Hello everyone. So this is part two of

this presentation on these six

investment mega trends that we would see

double digit growth in the next 10 20

years and where we can really position

our portfolio to to beat the markets. If

you have not watched part one, do watch

part one. And in fact, in part one, I

would just focus on one mega trend, not

even one, half the mega trend where I

talked about, you guessed it, uh AI. Uh

and I said that we need to focus on both

the AI enablers, which are companies

that make the AI, both the

infrastructure and the software, as well

as AI uh adopters, companies that use AI

to become more efficient to make better

products. And these are the ones that

would benefit significantly from this AI

revolution.

Now, still on the first mega trend

because the first mega trend was on AI

and robotics. So, let's now talk about

the robotics part of it where now AI

becomes physical. People are now

integrating or have integrated AI into

physical robots. And if you have watched

videos on social media like Instagram,

Tik Tok and and YouTube, you have seen

all these robots in action and they're

becoming very very common. Right now in

China, it's very common where they are

now using robots in concerts, dancing

together with humans. I'm sure you've

seen robots uh making popcorn, serving

drinks in restaurants and bars, becoming

more and more common, especially in

China. In fact, China's ahead of the the

US in in in terms of robotics. And of

course, robots in factories, nothing

new, but now you can see it's way more

advanced. If you look at Amazon, they

are now in the process of deploying a

million robots across their factories.

And of course, robots used in uh

deliveries, whether is it drones or

robots on wheels making food deliveries

and stuff like that. And don't forget

when we talk about robots we have to

talk about autonomous vehicles basically

robo taxis that are now uh in being used

in the US certain uh cities like San

Francisco certain parts of China and if

I'm not wrong yeah I'm not wrong I'm

sure of this this year 2026 Singapore is

beginning their trial for robo taxis in

in certain parts of the island

and what else do we have we have got

robots in sports uh you know China has

got a lot of these robots boxing robots

in in marathons and then of course you

have got uh robots in the adult industry

a lot of high techch AI sex robots

coming out and of course this is not yet

a reality but I can tell you that in the

next 10 years uh it's going to be very

common for humanoid robots to be in

almost every home middle class home uh

doing chores doing dishes helping the

children um and It's going to be as

common as owning a TV. So all this is

happening. So the next huge trillion

dollar market would be the robotics

market. Now how big this market is

projected to be 25 trillion. This is a

robotics revolution. This is a 250fold

market surge from current levels and

it's divided into three parts. First

would be professional service and

service robots. You have got autonomous

vehicles and you have got humanoid

robots which are general purpose

humanoid robots that are projected to

emerge as a major new category. So we

already have this very widespread. We

have this slowly becoming more

widespread and this will be the next

leap forward. Now a common question I

get asked is Adam which robotics company

would you invest in? The answer is

actually none of them. Well let me

clarify. I won't invest in any uh

company that makes generalized robots.

Specialized robots maybe, but not

generalized robots like humanoid robots.

Why? Because it's it's going to be so

competitive. There are so many companies

making them that it's going to be a

bloody rate ocean of competition. And I

don't like to invest in companies that

have a lot of competitors, right? is

going to be so competitive. It's going

to be like a commodity where in the end

no one's going to make money and even

those that make money are going to make

very low profit margins. It's the same

reason why I've never invested in the

airline industry. Now, think about it.

When did airlines become widespread?

Commercial airline flying in the 1920s.

