Microblog: AI Revolution Portfolio: AI Day Zero Stocks (Louis Navellier, Eric Fry, and Luke Lango)

I just watched a fascinating broadcast hosted by Chris Hurt featuring investment heavyweights Louis Navellier, Eric Fry, and Luke Lango, diving into what they’re calling the “AI Revolution Portfolio: AI Day Zero Stocks”.

https://steadyincomeinvestment…

They’re hyping up “AI Day Zero,” the moment AI moves from digital screens to physical applications—think Amazon’s million-plus robots, Tesla’s Optimus, and Waymo’s driverless cars. The pitch centers on a curated “Day Zero Portfolio” of seven stocks poised to ride a projected $20 trillion wave as Physical AI transforms industries like retail, logistics, and manufacturing.

The analysts teased a few intriguing details about the portfolio without spilling all the ticker symbols (classic move!). One stock is a blue-chip leader in AI-powered robotics, described as a “vanguard” player—potentially a household name but past its moonshot phase. Another is an under-the-radar company supplying automation systems to over 250 global manufacturers in aerospace, autos, and semiconductors. Then there’s a company dubbed the “Nvidia of robotic senses,” dominating the market for tech that gives robots perception, with its stock rating jumping from a D to an A in 10 months. Lastly, they mentioned a firm with the Pentagon as a major shareholder, tied to securing U.S. supply chains.

They’re tying this to Nvidia’s upcoming Blackwell Ultra chip, which they say is 11 times faster and seven times more powerful, enabling real-time AI decision-making in robots. They also referenced a Morgan Stanley report estimating $207 billion in annual labor cost savings by automating 1.7 million jobs, plus Amazon’s 2,000% productivity boost per employee as proof of the trend’s momentum. The portfolio is part of their AI Revolution research service, priced at $1,495/year, with weekly updates to navigate this fast-moving trend.

Here’s where I need your help: What are the seven stocks in the Day Zero Portfolio? They only revealed one (a blue-chip robotics stock) in the broadcast, but the other six are locked behind the subscription paywall.

Based on the clues—automation systems for global manufacturers, robotic “senses” tech, and a Pentagon-backed supply chain player—any guesses on the companies? Could the “Nvidia of robotic senses” be someone like Cognex or Keyence? Is the Pentagon-backed firm a defense contractor or a tech supplier? And who’s the blue-chip robotics leader—maybe ABB or Fanuc? Let’s crack this puzzle together!

Also, what do you think of their $20 trillion forecast and the “Tech Rule of Three” they mentioned, where each tech wave (PC, internet, mobile, now AI) triples the prior’s value? Seems bold, but their track record (25.39% average annual gains) gives some credibility. Drop your thoughts, ticker guesses, or any dirt on Navellier, Fry, and Lango’s past picks below!

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