If You Missed Palantir, This Stock Is Next! (Get in on the DIP!)

Summary

In a captivating video by Felix & Friends from Goat Academy, viewers are introduced to what could be "the biggest investment opportunity of the decade," focusing on humanoid robotics rather than traditional tech giants or AI. The discussion revolves around the potential trillion-dollar market for humanoid robots, emphasizing mass production capabilities over technological superiority. Felix elaborates on recognizing key investment signals, timing your investment with institutional behavior, and understanding the nuances of scalability and cost efficiency. He further differentiates between the impact of tech advancement and mass adoption likelihood, providing insights into major players like Tesla, Nvidia, and ETFs focusing on robotics stocks.

Highlights

• Humanoid robots present a trillion-dollar market opportunity. 🤖
• Scalability and affordability are paramount over the fanciest technology. 💸
• Timing the market through institutional buying patterns is crucial. ⏰
• Tech breakthroughs matter but aren’t the only success drivers in robotics. ⚙️
• Nvidia is well-positioned regardless of which robotics companies win. 🥇

Key Takeaways

• Mass production trumps tech breakthroughs for robotics success. 🤖
• Nvidia chips are at the heart of robotics progress. 💽
• Institutional money flow signals the best times to invest. 📈
• Tesla's robotic ambitions could create an 'Apple-like' market. 🍏
• Market leaders often sustain their edge, aka the "Apple effect" in robotics. 📲

Overview

The humanoid robotics sector is being touted as the next massive investment frontier, potentially outshining AI and established tech firms like Palantir. The core narrative here is about embracing the shift from prioritizing cutting-edge technology to focusing on mass production and cost efficiency as the key to dominating the market. Felix argues that this paradigm shift challenges conventional wisdom in tech investing, making scalability the new kingmaker in the robotics realm.

Felix dispels common investment myths by illustrating the importance of timing and understanding big money movements in the market. He underscores the necessity of watching institutional buying signals as a means to effectively time investments in stocks that might follow the trajectory of exponential growth. Furthermore, he differentiates between the technology's role in gaining a first-mover advantage and sustaining it through inexorable advances and market dynamics.

On the practical side, investors are encouraged to look at the broader landscape, considering various players like Nvidia – essential for robot chipsets, and Tesla – aiming to create a dominant play akin to Apple's ecosystem mastery. Additionally, investment in ETFs focusing on robotics is presented as a viable option for those seeking diversified exposure with potentially lower risks. Overall, Felix invites investors to remain aware and educated, participating in this tech wave strategically for optimal gains.

