Invezz·2026-01-30 18:56Core Viewpoint - The year 2026 is identified as the pivotal moment for "Physical AI," where artificial intelligence transitions from digital platforms to physical applications in robots, vehicles, and handheld devices [1] Group 1: Tesla Inc (NASDAQ: TSLA) - Tesla is viewed as the leading company in the Physical AI sector, evolving beyond a traditional car manufacturer to a significant player in embodied AI [1] - Concerns regarding quarterly delivery fluctuations are dismissed, with a focus on the anticipated "golden year" ahead [1] - Key technologies driving Tesla's valuation include Full Self-Driving (FSD) and the Optimus humanoid robot, with FSD adoption expected to reach 50% and autonomous "Cybercabs" operational in 30 cities by the end of 2026 [1] Group 2: Nvidia Corp (NASDAQ: NVDA) - Nvidia is described as the foundational company for the Physical AI ecosystem, providing essential computing power and specialized chips for autonomous fleets and industrial robotics [1] - The company is considered four to five years ahead of competitors, creating a significant competitive moat [1] - Nvidia's hardware is characterized as the "oxygen" of the industry, indicating its critical role in the shift towards physical robotics [1] Group 3: Apple Inc (NASDAQ: AAPL) - Apple is positioned as a key player in the upcoming physical AI upgrade cycle, with 2026 seen as a crucial year for the company [1] - The integration of generative AI into iPhone hardware and a potential partnership with Google Gemini are highlighted as catalysts for a major upgrade cycle [1] - The iPhone is regarded as the primary interface for consumers engaging with the AI revolution, with predictions of unlocking billions in recurring, high-margin revenue, potentially elevating Apple's valuation towards $5 trillion [1]