The best & worst performing stocks in the S&P 500 this year.

Unitree Robotics (Hangzhou, China) just unveiled a game-changing low-cost bipedal humanoid—upper-body only, starting at $4,290 (26,900 yuan). Modular design with fixed base or mobile chassis, 5-7 DOF per arm (up to 31 total DOF), ±0.1mm gripper precision, and 4.4 lb arm payload. Investor Highlights: - Builds on G1's viral feats (skating, flips, 2 m/s speed) and R1 ($5,900 full humanoid). - Unitree dominates shipping: Thousands of G1/H1 units in 2025, new factory targeting 20K+ in 2026, eyeing $7B Shanghai IPO. - Quadruped success playbook now hits humanoids—affordable hardware sparking dev ecosystems vs. pricey US rivals (Optimus) https://interestingengineering.com/ai-robotics/china-unitree-humanoid-robot?utm_source=superhuman&utm_medium=newsletter&utm_campaign=robotics-special-japan-puts-humanoid-robots-to-work-at-airport&_bhlid=fd3c1c49adeb26094e7e89def54f9a188f3ccecc

Investors, big move yesterday —Meta snapped up Assured Robot Intelligence (ARI) on May 1st to power its humanoid robotics ambitions. ARI's AI crushes robot dexterity, manipulation, and adaptive learning for real-world humanoids. Meta Platforms Inc. acquired Assured Robot Intelligence (ARI), a startup specializing in AI models for robots, to advance its humanoid robotics efforts. The deal closed on May 1, 2026, with financial terms undisclosed. Acquisition Details ARI develops robotic intelligence that enables robots to understand, predict, and adapt to human behaviors in dynamic environments. The startup's team, including co-founders Lerrel Pinto (NYU professor and former Fauna Robotics co-founder) and Xiaolong Wang (former Nvidia researcher and UC San Diego associate professor), will join Meta's Superintelligence Labs. ARI, founded in May 2025 and backed by AIX Ventures, focuses on high-precision dexterity, manipulation, robot control, and self-learning for whole-body humanoid applications. Meta's Robotics Strategy Meta aims to build software and AI for humanoid robots, positioning itself like Android in mobile—licensable to hardware makers—rather than producing its own initially. This acquisition bolsters efforts in consumer-facing humanoids for tasks like household chores, drawing on Meta's expertise in hand tracking, sensors, and Llama AI. Competitors include Tesla's Optimus and Figure AI, amid a race toward a potential $5 trillion market Key Highlights: - Co-founders Lerrel Pinto (NYU prof) + Xiaolong Wang (ex-Nvidia) join Meta's Superintelligence Labs. - Meta eyes "Android for humanoids"—software/AI stack for licensing to hardware makers (no initial hardware). - $5T market potential vs. Tesla Optimus, Figure AI—Meta leverages Llama, hand-tracking, sensors. NVDA/Mag 7 holders: This accelerates the robotics boom. Positioned for explosive growth! Thoughts on META's play? Load up? 👇 #RoboticsInvesting #Humanoids #MetaAI #NVDA https://www.bloomberg.com/news/articles/2026-05-01/meta-acquires-assured-robot-intelligence-to-help-build-humanoid-technology?utm_source=superhuman&utm_medium=newsletter&utm_campaign=robotics-special-japan-puts-humanoid-robots-to-work-at-airport&_bhlid=4a2572e8a72fc78766e49c61a7480c960aaef381&embedded-checkout=true

9,000 Microsoft employees did everything right. Top schools. FAANG resumes. $200K salaries. Still got replaced by a line item in an AI budget. Senior engineers. Directors. PMs with FAANG resumes and 15-year careers. The memo called it “voluntary retirement.” Nobody volunteered. Here’s the part nobody’s saying out loud: Microsoft is cutting humans to pay for AI. The same people who built the company are now funding the technology that made them unnecessary. No performance review saves you from a budget decision. This is what the AI transition actually looks like. Not robots. Just a reallocation of spend ------------------------------------------------------------------------------------------------------------------------------------------- Meta, tells its staff that it is laying off 10% of its employees in a push for "efficiency." This is roughly ~8,000 employees who will be laid off. The ongoing impact of AI.

Financial investor Warren Buffett encourages us not to cling to our losing efforts or chase what isn't working and instead focus on the next best action Source: 1994 Berkshire Hathaway shareholder letter Especially not now. We just exited geopolitical uncertainty. The bull market is opening. And if you're still holding losers, you're leaving gains on the table. When fear dominated — Iran tensions, recession chatter — many positions got crushed regardless of thesis. Now that volatility is settling, capital is rotating hard into growth. This is the reset moment. Here's the trap: holding a 30% loser while the broader market rebounds 15% feels like a recovery story. It's not. You're still underwater and you're missing the move. The smarter play: - Accept the loss. Cut it loose. - Redeploy into high-conviction leveraged plays — QLD, other 2x,3x if you're bullish on tech/AI. - Let leveraged positions do the heavy lifting in a bull market. You don't recover by waiting. You recover by positioning for what's next. I used to think selling a loser meant admitting defeat. This is sunk cost bias! Then I realized: the best investors aren't afraid to harvest losses and rotate into the next big theme. That's how you actually make it back — faster, smarter, and better. What's one losing position you're holding that could be redeployed into a leveraged play you actually believe in?​