The humanoid robotics boom is following the exact same pattern as the 1990s internet explosion. And we're right at the inflection point. Just as 1989 to 1999 delivered up to 3,000% gains to early internet investors. The next 24 months in robotics could dwarf everything we've seen so far. Today, I'll show you why the humanoid 100 companies identified by Morgan Stanley represent the most important investment opportunity of 2024 and quite possibly your life as well as the nine US-based players you need to know about immediately because they have the least risk of them. Right, let's get straight into it. Most intelligent investors, even those with those fancy degrees, are unknowingly missing an extraordinary way for wealth creation, potentially the biggest since the internet revolution, simply because they misunderstand the humanoid robotics value chain. It's a blind spot currently costing portfolios, but could amount to lifechanging returns. So, in this video, I'm going to give you the complete breakdown of Morgan Stanley's latest report about the humanoid robotics market and exactly how to position yourself ahead of this $60 trillion opportunity. And look, if you're pressed for time or just, you know, Tik Tok damaged, the absolute kernel you need to grasp is this. The humanoid robotics revolution isn't just another tech trend. It's targeting the entire 30 trillion global labor market. Now, knowing that principle is genuinely useful. It puts your head off many, but honestly, it's only about 20% of the equation. Understanding which specific companies are positioned across the value chain, how these guys interact, and crucially, which ones carry the lowest political risk, that's where the real performance opportunist exist. And that's exactly what we're going to dissect here methodically. You see, the trouble with most analysis you'll find online or even from the big banks is that it's focused on the obvious players like Tesla or Boston Dynamics. But understanding the full ecosystem, especially the component manufacturers and enabling technologies that form the backbone of revolutionary industries, these are the picks and shovels of the gold rush. If you try to see what I'm trying to say here, that gives you a very different perspective. And let's be clear, mastering this isn't just about adding a few percentage points to your portfolio. This directly influences your ability to compound wealth effectively and significantly shortens the timeline to achieving genuine financial independence. I believe this is the most consequential investment opportunity of the decade, maybe the century. So before I walk you through these companies, I want to ask you something. Have you ever missed a major market trend and watched from the sidelines as others profited enormously? Perhaps during the AI beam of 2023 or crypto in 2021 or even the tech recovery of 2020. Think about that for a moment. I'd actually love it if you share in the comments below which big stocks you caught and which ones you've missed. Be honest about the ones that you missed because that's actually the real lesson here. And if you want to learn those critical market moves in advance and spot them in advance and and this is most important, learn to sell before they collapse because nothing goes up in a straight line. I have something to share with you. I've recorded a 15minute master class. That's a combination of everything I learned as a banker and as a trader. The same strategies that have helped me achieve financial freedom and retire in my early 40s. And in this master class, it's only 15 minutes long. So, you know, for you Tik Tok brain people, I'm going to reveal the simple three-part protocol that I use consistently. The most successful investors on Wall Street and Chicago have been using for the last 50 years. Now, most people here won't watch it. They're going to skim through this and continue to struggle. But look, the best part is you don't even need any prior investing experience to apply this. So whether you're a beginner or whether you've been investing for years, whether you're doing really well or whether everything is a freaking disaster, this masterass will give you a proven step-by-step process to start spotting those stock breakouts that make all the difference. So I made this available. It's completely free. It's part of our mission to make a million of you financially free. How do you access it? There's a link down below. First in the description, felix.org/getfree. So if you want to learn my exact method, there it is on a silver platter. Right? So let's talk about what exactly Morgan Stanley has put together in this massive report. They've identified a list of global companies which are exposed to the humanoid robotics value chain. And when I say value chain, I'm talking about a potential $60 trillion market. Now we've got three distinct categories here which make a lot of sense. You've got the brain companies. These are your semiconductor and software players. Then you've got the body which is industrial component manufacturers. And then you've got the integrators, companies actually developing full humanoid robots. And what's fascinating and what you're probably not hearing elsewhere is that only 52% of these companies are currently actively involved in humanoids. What? Yeah. The other 48% have material potential for future involvement, but haven't fully committed yet. And this is important because it means we're genuinely at the ground floor of this revolution. You get the idea. Perhaps most eye openening and frankly a bit concerning from a western perspective might be that there is a massive geographic concentration. The current humanoid value chain especially for integrators and component suppliers is heavily concentrated in Asia. We're talking about 73% of involved companies and 