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    This New Trend Could Dwarf the EV Market - 6/8

    Ian Cooper
    Sunday, June 8, 20254 min read
    This New Trend Could Dwarf the EV Market - 6/8

    Two of the Best Ways to Profit from a Potential $5 Trillion Humanoid Market

    What if your next home assistant, warehouse worker, or hospital aide was a robot?

    That may sound like science fiction — but it’s rapidly becoming reality. According to $5 trillion by 2050. That’s more than 1 billion humanoid robots in use globally. This is a transformative shift — one that rivals the emergence of personal computers, smartphones, and even automobiles.

    In the nearer term, $38 billion addressable market by 2035, while 18,000 units in 2025 to

  1. Physical therapy and rehabilitation

  2. Retail and hospitality

  3. Outer space missions

  4. brownstone

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    How to Invest in the Humanoid Boom

    While it’s still early days, investors don’t have to wait to get exposure to this emerging sector. There are already companies — and even entire ETFs — positioning themselves for a long-term boom in robotics and automation.

    Here are two ways to get ahead of the curve:

    ETF: diversify their exposure across the broader robotics ecosystem, the Key facts about IBOT:

    • Nvidia (NVDA): The go-to chipmaker for AI, machine learning, and robotics.

    • ASML Holding (ASML): A key supplier of semiconductor manufacturing equipment.

    • Siemens (SIEGY): A global leader in automation and industrial software.

    • Autodesk (ADSK): A software firm essential for 3D modeling and robotic design.

    • Teledyne Technologies (TDY): Specializing in sensors, imaging, and control systems.

    Since its debut, IBOT surged from $38.72 — which could offer an attractive smart bet on long-term growth, especially as humanoids move from labs to production lines, hospitals, and homes.

    Company:

    Optimus, a bi-pedal humanoid robot designed to perform
  5. “brain”: Tesla’s AI and neural net models

  6. “body”: Optimus, leveraging Tesla’s experience in battery systems and robotics

  7. “ecosystem”: Full integration with Tesla’s manufacturing, logistics, and AI infrastructure

    8. Morgan Stanley noted that companies like Tesla — which control the a fraction of Morgan Stanley’s $4.7 trillion market estimate is realized, Optimus could become one of Tesla’s most valuable product lines.

    While Tesla is still best known for its EVs, many analysts see its recalibrated with more zeroes.

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    Written by Ian Cooper

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