If you hold any tech stocks, or any AI

stocks, or even just an index fund,

Tesla, Nvidia, semiconductor, whatever

it is, maybe in your private portfolio

or your 401k, what I'm about to reveal

could potentially multiply your wealth,

or it could leave you watching from the

sidelines as the biggest opportunity

of the next few years, that's how big

this is, is hitting us over the head.

According to political sources, Trump's

commerce secretary, Howard Lutnick, is

preparing an executive order on humanoid

robotics. And Morgan Stanley at the same

time puts out a timely 77-page

report

projecting a billion humanoid robots, a

five-trillion-dollar

market.

So, to me, this smells like the 100%

Trump trade that we enjoyed on the rare

earth stocks. Remember that video we did

on the rare earth stocks? They all

doubled or more than doubled. Now,

Winston's, of course, sniffed all this

research out, so say thank you to

Winston in the comments, but it's also

not just about the buying, it's about

knowing when to sell, because you look

at those rare earth stocks, they went up

like 170%,

right? All the ones we're talking about.

And then a lot of them are back to zero.

So, a lot of people are sitting there

with zero. The smart people, the trained

people, the skilled people locked in the

100-plus returns. And that's where I

want to get you to, and the only way you

do that, by the way, is by learning the

skills. So, I've got something for you.

First of all, there is a free workbook

that comes with this video, because

there's going to be a lot of

information. This is very

information-rich. Not quite 77 pages,

but quite a lot. And then for those of

you who are in our private community,

I'm also working on a humanoid robotics

research. We already got one on

robotics, but we're working on one on

humanoid robotics, literally the ETFs to

look at, the best companies to look at,

which stocks could be the real potential

ones, and and the whole thing explained

and put together. So, check that out.

There's a link down below to join the

free community, which is where you will

get the the the free workbook, which

will still be insanely valuable, and

then if you wish to take it another

level, you can also do that in there.

You don't have to, but you can. Now, if

you're wondering who this guy is

rambling on, my name is Felix Prehn, I'm

a former investment banker. I've spent

years studying how Wall Street actually

operates, and I'm also the founder of

the

where we've taught over 20,000 students,

also the co-founder of Trade Mission.ai,

where we provide Wall Street quality

news and data that's better than what

you've probably ever seen in your life.

And my whole retirement is now dedicated

to teaching regular investors, which is

what I used to be, and help you protect

your wealth from the schemes and the

shenanigans out there. Before somebody

kicks over, "Felix, looks like you're

working, you're not retired." Uh well,

you might need to learn a thing or two

about doing something that's actually

enjoyable, because to me this is

tremendous fun. This isn't work. So,

what we've done for this video is I

fact-checked everything. I've analyzed

the leaked report. I dove really, really

deep into

the 77 pages from Morgan Stanley on

humanoid robotics, and also dug deeper

into the national industrial strategy of

Trump, from semiconductors to rare

earths, now robotics, and of course

Winston did a lot of the the hard

sniffing there, as usual. So, I'm going

to break down for you these three

critical things.

One, the robotics revolution.

Morgan Stanley says this is the biggest

tech shift since smartphones. Literally,

forget the whole AI thing, it's all

about robots. And then Trump's national

strategy here, the exec order that could

accelerate this by like 10 years or

more. And then your portfolio. Like the

specific stocks, the sectors, and most

importantly, the rules to capture

some of this upside with the lowest risk

possible. There is always risk. Don't

blindly buy something because I'm

talking about it, that'd be daft, but

hopefully this will be the basis of some

of your research. So, scale, right? Let

me put this in perspective. Morgan

Stanley projects a billion humanoid

robots. That is one robot for every 10

people on earth. Now, the semiconductor

content alone, just the chips inside of

these will be a 300

billion-dollar market. It's 15% of the

entire global semiconductor industry.

But,

where it gets interesting is this. Tesla

is ramping up Optimus production to a

million units by the end of 2026. I know

Elon tends to exaggerate a little bit,

but still, it's going to be a lot of

units.

So, the average humanoid will contain,

and I wrote on the previous slide here,

$2,100 in semiconductors per robot, just

in the head.

