How to Capitalise on the Robots

Companies / Investing 2024 Jun 20, 2024 - 07:28 AM GMT

Apple scraps electric cars for robots!

Amazon has over 800,000 robots already deployed directly displacing 100,000 human workers.

Luckily we are already heavily investing in the primary robotic companies set to capitalise on this mega-trend such as Tesla and Nvidia that is powering AI with it's latest release the Blackwell GPU's relabeled as AI accelerators.

Even sleeper Intel is part of the coming Robot storm set to obliterate the biggest market of them all that for human labour!

At this point the two key robotics companies are Tesla and Nvidia,

The key element most people don't grasp is the speed at which AI robots learn and improve compared to humans which on average take a good 20 years before they can become productive, with robots its learn once apply to all and network cloud improvements downloaded in real time.

Apart form that we have the 4 funds, of which INTL, RBTX and SMH are heavy in robotics and AI. SMT is higher risk as it has demonstrated itself to be in terms of stock price trend! Thankfully it has long since left it's $6 bottom behind behind trading at $8.52 which allowed one to trim from over exposure, so even that disappointment is coming good.

Today's clear robotics priorities are -

1. Nvidia
2. Tesla
3. Amazon

Whilst the others such as Apple, Google and Microsoft have yet to show something of substance.

What about Boston Dynamics?

Once owned by Google, sold on to soft bank who sold it to Hyundai. Promised so much for so long but to date just produce videos of robots doing tricks. Hyundai stock has been stuck in a trading range for some 20 years, currently trading towards the upper end of this range. So it's basically a dividend range trading stock. The Boston dynamics division is a mere pinprick in terms of generating revenues and is nowhere near generating a profit.

Understand the clowns on Wall Street that do the rounds on the likes of the CNBC cartoon network don't have a clue what is going on, all they do is focus on quarterly results, if a company beats it gets bid higher, if it disappoints it takes a tumble, there is little comprehension of the AI Mega-trend, only that they often get caught sat on the sidelines as they watch the likes of Nvidia soar into he stratosphere or worse SHORT convinced by their voodoo that a stock like Tesla is going to go broke!

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CONTENTS

S&P USD Correction
Stock Market Sentiment
Stock Market Trend Forecast 2024
Tesla Robo Taxis are Coming THIS YEAR!
How to Further Capitalise on Robots
AI Stocks Portfolio Accumulate and Distribute
Q1 Earnings Season
TSM - $127.EGF +4%, +30%, PE 24.3, PE Range 73%
TSLA - $147 - EGF -21%, +2%, P/E 47, PE Range -75%
RTX $102 - EGF +2%, +356%. PE 20
META $481 - EGF +24%, +39%, PE 30.9, PE Range 153%
IBM $181 - EGF +14%, +7%, PE 18.9, PE range 337%
Lam Research - $870, EGF +8%, +16%, PE 31.8, PE Range 173%
Google $156 - EGF +8%, +25%, PE 26.8, 89% of PE Range
INTEL $34, EGF R29%, R62%, PE 34.2, PE Range 1300%
Microsoft $399 - EGFs +4%, +12%, PE 36.1, PE Range 82%
KLAC $628 - EGFs -2%, +9%, PE 19, PE Range 164%.
WD $66, EGFs -83%, -154%, PE -11
AMAZON $175 - EGFs +30%, +68%, PE 62 , PE Range 69%
AMD $147 - EGFs +3%, +60%, PE 55, PE Range 95%
Bitcoin Happy Thanks Halving
Crypto's Exit Strategy

Latest analysis - US Housing Market Analysis, House Prices Trend Forecast 2024 to 2026

CONTENTS

Stock Market Trend Forecast
US Stock Market vs M2 Money Supply
AI Stocks Portfolio
Nvidia 10 for 1 Stock Split
AI Computers Hype
2024 - AI Equals Loss of Agency
Why Alien Intelligence Cannot Predict the Future
Consequences of AI
UBI - Universal Billionaire Income
GLOBAL WARMING Housing Market Consequences Right Now
RECESSION When Yield Curve Uninverts
Global Debt Bubble.
IMMIGRATION DRIVES HOUSE PRICES HIGHER
US Housing Market Free Equity
US FIXED MORTGAGES LIMITING SUPPLY
HOA Nightmare
Florida Hurricanes
Rentals Crisis
Who is Buying All the Houses?
Commercial Property Capitulation
US House Prices Momentum
US House Prices Trend Forecast
US Housing Market Stocks
UK General Election - 4th July 2024

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By Nadeem Walayat

http://www.marketoracle.co.uk

Nadeem Walayat has over 30 years experience of trading derivatives, portfolio management and analysing the financial markets, including one of few who both anticipated and Beat the 1987 Crash. Nadeem's forward looking analysis focuses on UK inflation, economy, interest rates and housing market. He is the author of five ebook's in the The Inflation Mega-Trend and Stocks Stealth Bull Market series that can be downloaded for Free.

Nadeem is the Editor of The Market Oracle, a FREE Daily Financial Markets Analysis & Forecasting online publication that presents in-depth analysis from over 1000 experienced analysts on a range of views of the probable direction of the financial markets, thus enabling our readers to arrive at an informed opinion on future market direction. http://www.marketoracle.co.uk

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