Jensen Huang: These 2 stocks will 100x

Jensen Huang: These 2 stocks will 100x The CEO of NVIDIA just came out and said this about the next 10-x AI stocks to buy: Well, the next wave, and this is where the largest industries of the world are gonna benefit requires us to understand things like the laws of physics, friction, cause and effect. The fact that I tip that thing over, it's gonna fall. Of these type of reason, physical reasoning things is what's called physical AI. And when you take that physical AI, put it into a physical object called a robot, so he's essentially saying that the largest industries in the world are going to be moving towards robotics and towards physical AI, because labor is one of the largest expenses for almost every business in the world. AI Compute Bottleneck. NVIDIA's Jensen Huang says the next wave of AI is physical AI. And Jensen Huang has repeatedly made perfect predictions when it comes to finding the next 10x stocks. Started with GPUs in 2022. Nuclear energy in 2024, followed by Neo Clouds like Nebius. And then most recently, it was photonics, stocks like Micron and SK Hynix. Thinks physical AI and robotics are up next. AI Compute Bottleneck. Trying to pick which robotics company will end up building the best robots. I'm betting on the bottleneck behind the entire robotics. And for reference, my first pick for the robotics revolution was Outer Inc. at $19 a share. And we recently took profits just last week at $62 per share. But today's pick might even be more interesting because every single humanoid robot has a massive amount of actuator motors. And each of these motors need of rare earth magnets. And the big problem is that China controls 80 to 90% of the world's rare earth processing capacity. If the US wants to compete on the world stage when it comes to robotics, they need to process their own rare earth elements. And that's exactly why the Trump administration themselves took a direct stake in two rare earth companies, MP Materials and USA Rare Earth. Memory is a tax on semiconductors. Rare earth magnets will be a tax for robotics. Like SK Hynix and Micron became attacks on semiconductors. I think over the next 12 months, companies like MP Materials and USA Rare Earth will become attacks on the entire robotics revolution.