The investment newsletter avengers have assembled and they are taking on two unstoppable and inevitable technology trends thar are on an imminent collision course, like two runaway freight trains.
Luke Lango, Louis Navellier, and Eric Fry foresee the next chapter of the artificial intelligence revolution and they're revealing their best āAI Day Zero Stocks.ā
The Teaser
This tech cycle is moving faster than all the others we've seen.
It seems like only a year ago that businesses were beginning to integrate AI into their operations.
Now itās everywhere.
The overwhelming majority of teasers we have reviewed so far this year have been AI-themed, including Luke Lango's #1 Stock of 2025 and Louis Navellier's AI Mineral Stocks.
However, what we have seen up to this point is just a warm-up.
Louis Navellier says when we āfactor in whatās coming after Day Zero, the world is not going to be the same.ā
Eric Fry chimes in, claiming that āit comes down to two words: Hardware Acceleration.ā
Ladies and gentlemen, AI Day is all about artificial intelligence converging with Robotics and into the world around us.
This was kind of expected, as the writing has been on the wall for anyone paying attention.
Amazon has been rolling out warehouse robots like there's no tomorrow:
It also unveiled it's most advanced robot yet earlier this year, Vulcan, which is the first robot with aĀ sense of touch.
A big deal, as a lot of robotics startups have been working on solving the problem of bots being able to pick up odd-shaped items with the same care as humans.
Tesla recently launched its long-promised robotaxi service in Austin too.
And OpenAI just brought in the guy who designed the iPhone, to build AI hardware.
If the ārule of threeā holds up and AI ends up being at least three times bigger than anything before itā¦
Then the potential returns of a carefully curated group of companies will be unprecedented.
The Pitch
All are named in a new report called Day Zero Portfolio: 7 Stocks Powering the $20 Trillion Physical AI Boom.
The only way get it is with a subscription to a special research project called theĀ AI Revolution Portfolio.
The service retails for $5,000, but the first year's cost has been dropped to $1,495 as an incentive.
Physical AI's ChatGPT Moment
AI had it's day in 2022, when ChatGPT rose from the operating table and came alive like Frankenstein.
Now, another milestone, that some believed was years away, is about to be crossed.
Who is the mad scientist bringing it to life?
According to Luke, Louis, and Eric, it's Nvidia and the what is it's most advanced AI āsuperā chip yet ā Blackwell Ultra.
Nvidia head honcho Jensen Huang has talked up his latest creation, saying:
āReasoning and agentic AI demand orders of magnitude more computing performance. We designed Blackwell for this moment.ā
Others have had good things to say about it as well, admitting that it will be āfaster and better, but that it's not going to completely destroy the prior generation of chips.ā
Still, itās a big enough leap that it will let machines actuallyĀ think, operate on their own, and function in the real world.
It's the āChatGPT momentā that will make Physical AI viable atĀ mass scale and for all intents and purposes, it has arrived.
The Blackwell Ultra GPU began shipping last month, so we will start seeing it in applications soon.
But if physical AI is going to live up to its lofty expectations and take your grandma's place baking cookies, it will need an entire ecosystem to function and capital.
The Physical AI Stack
We already know Blackwell is the robotic brain, but what will be the eyes and heart?
Our Avengers trio says high-performance sensors, 5G networks, batteries, and cooling systems, which already exist, will round out the physical AI stack.
As for the critical capital component, the fuel of the convergence, if you will. Venture capital investments in robotics more than doubled in 2024 over the previous year and acquisitions of robotics firms are also on the rise.
All of this is creating a $20 trillion physical AI wave, by some estimates, and a few stocks give us direct exposure to it.
Revealing Investorplace's AI Day Zero Stocks
All of Luke, Louis, and Eric's picks have one thing in common ā they're helping bring physical AI to life.
Eric's AI Day Zero Stock
- It supplies automation systems to more than 250 global manufacturers, including key players in aerospace, autos, robotics, and semiconductors.
