How to Profit From Musk's Next Move

It was very nearly a $3.8 trillion car wreck...

In March 2000, just before the dot-com bubble burst, Elon Musk was flying high.

He'd just sold online city-guide company Zip2 to Compaq, making $22 million in cash off the deal. And he had several hundred million dollars in PayPal stock from that company's merger with his own payment-processing platform.

To reward himself, he had splurged on a $1 million McLaren F1 supercar – one of only 106 ever built.

Most people who get their hands on a McLaren lock it in a hermetically sealed box. They keep it temperature-controlled and don't let anyone touch it.

And take it out on the road? Forget about it.

But of course, Elon doesn't play by other people's rules. He put 11,000 miles on his McLaren as his everyday vehicle.

Even though he admitted he didn't really know how to drive the 640-horsepower beast.

And that's the car he and his PayPal partner, Peter Thiel, took to a March 2000 business meeting...

Musk and Thiel were headed down Sand Hill Road in Menlo Park, California...

The Silicon Valley street is home to many of the best-known venture firms in the world – Sequoia Capital, Kleiner Perkins, Andreessen Horowitz, Khosla Ventures, Silver Lake, Altimeter Capital (no relation), and even Benchmark Capital (until they moved).

Its name is synonymous with the industry.

The two were on their way to meet with Sequoia Capital, an early investor in companies like Apple (AAPL), Alphabet (GOOGL), Nvidia (NVDA), and Cisco Systems (CSCO). They were hoping to raise more capital for PayPal.

At one point, Thiel asked Musk just what the car was capable of.

"Watch this!" Musk replied... and floored it.

Within seconds, his McLaren hit an embankment and went airborne, spinning like a frisbee.

Investors are lucky the two made it out of the car unscathed. They ended up wildly successful with PayPal... and went on to found, fund, or run companies like Tesla (TSLA), Palantir Technologies (PLTR), and Meta Platforms (META).

Those four firms alone are worth nearly $3.8 trillion in market cap.

The car crash is more than just a wild tale from the Internet's early days...

For investors, it should be instructive.

To this day, Musk is a unique force who thinks differently about how to use the tools in front of him. And he is comfortable moving fast and breaking things to get what he wants... and to beat the competition.

He figured out how to launch rockets into space and outcompete two of the biggest defense contractors in the world (Boeing and Lockheed Martin) and countries like Russia.

While everyone doubted his ability to succeed at Tesla, he now runs the most valuable car company in the world.

And he has built one of the dominant AI platforms in xAI and grafted it onto a dominant social media platform he has remade in his image, X (formerly Twitter).

Now, he has set his sights on a whole new industry he wants to dominate... and dominate fast...

Musk has declared his next chapter is going to focus on robotics. Specifically, he has his sights set on his Optimus humanoid-robot project.

These robots are designed to work in factory settings, where they can automate manufacturing roles.

Musk expects to deliver 100,000 Optimus units next year. In the long term, he thinks Optimus could generate more than four times Tesla's electric-vehicle business.

Regular readers know we're skeptical about Tesla's future performance. We wrote on Tuesday that investors' sky-high expectations will likely be met with disappointment.

But that doesn't mean you should ignore Musk entirely...

Whether you're a Tesla bull or bear, there's no denying one simple fact...

Musk is pouring money into his new robotics endeavor.

Investors can take advantage... by riding Musk's force of will to huge gains. We're talking about the same kind of gains that minted countless "Teslanaires" over the past two decades.

A select few companies will be big winners as he opens up his wallet. We think we've identified a handful of them. And there's still time to buy in before they really take off... Get the details here.

It doesn't matter if Musk's vision plays out – or if he just invests untold billions into his commitment.

Either way, astute investors will be ready to take advantage.

Regards,

Joel Litman
November 6, 2025