Elon Musk’s “A.I. 2.0” Stocks (Luke Lango) – The Key to Infinite Growth?

Big picture tech investor Luke Lango says “A.I. 2.0” will be bigger than anything Elon Musk has ever worked on.

This is because the tech behind the “A.I. 2.0” breakthrough is on a whole other level and there is a backdoor way we can invest in it.

 

The Teaser

Luke promises he's not talking about Neuralink or xAI, but something else he's calling “AI on steroids.”

By this point, Luke Lango is like a familiar acquaintance who's always passing on unsolicited stock picks. We have reviewed some of these stock tips here at Greenbull in the past, like his Prometheus Project picks and AI Software Firms.

Elon Musk himself is calling A.I. 2.0 “a fundamental transformation for civilization as we know it.”

Coming from someone with his finger on the pulse like Musk, the claim can't be outright dismissed.

Musk is silently making this sci-fi AI real in the Tesla Gigafactory in Nevada, preparing for the day he finally goes public with it.

The prototype of this project is apparently close to being ready after six years of development and by the looks of things, it could be unveiled to the public as soon as May 16th, which is the rumored date of Tesla's next AI day.

What exactly is Luke talking about here?

Artificial Intelligence and Robotics

A 2022 Forbes article called these two technologies “The Future Of Mankind.”

Luke says generative AI applications like ChatGPT and Midjounrey don’t even begin to scratch the surface of what AI is truly capable of.

This is due to such Large Language Model (LLM) programs being just data, with a hard limit on what they can do.

However, when AI is merged with robotics, that's when its real power will be unleashed.

This combination opens up a whole new world of possibilities, far beyond the constraints of code alone.

Elon Musk understands this and that's why he created Optimus, a robot representing the convergence of robotics and artificial intelligence.

The humanoid-looking robot can perform tasks ranging from simple household chores like taking out the trash and mopping the floor to complex industrial operations, such as operating heavy machinery.

By integrating AI with robotics, Optimus unlocks the full potential of AI, enabling it to function and interact within the physical world.

Goldman Sachs has already stated that AI robots like Elon's Optimus could generate as much as $150 billion a year and Luke has found a “backdoor” way for anybody to invest in this new venture for as little as $100.

 

The Pitch

Lukes assures us this company isn’t Nvidia, AMD, or Intel. Instead, it’s a chipmaker with roots in the U.S. and he's put all the details of this company inside a special report called The Optimus Backdoor: How to Get In on Elon’s New A.I. 2.0.

Inside we’ll find the name, the ticker symbol, and a full analysis of this company, and it's ours with a subscription to Luke's Innovation Investor research service.

The service costs $49 for the first year and comes with a 90-day money-back guarantee, two additional special reports, access to a proprietary model portfolio containing more than 60 active picks, and buy/sell alerts delivered straight to our inbox.

 

The Rise of the Robots

Optimus isn’t just some Transformers toy or gadget, oh no, it’s an innovation that could single-handedly sustain and even support economic growth in a way no other technology has before.

If we think about it, economic growth is largely a combination of two things:

1. Population Growth
2. Productivity

The majority of US population growth is coming from migration, as births are decreasing, and so is worker productivity. Hitting a 75-year low last year.

Enter Elon Musk’s Optimus Robot.

By massively improving productivity, it can offset the effects of population decline and avert a global economic crisis. The key to infinite growth, if you will.

Luke believes Optimus is it, representing a major leap in robotics and AI integration, far surpassing any piece of robotics technology on the market. 

This is a bit of stretch, as it's not even available yet and robots like Apptronik's Apollo are already on the market and being used to manufacture cars.

Nevertheless, when Elon does launch the Optimus bot, there's a good chance Fortune 500 companies and others will start rushing to get their hands on it.

Rising Demand And Adoption

This isn't easy to say, but Luke may be right.

If there's one thing businesses love, it’s maintaining healthy profit margins.

So it's not surprising to see the likes of Walmart use robots to organize their inventory. Apple use a robot to disassemble iPhones for recycling purposes and Uber Eats launch robot deliveries in Japan.

At a past Tesla event, Elon said that he thinks “We might exceed a one-to-one ratio of humanoid robots to humans.”

Using a “conservative scenario” of half of the Fortune 500 companies, replacing just 10% of their global workforce with Optimus robots. At $20,000 a pop, which is how much Musk has indicated that Optimus will cost when it is launched, that could mean roughly $33 billion right out the gate.