But, they also have AI chips, vision

sensors, motor controllers. This is way,

way, way more complex than a high-end

car. A high-end car has about $1,800 of

sensors in there. So, the robots are

more complex, right? Much more complex.

So, how does it work? You need to

understand the basic economics before we

can look at actually the stocks that we

may want to buy or or or you know,

invest in. So, at the moment, it costs

about $68,000 to build one robot.

Now, that's going to drop to $40,000 by

2030, just because they're making more,

it's cheaper if you build more.

But, that is still cheaper

than a year of minimum wage labor in the

United States. Just let that sink in.

So, the operating cost

per robot is forecast to hit $2.60 an

hour

versus, you know, $15 to $20 plus

minimum wage laws, generally speaking.

And think about this, the robot will

work 24/7. You'll need very little

breaks, maybe for charging, and you'll

have no sick days, you'll have no

holidays, you'll have no pension plan,

you'll have no health insurance, right?

And

some of you might remember my September

17th video, then we can put a little

clip on there, the thumbnail or

something, um editor, please.

Um and I broke down the rare earth Trump

trade, right? We looked at stocks like

UUU, N B, USA. They rallied over 100% in

weeks after that happened.

I showed the opportunity. Now, some of

you made some serious money on that,

some of you made some money on it, some

of you lost it all, which was just a

question of, well, you didn't have the

skill about how to sell. And and that's

the problem, because you see, the

losers, they held too long, they watched

100% gains drop to almost zero right

now, whereas others made a lot of money.

So, the opportunity was real,

but without the selling rules, the gains

evaporated. So, this robotics trade is

setting up in the same way. I think the

opportunity is massive, just my humble

opinion, potentially bigger than the

rare earths, but if you don't have a

rulebook for taking profits, you're

going to watch your gains disappear,

just like those who held onto the rare

earth stocks too long.

Now, skills can be acquired, that's the

beautiful thing. You can learn it from

somebody, right? If you want to learn it

from my mentors, which is how I learned

it, I didn't learn it from a book or a

seminar or something, but from actually

real Wall Street traders who've done

this for decades, um then you're in

luck, because we're about to close the

doors on our flagship program, which is

called the Wall Street Protocol, which

is literally the protocol of how Wall

Street does it. And why we're closing

it? Because we want to make sure we can

look after the existing students. We're

going to take a breather and look after

the existing students there, but this is

probably the final chance, pretty sure

the final chance, to um actually enroll

in that for quite some time. So, if you

want to do that, you can book a free

strategy call with my team,

felixprehn.com/

freedom. So, I hope it's going to get

you to freedom. And it's a free call,

30-minute conversation, just to make

sure you have all the questions

answered, make sure this is the right

fit for you, make sure that learning

from my Wall Street mentors is what what

you want to be doing with your with your

time. Uh so, so check that out. There's

a link down below in the description for

that.

Now, let's take a step back, because in

the 1990s,

the internet created literally, well, I

say trillionaires, um

not quite, probably billionaires, right?

I we're we're we're we're we're we're

open to billion uh if I could spell it.

I got a bit excited there making the

presentation. But, only if you sold

before the dot-com crash. In 2008,

smartphones came out. Apple went from 12

to $200. A lot of people made money on

that, right? And then 2017, Bitcoin,

well, it went from $1,000 to $2,000, and

you could say some of the sellers won.

