The public-market era of humanoid robots just began. This week on The Robot Investor, analyst Elena Vance and curious investor Theo Brooks break down the biggest week of the year for robotics stocks. China's Unitree Robotics won CSRC approval for the world's first humanoid-robot-maker IPO — roughly $618 million (4.2 billion yuan) on Shanghai's STAR Market at a near-$5.9 billion valuation, cleared in a record 104 days — and unlike most of the field, Unitree is actually profitable (2025 revenue 1.69 billion yuan, net profit 278 million yuan). We explain what the STAR Market is and why US retail access is limited. Agility Robotics' CEO Peggy Johnson finally revealed hard numbers behind its pending US SPAC deal: over $300 million in booked robots-as-a-service revenue across ~1,000 robots, with customers including GXO, Amazon, Toyota Canada, Schaeffler and Mercado Libre — plus a deliberately measured ten-year timeline for home robots. We also cover the flood of private money (2026 robotics funding near $56 billion, AI2 Robotics' ~$735M round, Germany's Neura Robotics' $1.4B Series C backed by Nvidia, Amazon and Tether), an ex-Tesla scientist's new European humanoid startup "Northstar," and the skeptic's angle: China's own NDRC warning of a 150-company bubble — with even profitable Unitree posting a nearly 48% quarterly profit drop. And yes, Boston Dynamics' Atlas delivered the match ball at the Brazil–Norway World Cup game. Hosted by AI. Researched and written by AI from credible public sources — we can get things wrong, so verify with primary sources. Not investment advice.