Optimus genuinely has the potential to be Elon Musk’s biggest venture ever and there's a way to invest in the company that is developing semiconductors for the robot, which is its artificial heart.

 

Revealing Luke Lango's A.I. 2.0 Stocks

Luke gives us the name of one company he believes could be a big winner in the coming months – Intuitive Surgical (Nasdaq: ISRG) and leaves us to fend for ourselves on his other picks.

The only clue provided about his main pick is that it supplies the semiconductor chips for Optimus.

This helped quickly narrow down the possibilities, as Tesla's System-on-a-Chip (SoC) featured in Optimus uses chips manufactured by…

Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM).

The bot's body also contains a full self-driving computer, similar to a Tesla vehicle, and TSMC makes its chips.

Besides TSMC, Lukes says he's identified three “supporting cast” companies making strides by combining AI and robotics technology. This is what he has to say about each:

First Supporting Cast Company

• A global leading provider of autonomous vehicle technology, it is well respected as the leader in full-stack self-driving solutions.

Leader in full-stack self-driving? This sounds like Ambarella Inc. (Nasdaq: AMBA).

Ambarella bills itself as offering “full-stack, scalable automated driving solutions” and it is one of the auto industry's top suppliers for the same.

Second Supporting Cast Company

• This is a company Luke believes will become the king of warehouse automation. To his knowledge, it is the only firm in the world that has created a fully autonomous, end-to-end warehouse system that is actively running today.
• Every Walmart distribution center in America will be automated by this company's AI by 2027.

Luke is talking about Symbotic Inc. (Nasdaq: SYM). The company reinvented the traditional warehouse with an end-to-end system that leverages a fleet of fully autonomous robots and AI-powered software.

Third Supporting Cast Company

• The third pick helps industrial companies in the transportation, utilities, construction, and engineering industries digitize, streamline, and automate their workflows.
• Its founders met while earning their Master’s in Computer Science at MIT and already have one exit under their belt from a previous company.

Based on the last clue, Samsara Inc. (NYSE: IOT) appears to be the pick.

Samsara's founders, Sanjit Biswas, and John Bicket, attended MIT together and sold their cloud-managed IT company, Meraki, to Cisco Systems in 2012.

 

Massive Opportunities or Chasing Hot Stocks?

Here are some quick thoughts on each of Luke's AI 2.0 Stocks, starting with his top pick:

TSMC: One of the top semiconductor chip makers in the world, the company will continue to grow as AI proliferates.

Intuitive Surgical: On the cutting edge of Healthtech, no pun intended, but a lot of future growth is already priced-in at a valuation of 78x trailing earnings.

Ambarella: The stock is basically flat over the past five years and insiders are selling shares. Not what you want to see from a high-growth business.

Symbotic: Key metrics don't reflect it yet, but the business has momentum behind it and its best days are yet to come.

Samsara: This could be a case of being in the right place, at the right time, as providing AI software for physical operations is still in its infancy.

It surprises me to say this, but except for Ambarella, these are some solid long-term growth picks from Luke.

 

Quick Recap & Conclusion

• Luke Lango says “A.I. 2.0” will be bigger than anything Elon Musk has ever worked on and he has found a backdoor way to profit from it.
• What is being teased here is the combination of Artificial Intelligence and Robotics, which is likened to internet technology converging with computers, in terms of its impact, and Tesla's Optimus robot is the beginning of this convergence.
• Luke has found a backdoor way to invest in the tech that is the heartbeat of these new-age robots and he reveals his findings in a special report called The Optimus Backdoor: How to Get In on Elon’s New A.I. 2.0. Its ours with a $49 subscription to his Innovation Investor research service.
• One free pick is provided – Intuitive Surgical (Nasdaq: ISRG) and we're left to fend for our own on the other four picks. We did alright, as we were able to name all four, they are Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), Ambarella Inc. (Nasdaq: AMBA), Symbotic Inc. (Nasdaq: SYM), and Samsara Inc. (NYSE: IOT).
• Some solid long-term growth picks from Luke for a change, with TSM, SYM, and IOT being the best of the bunch.

Are you already invested in AI 2.0 or the convergence of Artificial Intelligence and Robotics? Drop a YES or a NO in the comments.