77% of integrators are Asian-based. I spent the last two weeks analyzing this data and what jumps out immediately is the clear opportunity gap for western firms beyond the obvious players like Tesla and Nvidia. This geographic imbalance could have a massive implication for tech leadership, economic benefits and national security. Now you might ask, so why humanoids specifically? Why not just standard industrial robots or those little vacuum cleaner things? Well, the primary argument that keeps surfacing amongst experts, and this makes perfect logical sense once you think about it, is that our entire world is already built for humans. Our doors, our staircases, our tools, everything is designed for the human form in its perfect, you know, representation here. So, this makes environmental adaptation much easier for humanoid robots than for other designs. There's also a data angle most people miss. Humanoids can leverage vast amounts of existing human behavioral data for training. Think about it. We have countless videos, instructions, demonstrations of humans performing virtually every task imaginable. And that's a treasure trove of training data that's uniquely valuable for humanoid designs. Now, regarding market potential, the numbers are staggering. The theoretical total addressable market is the $30 trillion global labor market. Just let that sink in for a moment. The entire global labor market. Morgan Stanley's model for the US alone forecasts a potential humanoid installed base of 8 million units by 2040, impacting about 357 billion in wages. I'm throwing a lot of numbers at you here. I told you to take notes, didn't I? I think I forgot. Anyway, take notes. And by 2050, they're projecting 63 million units impacting 3 trillion in wages. That's roughly the GDP of UK, France, and Italy combined, including the wine lake, the butter mountain, and does the UK make everything in excess? Probably not, right? Anyway, it's worth noting that Elon Musk projections are dramatically more aggressive. While Morgan Stanley is taking mill talking millions of units, Musk is suggesting billions of humanoids eventually. I've studied market adoption curves extensively across my career and the truth likely sits somewhere in between. But even the conservative case represents perhaps the largest new market of our lifetimes. Now, the technology driving this humanoid revolution isn't just one breakthrough. It's a convergence of several critical advances happening simultaneously. The primary drivers are generative AI for learning and autonomy. Robotics improvements in in actuators, sensors, mechanics, and significant battery technology advancements. One element that doesn't get nearly enough attention is simulation technology. Nvidia's Omniverse platform is absolutely crucial for training these robots. You see, unlike autonomous vehicles that need to learn by driving actual physical miles, humanoids can accumulate billions of hours of virtual training in simulation, potentially making their path to real world deployment faster and safer. Now, let's talk dollars and cents, because this is where it gets particularly interesting for investors. Currently, humanoid robot costs range widely from about $10,000 to $300,000 per unit. According to Morgan Stanley, they estimate the bill of material for Tesla's Optimus excluding software is about $50 to $60,000 right now. But here's the key. There is significant potential for cost reduction with manufacturers targeting around $20,000 per unit through scale and component sourcing. And the ma major cost component breakdown is roughly this. Sensors about a third screws about 20%, I kid you not. motors about 20%. So to put this into perspective, we've seen this pattern before with technologies like flat screen TVs, which initially cost tens of thousands of dollars, but now people throw them at you. And the difference here is the scale. We're talking about potentially millions of robots, creating an unprecedented economy of scale. Now, are there hurdles? Heck yeah. So on the tech side, we need further AI refinement, better actuator precision, improved sensors, and enhanced battery capacity. Otherwise, they'll all be falling asleep, you know, through their day. And then there are the societal, the policy, and the safety considerations that could impact adoption timelines. However, and this is something I pay particularly attention to, these humanoids might actually have an advantage over autonomous vehicles regarding safety regulations since they can be initially trained and deployed in controlled envir environments rather than immediately intermixing with the the public uh on roads. So, here's the part that's going to potentially make the biggest difference to your portfolio. The specific US-based companies from the list that carry lower geopolitical risk. And I've personally spent hours analyzing these firms looking at their supply chains, their manufacturing footprints, and their business models. And one side note, it's important to understand that no technology company in robotics is completely insulated from global supply chain. That's simply the reality of modern manufacturing. However, some companies are definitely better positioned than others to weather geopolitical storms. So, let's start with Palanteer. Palanteer falls into the brain category as a data science leader. What makes Palanteer particularly interesting from a geopolitical point of view is that their focus is just on US government defense intelligent contracts. So, this government anchor provides a degree of insulation you simply don't find with companies primarily serving commercial markets. And while they're certainly expanding their commercial footprint successfully, their deep roots in national security give them a domestic foundation in the US that's very difficult to replicate. And