The robotics revolution is here, and it is moving fast. Felix Prehn, the founder of Goat Academy, explains why the biggest wins may not come from flashy robot brands. Instead, they may come from the companies that power and enable robots at scale. He keeps the analysis simple and focuses on three areas: energy, advanced manufacturing, and semiconductors.
Why energy matters
Every wave of new tech has been an energy story. When railroads grew, coal demand exploded. When cars took off, oil demand soared. Today, AI and robotics need huge amounts of reliable power. Data centers, factories, and logistics hubs run nonstop. That is why energy producers can be key beneficiaries of this shift.
Term explained: data center
A data center is a building full of computers and servers that store, process, and move data. AI models run in these facilities, which use a lot of power.
Stock 1: Tourmaline (TRMLF) — reliable energy for AI growth
Tourmaline is Canada’s largest natural gas producer. Natural gas is widely used to supply steady power to data centers. Tourmaline reports strong fundamentals: multi-billion-dollar revenue, about 30% profit margins, rising dividends, and share buybacks. A founder-led CEO aligns leadership with shareholders. The simple idea: as AI use grows, electricity demand grows, and gas suppliers with scale can benefit.
Term explained: dividend
A dividend is a cash payment that some companies send to shareholders, usually every quarter.
Manufacturing gets smarter with robots
Aerospace firms are early adopters of AI-driven production. Robots and 3D printing cut waste, shorten lead times, and improve profit. This is where the second company stands out.
Term explained: lead time
Lead time is how long it takes from starting a process to delivering the finished product.
Stock 2: Howmet Aerospace (HWM) — AI-optimized making of complex parts
Howmet uses intelligent robotics and advanced manufacturing to produce high-performance components. The company shows real scale, with strong revenue and double-digit profit growth. It is also buying back shares, which can increase each remaining share’s claim on future profits. As aerospace and defense keep automating, suppliers like Howmet can gain efficiency and margins.
Chips are the brains of robots
Every robot, drone, and automated system needs a chip. But not every use case needs the most expensive, most efficient chip. Many drones are single-use in defense settings. In those cases, cost and volume can matter more than peak performance.
Term explained: duopoly
A duopoly is a market with two main competitors. Both can earn strong profits because there is limited competition.
Stock 3: AMD — cost-focused compute for robotics scale
Prehn sees potential for a two-player structure in advanced chips, with NVIDIA and AMD leading. NVIDIA often wins on energy efficiency in data centers. AMD is strong on price-performance, which can be ideal for high-volume, cost-sensitive hardware like drones and many embedded systems. If robotics scales into millions of devices, cost-effective chips can see rising demand.
Risk check
AI infrastructure spending is still driven by the largest tech firms. If their data center investments slow, chip makers could correct. NVIDIA remains the leader, so AMD’s path includes competitive pressure. In energy, commodity prices can swing. In aerospace, regulation and cycles can affect orders. Sound position sizing and clear exit rules help reduce risk.
Term explained: stop loss
A stop loss is a pre-set price where an investor sells to limit a larger loss if the stock falls.
Simple rules that help
Prehn highlights basic tools that many professionals watch:
- 50-day moving average: a trend line showing the average closing price over the last 50 days. Prices above it often signal strength.
- Support and resistance: price areas where big buyers (support) or big sellers (resistance) tend to act.
The bigger picture
The move from software on screens to intelligent machines in the real world links many sectors. Energy powers it. Advanced manufacturing builds it. Chips drive it. The winners may not be the trendiest robot brands, but the reliable suppliers behind them. That is where steady profits can compound over time.
Learn more about Felix Prehn and Goat Academy’s work: Felix Prehn Goat Academy.