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A Chinese robotics company most people hadn’t heard of a week ago just went public – and its stock more than quadrupled on day one. But our macro investment expert Eric Fry thinks this eye-popping figure is the wrong one to fixate on.
In today’s Friday Digest takeaway, Eric argues that the flood of money into humanoid robotics points to a bigger, more durable opportunity than any single robot maker can capture. Every machine will need a brain, eyes, muscles, and joints – and the firms supplying those parts don’t have to guess which manufacturer ultimately wins. He points to one day this summer when investors first started pricing in that build-out, and what it did to a handful of component stocks.
Below, Eric also shows how this fits the rebuilt AI Revolution Portfolio that he assembled with Louis Navellier and Luke Lango – nearly 20 world-class AI stocks built as a holistic portfolio, each with a specific, deliberate allocation. Our experts went into detail about it earlier this week at a live event, which you can catch the free replay of right here.
Bottom line: While the race to build these robots will crown a few winners, the companies arming them all may be the safer investment bet.
