Elon Musk’s 7,692,207% Robot Stock? (Manifested AGI)

Jeff Brown and Mark Chaen are making a bold new claim. They believe robotics could become a quadrillion dollar industry and deliver 7,692,27% growth. The bad [snorts] news is that they want you to pay to get the stock. The good news is that I was able to figure it out after watching their hour-long presentation. In this video, I'll show you how I figured it out, reveal the stock for free, and most importantly, tell you whether the stock is a buy or whether there's a better alternative. Before we do anything though, we have to figure out the stock. Brown titles this presentation M AI which is short for manifested AI. This is essentially a nickname for AI powered robotics and the broader edge AI trend which is the ability for a product to process information and video locally instead of sending the data to a data center. This is a very popular sector among stock pickers right now and I covered two edge AI stocks last week. Brown claims Elon just filed a patent that will finally make his humanoid robots commercially viable. The patent is for the robotic hand used by the Optimus robot. And Brown claims this hand was the final engineering barrier for humanoid robotics. This might sound silly, but there is some truth to it. There's something called Moravex paradox. It's the idea that things toddlers do effortlessly, grasping, balancing, and manipulating unfamiliar objects are far harder for machines than chess or calculus. So, a machine can solve a math problem that has puzzled mathematicians for years, but still struggle to walk without falling over. However, Brown is definitely overstating the importance of this robotics patent. He makes it seem like this is going to be the first robot with functioning hands, but that's not the case. If Elon wins the robotics race, it will likely be through manufacturability, scale, and cost, not basic capability. That would still be a real advantage, but it's a much more boring claim than Elon solved what science couldn't for 50 years. Then, on top of Brown's argument, Mark Chaken introduces what he calls an ancient market prophecy. This is just the midterm election cycle. Stocks often weaken during midterm years and then rebound afterward. That pattern is real, but calling it guaranteed is misleading. Since 1950, we're only talking about roughly 19 observations, and the huge average return he cites assumes you bought near the exact bottom, which would be impossible to do every time. Nobody can accurately predict the exact bottom and top of the market for 50 years. I'm guessing Mark's role is to soothe investor concerns about AI stocks right now since many of them are down significantly. He's trying to frame the weakness as part of a larger investing cycle rather than a problem specific to the AI sector. And the stock they're pitching is a company they believe will be used throughout the Optimus robot. Here's the specific clues they left. It is already a Tesla supplier. It supplies technology currently used in Tesla vehicles. It makes power semiconductor or motor control technology. Its chips control how electricity is delivered to electric motors and actuators. The technology reduces energy lost as heat. It helps motors operate more efficiently and extends battery life. Brown believes the same technology could be used in Optimus' arms, legs, hands, and fingers. Morgan Stanley reportedly identified the company as a way to invest in the robotics trend. The stock was reportedly owned by 39 hedge funds when the promotion was written. It is a relatively small public semiconductor company, significantly smaller than Tesla and AMD. I'm going to reveal the stock in about 10 seconds, but before I do, I want to remind you to click the link in the description to get my free guide on the top 10 stocks to buy and hold after you're done watching. These are stocks that offer both growth and safety and ones I believe all investors should own. The stock being pitched here is on semiconductor, ticker on semiconductor, better known as onsemi, is a chip company focused primarily on power management and sensing technology. Its power semiconductors control how electricity moves through products such as electric vehicles, factory equipment, renewable energy systems, and AI data centers. These chips help systems waste less energy, generate less heat, and operate more efficiently. One of its most important technologies is silicon carbide, which is used in electric vehicle inverters and charging systems to improve range and charging performance. ONMI also makes image and depth sensors that allow vehicles and industrial machines to detect objects and understand their surroundings. So in simple terms, Onsemi makes the chips that help machines see, manage electricity, and operate more efficiently. And here's a quick snapshot of the most important numbers to know about this company. Onsemi generated about $6 billion in revenue in 2025. Sales fell during the year, but the company returned to modest growth in the first quarter of 2026, which suggests demand may finally be stabilizing. Its adjusted gross margin was 38.5%, while adjusted operating margin reached 19.1%. Both are solid, but still below the company's stronger years. Cash flow is a major positive on Semi produced about $1.4 billion in free cash flow in 2025, giving it plenty of room to invest, repurchase shares, and manage its debt. The balance sheet also looks healthy with net debt of only about $579 million. The biggest