The Elon Musk 100X Moonshot: How to Claim Your Share of America’s $34 Trillion Physical AI Revolution

Without a doubt, Elon Musk is one of the most significant businessmen in history. He’s only 53, yet he’s already generated trillions of dollars in economic activity between Tesla, SpaceX, PayPal, and X.

He is already referred to in the same breath as Henry Ford, Andrew Carnegie, and John D. Rockefeller. But Musk has yet to complete his magnum opus, a technological innovation so profound it could generate as much as $34 trillion and make millions of Americans rich.

I’m talking about autonomous cars. Until Elon Musk, self-driving cars were the stuff of science fiction. Most people still don’t think they’re possible. But they’re on the road right now. Newer Tesla models are a hair’s breadth away from being able to fully drive themselves with no need for human input.

The technology could save over a million lives each year and create tens of trillions of dollars in new wealth. Tesla has 7 MILLION vehicles that could become robotaxis overnight.

All they need is a software update – and the regulatory green light.

Well, President Trump’s team has proposed a sweeping executive initiative that will slash the red tape that has stifled innovation. It will also establish national safety standards.

All directives of the order are designed to accelerate the success of the self-driving auto industry.

Fair warning: The switch is going to flip very soon. Tesla plans to go live to the public in Austin, Texas, and other select cities as early as late June.

Once this technology is deployed fully, dozens of tiny stocks will shoot skyward and bounce off the moon. 10X, 20X, 30X, even 100X – the sky is no longer the limit with $34 trillion on the table.

The easiest way to play this is to buy Tesla. But the best gains will come from the smaller stocks supporting Tesla’s technological innovation. After all, as smart as Elon Musk is, his company can’t make everything in-house. And there are six companies I’ve identified that have the potential to deliver the biggest gains when Tesla makes its $34 trillion moonshot.

I’ve put them all together in this report. Each one is developing technology vital to autonomous driving and stands to make a moonshot of its own when Tesla takes off like a SpaceX rocket. So read on to learn about your Tesla Moonshot Portfolio.

The Thinking Machines

Too often when people think of AI, they tend to anthropomorphize it. They humanize the program, especially sophisticated language models like ChatGPT or Grok. But the machines that can think don’t think like we do.

Your brain is taking in sensory information all the time and compiling what essentially amounts to a database from which your thoughts, feelings, and reactions are formed. That all happens without you really trying; it’s what your brain does naturally.

The machines don’t do that. Their thought process is much more deliberate and requires sensory input as sophisticated as an AI program itself. AI needs to draw its sensory data from mapping software, cameras, lidar, and myriad other pieces of hardware and software.

And Trimble (Nasdaq: TRMB) is there to provide the eyes and ears AI needs to function, not just as your robot chauffeur but as your robot farmer, pilot, engineer, and anything else you can imagine.

Trimble’s scope is so wide-reaching that it can be difficult to figure out exactly what it does at first blush. But let’s focus on its transportation applications for the purposes of this report.

Trimble’s hardware and software products can be used for everything from fleet management to safety compliance to logistics and mapping. But the pinnacle of its software offerings is ProPoint Go.  

The program allows a truck or car to position itself in a lane, identify other cars or trucks and obstacles in the road, and manage the information about everything around it on the road.  

More than a dozen original equipment manufacturers (OEMs) use Trimble’s software and sensors, namely General Motors and Nissan. And it’s no wonder why…  

ProPoint was the first automotive and heavy trucking precise positioning engine to receive Automotive Safety Integrity Level-C certification. With over 300 million autonomous miles logged so far, it’s one of the most proven autonomous driving programs on the market – perhaps only trumped by Tesla itself.  

But Tesla is mostly focused on cars and personal transportation. The autonomous trucking market is potentially even larger, with 21 million autonomous vehicles set to be on the road by 2035. Trucking is already nearly a $1 trillion industry, so there is plenty of space for Trimble to claim a slice of the pie and for you to capitalize on this company’s incredible technology.   

Trimble is already a powerhouse, with revenue topping $840 million in the first quarter of 2025 (the most recently reported quarter). Earnings are projected to grow 31% over the next two years, and it holds $290 million in cash to further its goals.  

Once autonomous driving becomes commonplace, I expect the company’s growth to kick into overdrive. You’ll want to scoop up some shares as soon as possible while they’re still trading for a bargain.  

Action to Take: Buy Trimble Inc. (Nasdaq: TRMB) at market. Set a 25% trailing stop to protect your principal and your profits.

Keep On Truckin’

As I noted above, while most of the media attention surrounding autonomous driving is focused on self-driving personal cars and taxis, the real money is likely to be made on autonomous trucks.

You see, most other developed countries use rail to move a majority of their freight. But due to several factors, like America’s lower population density relative to other developed countries, the majority of America’s freight (over 60%) is moved by truck. What’s more, trucking is a $1 trillion industry in the U.S. and a $4 trillion industry globally.

Trucking logistics companies need to keep their costs per mile low. Right now, the average cost is $2.27 per mile, and the bulk of that, almost a full $1, is paying a driver. Plus, truckers are only allowed behind the wheel for 11 hours a day. Self-driving trucks can be on the road all day except when they are refueling.

In other words, trucking companies have an even greater financial incentive to replace human drivers with automated trucks.

And Aurora Innovation (Nasdaq: AUR) is making that happen.