Chapters

• 00:00 - 00:30: Introduction to Investment Opportunities This chapter discusses significant investment opportunities, focusing on innovations beyond AI and established tech giants like Palantir. It highlights the potential of humanoid robots, which are being developed by major tech companies. The chapter also references a report from a social media figure and investor known as Chicken Genius, emphasizing the importance of positioning oneself to capitalize on these emerging 10x opportunities.
• 00:30 - 01:00: Humanoid Robotics Market Potential The chapter discusses the potential of the humanoid robotics market, highlighting different predictions and viewpoints on its development. Key figures have varying opinions, with Nvidia's CEO forecasting the presence of robots in factories within five years, while Tesla aims for the end of the current year. The chapter aims to guide on investment strategies, focusing on identifying the next big opportunity within this market. The essence of the discussion is the bright future awaiting the humanoid robotics industry.
• 01:00 - 02:00: Investment Timing and Institutional Indicators This chapter explores the concept of investment timing and the role of institutional indicators. The speaker challenges traditional perspectives on tech investing by suggesting that real value may be found in manufacturing scale rather than technological breakthroughs. This idea contrasts with what many analysts currently believe, thereby prompting a reevaluation of investment strategies. Drawing from over a decade of personal investment experience and some time in investment banking, the speaker intends to guide the reader through the essential elements and key stocks related to this new investment opportunity.
• 03:00 - 04:00: Chicken Genius Report Insights The chapter discusses the importance of timing when investing in stocks, highlighting that it's not only about buying but buying at the right time when institutional investors are also purchasing. It emphasizes patience and monitoring key indicators rather than rushing in too early and potentially giving up before seeing significant growth.
• 04:00 - 05:00: Mass Manufacturing vs. Tech Superiority This chapter discusses the dichotomy between mass manufacturing and technological superiority in investing, particularly in terms of spotting breakout indicators for stocks. It highlights the importance of recognizing these indicators to avoid losses, as many investors experience significant gains only to lose them and end up in negative returns. Emphasizing the need to implement Wall Street's rules can aid in achieving consistent financial success and freedom. The chapter encourages learning these key indicators to better time investments and secure profits more reliably.
• 05:00 - 06:00: Importance of Scalability and Cost The chapter discusses the challenges faced by individuals in a market environment that is not favorable to them, particularly at the hands of Wall Street bankers. The author expresses frustration at the financial practices that benefit these bankers. The chapter emphasizes a mission to empower a million people to attain financial freedom. To support this goal, the author provides a resource link directing readers to a free educational opportunity to learn important financial principles in a short period.
• 07:00 - 08:00: Tech Advancements and Performance Thresholds In this chapter titled 'Tech Advancements and Performance Thresholds,' the discussion centers around a report by a Singaporean investor, known as 'Chicken Genius,' who postulates that humanoid robotics is a trillion-dollar opportunity. The chapter emphasizes that although this notion is widely accepted, the reasons for its potential are often misunderstood by investors. The narrative touches upon identifying successful investments by recognizing the underlying factors that contribute to their success.
• 10:00 - 12:00: Safety and Reliability in Robotics The chapter "Safety and Reliability in Robotics" discusses the potential of humanoid robots to replace human labor by minimizing downtime and reducing costs associated with human labor, like insurance and complaints. The key argument is that success in the robotics industry won't necessarily go to companies with the most advanced technology but rather to those with mass manufacturing capabilities.
• 14:00 - 15:00: Investment Strategies and Sector Specific Opportunities The chapter explores non-traditional approaches to investing in robotics. Instead of focusing on the most advanced technology or AI, the emphasis is on scalability and affordability of robot production. The chapter suggests a shift from prioritizing complex capabilities to ensuring the technology is sufficiently effective and cost-efficient. This re-evaluation in investment strategy underlines the importance of accessibility in tech development rather than just cutting-edge performance.
• 15:00 - 19:00: Review of Investable Companies The chapter titled 'Review of Investable Companies' focuses on the importance of scalability for companies. Scalability is described as the transition from creating impressive prototypes in a lab to manufacturing millions of units on a large scale. This involves optimizing supply chains, sourcing materials efficiently, setting up automated assembly lines, and maintaining quality despite high production volumes. The narrative emphasizes that impressive products, like advanced robots, are valuable only if they can be produced in large quantities, thus highlighting the vital need for mass production capabilities within investable companies.
• 23:00 - 26:00: Concluding Thoughts on Robotics Investment The chapter discusses the balance between technological superiority and cost-efficiency in robotics investment. It suggests that achieving near-complete functionality (99%) is usually adequate for real-world applications and that striving for perfection (100%) can be disproportionately expensive with minimal practical gain. This principle is noted to apply to various technologies in everyday use. The chapter concludes with a potentially contentious point regarding software, although the details are not fully provided in the transcript.
• 26:00 - 27:00: Closing Remarks The chapter 'Closing Remarks' discusses the evolving role of software in the current technological landscape. It suggests that while software's importance may seem diluted with advancements in open-source language models and AI, it's not irrelevant. The accessibility of high-quality software means that once a basic level of competence is achieved, further improvements yield diminishing returns. This raises questions about the overall significance of technology advancement.
• 27:00 - 28:00: Preview of Next Topic The chapter discusses the evolution of the focus within the robotics industry between 2020 and 2024. It highlights an initial period where the industry and public were captivated by technological breakthroughs such as Boston Dynamics' Atlas performing agile routines and Agility Robotics' Digit working in real warehouses. These events were seen as significant technological milestones. However, as these prototypes became more developed, the industry's focus shifted from purely technological advancements to new areas within the field.

