Figure AI’s recent livestream of its F.03 humanoid robots performing fully autonomous package sorting has emerged as the dominant catalyst for trader sentiment. Starting May 13, multiple units ran continuous 8-hour warehouse shifts using onboard cameras and the Helix-02 AI system to detect barcodes, grasp deformable polybags and irregular boxes, and orient packages label-down on conveyors at roughly 2.6 seconds per item—human parity or better. The fleet has since extended into 24/7 operation, with ongoing public feeds confirming reliability through mid-May. This real-world endurance test, paired with Figure’s ramp to one robot per hour at its BotQ facility, has driven strong market consensus that cumulative output will comfortably exceed the 200,000-package threshold by the May 21 close. Key swing factors remain any mid-stream hardware issues or scaling limits before resolution.