What do you get when you combine two of the most powerful technologies on Earth in artificial intelligence (AI) and humanoid robots?
A brand-new, and much more powerful technology that will make certain “AI Robot Stocks” explode higher, and it could happen as soon as May 31st.
The Teaser
One of the most important events in any technology cycle is called a “convergence.”
When two separate technologies come together to create a third, it usually makes history.
Domain squatter, former stockbroker, Bitcoin miner, and investment newsletter editor. Eric Wade has had an interesting journey, and some equally interesting teasers. We've covered some of them, such as his New Texas Currency and Nvidia Blackwell Chip Stock pitches.
The smartphone is a good example of history being made.
Having a computer in our pocket is only possible because of the convergence of advanced semiconductor technology and rechargeable lithium-ion batteries.
We pretty much all use one today, but only some got rich from it, like shareholders of Nvidia, Broadcom, and Apple.
Eric rightly points out that Apple stock alone is up 9,300% since the announcement of the first iPhone:
This isn't the only example, either.
Electric vehicles were able to scale thanks to the convergence of power inverters and long-lasting rechargeable batteries.
The biggest winner – Tesla, with early investors turning a $10,000 stake into $2.3 million:
Now, we may be on the cusp of an even bigger convergence.
On one side are two-legged robots that look and act like humans. These have been around for a while, but advancements in sensors, batteries, cameras, computer chips, and software have made them more powerful and less expensive.
The other side of the equation is artificial intelligence (AI).
It's everywhere, we use it to get answers to our most burning questions, or just to explain quantum theory to us in the style of Snoop Dogg.
Netflix and Spotify use AI in their recommendation algorithms. The same goes for the bank software that allows us to deposit checks directly from our smartphones.
AI is already embedded in many aspects of our daily lives, and as soon as May 31st, it could become ubiquitous.
As we've already seen with smartphones and electric vehicles, those who take action early will be rewarded, and Eric has a few ways that we can do this.
The Pitch
Eric believes knows who the winners of this convergence will be, and their names are in a report called “The Winners of the AI Robot Revolution.”
It is only available to subscribers of Eric's research service, the Stansberry Innovations Report. Normally, the service costs $499, but a special, one-time discount takes it down to $79.
The AI Robots Era
We already know robots are peeling and dicing avocados at Chipotle.
This is a nice start, but it's hardly a revolution.
However, AI robots in the operating room may be an inflection point. Intuitive Surgical already performed almost 2.7 million surgeries last year with surgical robots.
A pulmonologist, who is a doctor who analyzes X-rays, recently took to X to say that he may lose his job to AI, which provides the same analysis faster and at a fraction of the cost.
Big oil money is also investing heavily in AI, with some countries staking their futures on it.
However, Eric Wade says what's coming next will be even bigger.
Jetson Thor
As early as May 31st, Nvidia could release its highly secretive project, codenamed “Jetson Thor,” to the public.
If it does, “it will mark the moment in history when AI and humanoid robots officially converge.”
Think of Jetson Thor as the “brains” behind AI robots. A supercomputer built with Nvidia's most advanced chips and designed to power humanoid robots.
It will enable AI robots to perform tasks, learn from their experiences, and interact with the environment around them.
The Wall Street Journal said it
“Could reshape human-machine interaction across various sectors, from manufacturing and construction to health care and home assistance.”
If they're right, the AI Robots era will be upon us, sending certain stocks up 3x, 5x, or even 10x.
Revealing Eric Wade's AI Robot Stocks
Eric has a few ways that we can profit from the AI robot revolution.
Step one is “buying botz.” The Global X Robotics and Artificial Intelligence Fund (Nasdaq: BOTZ).
The ETF has been a dud so far this year, down around 5%, but given the powerful tailwinds at its back, Eric thinks BOTZ will do well over the next few years, perhaps “doubling your money in the next 5 to 10 years.”
Step two is where we get to the good stuff, the stocks Eric believes are too good to be given away. He calls them “The Winners of the AI Robot Revolution,” and we get a few clues about three of his picks.
AI Robot Stock #1
- This 140-year-old company launched the world's first commercially available industrial robot back in the 1970s.
- Now, it builds entire “smart factories,” and its AI software makes robots smarter and helps customers like Amazon, Microsoft, IBM, Honeywell, General Electric, and Ford automate their processes.