If You Missed Palantir, This Stock Is Next! (Get in on the DIP!) Transcription

• 00:00 - 00:30 how do you position yourself for the biggest investment opportunity of the decade bigger than AI bigger than Palanteer bigger than everything that we've seen in the past well that's exactly what this video is about I want to show you how to position yourself for this next 10x opportunity And it is tech giants that are at the moment racing to perfect humanoid robots Robots that look like you and me Um there was a report out just from a social media figure/investor He's called Chicken Genius if you ever followed him and he put out a report which I found very very
• 00:30 - 01:00 useful but he came out with some statements that are rather divisive at the same time We've got Nvidia CEO predicting robots in factories within 5 years Tesla saying by the end of the year So who's right about where to put your money and how do you position yourself for the next 10x opportunity that's what the next couple of minutes are about here Felix and Winston here that little fl over lit fluffy thing there at the back Um and and for those of you short on time here is the essence The humanoid robotics market is poised
• 01:00 - 01:30 for explosive growth But the winners won't necessarily be who you think The real value might lie in manufacturing scale rather than tech breakthroughs which completely flips traditional tech investing on its head Now I've spent over a decade managing my own money and a little stint in investment banking before that And I can tell you this new perspective challenges everything that most analysts are telling you right now So we're going to walk through everything that matters here with this new opportunity the key stocks but most
• 01:30 - 02:00 importantly like with every opportunity it isn't just buying the stock and hoping and praying and wishing that it's going to go up It's buying the stock at more or less the right time When is more or less the right time when the big money flows in with the institutions are buying it And that isn't necessarily always as early as you think So you can buy stuff early and wait and fret and maybe give up before it really really breaks out or you can just watch for the signals the key three indicators that
• 02:00 - 02:30 tell you that institutional money is buying this If you want to learn how to spot those three key breakout indicators before they happen and at the same time also learn when do you actually sell one of these explosive stocks And some of you might have invested into say quantum stocks and they went up like five times and then they went all the way back down to where you started and now you're in the minus and doesn't feel good right it's avoidable if you have the same rules that Wall Street uses and I want to give those rules to you because I think you deserve financial freedom and
• 02:30 - 03:00 I think the market is well not set up in your favor The bastards on Wall Street sorry the um bankers on Wall Street slip off the tongue there they um well they like to make money out of you right and and and I think that's insanely unfair So our mission here is to make a million people financially free So if you want to go and learn those three rules for free all you got to do is go to felix.org/getfree I'll put the link down below in the description It's the first link you can see there and you can learn in your own time in about 15 minutes
• 03:00 - 03:30 exactly those rules So learn to spot those winners Right now what exactly did this chicken genius report um say and if you don't know who that chap is he's a Singaporean investor slash former sort of YouTuber And um I actually respect the guy I think he's usually got some fairly good ideas Although this one I'm not sure that he's right So he's essentially claiming that humanoid robotics represents a trillion dollar opportunity I think everybody seems to agree on that by now At least if you've studied this but not for the reasons that most investors think Look the
• 03:30 - 04:00 fundamental thesis here is surprisingly straightforward Humanoid robots can replace human labor by eliminating downtime complaints and all those costs that businesses hate dealing with you know insurance and and and all that kind of stuff But and this is the crucial part he argues that companies who will dominate the space won't necessarily be the ones with the fanciest and best technology Instead his report says that he's focusing on two critical factors here Mass manufacturing capability and
• 04:00 - 04:30 who's the cheapest In other words can you make millions of these robots and can you make them affordable and that is not how traditional tech investment works Now he's also scored all the different robot prototypes out there And he rather than obsessing over which robot has the most advanced AI or can perform the most complex movements he's scoring them based on ease of scaling and tech that's good enough and not too expensive which is unusual So let me break down some of these tech concepts
• 04:30 - 05:00 here that might seem a little bit fuzzy First let me talk about ability to scale What does that actually mean well it's the process of moving from making a few impressive prototypes in the labs to manufacturing millions of units And this involves optimizing massive supply chains sourcing materials efficiently setting up automated assembly lines and maintaining quality while producing at volume Fairly challenging What good is an amazing robot if you can only make like 50 of them in a year right so write this down Mass production capabilities