Yes, they did. It then went back down to

$3,000, and of course now it's come up

again, so long enough time frame for

that particular example it worked, but

for stocks that isn't always the case,

you see. Because often,

the early companies in a new technology

go bankrupt. Seriously. 90%

of all the new companies from a new

technology go out of business. Look at

the dot-com companies, look at the

companies that invented the car or the

EV companies, you know, it's it's about

that ratio. So, we tend to see this, we

make we have this massive tech shift,

which we're obviously right now, you get

the early adopters and make a lot of

money, the late adopters get crushed,

and then those with actual hardcore

selling rules, they get to keep their

gains. Morgan Stanley calls this a

pivotable a pivotal chapter, even, in

human history. So, the Trump executive

order could be the catalyst that

accelerates adoption by

10 years. But, most investors are going

to do what they always do, they're going

to buy and hold, which means they

typically get destroyed. Buy and hold,

by the way, it's brilliant. Buy the S&P

500, you can buy and hold that forever,

it's very likely to make you money. You

know, VOO or SPY or whatever. But, with

individual stocks, it doesn't

necessarily work because the company

could screw up. Management could be

rubbish. The product could get replaced

by a new innovation. So this is a

systematic trade. Buy and hold is likely

to get destroyed. Now others are going

to try to time the top. You can't. You

don't know it's the top until it's

behind you. And others will over

diversify, make it so complicated that

they'll be in 20 stocks or 50 stocks,

and they don't know what the heck it is,

and then they lose their gains. And

others will wait for CNBC to talk about

it, by which the story is probably over,

and then you become one of the late

guys. You become the exit liquidity. I

want to make sure today you're none of

those things. Again, I'm not telling you

what to buy. I'm just saying be

informed, right? So in my approach,

there is only one way that actually

works.

We position ourselves for the highest

best opportunities. We have a rule book

for selling. No hope, no guessing, just

an automated rule book, a system we can

use all the time. So if you want to

learn that, book a free call with us at

freedom financial.org/freedom. But back

to

Trump, and most importantly, how do we

position our portfolios to potentially

profit from this?

So big picture, billion robots, right?

But here is what most people don't

understand. And let me draw you a little

little chart on this. This is now. Here

is 2030.

And then here is 2050. Okay. So right

now we have 2,000 humanoid robots in the

world.

By 2030, that's going to be a much

larger number.

Morgan Stanley predicts 280

thousand such robots. So you get this

very, very nice growth curve up here

just over the next four years. That's by

the way a 140 X increase in robots,

right?

But what really happens after

2030? We get the crazy growth. And the

chart will not be able to this chart

this, but somewhere up here if you break

that up will be

the

1

billion robots, right? Crazy number,

right? Somewhere somewhere up there.

Doesn't fit on the chart. Now

why does technology start slow? By the

way, 140 X is slow. It accelerates after

that. So basically, the way this works,

if you if I zoomed out, it would be

this, and then it would increase like

that. All right. That's the growth story

here. There are three reasons. Tech

needs to mature. AI models have to wear

manufacturing scale. The prices need to

fall significantly for this to happen.

Society needs to accept robots. Do you

remember I remember distinctly I was a

teenager and the first people who had

mobile phones,

we called them names and and thought it

was incredibly offensive and rude.

My brother got a mobile phone. He got a

little stick from my parents.

And and and that was just what happens

with new technology, right?

You also need regulations. You need

safety standards and and all that stuff.

That's going to take some time. But once

the technology is proven around that

sort of 2030, 2035, prices are now below

human labor costs.

And the early companies have

demonstrated that this actually is a way

to to work and and and it can can can

make you more profitable.

So

you're then looking at the real growth,

right? So you're looking at

that installed base reaching that

billion dollars. It doesn't happen in

one year. Morgan Stanley thinks we're

going to ship about 90 million robots

per year, and that's how we get to that

billion dollar billion

number out there, right? So what's this

catalyst? What's the strategy here from

Trump? Well, what I just showed you

could happen five to 10 years faster

because rumor has it that

Trump is preparing the executive order

on humanoid robotics. And that's not a

random thing. It's part of a

comprehensive national industrial

strategy that Trump has been building

since he came into office, maybe even

before. And the first part of that was

the the Chips Act. Well, that was

obviously a Biden idea, but they are

using that money in a way that was not

originally envisaged, right? So they're

giving it to companies in a different

way.

But essentially what they're doing is

they're creating domestic fab

expansions, actually making them.

