Dan Ives names the physical AI picks he calls 'the best in the world'

Group 1: Tesla and FSD - Tesla is at a pivotal moment in its history, with significant focus on Full Self-Driving (FSD) and autonomous capabilities, which are expected to drive future growth [2][3] - FSD adoption is projected to increase from 12% to 50%, which could significantly enhance Tesla's margins and stock valuation, with a base case target of $600 and a bull case of $800 [2][4] - The year 2025 is anticipated to be a major transition year for Tesla, with 2026 potentially being a "golden year" for the company [3] Group 2: Industry Dynamics - The tech industry is facing challenges related to power and chip shortages, which could impact the fourth industrial revolution [5][9] - Major tech companies like Microsoft, Google, and Amazon are expected to focus on vertical integration to address power supply constraints [6][8] - The current environment is described as an "arms race," where energy shortages are the primary limiting factor, rather than capital or technology [9]