Dear Prosperity Insider,
President Trump didn’t just shake the table this past week — he flipped it over.
A proposed 145% tariff on Chinese electric vehicles sent a shockwave through global trade, striking right at the heart of supply chains that rely on China’s industrial firepower.
Some folks are cheering. Others are panicking. “Sell America!,” they shout.
But from where I sit, the story runs deeper.
Sure, places like Vietnam, India, and some countries in Southeast Asia might try to fill the gap.
But let’s be real — none of them come close to China’s scale, speed, or sophistication.
Moving production out of China isn’t a policy … it’s a process. And it takes years, not headlines.
This isn’t a quick pivot.
It’s a long, grinding chess match between the world’s two biggest economies. And right now, the board is shifting.
So where’s the real opportunity?
It’s not happening overseas — the next big wave is starting right here at home with robotics.
The next big wave of American innovation won’t come from trying to out-China China.
It’ll come from automating the work they’ve been doing cheaply — and doing it better, faster and smarter with robotics. America’s Robotics Edge Is Just Getting Started A few weeks ago, I wrote about this in detail — the rise of U.S. robotics, the reshoring of manufacturing, and how new breakthroughs are opening up massive investment opportunities.
(You can read it here.)
Now, this week’s news from China just makes the case even stronger.
At a Beijing half-marathon, China showcased 21 humanoid robots jogging alongside thousands of human runners. Source: Tingshu Wang/Reuters Sure, some fell over.
One smashed into a fence.
But others — like Tien Kung Ultra — ran more than 13 miles and crossed the finish line with a battery swap and a pair of sneakers.
You can watch robots race humans in Beijing’s first humanoid half-marathon here.
This was more than a publicity stunt. It was a signal.
China is pouring money, talent, and national focus into robotics, aiming to lead the world by 2027.
And we need to take note.
While the headlines scream about tariffs, what matters more is the arms race in automation.
And the U.S. has a massive edge: world-class tech companies, deep capital markets and a growing robotics sector that’s just getting started.
The market may wobble with every press conference.
But the long-term trend is clear: Robotics isn’t science fiction anymore.
It’s the next American growth story.
Regards, Charles Mizrahi Founder, Alpha Investor |
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