AI Infrastructure
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In December 1938, physicists split the uranium atom and unlocked nuclear fission. Within years, that discovery gave us zero-carbon power grids and precise radiation therapy for cancer patients. It also gave us the atomic bomb. The physics remained identical in every scenario. The outcome came down to intent, incentives, and who held control of the…
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In 2025, Unitree shipped 5,500 humanoid robots, generating $246 million in revenue, up 335% year over year, and operates with positive net income. For perspective, Figure Al carries a private valuation of $39 billion on minimal revenue. Unitree came to the public market with real sales volume, solid profit, and a valuation of under $10…
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Yet Michael Burry had shorted it even before the earnings came out? Burry earned legendary status in 2008 by spotting the mortgage collapse before anyone else. That kind of independent conviction is rare, but his position here runs directly against real operational data. In it’s latest quarterly financial report, Nebius reported reported 454% year-over-year revenue…