EOW Phase 0a check: Chinese humanoid IPO wave, HIMX vision-chip product add, a lidar-tail nibble; posture unchanged

Event

EOW Phase 0a check: Chinese humanoid IPO wave, HIMX vision-chip product add, a lidar-tail nibble; posture unchanged

Summary

  • Type: monitoring-check (subtype: qualitative continuity) - event_id: 2026-07-17-physical-ai-robotics-eow-phase-0a-check - Source: ; ; ; .
2 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

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