They're putting money into rare earth

production, literally investing in these

companies, guaranteeing them

prices to reduce overseas dependence,

and also basically twisting arm twisting

companies to build AI infrastructure,

data centers, power grids, AI chip

production in the US. And if you don't,

we're going to tariff you. If you do,

we're going to give you money. So it's

like a carrot and stick approach. So

these four pillars matter because

they're actually interconnected. You

can't build a humanoid robot without

semiconductors. You can't build a

semiconductor without rare earths. You

can't power AI without massive data

centers. It's an ecosystem. It needs to

work together, and Trump understands

this. He also understands that whoever

dominates robotics and AI and

semiconductors will dominate the global

economy both in terms of economy, but

also military, right? So this is not a

free market play. This is a national

strategy play by the US. Now we know

that the Department of Commerce is

meeting with tech CEOs. Department of

Transportation is setting up a robotics

work group. So this is government

industry coordination at the highest

level, and the executive order will

likely

include, and this is my humble opinion,

this is my guess essentially based on my

research, so don't take this as fact,

but they're going to be domestic

I should probably Let me let me type

this out cuz I appreciate nobody can

read my handwriting. Let me type this

out. That'll be more useful for you.

Domestic production

incentives. That could be tax breaks,

grants for US manufacturing.

But it has to be made local. And that's

the other thing. So they can do more

than just give incentives. They can

require US-made components, US-made

robots for government contracts. And

that's going to be a big, big, big

industry because I can tell you the

military, security services, rescue, all

that stuff is going to want a lot of

this. And they're also going to give

them, in my humble opinion, R&D funding.

Billions of dollars for robotics

research similar to the Chips Act. They

might take stakes in these companies.

They're also going to fast-track

regulation because this is about speed,

and other countries are faster. All

right, you know what I'm talking about.

They're going to hand out

military robot contracts. And that'll be

a carrot, basically saying, "Look,

we're going to overpay for these." And

that's how you can build out your

business as long as you build it in the

US. Essentially all of this

signals to private investors there is

money to be made here, right? Look at

what the Chips Act did to stocks like

Nvidia, AMD, TSM. TSM alone rallied like

a couple of hundred percent. We saw it

with the rare earths after Trump's

election, right? UUU NBU. So they're all

up 100% plus in weeks. So the robotics

executive order could create the same

outcome. And then institutional money

flows. And that's always what I track. I

always look at where is the

institutional money flowing because

that's what it's all about. Now Tesla is

definitely one of the stocks to watch

out for here because they are

possibly going to produce more robots

than anybody else by the end of 2026.

And why does that matter? Well,

let me take you back a little bit

deeper. Then we're going to look at it.

I'm going to give you a whole list of

stocks to look into here. But Tesla did

something in 2024,

very early.

They placed a massive order for

something called actuators, linear

actuators. You're going to hear a lot a

lot about this word.

They bought them from China. They are

the muscles of the robot. They control

the movement, right? So a massive order

means production is going to be ramping

up. So Tesla has an advantage because

they can manufacture at scale. They know

how to build complex products. Cars are

very, very difficult to build at massive

volume. A robot is basically a car

without wheels. It's got electric

motors. It's got batteries. It's got

sensors. It's got AI chips. It's got

power management. Tesla already does all

of that, right? So

the

Tesla Optimus here

is likely going to cost

20 to 30 thousand dollars. Now you might

think that's a lot, but

what is the minimum wage in the US,

right? It's more than that.

And a robot works 24/7, doesn't take a

break, doesn't call in sick. So the

payback period for a 30K robot is maybe

a year, right?

A little bit of maintenance, maybe a

little longer, but that's about it. Now

these robots are going to work in Tesla

plants first, in warehouses. Think

Amazon, Walmart, logistics companies,

right? All that kind of repetitious

task. They're going to do dangerous

jobs, mining, construction, all that

kind of hazardous space.

And

then they're going to be ultimately in

every home. And you might think that's

creepy and that's weird. I'm not going

to allow a robot into my home. Well,

people said the same thing about

electricity, the radio, television, you

know, most things. So

people are going to get used to it. It's

just going to take a bit of time. And

maybe you're going to get used to it a

little later than others, but it's it's

going to happen because most people

would actually have a happier life if

all the boring crap was done by a robot,

right? So

where are the opportunities then other

than

Tesla? Let me break it down for you to

five categories, from the highest

likelihood to the more speculative.

Category one is the brain, right? Think

about a robot. It's got to have a brain.

