Jeff Brown’s “Manifested AI” Stock – 25,000% Growth?

Tech industry veteran Jeff Brown was beating the Tesla drum back in 2018.

Fast forward to today, and many analysts are writing the stock off, but Jeff believes Elon’s latest AI breakthrough on July 23rd will unleash a 250x AI boom in one “Manifested AI” Stock.

The Teaser

Our story starts with Tesla's Artificial Intelligence (AI) and Robotics division, which is developing and deploying self-driving vehicles, robots, and supercomputers at scale.

We're no strangers to Jeff and his clickbaity claims. We have been reviewing them for years, including his most recent Agenda X and AI Superweapon Stocks teasers.

For decades, “Manifested AI” was stuck inside research labs, with only occasional demonstrations of robots walking around awkwardly released to the public.

When you stop and think about it, the only interaction most of us have had with AI is asking ChatGPT a question or giving Siri an instruction.

However, this is about to change.

The Big Breakthrough

According to Jeff, Elon’s AI breakthrough is something called a vision-based neural network.

See, instead of trying to pre-program robots with encyclopedic knowledge about the world and real-life situations that may arise at any time. Elon and Tesla engineers, who are the real heroes here, said Why not enable robots to see the environment around them and infer the best course of action to take.

This approach is shaving years off the time it takes to bring a fully functional, autonomous humanoid robot to market.

It's not just Jeff saying this either.

At this year's CES show in Las Vegas, Nvidia CEO Jensen Huang said

The ChatGPT moment for Robotics is just around the corner

If history is any indication, and it usually is, some stocks are about to take off, just like when ChatGPT first dropped.

As an example, AI data stock Palantir went up 1,500% and a smaller, lesser-known AI infrastructure play called TSS Inc. rocketed up by 2,500%.

The same thing will happen when AI manifests from the computer screen into the real world, and Jeff has found a little-known supplier stock that is providing Tesla with a key piece of technology for the robotics revolution.

The Pitch

The name, ticker symbol, and a full analysis of the critical technology supplier are revealed in a report called Elon’s 25,000% Secret Weapon: The One Stock That Makes Tesla's Robotic Revolution Possible.

In order to get our hands on it, we need a subscription to The Near Future Report newsletter, which would set us back $149 for the first year (normally $499).

14x Bigger Than The First AI Wave?

At Tesla's 2024 annual shareholder meeting, Elon Musk made a stark prediction:

Optimus robots could be the catalyst for lifting Tesla’s market cap to $25 trillion someday

Such statements, along with shared sentiment from insiders and investors alike, have Jeff feeling confident that real-world AI will be bigger than anything before it.

I see the vision and the potential use cases are nearly endless, from agrobots plowing fields to logistics/warehouse robots working 24/7, and robotic space explorers.

There is even a domestic category of robots that can not only clean and perform household chores, like mowing the lawn, Edward Scissorhands comes to mind, but also provide companionship.

All of these markets are multi-billion-dollar verticals in their own right. So, the “14x bigger than web-based AI” statement checks out.

However, what is the timeline for the mass deployment of fully autonomous robots, and is there a potential catalyst on the horizon?

(D)eployment Day: July 23rd

Tesla's next earnings release date is set for July 23rd.

This is when Jeff believes it will formally announce the beginning of mass production of the general-purpose Optimus Gen 3 robot.

If he's right, it could kick off the biggest societal change since the invention of the incandescent lightbulb in 1880.

One company that makes a critical component enabling the Optimus robot to see and feel its environment is Jeff's pick for the stock that finally makes “Manifested AI” a reality.

Let's find out what it is.

Revealing Jeff Brown's Manifested AI Stock

Jeff provided some clues that are dispersed throughout his more than hour-long video presentation.

Here is what we know:

• It is the robotics industry's best eyesight supplier.
• The company's technology powers not only Tesla's autonomous vehicle vision systems but also those of Volkswagen, Hyundai, and Chinese automaker Nio, among others.
• The stock currently sells for around $50.

Based on this info, Jeff's pick can only be onsemi Corp. (Nasdaq: ON).

• ON is a leading power and sensor technology supplier to the automotive and manufacturing industries.
• The company is a confirmed Tesla, Volkswagen, Hyundai, and Nio supplier.
• ON's stock currently trades for $56.

A 25,000% Growth Opportunity?

As always, there are a few things to unpack here.

First is the astronomical growth figure that Jeff attaches to robotics.

Most research groups have the size of the general-purpose humanoid robot market pegged at around $2-3 billion at present.

This may be generous considering that no robot maker is in full-scale production mode, and the number of autonomous humanoid robots currently in operation isn't material.

Growth projections are substantial, as they should be, and range from around 50% to nearly 200% annually.

Goldman Sachs has even upped its own forecast more than 6x, saying the market will reach $38 billion by 2035.

It's explosive growth, no matter which way you slice it, but not a 25,000% kind of growth, although to be fair, no time frame was given for this figure.

Next is the July 23rd D-Day for full-scale Tesla Optimus production.

The recent announcement of a pause in production points to this being delayed, along with the original 2025 target of 5,000 units going unmet.

Jeff's mega-bullish robotics thesis is still intact; it's just a matter of when, not if.

Finally, is onsemi a good pick-up?

The company is the largest supplier of image sensors to the automotive industry, and it is vertically integrated along the supply chain.

Its 6% Return on Assets (ROA) reflects this, which is above-average for a manufacturer.

A Return on Equity (ROE) of 8% indicates there is room for improvement when it comes to capital allocation on the part of management, but it has committed to returning 100% of free cash flow to shareholders via share repurchases, which is a good start.

At a forward P/E of 25x, onsemi is slightly cheaper than competitors like STMicro and Infineon, so the price is good relatively speaking, and decent in absolute terms.

Good underlying economics, a decent price, and well above-average growth potential, Jeff's pick is a solid one.

Quick Recap & Conclusion

• Tech industry veteran and investor Jeff Brown believes Elon’s latest AI breakthrough will come on July 23rd, and it will unleash a 250x AI boom in one “Manifested AI” Stock.
• The big AI breakthrough is something called a vision-based neural network, which is enabling autonomous humanoid robots to see and feel their environment, rather than relying on pre-programmed movements.
• This is manifesting AI from the computer screen into the real world, and one critical technology supplier is set to disproportionately benefit. Its name is only revealed in a report called Elon’s 25,000% Secret Weapon: The One Stock That Makes Tesla's Robotic Revolution Possible. The catch is that a subscription to The Near Future Report newsletter, which costs $149, is needed to access it.
• Fortunately, we sat through Jeff's hour-long video presentation, so you don't have to, and by the end, we collected enough clues to reveal his “Manifested AI Stock” for free – onsemi Corp. (Nasdaq: ON).
• ON has good underlying economics for a capital-intensive high-tech manufacturer, it's available for a decent price, and it has well above-average growth prospects. Jeff did alright here.

When do you think humanoid robots will be widely available to buy from Walmart? Leave your predictions in the comments.