because they're primarily software focused, they basically don't really have any physical supply chain dependencies. I know they're going to need to buy some laptops, but I think they're going to find those. Stock numero do is MP materials and this falls firmly into the body category specifically focused on rare earth materials. MP materials is genuinely fascinating because they operate the mountain pass rare earth mine and processing facility in California. Now if you studied supply chain vulnerabilities at all, you'll know that rare earth materials represent one of the most significant choke points in tech manufacturing. China is basically dominating the processing market and MP Materials is strategically positioned to build a US-based magnet supply chain directly addressing these concerns. So they're building a commercial production facility in Texas which is a milestone because it's the first in the US and notably they've also halted all rare earth exports to to China since tariffs. So they have to build it in the US otherwise you know there's no business so they're going to do it right pain creates innovation usually. The third company is Rockwell Automation. That's another body category player focused on diversified automation solutions and Rockwell has a very strong presence in North America in the industrial automations markets. And while they're certainly global their core strength and customer base is pretty domestic. And next we have RBC Bearings. This is another body category company specializing in bearings and precision components. Who would have thought that would make the list of one of the most exciting companies in the world? Well, they maintain a significant US manufacturing base, often serving industrial and aerospace and defense sectors, which tend to have strong domestic components. And the company recently reported an impressive growth 23% year-over-year in its aerospace and defense segment. and they're projecting continued mid- teens growth for this year driven by robust US defense demand which is what I talked about in other videos prior. In addition, they've undertaken significant depth reduction efforts which is well they've in the better better in financial shape than they have been in a while. And then we got another one you've probably never heard of. Moog M O G Inc. This is another body company specializing in high performance actuators and motion control systems. I know that's what we all talk about over breakfast every day, isn't it? Darling, how are the actuators doing? What the heck is an actuator? Anyway, MOO has a big focus on aerospace and defense in the US. They therefore also apply to strict US regulations like the international traffic and arms regulations. So, these regulations often necessitate domestic production and limit exposure to certain, you know, geopolitical hotspots that we don't need to go into. And they've also indicated expectations for further revenue growth in the second half of this year. And that's relevant and what's particularly relevant for humanized robotics is that actuators which MOO specializes in are essentially the uh the muscles of robots. And these components convert energy into precise mechanical motion. And MO's expertise in high performance reliable actuators for the defense space and aerospace position them at the sort of top of that shopping list. Next we have Telodine Technologies is a slightly more popular stock perhaps. Again a body category company which particular strength in sensus and vision systems. They serve aerospace and defense. Again you get the idea right. A lot of this stuff is going to come out of the defense space. Just in March this year Telodine delivered its 100th advanced infrared detector for the US space development agency satellite constellation and also got a $90 million US Army contract for its Black Hornet 4 nano drones. So these activities highlight Telodine's critical role in supplying very advanced sensors and vision systems for its US defense customers. And if you're wondering, well, why do we care about sensors and vision so much? Well, they're basically the eyes of the robots. Intelligines expertise in developing these components is critical. Otherwise, these guys will be blind. They'll be running into things, which will be sad. Then we're going to move on to Texas Instruments. I used to have a calculator from Texas Instruments. the best calculator I ever had. But they've moved on a little bit. They now build the brain and the body categories because they are a semiconductor powerhouse. Texas Instruments has a significant existing US manufacturing footprint and they're investing heavily into new US fabs, which is what you need to make chips, particularly for analog and embedded chips, which are crucial for robotics. And this reduces reliance on Asian fabs compared to fabless semiconductor companies that outsource all their manufacturing. So in 2024, Texas Instrument secured an agreement for up to 1.6 billion in direct funding via the chips act to support its massive expansion in Richardson and in Sherman in Texas. And this government support not only provides capital but also signals the strategic importance of Texas Instruments domestic semiconductor manufacturing capability. Next, let's look at a stock you might not expect on this list. Microsoft. Firmly in the brain category focused on cloud computing and AI. Yeah, you need those. So, while Microsoft is certainly a global company, their core AI research, software development, and significant cloud infrastructure are heavily US-based. Their primary geopolitical risks revolve around market access and data regulation rather than the physical manufacturing of uh the hardware stuff. Now, I should note that there are several similar options in this category. There's Google, there's Oracle, there is