• 05:00 - 05:30 is potentially more valuable than tech superiority And then there is this fascinating cost versus tech trade-off He argues that achieving 99% functionality is often completely sufficient for real world applications That final 1% of performance it might cost you 10 times more to achieve with virtually no practical benefit And maybe you've noticed how that principle applies in other technologies use daily Finally regarding software this might be the most controversial claim here The
• 05:30 - 06:00 report suggests that software doesn't matter as much as we think Now that doesn't mean software is irrelevant Far from it But with the rapid advancements in opensource large language models aka AI and machine learning frameworks highquality software is becoming well sort of accessible to everybody So in other words once a robot reaches a baseline level of software competence the returns on further software improvements become less and less and less and less less useful Now does that mean that technology really does not matter when
• 06:00 - 06:30 we select these robotics stocks well if we look at the robotics landscape between 2020 and 2024 what do we see well the industry was really obsessed with tech breakthroughs Remember when Boston Dynamics Atlas performed those per cool routines everyone lost their minds Or when Agility Robotics Digit started working in real warehouses These were incredible technological achievements But something interesting happened as these prototypes matured The conversation shifted dramatically from
• 06:30 - 07:00 can we make robots do amazing things to can we make thousands of these robots affordably And this transition really underscores the point ma made here While those first tech breakthroughs were of course essentially required the commercial battle is now being fought on a very different terrain entirely So we fast forward to early 2025 is when I'm recording this and what are we seeing nvidia's ISAC Groot N1 Foundation model Yeah that's what you talk about all morning isn't it and then we have
• 07:00 - 07:30 Tesla's Optimus robots and and their rollout shows that the industry is prioritizing platforms that support simplified yet robust production It's no longer about creating the most advanced robot It's about creating production platforms that can scale That said claiming technology doesn't matter is clearly an oversimplification Of course technology matters and we're going to look up the exact stocks that this applies to in just a second but it's more accurate to say that once robots reach certain performance thresholds that 99% functionality level well the
• 07:30 - 08:00 last 1% isn't going to be that useful for most applications because would you rather have that one that has that 1% better you know dexterity or the one that's 30% cheaper well you're probably going to buy the one that's 30% cheaper Now regarding this laser focus on scalability it's arguably the least glamorous aspect of robotics but potentially the most critical And here's why Manufacturing humanoid robots at scale represents an enormous challenge These aren't smartphones They are complex electromechanical systems with
• 08:00 - 08:30 hundreds of precision components And companies like Tesla emphasize first principles engineering precisely because traditional manufacturing approaches simply won't cut it here And I'm telling you this because this is important to understand so you can make better decisions on the stock side your investing side Remember that smartphone analogy I just mentioned remember when mobile phones cost thousands and only you know executives had them and and Twits and uh convertibles well what changed wasn't really the technology It was the ability to mass produce them
• 08:30 - 09:00 more affordably And so write this down Mass adoption only happens when production scales drive costs down to acceptable levels So you need scale and we're already seeing this play out Products from lesserk known companies already targeting consumers show that affordability is becoming central to market strategy Component suppliers are also proving just as important as the robot makers themselves Do you see how this perspective really reshapes the investment thesis here instead of
• 09:00 - 09:30 chasing the most technologically advanced prototypes the smart money is looking at manufacturing capabilities supply chain robustness and cost efficiency This is starting to make sense for your portfolio strategy This is what I wanted to run you through here though the sort of macro because understanding this shift could be the difference between catching this wave early or missing it entirely which would be a shame right who wants to miss out on the robotics 10x put it in the chat if that's you But is it really as simple
• 09:30 - 10:00 as technology doesn't matter well not quite First let's talk about the first mover advantage Look at Apple We make that 1% difference Even if most think it's stopped innovating for quite some time and is losing its tech edge Winston certainly seems to think so Apple still has a significant market share due to its stickiness factor And the same principle could easily apply to robots The first companies to develop truly capable robots might establish brand loyalty that's difficult to overcome even with even with cheaper alternatives
• 10:00 - 10:30 and they could build some sort of software ecosystem where it connects to all your home devices or you know whatnot your car or something and you're not going to want to leave that and then there is the safety and reliability factor A 90% reliability rate which seems very good means your robot fails one out of every 10 attempts Now in some contexts that might be acceptable For instance if you have a robot sorting recyclables in a warehouse or something a 90% accuracy rate might be pretty good And if it occasionally misplaces a
