A mind-blowing robot kung fu show took place during China’s 2026 Spring Festival Gala (Lunar New Year Gala) on February 16.
It was entirely real not AI or CGI. Humanoid robots from Unitree Robotics performed synchronized martial arts routines with swords, poles, and nunchucks alongside children on live national television. Described as the world’s first fully autonomous humanoid robot kung fu performance, it highlighted major advances in balance, precision, and hardware within just 12 months. While commercialization still faces challenges like cost and reliability, the performance signals China’s rapid progress in humanoid robotics. Source: Evrim Kanbur (@WhileTravelling), Cyrus Janssen on X (@thecyrusjanssen)
Anthropic has raised $30bn from investors including GIC, Coatue, Founders Fund and Nvidia
reaching a $350bn pre-money valuation ahead of a potential IPO. Founded in 2021 by former OpenAI researchers, the company focuses on enterprise AI tools. About 80% of its $14bn revenue run rate comes from business clients. Its Claude Code product has gained strong adoption, with over 500 customers spending more than $1mn annually. Source: Financial Times
JP Morgan analysts just compiled a list of 19 software stocks that they believe 'are AI resistant'.
What do you think of their list? Source: Dividendology
A tale of two markets
Source: Bespoke
Quantum stocks are down substantially from their 52-week highs...
Source: Trend Spider
The "Humanoid Revolution" just hit escape velocity.
If you thought humanoid robots were still "science fiction," the 2025 investment data is a massive wake-up call. We aren't just dreaming about the future anymore—we’re funding it at a record-breaking scale. The $2.65 Billion "All-In" Moment: In 2025 alone, investors poured $2.65 billion into humanoid startups. To put that in perspective: That is more than the previous six years combined. The smart money has officially decided: Humanoids are no longer "lab experiments." They are commercial assets. The Global Leaderboard: It’s a two-horse race at the top, but the gap is closing fast: 🇨🇳 China: Leading with 23 specialized startups. Companies like Unitree and Agibot are already churning out 5,000+ units a year. 🇺🇸 USA: Right behind with 22 startups. Big names like Tesla (Optimus) and Boston Dynamics (Atlas) are gearing up for a massive 2026 industrial rollout. 🇮🇳 India: The surprise "dark horse" in 3rd place with 12 startups. 🇪🇺 Europe: Holding steady with hubs in the UK (6), Germany (5), and France (3). Why this matters now: We are moving from the "Look what it can do!" phase to the "Look how many we can build" phase. With China leading on sheer volume and the US leading on high-end integration, the race for the "labor force of the future" is officially on. Source: Zerohedge, statista
Is the tech sector building a house of cards?
There are now 139 tech-related leveraged ETFs (108 long, 31 short). That is 3x more than the next largest sector (Financials). To put that in perspective: Tech now has more leveraged ETFs than Financials, Consumer Discretionary, and Communication Services COMBINED. 🤯 We’ve moved past simple indexing into a world of hyper-fragmented, high-octane gambling vehicles. Source: The Kobeissi Letter, Arbor Research & Trading
The AI action is in Asia
See below chart with SK Hynix, Samsung or Advantest all sky rocketing. Meanwhile, Nvidia $NVDA (below line in yellow) remains stuck Source: LESG, TME
