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Market Oracle FREE Newsletter

How to Protect your Wealth by Investing in AI Tech Stocks

How to Capitalise on the Robots

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

By: Nadeem_Walayat


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!

This article is an excerpt of my recent extensive analysis - Stocks Correct into Bitcoin Happy Thanks Halving - Earnings Season Buying Opps which was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups.


S&P USD Correction
Stock Market Sentiment
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Tesla Robo Taxis are Coming THIS YEAR!
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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
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By Nadeem Walayat

Copyright © 2005-2023 (Market Oracle Ltd). All rights reserved.

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.

Housing Markets Forecast 2014-2018The Stocks Stealth Bull Market 2013 and Beyond EbookThe Stocks Stealth Bull Market Update 2011 EbookThe Interest Rate Mega-Trend EbookThe Inflation Mega-trend Ebook

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.

Disclaimer: The above is a matter of opinion provided for general information purposes only and is not intended as investment advice. Information and analysis above are derived from sources and utilising methods believed to be reliable, but we cannot accept responsibility for any trading losses you may incur as a result of this analysis. Individuals should consult with their personal financial advisors before engaging in any trading activities.

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© 2005-2022 - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.

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