• 10:30 - 11:00 plastic bottle well the consequences aren't huge Similarly a a robot vacuum that misses a few spots in your living room or a retail inventory robot that occasionally miscounts products They're a little bit annoying but it's not a disaster right it's a bit like Winston when I throw a ball he retrieves it about 90% of the time the other 10% he just spelled something more exciting and he wears off to the left But let's look at scenarios when 90% reliability would be completely unacceptable A surgical robot that makes a critical error in one
• 11:00 - 11:30 out of 10 procedures that is absolutely catastrophic A caregiving robot that misses medication administration for elderly patients 10% of the time potentially fatal What about industrial settings where robots work alongside humans with heavy machinery a 10% failure rate could cause serious injuries Or consider autonomous driving right cars are essentially robots 90% reliability could mean a lot of accidents And what about robots maintaining infrastructure like nuclear
• 11:30 - 12:00 facilities or power plants a single failure could have devastating consequences So do you see why those seemingly incremental tech improvements matter enormously in these contexts it's not about chasing perfection for its own sake It's about meeting the minimum viable reliability threshold for whatever the application is And that's why Tesla obsesses over details like degrees of freedom in their robot's hands These seemingly minor tech improvements translate to massive real world performance differences For
• 12:00 - 12:30 example if you're putting cables into a car that you're building have you seen that that's an absurd process that traditional robots can't perform yet And then there is also this chicken and egg problem with open source And I really want to look at the stocks that we can invest in here Yes open-source LLMs those AI models are making software available to everybody but let's remember they're built upon foundational work by companies like Google and and Open AI The most valuable breakthroughs still tend to come from wellfunded
• 12:30 - 13:00 research teams not from free research teams So I think one note we might want to make and you want to write this down again a one-sizefits-all approach simply won't succeed in this market And then regarding software claiming it doesn't matter in the world of AI seems a little shortsighted Robots need sophisticated software for task learning adaptation perception navigation and so on Now Nvidia just announced at the GTC their their Newton platform which essentially lowers the cost of training robots for
• 13:00 - 13:30 everybody which is very very cool All right Then finally after you now understand the the sector and and the differences and what really matters here how do we approach this investment landscape i I believe in a balanced approach here Don't dismiss tech leadership but don't worship it blindly either A company producing a million mediocre robots might ultimately be less valuable than one producing a 100,000 exceptional ones especially early in the market development Does that perspective maybe challenge how the way you're looking at this well let me know in the comments But consider sector specific
• 13:30 - 14:00 opportunities There are healthcare robots for surgery and patient care They're logistic robots for warehouses Their manufacturing robots for assembly lines Their robots for hazardous environments Their service robots for hospitality Each has different environments So I don't think we're going to see the one robot that does it all But the Apple effect could very well apply here Early leaders establishing strong brand loyalty and ecosystem lockin like I mentioned above might be tremendously valuable And remember this doesn't necessarily mean the biggest
• 14:00 - 14:30 companies will win Smaller agile companies might innovate faster in specific niches Software remains a critical differentiator as well So look for companies with strengths in computer vision natural language processes reinforcement learning and motion planning And all of this isn't really replicated easily overnight which is good for us investors But you also want to be mindful of valuations And this is very important So don't overpay for hype You got to maintain a little bit of a longerterm perspective here We're in a
• 14:30 - 15:00 very early stages of humanoid robots So prepare for some volatility as we call it on Wall Street So now you understand these subtleties that are going to separate the successful investors from the crowd in this space Let's look at the current charts to see how the market is actually responding So I think we essentially have five companies here that are investable And I'm going to just run you through them The first one is Tesla And I know Tesla at the moment is right going through its thing but I'm looking here by the way at a weekly chart inside trademission.io which is
• 15:00 - 15:30 the platform that we built to give you by far the best data out there Why am I showing you a weekly chart because it gives you a longer term perspective It sort of weeds out the kind of the the the sort of noise here And um we're crossing here over the 50-day weekly moving average lines It's not the daily it's a weekly So we're we're in recovery land And that's quite important And you'll also see that we have exceeded the sort of that kind of consolidation phase that we had here You see this one here So yes we had a breakout up We had
