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If you miss this wave of the AI industry chain's big market trend
Then quietly position for the next cycle.
Right now, all stocks related to the AI industry chain that are bottlenecked have already risen very high.
Of course, they will continue to stay high, but it’s hard to see stocks with dozens of times the gains again.
I can't imagine how happy those who positioned themselves in this trend last April are now.
Next, the most likely industry chain to explode is humanoid robots.
Elon Musk has said more than once
That by 2040, there will be at least 10 billion humanoid robots on Earth.
Most scenarios in work, production, and daily life will depend on them.
And each robot requires:
AI chips, motors, reducers, screw rods, sensors, batteries
This is a dedicated industry chain for robots.
The most bottlenecked links are:
Precision reducers, rare earth permanent magnetic materials, force feedback sensors
Each link has leading companies making breakthroughs, and none have exploded yet.
Globally, by 2025, there will be over 1.6 billion vehicles.
Based on future societal production and living needs,
Humanoid robots are a market far larger than the automotive industry.
After this AI rally, the NASDAQ is likely to fluctuate and consolidate for 2 to 3 years.
Don’t forget to pre-position in the humanoid robot ecosystem then.
There will definitely be a wealth effect of dozens of times, even hundreds of times.
Only 14 years until 2040, it’s not close, but not far either.