Dear reader,
January 2026…
One small gold stock just started to mine its first ounce of gold.
I believe that once this news hits the markets, it will send this $2 gold stock soaring.
That’s because right now, the company is pre-revenue.
So, it’s invisible to the algos and AI programs that make up the bulk of daily trading.
But now it started to generate gold - and cash - it will be like flicking a light switch once the Wall Street Automated Trading Systems(ATS) can see the numbers.
The world’s most powerful trading computers will bid up prices to match fair value.
And it all happens when the company’s first financial reports are posted in May 2026.
Which means:
You need to own this company now - before the company’s initial production is made public.
Click here to get the full briefing before it’s too late.
Best,
Garrett Goggin, CFA, CMT
Lead Analyst and Founder, Golden Portfolio
Physical AI: The Next Industrial Revolution Is Finally Here
Submitted by Jeffrey Neal Johnson. Published: 1/30/2026.
What You Need to Know
- The integration of artificial intelligence into physical machines marks a new era in which digital brains can finally control mechanical bodies.
- Rockwell Automation secures its position as a sector leader by winning major contracts to power global electric vehicle manufacturing facilities.
- Serve Robotics expands its addressable market beyond food delivery by acquiring technology that automates high-value hospital logistics workflows.
For the past 24 months, the technology sector has been dominated by a single narrative: generative AI. Software platforms that can write code, compose poetry and generate images have captured both the public imagination and investor capital. As we move through early 2026, that narrative is shifting. The digital brain is maturing; investors are now looking for the mechanical body to do the heavy lifting.
This area—often called Physical AI—sits at the intersection of advanced algorithms and industrial hardware. The trend is more than a novelty; it responds to a structural economic need. The United States and other developed economies face persistent labor shortages: manufacturing plants, hospitals and other institutions cannot find enough machinists, nurses or support staff.
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Get the name and ticker of one stock positioned for this shift.That reality is changing corporate spending. Companies are no longer automating just to cut costs; they are automating to sustain operations. They need machines that can navigate dynamic environments, make real-time decisions and work alongside humans. For the stock market, this creates a compelling barbell opportunity: investors can choose between massive, established infrastructure players that build factories, and agile, emerging disruptors addressing service labor shortages.
The Industrial Anchor: Rockwell Automation
Rockwell Automation (NYSE: ROK) is often labeled a legacy industrial name, but that underestimates the company's technological evolution. Rockwell makes the sensors, controllers and software that serve as the central nervous system for modern manufacturing. As factories race to become smart, they are increasingly relying on Rockwell's Connected Enterprise strategy.
The Edge AI Advantage
A key differentiator for Rockwell is its focus on edge AI. In a high-speed factory, a robot cannot tolerate the split-second delay of sending data to the cloud and waiting for a response. It needs to process information locally. Rockwell has integrated advanced AI chips directly into its controllers, allowing production lines to detect defects and adjust machinery in milliseconds—even without continuous internet connectivity.
The Lucid Motors Catalyst
In January 2026, Rockwell validated its order book by securing a major contract with Lucid Motors. Rockwell will provide the automation backbone for Lucid's new electric vehicle (EV) manufacturing facility in Saudi Arabia. That deal highlights two important points for investors:
- Sector Resilience: Even as consumer EV demand ebbs and flows, EV manufacturing continues to attract substantial capital investment.
- Vendor Validation: Lucid's selection of Rockwell confirms that for greenfield mega-projects, Rockwell remains a preferred automation partner.
The Money Matters
Rockwell's financials reflect a company returning to growth after an inventory correction.
- FY 2025 Performance: The company closed the fiscal year with adjusted earnings per share (EPS) of $10.53, up about 7% year over year.
- FY 2026 Guidance: Management is forecasting a return to double-digit growth, projecting EPS in the range of $11.00 to $12.11.
- The Dividend: For income-focused investors, Rockwell pays a quarterly dividend of $1.38 per share, providing a steady yield that can help cushion volatility while the industrial cycle improves.
The Emerging Disruptor: Serve Robotics
Where Rockwell dominates the controlled factory environment, Serve Robotics (NASDAQ: SERV) is tackling the chaotic, unpredictable world of public spaces. Serve is known for its four-wheeled autonomous delivery robots operating on city sidewalks. The company is in the execution phase of a major scale-up, planning to deploy a fleet of up to 2,000 robots with its commercial partner, Uber Eats.
Crucially, Serve has addressed one of the hardest challenges for a hardware startup: manufacturing at scale. By partnering with Magna International (NYSE: MGA), a global automotive supplier, Serve can produce robots with automotive-grade durability without building its own assembly lines.
The Pivot: Entering Healthcare
On Jan. 20, 2026, Serve's investment thesis expanded significantly when it announced the acquisition of Diligent Robotics, maker of the Moxi hospital robot. The move broadens Serve from a last-mile delivery company into a broader automation platform.
- High-Value Tasks: Delivering a burrito is low-margin; transporting lab samples or medication in a hospital is higher-value.
- Alleviating Burnout: Moxi robots fetch supplies for nurses. With nursing burnout at elevated levels, hospitals are willing to pay for technology that keeps clinicians at the bedside instead of running errands.
- Recurring Revenue: Healthcare contracts tend to be long-term and "sticky," offering Serve a more predictable revenue stream than consumer food delivery.
Growth and Risk
Serve Robotics is a different proposition than Rockwell: it is a high-growth, higher-risk investment.
- Revenue Growth: The company is reporting rapid top-line expansion, as shown in the third-quarter earnings report.
- Profitability: Serve is not yet profitable, operating at a net loss as it invests heavily in R&D and fleet expansion.
- Cash Runway: To mitigate that risk, Serve maintains a healthy balance sheet. With roughly $183 million in cash, the company has liquidity to fund operations and integrate Diligent Robotics through 2026.
Building a Balanced Automation Portfolio
The rise of Physical AI is not a single vertical but a broad industrial transformation. As the technology matures, smart machines will become standard corporate assets—alongside company vehicles and laptops.
For investors, Rockwell Automation and Serve Robotics offer complementary exposure to this theme. Rockwell provides the stability of an industrial incumbent, backed by dividends and a dominant position in factory automation. Serve offers the upside of a disruptor, aggressively expanding into new verticals such as healthcare, where automation is increasingly necessary.
Holding both gives investors coverage across the spectrum of the Physical AI revolution—from the robots that build our cars to the robots that assist our nurses. The era of the chatbot is evolving; the era of the robot has arrived.
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