Member since Nov 2013
94 posts
Posted on 6/27/26 at 1:48 pm to
I went in Thursday with a small position.
Thanks for the heads up before it started trending. If anything, this will at least be entertaining.
Posted by LChama
Member since May 2020
4379 posts
Posted on 6/27/26 at 1:55 pm to
Any chance you know what dates serenity made those other recommendations? Two of em have killed it
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 6/27/26 at 3:48 pm to
Probably end of last year??
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33804 posts
Posted on 6/28/26 at 7:23 am to
Dang I missed this one. Not going to try it now though. Most SPACs are giving additional chances for entries after merger even when they run like this before

To be fair, I saw this on X early in the week and ignored it since robotics haven’t been doing well lately
This post was edited on 6/28/26 at 7:43 am
Posted by waverly911
Member since Sep 2007
229 posts
Posted on 6/28/26 at 2:56 pm to
Which robotics are you referring to? I wouldn't count IRBT as being the same since they are basically vacuum cleaners, ABB has robotic arms, and SYM requires a major revamp of the warehouse to use the system.

The SPACs are different and who knows how far away we are from the S-4 filing. Will it take over 4 months like one of the recent ones Churchill did or will it be quicker? This is to say we could be 4 months or maybe 9 months away from the deal closing.

Take a look at some of the videos of the Agility robots in action. They can move around and even go up stairs.
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 6/28/26 at 3:51 pm to
Robotics, to me, are NOT SERV and RR.
They are:
CGNX
ROK
TER
SYM
VPG
MKSI
OUST
AMBA
AEVA
TSLA
AMZN
ARBE

Edit: I should have said “Physical AI” so we are kind of talking about two things but with a lot of crossover.
This post was edited on 6/28/26 at 7:56 pm
Posted by waverly911
Member since Sep 2007
229 posts
Posted on 6/28/26 at 6:11 pm to
Some of the companies you list don't make robots, but are part of the ecosystem like lidar and chips.
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 6/28/26 at 6:33 pm to
Yes, much like there’s more to space than launches.
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33804 posts
Posted on 6/28/26 at 7:00 pm to
Yea a lot of those have been really shitty lately. I’m not saying the prospects of robotics are bad, but the stocks haven’t been behaving lately
Posted by YungBuck
Mandeville
Member since Dec 2017
3319 posts
Posted on 6/28/26 at 7:15 pm to
$16.06

Was wanting to buy some but going to try to be patient
Posted by waverly911
Member since Sep 2007
229 posts
Posted on 6/28/26 at 7:28 pm to
OK.

I wasn't sure if you had specific names that were involved strictly with robotics like humanoid, robotic arms only like you find in a car assembly plant, or other.

It seems that names in the eco system like bb88 brought up are not always going to benefit and their business isn't exclusive to simply this robotic eco system.

But yeah, there typically are other opportunities and no one knows if it will run even further. It could given the low public float. It is just trying to figure out when those opportunities are. I wonder if we are going to be in a long holding pattern waiting x number of months for them to submit the S-4 and will that filing get a pop or will it not come until it is declared effective or other.
Posted by bayoubengals88
LA
Member since Sep 2007
25838 posts
Posted on 6/28/26 at 7:33 pm to
Since there is no other public humanoid option, I could see demand continually rising here.

Many will see anything below 5bn mc as cheap. That’s my hope anyway…

I want the warrants to be worth $25 soon
Posted by waverly911
Member since Sep 2007
229 posts
Posted on 6/28/26 at 7:40 pm to
I am with you on the warrants getting to $25 (or better).

There is another publicly traded humanoid option that does companionship, but it is some small company that sold one robot to Ericcson and is not in the warehouse side performing tasks like Agility. Their market cap is 40M or 3M.
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33804 posts
Posted on 6/28/26 at 8:32 pm to
TSLA Optimus is humanoid
Posted by cgrand
HAMMOND
Member since Oct 2009
50476 posts
Posted on 6/28/26 at 8:34 pm to
someone is going to market a “return the grocery cart to the corral” robot and make a fortune
Posted by igoringa
South Mississippi
Member since Jun 2007
12463 posts
Posted on 6/28/26 at 9:10 pm to
quote:

I want the warrants to be worth $25 soon



I am with you - remember when the time comes on SPAC warrants - they can call them for $0.01 if it trades over$18 for 20 of 30 days beginning one month after the deal - so the optionality gets truncated .


That being said, this may be one where it runs hard pre De spac giving us an easy profit take
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