[Unitree's robotics IPO wave](https://www.marketwatch.com/story/unitrees-ipo-may-be-just-the-beginning-of-an-investor-frenzy-over-humanoid-robot-stocks-8c2d39b6?mod=mw_rss_topstories) is real, but it's a symptom, not the disease. The real story: (https://www.cnbc.com/2026/08/11/invitation-homes-ceo-institutional-homebuying-ban-prices.html) signals housing is becoming a scarcity asset while discretionary retail is already showing bifurcated demand.

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