• 15:30 - 16:00 a collapse that was largely Trump Uh and we're now in recovery land which is pretty good But what you want to really watch out for and this is why the watching the masterass is so important is where are institutions buying or selling right that's what's really important here So how do you know that well you watch for volume So when you're in a consolidation phase like this one usually volume is pretty flat When you start rallying up usually volume spikes and then it starts to collapse And what happens as the volume collapses well you
• 16:00 - 16:30 were only here We still went up a little bit more but ultimately it collapsed to rally And then on the sell-off well near the bottom of the selloff we had a lot of volume That's actually quite a good indicator because often the market turns around after we have a big damp the market sort of vomits shares because everybody wants to sell the bloody thing And then as we recover here let me grab a green pen for you to make this a little bit clearer As we see that green arrow that C candle
• 16:30 - 17:00 there for the week volume is pretty strong on the on the buy side Now the last volume bar here looks pretty low but we're only like a day or something into the into the market or two days into the into the week as I'm recording this So that's what I would watch out for I'd watch out for like is there that volume recovery in Tesla now if you have a really really long time horizon and you just like buy something like this every week or every month possibly you do all right but it's a lot riskier than actually looking at where is the institutional money flowing in That's
• 17:00 - 17:30 really what I always look at And then for NVDA who are uniquely positioned I think as a as a shovel for the sector because think about this pretty much every robot well every robot out there is going to need some very advanced chipset right and and who's going to make those well a lot of them will be Nvidia because most companies will not make their own It's just too challenging So no matter who wins in the robotics race it's very likely that Nvidia will win from the robotics race just because everybody has to use them It's a bit like AI Everybody's using the same chipsets So Nvidia is um is limping Um and and we're
• 17:30 - 18:00 not seeing we're not really seeing that much But you zoom out a little bit there isn't like this horrible crash really here We're largely we're largely just kind of going sideways right and that's actually quite a nice thing because you've been doing this for almost a year now When you have these these sort of zigzag patterns we call it consolidation Winston calls it exhaustion Um you know imagine picture you climb the top of a mountain and and and you get to the very top and me there you're just like "Oh my god I want to sit down and I want to have a cup of coffee." Right which is
• 18:00 - 18:30 what we do when you when we hike So Nvidia looks quite healthy here actually slightly below that 50WE moving average line which is you know just an indicator in itself but looking a little bit uh more interesting here Now Intuitive Surgery is a company I I actually really like a lot Uh very very specific um surgical robots that are already out there They're already being used at you know pretty pretty significant scale So these are kind of the guys leading that
• 18:30 - 19:00 sector and I think that's important You want to be with one of the market leaders here You don't want to be with the next intuitive surgery or the next Tesla or the next Nvidia because typically the next Tesla is Tesla The next Nvidia is usually Nvidia and I think the next intuitive surgery uh is is is is intuitive surgery who ticker symbol is ISRG So what are we seeing um well yeah we had that collapse here just in all risk assets We're starting to see a nice bounce off there which is of course is healthy Keep watching for the volume down there But roughly this has
• 19:00 - 19:30 been on a really really really beautiful uptrend here And um the other thing I'd encourage you to learn would be why you should have sold here Uh and why should you have done that because our very very simple rules in the master class will teach you that and then you would have sold at about say 560 to be a little generous if you were a bit late to the party and right now you could be looking at buying back in at 514 So you essentially got a more or less 10% discount there which means you now have
• 19:30 - 20:00 10% more shares in ISRG by doing just two little things Do you see what I'm saying so the whole approach isn't always the best approach because you can gain a 10% advantage by doing the right thing So think about that And then next we have I don't think anybody does warehouse robots as good as Amazon And why is that very simple Amazon has and maybe we can put some of them on the screen here for you They have
• 20:00 - 20:30 750,000 robots Now I say robots it's essentially something that looks a little bit like that And it's got wheels underneath it Literally that's what it looks like Obviously a tremendously um a able artist here at work but you you you get the idea right so it's sort of a cart uh with wheels but they have almost a million of them out there and that means they understand how to make them all work together So I think for robots Amazon has got something very very useful there that could become a service
• 20:30 - 21:00 that they will sell Next and um this is probably the easiest approach for investors and that is Robo ticker symbol R O It's an ETF that does what it invests in robotic stocks Here are their their top holdings Fanuk intuitive some photonics you know a bunch of like robotics related