- The company has been around since the 1950s.
This is tough, but Teradyne Inc. (NYSE: TER) is one possibility.
- A former conglomerate, at it's core, Teradyne provides automation technology solutions to industries like semiconductors, robotics, and more.
Louis' AI Day Zero Stock
- This company creates the technology that gives robots āsenses.ā
- It's basically the Nvidia of robotic senses with the biggest market share in the world.
Louis' pick was easier to root out, it's Cognex Corp. (Nasdaq: CGNX).
- It is the world's leading provider of AIĀ machineĀ visionĀ solutions, commanding about 45% of the market.
Luke's AI Day Stock
- These guys operate one of the most strategically important industrial technology sites in North America.
- Theyāre perfectly aligned with the president Trumpās efforts to secure US-based technology, manufacturing, and energy supply chains, with the Pentagon being the single largest shareholder.
MP Materials Corp. (NYSE: MP) has to be the pick here.
- MP operates the Mountain Pass rare earth mine and processing facility in California ā the only active rare earth mining site in the US. So, pretty strategically important.
- The Department of Defense (DoD) is MP's largest shareholder with a 15% stake.
But that's not allā¦
Before the teaser ends, the guys also give us a free pick as a reward for sitting through it, like a chocolate chip cookie for completing a homework assignment.
Bonus Pick
The company is Kratos Defense and Security Solutions Inc. (Nasdaq: KTOS).
A builder of autonomous drones and AI-based defense systems for the U.S. Army and federal government agencies.
The Biggest Investment Opportunity of Our Lifetime?
The investment newsletter Avengers call themselves āuniquely qualified to help us navigate and profit from AI Day Zero.ā
Some, like Louis, cite their best-performing past stock recommendations, which have made as much as 10,000%.
The picks in this teaser are supposed to be on par with these. How close do they come?
Well, from a macro point of view, the whole ābiggest investment opportunity of our lifetimeā isn't complete hyperbole.
Physical AI is a legit multi-trillion market that is growing on the order of 30-40% per year.
From a micro standpoint, all of the picks are solid too.
To the Avengers' credit, Teradyne, Cognex, and even Kratos, all have conservative balance sheets, with more cash than debt.
Beyond this, Teradyne has the best underlying economics (profit margin, return on equity, etc.), while Kratos surprisingly has the worst, given their federal government contracts.
However, the best long-term performer might be the best performer so far this year ā MP Materials.
I say so because it is the hardest asset play of the bunch, with rare earth materials being critical to semiconductors, like Nvidiaās Blackwell Ultra, that ultimately power all AI applications.
MP is already a three-bagger this year, but at a market cap just shy of $13 billion, it still has plenty of room to run.
Quick Recap & Conclusion
- The investment newsletter Avengers, comprised of Luke Lango, Louis Navellier, and Eric Fry, have assembled to take on āAI Day Zeroā and reveal their most promising stocks for the next phase of AI.
- AI Day Zero isn't the name of an upcoming Hollywood movie, it's the convergence of artificial intelligence with robotics to create āEdge' or Physical AI.
- The best way to gain exposure is with the stocks named in a new report called Day Zero Portfolio: 7 Stocks Powering the $20 Trillion Physical AI Boom. The only way get it is with a subscription to a special research project called theĀ AI Revolution Portfolio, which costs $1,495 upfront.
- One pick is offered up at the end of the teaser ā Kratos Defense and Security Solutions (Nasdaq: KTOS) and we were able to reveal three of the remaining six picks for free: Teradyne Inc. (NYSE: TER), Cognex Corporation (Nasdaq: CGNX), and MP Materials (NYSE: MP).
- All of the picks have a sound foundation, but Teradyne and MP Materials stand out for their superior underlying economics.
Will Physical AI be at least three times bigger than everything that has come before it? Drop a Yes or a No in the comments.