The Unitree IPO is one of the most oversubscribed offerings in history. That tells you exactly how much appetite there is for humanoid exposure right now. Problem is, no Western retail investor can legally buy it. Not through your broker, not through an ADR, not at all. It lists in Shanghai and that's the end of the conversation. So the question becomes what you can actually own. $INDI has confirmed design wins at Unitree, sole-sourced per management, plus content at Agibot and Figure AI. As far as anyone can find, it's the only US listed Western semiconductor supplier with disclosed content inside Unitree. Why the fit works is simple. A humanoid has to see and sense its surroundings in real time, on a tight power budget, using silicon that's already proven reliable at scale. That'
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