2 AI Robotics Stocks to Buy Before They Soar 185% and 315%, According to Wall Street Experts

Nvidia Overview - Nvidia is a leader in GPU technology, accounting for 98% of data center GPU sales, primarily due to its CUDA software ecosystem [3] - Nvidia Isaac is a robotics development platform built on CUDA, supporting industrial manipulation arms, autonomous mobile robots, and humanoid robots [4] - Nvidia Jetson systems integrate GPUs, CPUs, memory, and storage, forming the final layer of the robotics computing stack [5] - Nvidia GPUs power most generative AI systems and are expected to be foundational for physical AI systems, which enable autonomous robots [6] - Wall Street expects Nvidia's adjusted earnings to grow by 52% annually through fiscal 2026, making its current valuation of 55 times adjusted earnings reasonable [7] Tesla Overview - Tesla is transitioning from being seen as an electric car company to an AI and robotics company, with its Full Self-Driving software and humanoid robot Optimus [8] - Elon Musk believes Optimus is the most advanced humanoid robot and could be more valuable than all other Tesla products combined, potentially driving Tesla's market value to $25 trillion [9] - Tesla plans to deploy several thousand Optimus robots in its factories this year and begin selling them to customers by 2026 [11] - Wall Street expects Tesla's adjusted earnings to grow at 27% annually through 2025, though its current valuation of 170 times adjusted earnings appears high [12] Market Projections and Analyst Views - Citigroup analysts estimate humanoid robot sales will reach $14 billion by 2030, $1.1 trillion by 2040, and $7 trillion by 2050 [1] - Equity analyst Beth Kindig predicts Nvidia could become a $10 trillion company by 2030, implying 185% upside from its current market value of $3.5 trillion [10] - Billionaire fund manager Ron Baron forecasts Tesla could reach a $5 trillion market value within a decade, implying 315% upside from its current $1.2 trillion valuation [10] Industry Trends - The next wave of AI, powered by physical AI, is expected to revolutionize industries through robotics [1] - Elon Musk predicts that by 2040, there could be more humanoid robots than humans [1]