If you missed out on this big wave in the AI industry chain… Then quietly start planning for the next cycle. Right now, all the stocks in the AI industry chain that are critical bottlenecks have already skyrocketed. Of course, they’ll keep going up, but it’s hard to see any stocks multiplying dozens of times again. Can’t imagine how thrilled those who started investing in this wave back in April last year must feel. Next up, the industry chain most likely to explode is humanoid robots. Elon Musk has mentioned more than once: By 2040, there will be at least 10 billion humanoid robots on Earth. Work, production, daily life—most scenarios will rely on them. And each robot will require: AI chips, motors, reducers, lead screws, sensors, batteries. This is a dedicated industry chain for robots. The most critical bottlenecks in this chain: Precision reducers, rare earth permanent magnet materials, force sensors. Each segment has leading companies making breakthroughs, but the market hasn’t exploded yet. Globally, there are over 1.6 billion cars as of 2025. If we extrapolate based on future societal production and living needs… The humanoid robot market will be far bigger than the automotive industry. After this AI wave, the Nasdaq will likely go through 2-3 years of consolidation and correction. When the time comes, don’t forget to plan ahead for the humanoid robot ecosystem. In the future, there will definitely be wealth effects of dozens, even hundreds of times. 2040 is just 14 years away—not too close, but not too far either.