Folks, buckle up.
The age of humanoid robots is no longer science-fiction - it’s fast becoming the next massive frontier for megatrend investors.
Today, I am diving into why humanoids are about to explode, and why our 2025 Select Portfolio is able to outperform the market by nearly 4X.
Let’s Start With the Numbers
According to Morgan Stanley Research, the humanoid-robotics market could reach $5 trillion by 2050, with more than 1 billion humanoid robots in use by then - roughly 90 % of them tasked with industrial and commercial work.
Meanwhile, Goldman Sachs Research projects the total addressable market for humanoids to hit about $38 billion by 2035, up from roughly $6 billion now - with manufacturing cost declines doing the heavy lifting.
Source: Goldman Sachs Research
Yes, we’re talking big growth. Compound-annual growth rates in the teens (or more) in the years ahead. The opportunity here is not incremental - it’s transformational.
Why so bullish?
Three Converging Forces
Tech acceleration. Advances in AI, sensor systems, mobility, and manipulation are pushing humanoids from conceptual prototypes into real world tasks.
Economic imperative. Labor shortages, aging populations, rising wages - humanoids offer a productivity solution. Cost curves are improving, making robots ever more viable against human labor.
Mass serving potential. Once the unit economics snap into place, these machines aren’t just for factories - they’ll proliferate in logistics, retail, healthcare, household service. The long-term total addressable market (TAM) is enormous.
Here’s Where Our Portfolio Story Gets Juicy
Tesla is already part of the 2025 Select Portfolio that is beating the market by nearly 4X. No typo - 4X. Tesla is not close to being the leader of the 12-stock portfolio, but there is huge upside that comes from Tesla’s legacy in EVs and its emerging move into robotics.
Based on statements from Elon Musk himself, what Tesla is building with its humanoid-robot effort (the Optimus project) could become the biggest product line ever in the company’s history.
Optimus Gen 2 (Source: Tesla)
So when you combine Tesla’s upside in robotics + our portfolio positioning + this overall megatrend of humanoids - you’re looking at a high-conviction opportunity. We’re not just riding the wave, we’re positioning ahead of it.
I’m also hard at work finalizing the 2026 Select Portfolio, built to capture the biggest megatrends of the next decade - including the explosive rise of humanoid robotics. This is shaping up to be one of our most forward-looking, high-conviction portfolios ever. I’ll share more details soon, but for now, I’m dropping a short preview video below so you can see exactly what’s coming.
Bottom Line
The robots aren’t coming - they’re arriving. Investors who lean in now stand to capture outsized gains; those who wait will wonder what hit them. In the spirit of my strategy, we’re leaning bold - but not reckless; energized - but data-driven. Humanoid robotics isn’t a fad - it’s the industrial-tech revolution with legs.
Stay tuned, stay alert, and stay ready. Because this ride is just getting started.
Heres to your future,
Matt McCall
Founder, NXT Wave Research
