Previously, I saw the white-haired stock god reportedly bought $CCXI.US at a price of about $15.

As of now, the share price is around $12.4, still some distance away from the original buy price.

Recently, I reviewed the financial data of Agility disclosed in the S-4, and one thing surprised me:

In 2025, revenue was only $1.78 million, with a net loss of approximately $138 million.

At the same time, however, Digit has already secured more than $300 million in multi-year orders.

Of course, orders don’t equal revenue. What happens next will depend on the actual delivery schedule and revenue recognition.

So for $CCXI.US right now, what I care about most is: at what pace these orders can be converted into real deployments and revenue, and how Agility’s financial performance will change.

Before the robotics concept truly gains attention from the market, this might be a stage worth paying attention to in advance for $CCXI.$ROBO.ETF