The Optimus humanoid robot is the applications step at the heart of the “Elon Musk’s NEW AI Masterplan” pitch from Brownstone Research’s Near Future Report. The pitch promises that three “secret” stocks can “unleash enough wealth to make every household in America $2.38 million,” and the applications pick that rides on Optimus is onsemi, the power chip and image sensor maker. The robot itself is the engine of the whole story, so it is worth separating what the pitch claims from what is actually known.
The pitch talks about Optimus as if the robots are arriving soon. The reality is more interesting and more distant, and the gap between the two is where an investor should focus.
What the pitch claims about Optimus
The Masterplan pitch frames Optimus as the payoff for the entire three-step plan, where Musk would “take control of the entire AI industry.” Its argument is that a humanoid robot needs enormous amounts of power electronics and sensing, and that onsemi supplies both. Specifically, it says onsemi’s power-management chips will let Optimus “move efficiently, stay cool, and run longer without needing to stop and recharge as often.”
That is an accurate description of what power semiconductors do, not an invented claim. A humanoid robot with dozens of joints and motors genuinely needs chips that switch current fast and precisely with minimal wasted heat, plus image sensors to see the world around it.
Where onsemi fits
onsemi is the second-largest power chipmaker in the world and one of the biggest suppliers of image sensors to the automotive market. The pitch says it is “already supplying Tesla with a key piece of sensor technology,” and that relationship is real. Tesla already buys onsemi’s image-sensor technology for its cars, which makes the idea that the relationship could extend to Optimus plausible rather than fabricated. Morgan Stanley has flagged onsemi as a way to play the robotics trend.
What is known versus what is projected
The honest picture is that Optimus is still a multi-year project with real engineering risk. Mass production of a general-purpose humanoid robot has not happened yet, and the timeline keeps moving. Our teardown notes that the “manifested AI” story has been the presenter’s pitch for more than a year, and onsemi’s own results have not yet shown a robot-driven inflection.
That is the key distinction. The mechanism the pitch describes is sound, and onsemi is a credible beneficiary if and when Optimus ships in volume. But an investor buying onsemi today is buying an automotive and industrial power-semiconductor business, not a robot company. The robot is a free option, not the current revenue base.
The numbers around the story
onsemi 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 means this is a re-pitch at the current price, not a name that has already run away.
There is also a marquee number in the ad that belongs to a different pick. The “$500 billion in 2027” figure is aimed at ASML, the chip-equipment maker whose annual revenue is around $30 billion. It is a rhetorical flourish, and it should make a reader check the rest of the claims. The “39 hedge funds are investing” line is filler, true of essentially every large-cap.
It is also worth remembering that Tesla is not the only company pursuing a humanoid robot. Rivals and startups are chasing the same goal, and the category as a whole has not yet reached mass production. That matters for the supplier story in a good way: if humanoid robots scale, the winning power and sensing suppliers will likely sell into several robot makers rather than just one. For onsemi, that is arguably an advantage, because the opportunity is not tied to a single customer’s timeline or execution. The honest framing, then, is not that Optimus is imminent, but that robots of any stripe will eventually need the chips onsemi already sells, and that demand arrives on a multi-year clock. That is a genuinely interesting long-term story, just not a short-term one.
The bottom line
Optimus is a genuine, ambitious project, and the pitch’s claim that robots will need power and sensing chips in volume is correct. The marketing just compresses a multi-year story into a near-term headline. For more on the robot and the theme, see our Tesla Optimus coverage and our physical AI explainer.
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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