And since then, the uh commercial

airline market has grown uh year after

year after year. Now, it's over a

trillion dollars in in market value for

the airline industry. However, at its

peak, there were about 2,000 airline

companies in the 2000s. Right? Out of

the 2,000 airline companies, 90% have

gone bust or have been acquired. 90%

have died. Only 10% survive today. And

of the 10% of airlines that survive

today, only half of them or 5% actually

make money every year. And those that

make money, the net profit margin of an

airline is about 3%. Even some of the

top airlines in the world like Singapore

Airlines, their profit margins are only

8%. So you can see that even though the

entire market has grown and everyone

flies on planes but collectively if you

add up all the profits of all the

companies it is negative. I won't be

surprised if the same thing happens to

again robotics makers in the future

because they're just going to be too

many of them. But does that mean that we

can't make money from the robotics

industry? No, it doesn't mean that. So

for example again look at the airline

industry. Collectively the airline

companies don't make money but who makes

money? Who makes money are the companies

that sell them the planes like Boeing

and Airbus. So same thing in the

robotics industry. So instead of

investing in companies that make robots

like humanoid robots, I rather invest in

companies that sell them the parts

necessary to make these robots. So,

whoever makes the robots, whether is it

Tesla or Xping or Boston Dynamics,

whoever makes the robots, and there are

so many of them, they all have to order

certain parts from specialized equipment

makers or they need specialized

software. So, I rather own the companies

that make the software, which all the

robots have to use, or make the

specialized parts where most of the

robot makers have to purchase. I think

that is where the profit margin lies. I

think that is where the companies with

the wider economic modes lie versus the

robot makers themselves. Unless the

robot makers are very specialized for

example surgical robots. Yes. Then that

I would consider investing. Yeah. So

again these are a list of all the

robotic stocks like I mentioned for the

humanoid robot makers. I'll be weary

investing in them individually but again

they all need software to run. need a

software to train the robot to walk to

grasp things and stuff like that. And in

terms of robotic software, uh two of the

leading companies would be Nvidia and

PTC. So, one of the reasons why I hold

Nvidia as a big position and going to

hold it for the long run is that Nvidia

is not just a semiconductor maker

anymore. They make AI factories and they

are heavily into robotics software

through their Isaac platform, their Isac

SIM which creates a simulated virtual

world where robots can um can uh be

trained in the virtual world and they

also have got project Groot which which

is which is their specific training

software for humanoid robots. And you've

also got PTC which is another uh

robotics software company. But between

the two of course Nvidia has a much

stronger mode and that's the one I own.

Uh at the same time you can also look at

companies that make specific things that

robots need which are sensors and

perception uh equipment. For example,

you've got mobile eye, you've got and I

won't really invest in these stocks

individually because uh as individual

businesses I wouldn't say they are super

high quality. Now, mobile eye is

actually not bad in the sense that

they've got a narrow mode and their

financials are uh not too bad as well.

Well, they are fairly predictable but

not that that profitable yet. They've

got high growth. They've got a moderate

mode. They've got very strong balance

sheet. Um but if you take a look at for

example Inovvis, you can see there's no

mode and u they rate very lowly on

predictability, very lowly on

profitability. So, they're not

profitable right now. And same with

ouster you can see that they are not

profitable as well and they don't have

an economic mode. So just because they

are in a nice niche nice industry but if

the business itself is not consistently

profitable they don't have a very strong

balance sheet then I would rather not

invest in them individually but maybe

invest in them within a larger ETF. Now

you can also take a look at specialized

robots for example like deep sea robots

that go deep down under the sea. You can

look at healthcare robots and these are

the different companies that specialize

in healthcare robots and I would say

that out of these the one that I would

invest in would be intuitive surgical

ticker symbol ISRG because it's a very

high quality company very strong

economic mode but I've not bought it yet

because it's still overvalued. If you

take a look for example again going back

to stock oracle looking at intuitive

surgical you can see wow very high in

predictability very profitable growth

moderate very strong economic mode

strong balance sheet but valuation low

because it is overvalued the current

intrinsic value is 247 is now selling

like 541 so really good company but

again it's kind of like priced to

perfection there isn't much of margin of

safety. You can see the PE ratio is 75

times earnings. Ford P is still 55 times

earnings. Love to buy this but right not

at this price.

And uh you've got other specialized

robots like uh automation companies,

defense robotics, that's a big thing.

And I do invest in defense robotics but

via another ETF which is the SHLD, the

Global X Defense ETF that has done very

well. I bought it early in 2025 and it's

one of my best performers. It went up

like 75% last year and I'm still

invested in it because uh they own a lot

of the high techch defense companies uh

which includes a lot of these unmanned

drones and and and robotics that are

used for the military. You've got

industrial robotics that are made by

these companies like Honeywell. You've

got delivery robots uh and of course

logistics robots. Uh some of you will

know that Amazon is also one of my core

positions because I think out of all the

companies especially among the mad caps

I think it has the it is the biggest

beneficiary of the robotics revolution.

Why? Because a big chunk of their

business is as you know e-commerce and a

big part of their cost historically has

been labor cost. So now they're

replacing almost every human being in

the factory with robots and that would

significantly increase their

productivity, their profit margins and

their earnings per share. So I expect

their earnings to grow significantly in

the next few years as they fully deploy

uh robots. And some of you would know

that Amazon also owns Amazon Robotics

where they make not just their own

robots for factories but they also sell

robots to other logistics companies but

they don't make humanoid robots but

Amazon does have a stake in agility

robotics that makes the digit

humanoid robot that works in the Amazon

factories. So when it comes to specific

companies within the robotics industry,

I would say personally I'm looking at or

I'm invested in Nvidia uh in Amazon and

definitely would love to take a stake in

Intuitive Surgical at the right price.

