Figure AI's ongoing 24/7 autonomous package-sorting livestream, launched May 13 with its F.03 humanoid fleet running the Helix-02 onboard neural network, serves as the central driver behind current trader sentiment. The robots, operating at human parity speeds of roughly 2.6 seconds per package using onboard cameras for barcode detection and placement, have already processed more than 88,000 packages across 72 continuous hours with minimal interventions. Production scaling at the BotQ facility now delivers one F.03 unit per hour, enabling fleet expansion that directly boosts cumulative throughput. With the May 21 resolution just days away, the primary variables remain runtime continuity, any mid-stream optimizations or added units, and the absence of major hardware failures that could cap totals below key thresholds like 200,000 packages.