2 Key Robotics Stocks to Own in the Age of Physical AI

The age of robotics is here.

Physical AI takes the shape of humanoids, drones, self-driving cars, mechanical arms and so much more.

Here are 2 key robotics stocks to own in the age of physical AI.

There’s a layered stack to consider with robotics.

The finished product, using a humanoid for example, requires lots of computing power.

Programming a robot to do a simple task like picking up a coffee cup requires sensors, a brain, and the output action.

Think of physical AI in layers:

• Robots need a brain: Compute.
• Robots need sensors: Power and motion.
• Testing is required: Validation that there won’t be mistakes.

It’s quite complex. Knowing the pick and axe players offers a huge opportunity for investors.

Today, we’ll break down 2 critical players as AI becomes physical.

Institutional investors have been along for the ride in top-tier names.

Considering we are in the early stage of the automation boom; there’s a huge runway for growth in the years ahead.

2 Key Robotics Stocks to Own in the Age of Physical AI

Before any droid or factory robot can execute a task, it must be able to think.

There’s a need to understand and react to surroundings in real time.

Computer chips sit onboard robots…and there’s one king of high-performance chips.

The first key robotics stock to own in the age of physical AI is NVIDIA (NVDA). The $5.7 trillion market cap giant designs the GPUs leading the age of AI.

Think of them as the brain of physical AI.

YTD the shares are up 27%. Note the super cheap PE of 17 times:

Jensen Huang described how physical AI revenues could reach on the order of $100 billion within a decade.

One of the wildest graphics you’ll see today is below. Business is absolutely booming for NVDA.

NVIDIA’s sales are estimated to reach nearly $692 billion in FY 2028 and surge to $924 billion in FY 2029.

Note how the company is a cash cow with net income forecasted to reach a mind-numbing half a trillion dollars in 2029:

The million-dollar question today is should an investor consider NVDA shares?

The answer is YES.

Our proprietary flow data has seen healthy accumulation this year (left).

More impressive is how NVDA has landed on our Outlier 20 report repeatedly for years. Few companies have the fundamental and technical scores to make that elite grade.

All of the blue bars (right) below showcase each time NVDA appeared as a top signal.

Keep investing simple.

Go with the flows.

That’s the stairway to heaven signal that helps our research uncover the best stocks year after year.

Let’s keep going.

Robots need a nervous system.

The number 2 key robotics stock to own in the age of physical AI is Analog Devices (ADI). The $200 billion market cap player produces power management and sensors…and much more.

Analog Devices technology helps machines to understand the world around them.

ADI shares have gained 57% in 2026 and the company trades at a reasonable valuation of 25 times forward earnings:

And business has been thriving. Their Industrial sales were nearly $2 billion in Q3.

But it’s the earnings picture that makes this name a star.

Wall Street analysts project EPS to reach $16.66 in FY 2027.

By 2028, that figure jumps to $19.66.

This is a main reason why the stock has outperformed in 2026:

It’s not just earnings that matter for picking all-star stocks.

You need an inflection point.

Money flows provide the catalyst.

Below highlights how ADI has seen aggressive flows this year, helping the shares lift higher and higher.

Also, the blue Outlier signals point out how ADI is one of our top names in our universe.

Data is beautiful!

MoneyFlows research can help your portfolio outperform by finding best-in-class stocks loved by institutional investors.

Our latest enhancement, Frontiers, includes 11 AI-themed portfolios including infrastructure, photonics, robotics, space, and more.

Below is a snapshot of our Robotics Outlier Frontier which holds 10 names that are levered to robotics and have a history of high ranks with big inflows:

The backlog for AI will last years. Now is a great time to get thematic exposure in the best stocks…validated by the MoneyFlows process.

Our PRO (Annual) subscription now includes access to all 11 Frontiers, and their outlier baskets.

Save time with market-beating research in the biggest frontiers.

It’s our biggest enhancement of the year.

AND get access to our daily flows in our cutting-edge portal.

Also included is our weekly Outlier 20 report and monthly Frontiers 20 report.

Make the most of the midterm selloff!

If you’re a serious investor or money manager, this is unmatched research!

AND don’t miss my deep dive conversation with Jason Bodner on 3 top robotics stocks to own in the age of physical AI.

You can learn our process. Enjoy!