These 4 Stocks Could Win the Robotic Revolution

But I think it's starting to catch a lot of stream in 2026 and I expect that to continue into 2027 2028 2029. But this might Nvidia is a safe pick that you can really go wrong with when it comes to robotics. Second is Micron. I mentioned this during my second last week's podcast. You guys all know I love my Micron. The humanoid angle is the most interesting here. A humanoid carries roughly 10 times the memory of an L2 Oracle. CEO Sanjay Malhotra or Malhotra flagged this completely that that this is a multi-decade memory demand cycle from robotics and it's going to continue to be a massive massive uptrend for them which I believe that as well. And you can't really go bad with any of the other memory makers as well like SK Hynix which is expected to list in the US market this Friday. If you want that want to buy that as well, no problem. I don't see any problem with that. Tier two is the full stack robot makers. These are the companies that's the where the entire business is just humanoid robots. So this is one of the companies that I personally have invested in. You know if you were in Milkroad Pro, you would already got the alert like about a week week and a half ago. So this company is called Agility and they're going public via SPAC called CCXI. This is my highest conviction entire list for in the entire theme right now and and I want to give it a little time that it deserves. So like I said Agility is going through public called a SPAC called Churchill Capital Corp XI. Ticker CCXL and they will re-list as AGLT when the SPAC deal closes. Let let you why, like why I'm personally investing in this, because this is like different than every human or robot in the market right now, in the US-based market. Because right now, there is no there is no humanoid robotic company that you can really buy right now. Sure, you can buy Tesla, but they're not they haven't even deployed yet. Um this company has logged over 65,000 hours of real-world operational use across nine customers, like the Toyota facilities. There's a bunch of other different facilities as well. Um and they have signed over, I believe, $300 million in multi-year, you know, contracts. Um and so, what does Digit actually do? They primarily handle, if you can put up that picture, LG. Um they primarily handle uh tote handling, picking up bins and contain- containers and moving them across warehouse and manufacturing environments. Yep, there it is. There is the Digit. Um Digit um humanoid. Um this is one of the highest-volume, most physically demanding, repetitive task in all of logistics. Because it it's the perfect beachhead application, because the task is all well-defined, the ROI is easy to calculate, and the reliability reliability bar is achievable with the current technology we have available. Um you can prove yourself here and you can expand into more complex tasks from a position of established trust with the customer. So, that's like the whole play with uh with them here. And the the supply chain story is actually actually pretty interesting too. Um they're currently, you know, because of all the geopolitical environment issues, they actually supply their supply chain 75% in the US as well. So, which is which is a massive catalyst or massive good for the US makers. Because if you look at Tesla, lot majority of their suppliers come from China and that can have a huge impact on their supply chain and getting the parts and everything that needed to build up Tesla at a massive scale. So so it is a really good thing that you know these guys are outsourcing their supply from the US because they can control the market much much easier. So I remain extremely bullish on this like I said because this is the only humanoid manufacturer that you can or humanoid player that you can actually buy via in the stock market. Yes, you can buy Tesla, but as I said, they're not deployed yet. These are logging in huge actual hours and deployed in multiple multiple multiple facilities. >> We are at a very crucial point in time right now. AI stocks have ripped, they're going to keep ripping. Our analysts on the AI side are up like literally 100% or more on quite a few calls and crypto is about to boom again or at least it feels that way. If you want on the inside on what we're buying, what our analysts are doing, what's on their watch list, all of that is in Milk Road Pro. So join at the link below. So that was So that's the third one, right? So it's Nvidia, Micron and CCXI as exposure to What's the company called? What's the What's the actual company called? >> Agility. >> Agility. So that CCXI's exposure to Agility and you said you had a fourth one. >> Yeah, I have a lot more actually. >> You have more? >> [laughter] >> We'll save that. Well, let's You know what, man? I will say you go back to this slide this list on the right, right of all these eight different things that go into into the models or into the humanoids, right? Like to me, I'm looking at that as like, "Listen, I wish somebody showed me this list for data centers 5 years ago, right?" Like that that's basic I think that that's at least that's how I see it. That's how we I think we kind of talk about it internally and maybe you're saying it it'll continue for a few years, but also you know, the the Morgan Stanley projections are are for 20 25 years, right? So and say same more data centers, right? But to me I see it as like these are all companies or companies like this that become the future the future Micron potentially. Even though it might not be might not be any of the ones you're talking about right now and all you you already mentioned Micron anyway, so there's a huge AI component, but you told me that you had four picks for us today. The first three you already own them in your Milk Road Pro portfolio. We've already talked to them talked about them a lot. What is the fourth one because there's there's there's clearly dozens, hundreds of companies that you could potentially pick from and it's hard to I feel like a little hard to nail it down. >> Yeah, actually I'm watching there's four tickers that I'm really watching right now. Um the first one is Xpeng which is like the China TEV humanoid conversation story that I talked about right now. They're the ones who are like kind of switching their EV plays into robotics. So I'm watching that as well. I'm also watching Hyundai Motors because this is like the Boston Dynamics backdoor. Boston Hyundai owns Boston outright and you can buy them through Hyundai [snorts] Motors. So I'm watching that as well. And the two two other ones that I'm watching is Schaeffler AG which is on the German market. Um you know, they because of the fact that if you look at German companies and car companies, they have a huge huge you know manufacturing you know, moat over there. So because of that this company is really strong at what they do and I expect them to be a huge player in the market as well. And the last one I'm watching is Harmonic Drive System. Like we talked about this you know, a little bit earlier. These are like your you know, they're your reduction gears and and Harmonic is like the gold standard for all that and I expect them to stay like that for a really long time. So I am I have four basically that I'm watching and I should be possibly taking a you know, buying one of these in the next couple weeks. Um yeah, and our Pro members will get to see that first for sure. >> That's right. Yeah, if you want to check that out. And also, I think it's also, you know, with Milk Road Pro, people can ask you questions about this, right? And I always emphasize this when we do podcasts together is that like you respond very quickly in our Discord. You give really well thought out answers. You answer questions that are not even on your radar. So, it's a huge value add for anyone who wants to get into Milk Road Pro and talk to Melvin directly. Um but those are good ones to watch and I feel Melvin like I feel like we're going to talk about this a lot coming up on the podcast and a lot in Milk Road Pro uh in the coming months because, you know, kind of like I just said a few minutes ago um if you believe we're early here and the market is not yet pricing in a lot of this a lot of this build out, then then there's clearly a lot of opportunity and we're kind of still at that that picks and shovels uh uh phase. >> Yep. We definitely we're definitely early in this, so should definitely come join us. Um you know, we'll be we'll be talking about robotics for the next two, three, five, 10 years. >> Want to stay ahead of the biggest technological [music] shift in history? Subscribe now to get insights straight from the sharpest minds in tech and finance. >> [music] >> Quickly, you'll note this show's for educational purposes only. Nothing here is financial advice. Investing always carries risk. 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