If you are looking at robotics stocks to buy, there is a less obvious way in than betting directly on a robot maker. The “Elon Musk’s NEW AI Masterplan” pitch from Brownstone Research’s Near Future Report makes that argument by pointing at the parts every robot needs rather than at the robot itself. Its applications pick is onsemi, the power chip and image sensor maker, and the pitch promises three “secret” stocks can “unleash enough wealth to make every household in America $2.38 million.”
The parts argument has real merit. Every humanoid robot, no matter who builds it, needs the same two things in volume: chips that control power and chips that sense the world. That is a picks-and-shovels angle on the robotics theme, and it is worth understanding before you write a check.
Why the parts matter more than the brand
A humanoid robot is a dense collection of electric motors. Each joint needs current switched on and off at high speed and high precision, with as little wasted as heat. Each sensor needs chips to turn what the camera sees into a signal the robot’s brain can act on. Whoever wins the robot race, the suppliers of power semiconductors and image sensors sell into every outcome.
That is the honest core of the Masterplan pitch. The pitch argues that onsemi’s power-management chips will let Tesla’s Optimus robot “move efficiently, stay cool, and run longer without needing to stop and recharge as often.” That is a fair description of what a good power chip does.
How the pitch frames the pick
The pitch leans on Elon Musk’s name as its headline engine, and it points at three steps: chips, energy, and applications. It says onsemi is “already supplying Tesla with a key piece of sensor technology,” which is accurate, and it wraps the whole thing in a special report titled “Manifested AGI Revolution.” The mechanism is plausible: if Optimus reaches mass production, it will need power chips and sensing chips, and onsemi is a credible supplier of both.
The pitch also drops a filler line, that “39 hedge funds are investing” in the stock. That is true of essentially every large-cap and is not a buy signal by itself.
How to weigh robotics names honestly
The useful test for any robotics stock is simple: is the company positioned to capture the theme, at what price, and on what timeline. A pure-play robot company gives you concentrated exposure but a lot of execution risk. A parts supplier gives you diversification and current cash flow, but less upside if a single winner emerges.
onsemi sits in the middle. It is the second-largest power chipmaker in the world and one of the biggest suppliers of image sensors to the automotive market, so it already earns real money today. It trades at about 18 times forward earnings with a roughly $28 billion market cap, and its tease price equals the current close of $71.67. That is a re-pitch at the current price, not a name that has already run away.
The caveats worth keeping
Two caveats deserve attention. First, onsemi’s revenue today is overwhelmingly automotive and industrial, and the Optimus program is years away from shipping in volume. Second, the ad’s marquee number, “on the receiving end of up to $500 billion in 2027 alone,” is aimed at ASML, the chip-equipment maker whose annual revenue is around $30 billion. That number is a rhetorical flourish, and it should make a reader check the rest of the claims.
The same logic extends well beyond power chips. A humanoid robot also needs microcontrollers to run its control loops, connectors and cabling, sensors of many kinds, and the mechanical parts like gears and actuators. Each of those is a distinct supplier market with its own leaders and its own pricing dynamics. The reason the Masterplan pitch focuses on power and sensing is that those are two places where a handful of scaled suppliers matter most, which is a reasonable way to narrow a broad theme. Just remember that any one supplier is only a slice of the robot’s bill of materials, and the robot itself is still years from shipping at scale. That is why the theme rewards patience more than urgency, and why the honest approach is to weigh each supplier on its current business first and its robot optionality second.
The bottom line
The power chip angle on robotics is a legitimate, durable way to play the theme, and onsemi is a real leader in the category. The pitch just compresses a multi-year story into a near-term headline. For more on the theme, see our physical AI explainer, and for the robot itself, our Tesla Optimus coverage.
The offer is worth stating plainly. The Near Future Report costs $179 for the first year and renews at $199, with a 30-day refund window, so you can read the full reports and ask for your money back if they do not hold up. Subscribing unlocks the special report the pitch is built around, the “Manifested AGI Revolution,” which names the stocks the ad teases. The fine print worth remembering is that these are large, well-covered companies trading near their current prices, not the “secret” the headline suggests.
Ready to see the research? Click here to view the Elon Musk’s AI Masterplan presentation.
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