Eric is teasing ABB Ltd. (OTC: ABLZF) here.
- Originally founded in 1883 in Sweden, ABB launched one of the world's first industrial robots, the IRB 6 →07, in 1974.
- Today, its “smart factory” operations aim to boost productivity and control costs for industrial customers.
AI Robot Stock #2
- It just spent $290 million to buy a privately owned robotics business. Becoming one of the world's leading AI robotics companies virtually overnight.
- The likes of Jim Simons, Steve Cohen, Joel Greenblatt, and Paul Tudor Jones have all quietly built multimillion-dollar positions in this stock.
This sounds like Zebra Technologies Corp. (Nasdaq: ZBRA).
- Zebra acquired warehouse robotics firm, Fetch, back in the summer of 2021 for $290 million.
- Based on 13F disclosure filings, the asset management firms of Jim Simons, Steven Cohen, and Joel Greenblatt all own ZBRA.
AI Robot Stock #3
- Last year, this company spent more than $100 million building a 15-acre facility in the Midwest and packed it with state-of-the-art robotics and automation.
Based on this sole clue, FANUC Corp. (OTC: FANUY) is a close match.
- The American subsidiary of the automation products company invested $110 million in a 650,000-square-foot (around 15 acres) West Campus facility in Auburn Hills, Michigan, which opened last year.
However, we're not done yet. Eric teases one more stock, his top pick for the upcoming AI Robotics age.
Eric's #1 AI Stock
- It makes the software that companies like Nvidia, Intel, and AMD rely on to design and test their advanced chips.
- 9 of the world's top 10 chipmakers, including Volvo, Mercedes-Benz, Samsung, and Sony, are its customers.
A few companies fit this description, including Siemens and Cadence, but Synopsys Inc. (Nasdaq: SNPS) is the pick.
- Synopsys is an electronic design automation company that provides services like test automation, diagnosis, and high-speed testing for semiconductor chips.
- Mercedes-Benz, Samsung, and Sony are all customers.
The Biggest Investment Opportunity of the Next Decade?
AI Robotics is as inevitable a development as fireworks sales going up before the Fourth of July.
However, are Eric's picks the best way to play it at this initial stage?
Global X Robotics ETF: A buy it and forget it pick. It may outperform the market, but it will underperform the sector's top performers.
ABB Ltd: Last month ABB announced that it is planning to spin off its robotics division as a separately listed company in the second quarter of 2026. Best to wait and see how that plays out.
Zebra Technologies: It made its big acquisition four years ago, and its stock has been down ever since. So, the market doesn't get it or is pessimistic about its technology.
FANUC Corp: A global supplier of automation solutions for manufacturing operations, which will be huge. It sports a similar valuation to Zebra, but its underlying economics are better.
Synopsys: It has been a recurring pick among investment newsletter publishers. I can see why, as Synopsys has a highly specialized business that is poised to grow alongside the demand for semiconductor chips.
From this point forward, AI Robotics will develop in one of two ways:
- Centralized, closed-source, dominated by a few big tech conglomerates
- Decentralized, open-source, many small, medium, and large providers
I hope it goes the second way, but no matter what, the opportunity for investors is big, and it will give us a chance at market-beating returns. Supplier stocks, like Eric's picks, are just the start.
Quick Recap & Conclusion
- Eric Wade is teasing the convergence of two of the most powerful technologies on Earth in artificial intelligence (AI) and humanoid robots, and it could happen as early as May 31st.
- The result of this convergence is AI Robots, which are cheaper, more powerful, and intelligent than anything we've ever experienced.
- There are a few ways to invest in this convergence, and Eric lays it all out in a report called “The Winners of the AI Robot Revolution.” It is only available to subscribers of his research service, the Stansberry Innovations Report. A subscription costs $79.
- However, you can skip this step, as we were able to reveal most of Eric's picks for free: Global X Robotics and Artificial Intelligence Fund (Nasdaq: BOTZ), ABB Ltd. (OTC: ABLZF), Zebra Technologies Corp. (Nasdaq: ZBRA), FANUC Corp. (OTC: FANUY), and his #1 AI Stock: Synopsys Inc. (Nasdaq: SNPS).
- FANUC and Synopsys are the most promising of the bunch, but keep an eye out for ABB's robotics spin-out next year.
How do you see AI Robotics developing? Share your thoughts in the comments.