“The Biggest Product Ever of Any Kind” BY JASON BODNER, EDITOR, QUANTUM EDGE PRO According to Elon Musk, anyway. And no, it’s not a new Tesla. It’s not a newfangled SpaceX rocket or a colony on Mars. It’s not Musk’s ultra-fast “hyperloop” underground transportation system that he thinks could hit 700 miles per hour. In fact, it’s not even an idea that originated with Musk. I knew about it as a kid. I’m only a few years younger than Musk, but I saw it in movies and science-fiction stories. It’s the proverbial robot. More specifically – since we now have the terminology for it – Musk is referring to a humanoid robot. Tesla (TSLA) announced a prototype in 2022, and at the company’s much-hyped “robotaxi” event last fall, the latest Optimus robots may have received more attention than the vehicles as they served drinks and mingled with guests. Musk said at the time that these robots will be able to do anything you want. “It can be a teacher… babysit your kids… It can walk your dog, mow your lawn, get the groceries, just be your friend, serve drinks… Whatever you can think of, it will do.”  Source: Tesla YouTube video They’re not available yet. Plans at one point called for a 2025 release, though that’s less certain now. But if you have a spare $20,000 to $30,000, you’ll be able to buy one… eventually. The concept has been around for a long time, but thanks to ongoing innovation and the explosion of artificial intelligence, it is closer than ever to becoming a reality. The day is fast approaching when robots will be able to do most anything we tell them to – often better, faster, and more efficiently than a human would. We already have robot vacuums, pool cleaners, and lawn mowers. Amazon uses 750,000 robots to fulfill orders. Surgeons use robots to perform precise and minimally invasive surgery… even remotely from locations outside the operating room. Thanks to AI bursting onto the scene a little over two years ago and ongoing progress with this transformational software, robotics capabilities are soaring to new levels with greater speed and reliability. And just like AI, the biggest and most important companies on the planet are all investing in robotics. We as investors should be looking for opportunities, too. Just maybe not where you expect. Recommended Link | | Anheuser-Busch InBev (BUD) is one of the best-performing large-cap stocks in 2025. Time to buy? Only if you like leaving money on the table. Because there’s a much smarter way you could make even more money on BUD starting today. Check out this surprising extra income method now. | | | The Big Boys Are in Hot Pursuit Growth in robotics is about to accelerate, with projections that the industry will double or triple in size over the next few years. GlobalData expects the market to grow close to 200% in seven years, from $76 billion in 2023 to $218 billion in 2030. You can bet tech’s leading companies want in on that. We’ve talked about Tesla’s Optimus robots. Here’s what the remaining Magnificent 7 leaders are doing: Amazon.com (AMZN) has 750,000 mobile robots helping around its warehouses – and that doesn’t even count the tens of thousands of robotic arms. Just last week, the company introduced its first robot with a sense of touch. Amazon says "Vulcan" will now be able to handle approximately 75% of the items in its warehouses. Amazon has also established a $1 billion fund to invest in startups focusing on AI and robotics. Apple (AAPL) appears to be focusing on consumers, which is no surprise. This company keeps information close to the vest, but its robotics unit is now part of the hardware division. Apple has committed to more than half a trillion dollars in U.S. investments in AI and robotics. Microsoft (MSFT) has invested in humanoid robotics startups like Figure AI and Sanctuary AI. The company’s Azure platform, which we use at my research firm, has tools for robotics development. Alphabet (GOOGL) has a couple of venture arms investing in robotics, and it has taken part in funding rounds for robotics startups. Alphabet’s AI research division, DeepMind, also researches applications in robotics. Meta Platforms (META), like Tesla, sees a big opportunity in AI-powered humanoid robots. The company has teams dedicated to advanced AI and robotics to create humanoid robots for consumers. Nvidia (NVDA) is right in the thick of it, too, thanks to its leadership in hardware and software for AI applications. Its Jetson platform is designed for “next-generation robotics,” and Nvidia has also shown interest in robotics startups like Figure AI and Serve Robotics. A Proven Leader – Already I wouldn’t invest in any of those companies – “magnificent” as they might be – for their robotics. They are massive companies, and robotics may one day become a top growth driver, but that’s still a ways off. Besides, it’s still a guess at this point as to which will be most successful and fastest to market. Only two of these companies rate as “buys” in my Quantum Edge system right now. Meta Platforms (META) has the highest Quantum Score at 75.9, which is right in my preferred buy zone (70 to 85). It also has the strongest Fundamental rating of the group at 79.2.  Source: TradeSmith Finance Microsoft (MSFT) also sneaks into the buy zone with a current Quantum Score of 70.7. My favorite robotics play right now, though, is a company that has been around 30 years already. Intuitive Surgical (ISRG) was founded in 1995 and took five years to refine and launch its da Vinci surgical system. That means ISRG has been doing robotics-assisted surgery for 25 years. The company is now on its fifth-generation da Vinci system, which was approved by the Food and Drug Administration last year.  Source: Intuitive.com In fact, the da Vinci 5 has similar “touch” capabilities to Amazon’s new Vulcan. Intuitive calls it Force Feedback technology, which allows the surgeon to sense pushing and pulling, tissue tensions, and more. Da Vinci isn’t completely robotic in that it’s controlled remotely by a human doctor in another location. But it can be used a few feet or a few thousand miles away from the patient, performs less invasive surgeries, and never gets tired. No wonder doctors and medical facilities pay about $2 million for it – and that doesn’t include attachments, service contracts, and more.  Source: TradeSmith Finance ISRG popped above $600 per share earlier in the year, dipped briefly below $450 in the brutal selling, and has since bounced 25% in the recovery. I recommended it to my TradeSmith Investment Report readers 14 months ago, and we’re up 44%, tripling the S&P 500 in that time.  We’re enjoying the ride, and the data points to more all-time highs in the future. If we invest in the right stocks, maybe we’ll be able to buy our very own humanoid robot in the not-to-distant future. What qualifies as “the right stocks”? Well, I’ve got a few other software (as well as hardware) companies in my model portfolio for Quantum Edge Pro right now… But it’s also been very notable how many other unexpected sectors have become prominent in the Quantum Edge Top 10 list I share there each week. Plus, I’m very encouraged at the little “green shoots” I’m seeing in the market that might signify a new bull trend. You can hear all about the algorithm I use to find them in this presentation, which will also give you an opportunity to join us at Quantum Edge Pro and get my full story on the markets. Talk soon, 
Jason Bodner Editor, Quantum Edge Pro |
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