Amazon, all with strong US-based cloud and AI capabilities. So, I'm specifically highlighting Microsoft here because of their notable strong data center results in the latest earnings, which mean they're catching up to the competition. They also have a pretty good relationship with the US Department of Defense, which is where a lot of these these these robots are going to go. So Microsoft role in in in humanoids providing foundational models and cloud support. It leverages these US strategic strengths massive data centers AI acceleration software and by the way they are making available on their cloud not just open AI which you know they partnered with and invested in heavily but they're going to add all the LLM to their cloud system which makes a lot of sense. So they'll be like the they want to be the operating system of all the LLMs out there because ultimately an LLM by the way is like Chat GPT or Claude or Gemini or you know whatever they will basically all be pretty much the same. There'll be very little difference between them. So you just want to be able to have access to all of them and that's what they're doing which is very clever. And then finally we have one last company that I like a great deal. It is called Synopsis. This is a brain category company specializing in semiconductor design tools. I know sexy. So they provide critical software tools that engineers use to design chips and their direct physical supply chain risk is remarkably low compared to hardware manufacturers because they're basically a software provider. The main risk they face is that dependence on global semiconductor customer base, but their core intellectual property and software development is firmly US-based. It's a fascinating company because they're essentially providing the tools that make the tools. Without sophisticated electronic design automation software like what Synopsis provides, the complex chips needed for humanoid robotics simply wouldn't exist. It couldn't be designed. So, they're essentially an enabler. They're a um company that allows others to make shovels. You see what I'm saying? Imagine this was a gold rush. And their softwarebased business model shields them from a lot of the disruptions that the the hardware guys face. So this is a real like foundation of technology sovereignty and the ability to design and create the most sophisticated components independently regarding what happens in the world. So there you have it, the nine US-based companies from Morgan Stanley's list with potentially lower political risk. And we've covered the entire value chain here from raw materials like MP materials to RBC bearings and MOO, you know, software cloud infrastructure, Microsoft synopsis. And what is clear is that we at a pivotal inflection point in this robotics revolution. AI, advanced sensors, precision engineering, all of it is coming together and it's could be the most significant wealth creation opportunity since the early internet. And the humanoid form factor here is just targeting as I say 30 trillion dollar global labor market. And I think it's an extraordinary opportunity. So, I want to do one more thing for you and that is I'm going to run a an educational webinar where I will teach you how to spot the greatest companies in this AI robotics space because this isn't going to be stagnant. It's going to keep changing and there's some tremendous opportunities here. So, me giving you a list is going to be useful for a certain period of time and then you're going to be like, "Yeah, and what not? What what next?" Plus, you also don't really know enough about these companies yet. And you also don't really know when you should exit them, when you should sell them, you should take profits, right? What are the right moments? What about the valuations and timing and all these things? So, I want to cover all of that for you on Saturday. So, you would come and join me at felix.org/einar. We'll be running that at 11:00 a.m. New York time. So, you lot in Europe will still be awake. You you Asians should also be able to watch it if you're tuning in. And we're going to run through the real hard rules to how do we find these, how do we identify these, what makes a company great, and at what point do we want to buy and what point do we want to sell? If you want to learn all of that in a pure kind of live educational setting, come and join me on Saturday, felix.org/einar. And I wish you tremendous success, all the best. If you're wondering what could be great stocks to buy right now in this market, then I've got the video for you. The following five stocks are what I'm buying. I'm not going to hold you hostage on them. I'm going to tell you exactly what they are. Some of them are contrarian place too. One's definitely a sort of buy till death do us part type stock and the other two are a little bit more interesting and taking advantage of where we are right now. Now the stocks are in following order into it. Boeing Monster Rumble and an ARC fund that I shall explain in a moment. Now if you run away and now blindly buy these stocks, you will undoubtedly regret it and you will very likely lose money on at least four of these, maybe even five. So, what I'm going to do for you in the next couple of minutes is not only walk you through why I'm buying them, but I'll also show you at what price I'm buying them because I'm not just necessarily buying them at today's share price. And that takes a little bit of explaining to do. And also remember, I would never ever ever ever buy a stock without first setting up a stop-loss. Every single investment I ever make has a stop-loss. And that also takes care of the well when do we sell them for a profit problem that people always have? Well, I don't think about that because my stops take care of that. If you want to understand those rules,