EOW Phase 0a check: unchanged; no material robotics-specific development this window
Event
EOW Phase 0a check: unchanged; no material robotics-specific development this window
Summary
- Type: monitoring-check (subtype: qualitative continuity, no fresh tape) - event_id: 2026-07-11-physical-ai-robotics-phase-0a-eow-check - Nothing material moved since the 07-08 washout-slate entry (TER/CGNX buy-on-trigger calls) and the 07-07 monitoring check (TER rollover-risk flag, arms-dealers holding). Only new capture in the window was a generic long-horizon humanoid-TAM tweet (Goldman/Morgan Stanley
Related
3 events DateTypeEvent
Jul 8 ArticleThe Unwind Is Washing Out Our Picks-and-Shovels Lanes While Their Fundamentals Inflect Up Jul 3 Peer ReviewSystematic peer review: crux_capital physical-AI conviction basket vs our engine Jul 2 Tweethis 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI No direct external sources are attached to this read.