If you feel like the job market is squeezing you out, you're not alone. |
Last week, at CES Las Vegas, I saw a robot holding a cardboard sign that read: "Looking for work." |
 | Source: Houston Molnar, CES Vegas 2026 |
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It was jarring – because it highlights a sad reality that many Americans are being buried under. |
In 2025, the U.S. job market had its weakest year of growth since 2020. As you know, that was during the Covid-19 pandemic. |
Before that, the last time things were this bad was in 2009, during the Great Recession. |
And the bad news is… The job market is about to get even more competitive, with millions of robots expected to enter the workforce over the coming years. |
It's a story I (Houston) first put on your radar last year. |
If you remember, I showed you how robots – powered by artificial intelligence (AI) – are coming for human jobs. By 2030, McKinsey forecasts 11.8 million U.S. workers will need to switch occupations. |
If you depend on a steady paycheck… or if your kids or grandkids are just entering the workforce… that's a scary thought. |
That's why I wasn't surprised when a 2025 poll found that 71% of Americans are worried AI will put "too many people out of work permanently." |
But as I'll show you below, there's good news. |
Because the same AI shift that's disrupting the job market is also creating one of the biggest investment opportunities of our lifetime. |
And if you're smart about the next steps you take, you could put yourself in a position where you never have to worry about the changing job landscape again. |
This Sci-Fi "Future" Is Already Here |
AI is touching nearly every profession – from airport operators… to veterinarians… to professional athletes (see the picture of robot boxers below). |
 | Source: Houston Molnar, CES Vegas 2026 |
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Worldwide, Goldman Sachs projects that 300 million jobs will be impacted by AI and automation. |
And the Organization for Economic Cooperation and Development (OECD) estimates 27% of jobs in advanced economies are at high risk of automation. |
If you or your kids are still in the workforce, like I am, it's a scary prospect. And at CES, I got a glimpse into this new reality. |
CES is one of the biggest tech conferences in the world. It's also the same place where, in 2016, Teeka had his bitcoin epiphany – leading his readers to peak gains of 29,272%. |
This was my first year at the conference, and robots were everywhere. |
I played poker with a humanoid dealer. I watched two robots go at each other in a boxing ring. And I saw a guy get his butt kicked in a ping pong match. |
But while these robots pointed to a fun new reality… The robot holding the "looking for work" sign told a different story. One where humans are no longer needed. |
I saw robots unloading delivery pallets… and stocking shelves with soda bottles. |
 | Source: Houston Molnar, CES Vegas 2026 |
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Robots folding laundry neatly… and even pouring soft-serve yogurt. |
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I also saw Amazon's new driverless taxi, Zoox, on display on the conference floor. Then, outside the conference, I watched Zoox cars maneuver real passengers through heavy Vegas traffic. |
 | Source: Houston Molnar, CES Vegas 2026 |
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This confirms something I've been telling you since late last year… Robots aren't science fiction anymore. They're already here. |
The good news is that you can turn this workplace displacement to your advantage, if you know where to look. |
That's because AI is already the most transformational trend of our time. It's set to increase global GDP by $7 trillion (or 7%) over 10 years, according to Goldman Sachs. |
And a massive inflection point is just beginning. |
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The ChatGPT Moment for Physical AI |
As Nvidia CEO Jensen Huang put it, "The ChatGPT moment for physical AI is here." |
Remember, ChatGPT was the fastest-growing app in history. It hit over 1 million users in just five days after it launched in November 2022. |
So you can understand why the ChatGPT moment for physical AI is going to be explosive. |
For the first time, AI isn't just thinking or talking. It's moving, lifting, driving, and performing physical tasks that humans used to get paid to do – with no (or minimal) human input. |
And just like ChatGPT's launch marked an explosion in software AI adoption… This moment is setting the stage for what Teeka calls Phase Two of the AI wave. |
Phase One belonged to the AI Builders – names like Nvidia, AMD, and Broadcom. These are the companies that built the vast AI networks. |
Teeka believes Phase Two will belong to the AI Adopters – legacy blue chips that use AI technology to increase efficiency, cut costs, and expand margins… And AI "picks and shovels" companies hired to build the physical infrastructure for the popular AI companies to function. |
Here's how Teeka put it in a new report, The 10x AI Moonshot: The No. 1 Company Behind the Robotics Revolution: |
While most investors are focused on chatbots and language models, they're missing the physical revolution happening right under their noses. I'm not talking about those stationary robotic arms we've seen in manufacturing for decades… I'm talking about humanoid robots with advanced "brains." These are machines with arms and legs, designed to move and work just like us. Elon Musk predicts robots could eventually expand the global economy by 10x. If he's right... We're talking about a $1 quadrillion opportunity. |
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Once you see the numbers behind this shift… you can't unsee them. |
In logistics, the robot market is growing at 15.9% per year. Mobile robots are reducing travel time in warehouses by 40-60%. In hospitality, the robots industry is set to grow from $24.4 billion in 2025 to $126 billion by 2035. That's more than 5x growth. And in retail, the robots market is set to grow from just under $16.7 billion in 2025 to $104.6 billion by 2032. That's a huge jump – with compound annual growth of 30%.
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A study by McKinsey shows that AI adoption amongst companies has leapt to 88% – up from 72% the previous year. Yet, as of early 2026, businesses estimate that just 34% of all tasks are performed by machines. |
This means the physical AI revolution is still in its early innings – but its economic impact is unfolding fast. |
| | | | Sell Nvidia. Buy These Instead. | | Nvidia has had another historic year. | But according to Big T, the easy money is already gone. | He first recommended Nvidia back in 2015... before it surged more than 25,000%. | Today, he says it's no longer cheap. | That's why he's shifted his focus away from Nvidia, and toward these overlooked stocks he believes are trading at a massive discount to the average high-flying AI name. | These companies aren't building AI. | They're using it, and Big T believes that's where the next phase of gains will come from. | He's urging everyone to look at these names before February 17th. | |
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Position Yourself Before It's Obvious |
What CES confirmed for me is this: By the end of 2026, robots won't feel novel anymore. They'll be everywhere. |
And in our Moonshot report, we've identified what we believe is the No. 1 company behind the robotics revolution. |
Our research suggests this idea could return 14x times your money over the next five years. By comparison, it'd take nearly 35 years to achieve similar gains in the S&P 500. |
It's the type of asymmetric opportunity where you risk a little… for the chance to make a lot – without putting your current lifestyle at risk. And it's already up 19% since we added it to the portfolio last month. |
You can get access to the 10x AI Moonshot report – and more Phase Two AI plays – in Teeka's newest research service, The Asymmetric Edge. |
My trip to Vegas cemented something Teeka and I already suspected. |
That is: We've only just scratched the surface of physical AI. It will change how work gets done… how businesses operate… and how wealth is created. |
But by the time robots feel ordinary, the biggest gains will already be gone. |
That's why the real opportunity is positioning yourself before the rest of the market catches on. |
Don't Watch the Future Happen. Own It! |
Houston Molnar |
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