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Digging Deeper Inside Physical AI's Hardware Stack Powering Humanoids
Digging Deeper Inside Physical AI's Hardware Stack Powering Humanoids
Building on our "Physical AI Faces One Critical Chokepoint, and Here's How to Profit" report earlier this week, Barclays analysts are closing out the week with a comprehensive map of the humanoid value chain.
As readers look beyond flashy Chinese Unitree robot demonstrations, attention is shifting toward the critical hardware stack, including motors, actuators, sensors, and batteries, and the deep supply-chain players positioned to reap the rewards before global humanoid deliveries begin to ramp up.
Anatomy of a humanoid robot
"While the humanoid market...
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Jun 28, 2026 / Dave DeCamp
Ukrainian Drone Attacks in Russia Kill Two, Set Oil Refinery on Fire
Ukrainian drones killed at least two civilians in Russia on Sunday and set another oil refinery on fire, according to local Russian officials, as Ukraine continues sending drone swarms into Russian territory on a daily basis. According to the Russian news agency TASS, a civilian was killed in Russia’s Belgorod region, which borders Ukraine, and […]
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Apr 21, 2026 / Tyler Durden
Israeli Soldiers In Lebanon Who Sledgehammered Statue Of Jesus Arrested As Bibi Does Damage Control
Israeli Soldiers In Lebanon Who Sledgehammered Statue Of Jesus Arrested As Bibi Does Damage Control
Earlier this week we featured commentary on a disturbing viral photograph: IDF Under Fire After Troops Caught Destroying Statue Of Jesus With Sledgehammer.
The destruction of the statue took place in the Maronite Christian village of Debel, which is roughly 54 miles to the southeast of Beirut and situated just north of the border between Lebanon and Israel.
Photo taken by IDF soldiers
Since the onset of the war Israel began waging against Iran in March, Debel has come...
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May 10, 2026 / Tyler Durden
Winning? Do We Need To Understand UBI
Winning? Do We Need To Understand UBI
Submitted by Peter Tchir of Academy Securities
Winning? Do We Need To Understand UBI
Iran (and the potential for a deal) has continued to move markets. As the 30-year bond rose above 5% earlier this week, we got news that we have a new approach to resolving the conflict – a one-page MOU. Markets (ex-oil) rallied around various “deal” headlines all week.
Spider, Bret, and I spent some time discussing this on Friday’s Podcast – The U.S. Proposal to End the War (also available on Spotify...
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