Uh and if I want to get exposure to the

other parts of the robotics uh market,

then I could look at ETFs.

if I find the in individual companies

are not high quality enough for me to

buy or they they're overvalued or they

don't have a strong mode. So there are

many robotics ETFs and I think that two

of the highest quality ones through my

research would be number one the global

X artificial intelligence and technology

ETF ticker symbol AIQ

uh followed by Eyesshar's future AI and

tech ETF ticker symbol ARTY. And then

the two robotics ETF would be Robo Aro

as well as BOTZ. Now between those four

ETFs, you can see that the best

performer by quite a margin has been

again AIQ and then followed by ARTY,

uh, Robo and BZ. So for example, if you

want to invest in AIQ, again, don't just

jump in blindly, right? Never just go in

all at once. You want to do dollar cost

averaging for investing. buy in stages

when the price has retraced uh to a

support level. So for example, if you

are taking a look at AIQ

uh you can put in some of the moving

averages

um and I you can look at weekly candles

if you're more of an investor and you

can see historically what happens. You

know wave up, wave down touches the red

line, wave up, wave down touches the red

line. So in shallow retracements, it

finds support at this red line. So you

want to at least wait for a time when

the price retraces

to this red line, which is the 20 EMA on

weekly candles. Let it retrace here to

add. Right? So remember wave up, wave

down, we buy. Wave up. We do not want to

buy after wave up. We want to wait for

the next wave down to add in. But if you

happen to have a deeper correction like

midterm election year this year, we may

have uh bigger corrections along the

way. So I would then want to only add a

bigger position only if it reaches the

50 moving average on weekly candles

which is which is a stronger support

during a bigger draw down. So basically

I like to buy in trenches. Another level

I could uh look at would be here

which is a previous swing low. So these

are three support levels where I would

slowly build my position if I wanted to

build a position in this ETF. So we have

just covered the first investment mega

trend. Five more to go. Am I going to

take 10 hours? Don't worry. The rest are

pretty fast. Now the second investment

mega trend is actually something that

I've already made a video on in more

detail recently. So let me just talk

about it. The second investment mega

trend is the AI energy and

infrastructure mega trend. Remember that

to run AI and robotics and autonomous

vehicles, you need a tremendous amount

of electricity. That's right. So

historically electricity consumption has

only grown at less than 1% a year. But

because of the consumption needs of AI

robotics, the need for electricity, the

demand is going to grow double digits in

the next few decades. So recently it's

been reported by Morgan Stanley that

there's a projected 44 gawatt power

deficit by 2028 because of number one AI

exponential growth needs a tremendous

amount of electricity to run AI

factories 24/7 or data centers. Second

is the electrification of the entire

economy electric vehicles robotics and

onshoring back to the US manufacturing

needs a lot of electricity. So again,

why is this a mega trend? Because as AI

adoption accelerates, as all companies

use AI or people use AI, AI data centers

may drive a 15 to 30% compounded annual

growth rate in electricity consumption

for AI workloads through 2030. Again, I

made a whole video on this about 10 days

ago. So do check out this YouTube video

called a new growth sector. Yeah. So I

was talking about the utility sector as

well as the industrial sector as well.

And again the way to invest in it would

be specific um independent power

producers that are generating the power

for data centers. Independent power

producers like constellation energy like

Vistra for example. And the next thing

is to look at grid infrastructure

companies like Ethon Corporation as well

as uh nuclear power companies and

uranium companies. And as I mentioned in

this video, do watch this video. I say

personally I would I would not invest in

these individual companies uh because

they don't really meet my investment

criteria which is really strict. So I

would rather invest in ETFs and I've

mentioned what are some of the key ETFs

within uh this sector in that video. So

check out that video for the second

investment mega trend. Third investment

bank trend is a big one and I've got

quite a number of positions within this

mega trend. What is that? Healthcare and

the longevity mega trend. What are

drivers of this mega trend? It's the

silver tsunami. By 2050, the number of

people aged 65 and older is projected to

double to 1.6 billion in the world. And

as a result, you're going to see rising

chronic disease like diabetes in the

world. Number two driver, massive

cultural and economic shifts towards

healthy longevity. So as you notice

people around you are getting more and

more health conscious. The third would

be the adoption of AI in drug discovery

and precision medicine. Medicine that's

tailored uh for your specific DNA.

That's another very very big industry.

Now why is this a long-term secular mega

trend? Because people age 65 and over,

I'm soon going to be in that cohort

unfortunately are the fastest growing

demographic in the world now. And as

people age, what happens? They increase

their health care consumption. And the

other good thing about this sector which

is healthcare and longevity is that it

is recession proof. In the worst

recession, you still need to go to

hospitals, you still need medication.