risk is concentration. Automotive and industrial customers generate about 79% of total revenue. So on semi remains heavily dependent on two cyclical markets. The valuation also requires caution. At roughly 36 times adjusted earnings, investors are already paying for a strong recovery and meaningful AI growth. Finally, Onmi has agreed to acquire Synaptics for about $7 billion. That could expand its exposure to edge AI and connectivity, but it also adds dilution and integration risk. Overall, is financially strong, but the current price assumes the recovery continues. So, what do I think? Well, first off, Jeff Brown used to be an executive at some major semiconductor companies, including Qualcomm and NXP Semiconductors, so I typically trust his opinion when it comes to chip stocks. In the past, he recommended Nvidia well before most people. Then, in 2025, he recommended Micron and ST Micro Electronics, two stocks that have performed very well, with Micron becoming one of the best stocks of the decade. When Brown strays outside of chip stocks, he's more hit or miss, but the guy definitely understands the industry. However, he is seriously overstating how big humanoid robotics will become in the near term. Brown throws around huge numbers like trillions and even uses the word quadrillion. They claim the industry could become more than 30 times larger than the entire US economy. That's just plain silly. Right now, the humanoid robotics market is worth only a few billion dollars on Semi's annual revenue is currently larger than the entire humanoid robotics sector. Morgan Stanley estimates that the humanoid robotics market could reach $3 trillion by 2050. So, the claims made in this presentation are insanely exaggerated. I don't think humanoid robots will become a major part of society for at least another decade, possibly longer. They still seem very buggy and unsafe, and I can't really envision why the average person would want one right now. Maybe one day when they're fully operational, they'll be able to handle all your household chores. But again, I don't think we're close to that point. And that's perfectly fine for On Semi because it isn't really a major humanoid robotics play to begin with. Once real exposure is to electrification and automation more broadly, EV traction inverters, industrial motor control, factory automation, and AI data center power delivery. Its sensing division lists robotics is just one of several end markets alongside depth sensing, factory automation, and safety systems. Humanoid robots would be only one narrow application for chips the company already sells into cars and industrial equipment. More than anything, Ansemi needs automotive and industrial demand to recover. EV and renewable energy investment has been slower than expected, while the US industrial sector has been weak since the end of 2022. That's nearly a four-year drought in end markets that represent almost 80% of the company's total revenue. The second sector that could help on Semi stock perform well is AI data centers. AI data centers generated a fast growing $250 million of Onsemi's roughly $6 billion in 2025 revenue. That's only about 4% of total revenue. The opportunity comes from gallium nitride in power delivery systems for AI racks. The industry's shift toward higher voltage DC architectures genuinely favors wideband gap semiconductor technologies. However, at roughly 29 times forward earnings, the market is already partially pricing in that opportunity. An automotive and industrial semiconductor company might normally earn a multiple of 15 to 20 times earnings. An AI infrastructure supplier might earn 30 to 40 times earnings. Onsemi is currently priced closer to the second category. So the AI pivot is not pure upside from here. It is something the company must deliver to justify where the stock already trades. For AI to truly rerate the business, that $250 million in revenue likely needs to become more than $1 billion. And there's one major force that could prevent ONMI from reaching its goals. China. On Semi's exposure to Chinese EVs is a legitimate concern. Silicon carbide was supposed to provide a durable competitive advantage, but Chinese suppliers are scaling rapidly. In the semiconductor industry, rising capacity combined with a temporary drop in demand can cause prices to collapse. The specific danger is that onsemi could sell more silicon carbide units while still generating less silicon carbide revenue because prices fall. That has happened across the semiconductor industry before and it could neutralize much of the electrification thesis. However, I'm going to trust my gut and brown on this one. Once has pulled back along with most AI related stocks recently, and I think it now represents a good buying opportunity. Just understand what you're actually owning here. You're betting on a boring industrial cycle finally turning with a humanoid robotics and AI lottery ticket attached. Brown presents it the opposite way because he needs to make the story sound exciting enough to capture investors attention. Before you go, don't forget to grab my free report, the 10 stocks I believe you can buy today and hold forever. It's packed with solid long-term picks you won't hear hyped up anywhere else. Just click the link in the description, enter your email, and I'll send it straight to you. If you want more free robotic stock picks, check out the video I did on Green's newest robotics vision stock. He claims it's like buying Apple when it was 25.