ai infrastructure
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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…
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As the first major AI hyperscaler to post numbers this quarter, the report serves as a major market litmus test for AI investors. Long-term investors holding AI infrastructure assets do not need to worry. The structural buildout is not slowing down anytime soon. Even so, short-term price action could get interesting. Heavy capital spending often…