So, what is the brain of a robot? It's

the chips, right? So, you've got Nvidia,

their Jetson Orin and Thor chips, most

likely. These are specifically developed

for humanoid robotics. Every robot needs

AI processing and then Nvidia just

wins in this space. You have ARM. Every

robot uses ARM-based processors,

literally every single one for energy

efficiency. So, ARM gets a royalty on

every chip. It's a picks and shovels

play. So, there is there is ARM.

And then you have TSMC. They manufacture

the chips for Nvidia, ARM, and AMD. So,

doesn't matter who wins, these guys

benefit regardless. So, again, pick and

shovel kind of a play. Now, category two

is the vision. Robots need to see. They

need high-resolution cameras and

sensors, otherwise they're going to trip

over stuff and they're going to

hurt people. Sony here has a 53% market

share in image sensors. Their sensors

are in your smartphone and in your car,

they'll be in the robots. They have the

best technology for especially

low-light, high-resolution imaging. So,

Sony likely a big winner here. We then

have ON Semiconductor, ticker symbol ON.

Again, they make image sensors for

automotive and industrial applications,

very similar to robots, so they could be

a winner here.

Um there's also Ambrella, probably not a

stock you've heard of before. Let me

know if you've heard of ticker symbol

Amba before. They do vision processing

for AI edge computing. Very small

company, higher risk, potentially higher

upside. But just think about it, every

robot's going to have five to 10

cameras, front, rear, sides, depth

sensing. So, even if a camera is just 30

to 50 bucks each, that's you know,

$150 to $500 in in in cameras per robot.

Multiply that by millions of robots,

this is a multi-billion dollar market.

Third, you have

sensing and movement. Robots need

sensors so they can touch, they can

force, they can measure temperature,

they can position themselves. Now, there

are a couple of companies that do this

that stand out. Infineon is a European

company. Uh they're sort of a leader in

motor control, power management. There

is uh

Actually, there's ST as well. Didn't put

them in here, but it's ST

Microelectronics. There's Texas

Instruments, which

I think I might uh own some shares of, I

can't recall, but I I like the business.

Um they make analog chips. So, if you

have a washing machine, anything with a

switch on it, it's likely a Texas

Instruments chip in it. They also make

motor drivers and power management.

They also made my own

There was a student calculator, amazing

calculators. But anyway, they This is

the This is the growth part for them.

And then we have NXP Semiconductor, NXPI

is the ticker symbol there. Again,

automotive grade chips, robot control

systems. There are a bunch of others uh

we could look at um some overseas ones,

but I think this is probably enough of a

list here. Less sexy than Nvidia, I say

here, but every joint needs a motor

controller. It is the sort of pick and

shovels layer, a little bit lower risk.

And then

we didn't have the fourth layer,

actually, which um what happened to my

uh my fourth layer in here? All right.

I'll I'll write it out for you because

it would be a shame to miss that

information. I think we ran out of

slides or something. So, what is

category four? Category four is

integrators.

Weird words, I know. But basically,

these are the companies that actually

build the robots. So, who are they?

Well, at the top you have Tesla, right?

Million units by the end of next year.

That would be my my my highest

conviction play. There are some private

companies, which is not going to be

useful for you, but I'll write it down

in case they IPO. Figure AI is one. They

have backing by Microsoft, Nvidia, and

Bezos.

And we also have Boston Dynamics.

Hyundai is a big investor there.

We have Agility Robotics. Again, they

work with Amazon. Uh so, again, these

are IPO plays, the last three, not

particularly useful. So, hard to invest

in directly. So,

basically in that category, you've got

Tesla or well, you kind of got cast

Tesla. There isn't really much much

other choice there. And then we have

category five, which is another way of

playing this. And this is robotics ETFs.

And for some people, a lot of people,

that's going to be the smarter way of

getting exposure. Broad exposure, no

individual stock picking. Then I'll give

you a couple of them. Let's give you the

ticker symbols. Robo is one.

And then we have BOTZ,

bots, that's one. iShares has one, too,

IRBO. You're going to want to write this

stuff down, at least download the

workbook.

