The next wave of AI isn’t just digital—it’s physical. Embodied intelligence (EI) is integrating AI into robots, drones, and automated systems, creating a transformative impact on energy, manufacturing, and the semiconductor industry. This newsletter explores the hidden investment opportunities in companies powering this revolution, from energy firms to chipmakers, and shows how early positioning today could translate into outsized returns as robotics becomes the backbone of tomorrow’s economy.

Let’s embark on this transformative journey together and position your portfolio for success in this evolving market landscape!

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The AI conversation has been dominated by language models, chatbots, and virtual assistants. They’ve lived on screens, tucked into phones, embedded in search engines. But that’s just the warm-up.

The real breakthrough — the one that could quietly reshape markets, rewrite supply chains, and alter the daily lives of billions — is happening in robotics. Not robotics as we used to think of them: static, clunky, factory-only machines. This is embodied intelligence (EI) — AI leaping off the screen and into physical form.

Imagine the same intelligence that powers a chatbot also guiding a delivery drone, running a robotic warehouse arm, or assisting in surgery. The leap from “digital AI” to “physical AI” isn’t evolutionary — it’s revolutionary.

For investors, that means one thing: capital is moving fast into companies that can power, build, or accelerate embodied AI. And history tells us where to look. Every technological boom — from the railroads to the internet — was underpinned by three things: energy, infrastructure, and computing power. Robotics will be no different.

Here’s the part most investors underestimate: technology revolutions are always energy revolutions in disguise.

Now robotics and embodied AI are placing massive strains on the global energy grid. A self-driving Tesla doesn’t just sip power; it guzzles it. A factory run by thousands of AI-enabled robots requires more consistent energy than most cities used to consume. And when a robotic system is responsible for safety — whether it’s driving cars, flying drones, or patrolling warehouses — energy reliability isn’t optional.

That’s why energy producers are set to be stealth winners of this robotics wave. Companies like Tourmaline Oil (TRMLF), Canada’s largest natural gas producer, are already showing the kind of profitability that rivals tech giants. With operating margins that look more like Google than an energy firm, Tourmaline isn’t just selling gas — it’s quietly becoming the backbone of AI’s next stage.

Energy may not sound futuristic, but without it, embodied intelligence collapses. When you think robotics, you should be thinking power first.

The second layer of this story is where robotics becomes tangible: manufacturing and aerospace.

The world’s most advanced companies are embedding AI-driven robotics directly into production lines. Think about it: every robot arm that reduces waste, every autonomous drone that shortens delivery times, every robotic dog that secures a warehouse — all of it directly flows into margins.

Take Howmet Aerospace $HWM ( ▼ 0.74% ) . They’re not just “using AI” as a buzzword. They’ve embedded robotic intelligence into their operations. Their numbers prove it: topline revenue grew 9%, but net income jumped 52%. That kind of spread doesn’t come from selling more — it comes from producing smarter. Robotics is literally re-pricing what the company is worth, and Wall Street has started to notice.

If history is any guide, the first movers in this space — the companies already living in the robotics future — will see their valuations climb long before the market at large catches on. Remember when Amazon quietly filled its warehouses with a million robots? That wasn’t a headline story. But it was a trillion-dollar shift in the making.

If energy is the foundation, and manufacturing is the proving ground, semiconductors are the nervous system. Without them, embodied AI doesn’t move, see, or think.

Nvidia has become the poster child for AI chips. But the overlooked player right now is Advanced Micro Devices $AMD ( ▼ 6.58% ) . For a while, AMD lagged, but its latest GPUs are now catching up with Nvidia’s Blackwell line. More importantly, AMD has found a sweet spot: producing high-performance chips at a lower cost than Nvidia.

Why does this matter? Because robotics won’t just live in Teslas and enterprise-grade servers. They’ll be in drones, warehouse bots, and even personal companion robots priced between $8,000 and $16,000. Not every company or consumer will pay Nvidia’s premium. That’s AMD’s opening.

And if the AI semiconductor market does become a duopoly — Nvidia and AMD, as Intel and AMD once were — then every expansion of robotics directly expands AMD’s addressable market. From autonomous vehicles to military drones, AMD isn’t playing catch-up anymore. It’s carving out its share of an industry that could swell into the trillions.

So where does all this point?

This isn’t speculation about what might happen in 2040. It’s already unfolding. Warehouses staffed by robots, energy firms pricing in AI demand, semiconductor wars spilling into robotics — the dominoes are falling now.

The market will reprice these companies as the realization spreads. But for the few who see it before the crowd, the opportunity is to position capital now.

Because here’s the truth: embodied intelligence won’t be a niche trend. It will be the operating system of the physical world — the way the internet became the operating system of the digital world. Every robot, every AI-powered machine, every drone in the sky will require the same three things: power, infrastructure, and chips.

And the investors who align with those pillars today won’t just ride the next wave of AI. They’ll own the future it powers.

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