• 21:00 - 21:30 companies a lot of um component guys There's obviously Nvidia in there and u you know a lot of the kind of engineering sort of types things behind that which will give you Schneider and you know Pterodine and some of those bigger guys out there some Chinese stocks in there as well um and and it'll give you just a very very very very broad um exposure to the whole sector which might be a good thing to do It means you don't need to do the research It means you don't need to follow it and you can just sort of go well I think robotics
• 21:30 - 22:00 overall largely will do well In 2021 it was at trading at $71 So it's right now from the peak down about 23% So there could be a little nice little rebound there as robotics become a little bit more and when they become mainstream when people start seeing them in factories and on the streets and that kind of thing And that's probably still a few years out to really really see them But to me it's a bit like the early Tesla thesis People who lived in areas
• 22:00 - 22:30 with a lot of Teslas saw the potential and they saw the car and they're like "Wow this is amazing." And that kind of the rest of the world and maybe the rest of the country didn't really So they didn't buy into it And then later on people were catching on to it So often you and me as in as as consumers have a better ability to spot trends than Wall Street does because we can actually see the products and we're not so deep into like our spreadsheets and analytics that we can just go well this is just an amazing product I mean everyone's going to want to have one of these right so
• 22:30 - 23:00 what's our summary here well I think scale and cost efficiency are definitely crucial to mass adoption I think the report here is spot on But the tech advancements are still the foundation on which the whole thing is built So somebody comes out with a robot that can do a 100 times more more tasks than the next robot will probably still win here And and that's maybe why investing in the component suppliers and and the software platforms and and so on will be will be the easier way to invest which is why I'm putting that ETF out here for you And and picking here the single winner is going to be challenging I I think from my perspective here the
• 23:00 - 23:30 companies I just mentioned I think all have a very very good shot at it Nvidia is a bit more of a shovel It's a bit more of a lowrisk play I think Tesla has a very good shot at sort of creating an Apple like robotics opportunity here if they if they do it right And the the risk of course with something like this you know say you sell the first robot into somebody's home and then the robot does something that you know accidentally injures a toddler then suddenly that product gets cancelled right so there is a fairly high risk environment we're in right now which is
• 23:30 - 24:00 why I wouldn't put all my money on just the one company because ultimately you don't know who's going to win here And with early tech like this nine out of 10 companies will fail with the product That's always been the case from from the invention of the car to the um we've seen it with the EVs Nine out of 10 are going out of business Every single major new technology nine out of 10 companies go out of business So what do you want to do well two things One very very important that you know when to
• 24:00 - 24:30 exit People buy these sort of stocks on thesis like robotics and they go "Well this is just going to keep going up and up and up and up and up until it doesn't and until it collapses and go goes bankrupt which is a possibility And therefore you're going to want to learn when do you sell?" Because if you look at the last two weeks in the market people haven't felt that great right you don't want to look at your portfolio lots of red numbers Well what I'm saying to you is that that's actually avoidable And even if you're an investor rather than a trader and I'm both right i have a slight split personality Um yes you
• 24:30 - 25:00 can hold an ETF like a broad index ETF forever and just buy it every first of the month or something I'd say that's a good thing to do But if you want to potentially do better than that and if you are buying individual stocks and you don't have risk management you're not just risking your sleep you're risking your financial well-being And the only way to really address that is by having really sound risk management That's having automated rules Does it take a lot of time no No You can do it probably
• 25:00 - 25:30 in half an hour a week That's how little time it'll tell to take you if you learn the rules I'll give you the rules for free All you got to do is go to felix.org/getfree And my hope and my mission is to make you therefore safer smarter better informed And if you got some value out of this video share it with other people Share it with a golden retriever and I wish you great success All the best Felix and Winston here In the next
• 25:30 - 26:00 few minutes you'll learn how Trump's tariff comments are about to slip the market and why our four feature tech stocks are perfectly positioned for what comes next For those short on time here is the essence Trump's surprising shift towards a more flexible tariff approach creates a unique opportunity for Palanteer Tesla Nvidia and SoFi that I'll explain today These four stocks are uniquely positioned to benefit from both the policy shifts and tech breakthroughs happening right now I used to do this kind of as