Diversification, less upside um

probably.

But what do you want to look at there?

Well, you want to look at

look for the lowest fees

uh and look at their holdings because it

might just be that it's all just Nvidia.

So, you can even look into that

yourself. So,

for me, yeah, I think I don't like the

word conviction really because I think

it's it's a bit like an STD um hard to

shake. Uh really, it's it's all about

where's the money flowing? So, I'm not a

big fan of that, but uh I think sort of

highest interesting place would be the

better way of phrasing that, would be

Nvidia because they make the brain. TSMC

make all the chips, no matter who wins.

Tesla, the only publicly traded company

that's actually going to build robots at

scale anytime soon. Sony for its vision

sensors. And then there is um Infineon

um TI for analog chips, motor control.

So, that basically would give you that

would be your only ETF. Again, I'm not

telling you to buy it, I'm just saying

that would be one way of playing this.

Um but the most important thing,

honestly, is that you learn when to

sell. People often put out this stuff,

scale out, don't sell all at once, all

that stuff. Um I would be more tempted

to just go with stops rather than this

random selling at random percentage

points. But the key thing here is that

you don't want to let a big winner turn

into a loser. So, this is not financial

advice, just some thoughts there. You

want to protect your gains so you keep

them because those are the rules that

protect you and make you make your

winners winners and and and rather than,

you know, keep them as losers. So,

timeline, this is the way I I'm seeing

this. I haven't got a crystal ball, but

it's what I'm seeing. I think

positioning before the exact orders hits

the the the mainstream media could give

us a nice rally. That might pull back.

Tesla is I think a very very interesting

play here with a ramp up. Um probably

supply chain is the biggest challenge

there because they are dependent on

Chinese supply chain at present. Uh

we're going to see a lot more

deployments in early 2027. We're going

to see a lot more competitors come out

of the woodwork. Mainstream is going to

start using 2028.

So, not just factories, but actually

just out there in the wild. And then in

2030, it's going to be like

the new mega trend. That's I think the

way they're seeing it. So, I think

there's potential for some significant

upside. It's not a promise. There is

risk with everything. I'm just going to

write this on here. There is risk. You

can lose all your money. Don't invest

money you can't afford to lose, right?

Um do your own research. Don't you

listen to some guy on YouTube. So,

action plan. Look at Have you got any

exposure to these companies already? Um

allocate some percentage to robotics

theme. It doesn't have to be 10 to 20%.

It can be some percentage. It could also

be zero. So, it's up to you, but what

I'm saying is don't go all in. Make sure

you got some selling rules. Monitor

what's going on out there. And then

learn the system that happens for every

mega trend, right? That's really what

happens again and again and again. The

market moves in patterns again and

again. Now, there are some risks on

here, again, something you might want to

look at. Tech delays, regulation,

foreign competition. Um

Nvidia and Tesla are already valued

pretty lofty. There's already some of

this expected, some of it is not. And

if we get a great big recession, who

knows?

But my opinion is the government's going

to keep spending, so it seems a little

bit unlikely. So, if you got some value

out of this,

go to the free community. Download

Download yourself the workbook. If you

want to get the full research report,

I'm still working on that, but that's

going to come out in the next couple of

days as well. Uh join the um

the premium community. There's a link

below the video as well to do that. And

um that's a that's a paid community

because you provide some tremendous

value there. And um

there is a robotics research report in

there already. But you got to keep

providing you guys value on that um

free and paid and otherwise. And um if

you want to take this to another level

and you want to actually learn the

skills and you may be frustrated with

the missing out on or losing some of the

big gains you've had this year, then

come and have a chat with us and see

whether learning the real rules from my

mentors, the people I learn from, the

people I look up to, could be the path

forward for you with each strategy, with

each execution. And

you can do that at

phoenixfriends.com/freedom.

There's a link down below. It's a free

call. And I wish you tremendous success.

And you got some value out of this as

well. Even share it with people. All the

best. Ever notice how money seems to

make more money after 100K? There is a

reason your wealth suddenly takes off

and has nothing to do with luck or

skill. Most people think the rich have

some secret access