The robots are coming...

  The Robots Are Coming… Dear reader, It has been nearly two years since ChatGPT was launched and the artificial intelligence (AI) trend began taking over global headlines. In that short time, AI has become the topic du jour regardless of whether you’re in the office, at the local pub, or attending a family picnic. Yet a lot of skeptics remain when it comes to this groundbreaking technology… In conversations I have been a part of over the past year, one of the biggest concerns is that AI-driven machines will take over the world. That’s the kind of thing movies are made about – but it’s not reality. Longtime readers know that I am a huge advocate of AI and believe it will better our world in the years and decades ahead. Everything from self-driving cars to new drug discoveries made possible by machine-learning AI-driven platforms will become the norm. But all of that isn’t to say that robots that look like humans won’t become soon reality. These “humanoids” are non-human entities that have human-like characteristics – and they’re a very real thing. According to Morgan Stanley, there will be 40,000 humanoids by the end of this decade. The research firm goes on to say that it expects there to be 8 million humanoids by 2040 and a whopping 63 million by 2050. Given how quickly AI and robotics technologies are progressing, I suspect these lofty estimates are accurate. But that shouldn’t scare you. Consider the ongoing labor shortage and the number of jobs out there that humans don’t want to do. Why not make robots do them instead? Regular readers know that I’m a big fan of Tesla (TSLA) founder Elon Musk and everything he has done in the world of innovation and disruption. He may be outlandish. But he has been able to fulfill a large percentage of his bold predictions. In just the last few weeks, Musk has stated that he believes Tesla’s humanoid robots – called Optimus – could increase the value of the company to $25 trillion. That’s roughly 50 times its current size and half the value of the entire S&P 500 today. But despite how crazy that sounds, I’m not betting against Musk. Even if he’s overshooting that projection and Tesla’s valuation comes in closer to $2.5 trillion – one-tenth of his estimate – this technology would still be an absolute gamechanger for Tesla and the entire humanoid trend. Now, humanoids are still a very early stage trend. The cost to build one is high – with estimates ranging from $10,000 to $300,000, depending on its capabilities. But just like with any new technological breakthrough, those costs will likely drop quickly in the coming years and make humanoids more accessible to the masses. That makes now the right time to start building exposure to humanoids in your portfolio… Tesla is an obvious possibility. It’s a leader in the humanoid market with its Optimus division. Nvidia (NVDA) – the posterchild for AI – shouldn’t be ignored either, as it will likely play a large role in the systems that run future humanoids. Another angle is to invest in the semiconductor firms that will enable humanoids to perform a multitude of tasks via AI. Taiwan Semiconductor Manufacturing (TSM) is a leading next-generation business and at the forefront of the AI trend. Then there are the actual end-users that will help reduce overhead costs by replacing expensive human workers with robots. This can range from warehouse operators such as Amazon (AMZN) to restaurants that use robots to cook food. As you can see, the possibilities are far-reaching. I understand that the future of robotics is incredibly difficult to imagine today. But I’m confident that one day, many of you reading this will find yourselves working next to a robot. These robots won’t take over our world. But they could certainly start to take over our labor force. Let’s take advantage of that shift by investing early. Here’s to the future, [McCall's Signature] Matt McCall Editor, Market Insights [Watch My Latest Podcast]( At the start of every year, analysts and talking heads put out their predictions for the year ahead. But I have found that most prognosticators are pretty bad at predicting what things will look like just 12 months in the future. So on [the latest episode of the SteadyTrade Podcast]( Tim Bohen and I dive into the first half of 2024 and discuss how things played out compared to forecasts. We also highlight which stocks led the way and which sectors proved themselves to be leaders through the first six months of the year. We provide our expectations for the economy, the presidential election, and the stock market through the remainder of 2024. And of course, we mention a few stocks worth adding to your watch list. 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