It's recession proof with a very strong

uh trend. So within the health care uh

sector, if you will, there are a few

high growth subsegments within this

sector. The first would be metabolic

health which would be drugs to combat

obesity, diabetes and cardiovascular

risk. Among these the biggest market is

obesity. The two leading companies Novon

Nordis and Eli Liy. Now Novo Nordis used

to have a 80% 90% market share in the

obesity market but because their

management really screwed up their

supply chain management. they didn't

have enough supply to meet the demand

and then we had alternative generic

competition catching up. We have got Eli

Lilly catching up and as a result their

market share from 90% has now dropped

below 50%. And Eli Liy actually

increased their market share to now

above 50%. So right now Eli Lee is the

leader in uh the obesity market because

again Novi screwed up but they fight

their management they got a new

management in and right now they are the

first to introduce the oral uh pill for

weight loss and Eli Liy is going to

launch it very soon but I think it's

delayed to to quarter two. So it's a

fight between the two. Now between these

two companies, Eli Lily is so-called now

the leader and Nova Nautis is like the

underdog that's now trying to catch up.

I bought Nova Nautis some time ago. Uh

and the reason I didn't buy Eli Lily at

the time is because Eli was way

overvalued. But now that Eli has

actually generated huge profits, their

new intrinsic value now puts them at no

longer being overvalued. So now Eli Liy

is also undervalued but not as much as

Novo Nord is. And if you ask me between

the two, yeah, Eli is the much stronger

company. Um, not just because they've

got a higher market share than Novo Nord

is, but also because they don't just

lead in obesity, but they have

leadership in other areas like oncology,

which is cancer, and Alzheimer's

research. All right. Um, so frankly

speaking, if I didn't own

either company, I'll probably buy Eli

Liy first. But again, the reason I

bought Novo at the time was because Eli

was too expensive. I bought Novo because

it was cheap. And now it's still very

cheap. But now it looks like it's

beginning to rebound as they are uh as

they have as a new management has taken

over and now they're beginning to

so-called slowly win back their market

share. In the near future, I'll probably

take a stake in Eli as well so that I'm

exposed to to both of them. But I want

to be careful to not overexpose to drug

companies because drug companies in

general in the long run are one of the

more unpredictable in terms of

healthcare companies. I prefer bigger

stakes in hospitals for example which I

do have a big stake in HCA healthcare

which is the biggest private hospital

chain in the US as well as bigger stakes

in medical devices companies right so

for example if you look at moves you can

see currently it's at $57 it is about

roughly about 35 36% undervalued

uh it remains fundamentals remain very

very strong you can see price is down a

lot right now is slowly beginning to

reverse and I think more or less it has

made its bottom. The way Novo is priced

right now, it is priced

in a way that is only projected to grow

at 4% in the long run, which I think the

market is being overly pessimistic.

Analysts are over pessimistic. I think

that if they can show that they can grow

again

back to double digits, then I think the

share price could easily double from

here. All right. On the other hand, Eli

is analysts are already projecting a 30%

growth in the next 5 years and a 18%

growth in the long run. And based on

that projection, they are worth 1,3 and

at today's share price, they are

slightly undervalued. Other growth

segments number two, robotics and

precision surgery, which I already

talked about in the earlier part of this

video, and the leader in that area is

Intuitive Surgical, ticker symbol ISRG.

Great company. I love to own it. Right

now, still too expensive. Waiting for it

to get cheap. Let's see when that

happens. Next would be medical devices

and diagnostic companies. Companies like

thermopisher, Idex laboratories and

adward life sciences. All three are

great companies of which I own two of

them. And next will be healthcare and IT

platforms. These are basically software

that runs the healthcare industry like

Viva Systems and IQVIA.

And you've got scale managed health care

services or basically health insurance

and managed care services like United

Health and HCA Healthcare. Both are

fundamentally great companies. Of

course, United Health because of

short-term problems and negative market

sentiment, it is still currently very

undervalued. And of course, we know that

Buffett recently took a big stake in

United Health and just in fact bought

more in the last quarter as well. But

now he's retired right now. How about

biotech? Because we know that biotech

can be a very high growth industry. And

biotech, if they come up with a

breakthrough drug, you can have the

share price go up 10, 50, 100fold,

right? But bear in mind that while

biotech names can deliver huge upside,

their economic mode is less durable and

the outcomes are more binary. So in

other words, very high risk, very

speculative. So biotech companies either

make it very big or they die.

>> [laughter]

>> Okay. So, personally for me, I won't

invest in an individual biotech company

unless it's like a short-term trade

uh or unless I buy within an ETF. But to

do a long-term investment in biotech,

it's it's very very risky and uh beyond

my risk appetite. Yeah. So again as

usual as an investor you can look at

individual leaders in these different

segments or simply invest and write the

mega trend through an ETF and there are

many healthcare ETFs. So for example,

you've got the healthcare uh sector ETF

ticker symbol XLV which basically

invests in all the segments whether is

it drugs, manage healthcare,

biotech

and and and medical devices all roll

into one. If you want to invest in

specific subsegments like medical

devices then you can look at ETFs like

IHI which is the Eyesshares US medical

devices ETF. All right, so we covered

the first three mega trends and I'll do

the next three in part three of this

video series. I'll see you guys in the

next video. Be sure to subscribe so you

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Coup and may the markets be with