The AI boom is real.
Every day, websites and news outlets are peddling the latest and greatest AI stock to buy.
Fortunes will be made, they say.
And perhaps they’re right.
After all, just last week, Nvidia announced a $100 billion deal to supply OpenAI with chips and computing power. That’s the kind of number that makes you want to go “all in.”
Meta just announced they’re spending hundreds of billions of dollars on building huge data centers in the U.S. – including one that would cover an area the size of Manhattan.
It feels like now is the time to bet big on the tech companies building the future.
But if you want to come out ahead, I advise you to slow down and think clearly.
Because while all this is happening… something very strange is happening beneath the surface.
Despite the flood of money pouring into AI, technical progress is slowing.
When OpenAI released GPT-4 in March 2023, it was faster, smarter, and all around a major improvement on 2020’s GPT-3.
But GPT-5 – released over two years later in 2025 (and estimated to cost 10 times more to train) did not make nearly the same impression.
Its improvements were marginal over its predecessor.
Add to that the fact that countries like Switzerland are now releasing their own AI models — trained on a supercomputer in the Alps.
Switzerland’s AI is fluent in over 1,000 languages and dialects, and unlike ChatGPT, it complies fully with Swiss copyright laws.
But it was created at only a small fraction of the “$100 million” Sam Altman says ChatGPT cost to train.
In other words: AI is becoming cheaper, easier, and more accessible to build than ever before.
Big Tech’s monopoly is eroding.
And the so-called “chatbot wars” — the race to build the smartest platform — may soon become irrelevant.
Because when every major company, country, and university can spin up their own GPT-level model…
The question is no longer who can build the smartest AI.
It’s who can power it.
And that’s the part almost no one is paying attention to.
According to management consulting firm Bain and Company, our global energy supply must increase by 20% in the next five years in order to meet AI’s demands.
On top of that, it’s estimated that new data centers in the U.S. will require about $500 billion of capital investment each year. AI companies will need to find an extra $2 trillion in annual revenue just to fund this additional capital expenditure by the new data centers.
What does this mean?
AI may be getting cheaper to build — but it’s getting vastly more expensive to run.
Which is exactly why I believe the most explosive gains of this entire tech cycle won’t come from OpenAI, Microsoft, or Google…
But from the small handful of companies critical to the supply of energy, infrastructure, and materials that make AI even possible.
I’ve identified eight of them for you today – all flying under the radar of most investors.
Find out for yourself why the trillion-dollar AI boom is no longer about chatbots… but about the systems powering them.
Click here now to find out more.
Happy investing,
Porter Stansberry.
Is Richtech Robotics the Next Big Name in Automation?
Written by Jeffrey Neal Johnson. Published 9/26/2025.
Key Points
- A price target increase from a Wall Street analyst has ignited investor interest in the company's stock.
- Recent agreements with major players in the automotive and retail sectors provide validation for the company's business strategy.
- Richtech is well-positioned to benefit from the growing economic need for automation as businesses seek solutions for persistent labor shortages.
On September 22, a relatively under-the-radar stock in the technology sector made headlines. Shares of Richtech Robotics (NASDAQ: RR) jumped nearly 25%, closing at a new 52-week high. That decisive breakout was fueled by a surge in investor interest.
Trading volume rocketed past 75 million shares, compared with Richtech's three-month average of about 17 million. Such a sharp uptick typically signals a fundamental shift in a company's trajectory, as the market quickly adjusts to tangible business progress.
Early Activity. Real Signal. (Ad)
A repeatable signal just triggered—one we've seen before major moves. This time, it's pointing to a small-cap flying under nearly everyone's radar.
Daily Edge Report just released a free alert with full details, including the company name and why this setup stands out.
For Richtech Robotics, this rally appears to be the culmination of major strategic wins and a clear vote of confidence from Wall Street.
Major Partnerships Signal Commercial Validation
While the immediate catalyst was an analyst price target upgrade from H.C. Wainwright to $6.00 per share, that revision reflects deeper, more substantial developments.
Richtech has secured a series of transformative agreements that shift its narrative from conceptual potential to proven commercial execution. These cornerstone deals form the basis for a stock re-rating:
- Automotive Sector Breakthrough: Richtech signed a Master Services Agreement with a top-five U.S. automotive dealership (believed to be AutoNation (NYSE: AN)). After a successful pilot, this partnership validates the utility of Richtech's heavy-duty logistics robots in a new, high-value market and opens the door to scalable revenue across hundreds of locations.
- Major Retail Agreement: On August 21, the company announced a services pact with a global retail giant. A contract of this magnitude underscores Richtech's capability to satisfy complex, enterprise-level requirements, significantly de-risking the business model.
These alliances underscore the shift to a Robots-as-a-Service (RaaS) model. Instead of relying on one-off hardware sales, RaaS generates predictable, recurring revenue streams, which the market tends to reward with higher valuation multiples.
Richtech's Solution for a Changing Economy
Richtech's momentum is amplified by structural economic trends that are forcing businesses to automate. Persistent labor shortages and rising wages are no longer temporary headwinds but long-term challenges—especially in Richtech's target sectors of hospitality, retail and logistics.
Automation has moved from futuristic concept to business imperative. Richtech's product lineup—from the ADAM beverage robot to DUST-E cleaning units and Titan logistics movers—addresses urgent operational pain points, enabling companies to boost efficiency, control costs and redeploy staff to higher-value tasks. This positions the company as a key beneficiary of a durable, long-term megatrend.
A Balance Sheet Built for Growth
Although Richtech posted a net loss of $4.06 million in its third quarter 2025 earnings report, its financials reveal strategic investments in R&D and market expansion essential for emerging-industry leadership.
The company has assembled a fortress-strong balance sheet. As of June 30, 2025, Richtech held over $85 million in cash and short-term investments and carried minimal debt. Its current ratio exceeds 120, indicating ample capacity to meet near-term obligations without seeking dilutive financing. While the price-to-sales ratio is elevated—a typical trait for high-growth, pre-profitability tech firms—the underlying fundamentals support the premium valuation.
A Re-Rating in Progress
The recent rally suggests the market is beginning to recognize a powerful convergence of catalysts: transformative partnerships, strong analyst backing and a prime position in the automation megatrend. Richtech Robotics appears to be transitioning from speculative R&D venture to commercially validated enterprise.
This inflection point makes Richtech Robotics a compelling name to watch as the re-rating continues to unfold.
This email content is a paid sponsorship from Porter & Company, a third-party advertiser of MarketBeat. Why did I receive this email?.
If you have questions about your newsletter, don't hesitate to email MarketBeat's South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2025 MarketBeat Media, LLC.
345 North Reid Place #620, Sioux Falls, South Dakota 57103-7078. USA..
No comments:
Post a Comment