Tesla does have electric trucks in the works. But electric trucks have huge drawbacks that don’t exist in electric cars.

Trucks are heavy, which requires more powerful electric motors to move the weight. The more powerful the electric motor, the faster it will drain the battery. That means electric trucks need enormous batteries, which only increases the weight and demands larger motors.

The larger the battery, the longer the recharging time as well. So while Tesla will likely have a share of the autonomous trucking market someday, the industry will likely still be dominated by diesel trucks equipped with Aurora’s autonomous driving technology.

Aurora’s technology is similar to Tesla’s autonomous driving tech, but it can be fitted to just about any truck. It amounts to three sensor nodes, one on top of the truck’s cab and one on either side, like the rearview mirrors you can see in the image below. That’s all hooked up to an enormous computer under the seats.

Aurora’s technology is already on the road. It’s the only company with driverless commercial trucking operations on public roads. And its trucks can be legally deployed in 39 states. (Six states ban autonomous trucks altogether, and the remaining five allow testing of the technology.)

The technology can see and react to everything on the road – from reckless drivers to debris – and it can effortlessly navigate any situation arguably better than even an experienced trucker. Truckers can get distracted and tired. Aurora’s autonomous driving computers do not have that problem.

And Aurora has already attracted the attention of heavy hitters in truck manufacturing, logistics, and technology. Volvo, Paccar, and Toyota, all major truck manufacturers, are currently working with Aurora. The company also collaborates with Continental and Nvidia to develop and produce its hardware. Ryder and Uber both work with the company too. Finally, FedEx, Hirschbach, Schneider, Werner, and Uber Freight are all working to put Aurora’s technology to use in their truck fleets.

This is a young company, but its balance sheet is strong. At present, revenue is expected to explode more than 800% next year and grow from $42 million in 2026 to $2 billion in 2029 – an increase of more than 47X. By 2034, revenue is forecast to reach over $12 billion.

It has the right partnerships and incredible technology. Aurora is the best-positioned company to capitalize on the autonomous trucking revolution, and it’s trading for less than $10 right now. Pick up a few shares before it makes a moonshot of its own.

Action to Take: Buy Aurora Innovation Inc. (Nasdaq: AUR) at market. Set a 25% trailing stop to protect your principal and your profits.

Betting on the Dark Horse

BlackBerry Limited (NYSE: BB) is perhaps best known for being an early innovator of smartphone technology – only to end up as an also-ran in the segment when Apple released the first iPhone. Now Apple and Samsung trade blows for smartphone market dominance while BlackBerry has stopped making its handheld devices altogether.

However, BlackBerry is still around, and it’s going to surprise a lot of people when it returns to supremacy in a different field.

BlackBerry may have fallen behind in smartphones, but its autonomous operating systems, which it sells under the QNX brand name, are already found in 255 million vehicles on the road right now.

See, while the big automakers can outproduce Tesla for the raw number of cars pumped out and sold per year, they cannot hope to catch up to Tesla in terms of its in-house automation technology.

For that, they turn to BlackBerry.

Indeed, heavy-hitter traditional automakers like Honda, Mercedes-Benz, Toyota, Volvo, and BMW have all integrated BlackBerry driver assistance systems into their vehicles. That’s the first step to producing competitors to Tesla’s autonomous driving capabilities. They all have a ways to go, so contracting with a company like BlackBerry is a smart move to catch up to the clear leader in the space.

And with QNX’s backlog growing at a compound annual growth rate (CAGR) of 23% since 2022, reaching $865 million by the end of its fiscal 2025, that brand is setting up to be a serious moneymaker for BlackBerry in the near future. In fact, it’s already paying off…

Revenue for the company’s fiscal 2025 topped $535 million. The company operates with a 73.8% gross margin, and its cash reserves are sitting at $337.8 million. Operating cash flow tipped from negative to positive late last year – and in the first quarter of its fiscal 2025 reached the strongest operating cash flow it’s seen since fiscal 2021.

Earnings are projected to grow 10X over the next six years.

In addition, the company’s balance sheet is rock-solid, with more cash than debt.

It has been a rough few years for BlackBerry, but things are turning around, and the QNX brand is poised to send the company on a moonshot run as soon as the dam breaks and Tesla’s autonomous driving becomes mainstream.

BlackBerry is trading for bargain-basement prices right now, and if you want to maximize your return, you’d be wise to pick up a few shares while that’s still the case. This dark horse is looking pretty strong…

Action to Take: Buy BlackBerry Limited (NYSE: BB) at market. Set a 25% trailing stop to protect your principal and your profits.

Elementary, My Dear Watson…

IBM, or International Business Machines Corporation (NYSE: IBM), is one of the oldest names in the American stock market. It was founded back in 1911 and has been a leader in machinery and, later, computing technology. In those 114 years, IBM has managed to be on the cutting edge of nearly every technological leap in its industry.

It’s an incredible track record and one that continues with the rise of AI. IBM was working on AI technology long before ChatGPT was even a thought in Sam Altman’s head. You may remember back in 2011 when the company’s then-experimental AI Watson defeated two of Jeopardy’s all-time champions, Ken Jennings and Brad Rutter. It was like IBM’s Deep Blue beating Garry Kasparov in chess all over again.

And, while Watson isn’t in the headlines much anymore, the program has become one of the foremost AI products on the market today. It’s smart, it’s fast, and it’s more than twice as old as ChatGPT, with significantly more training and sophistication.

One of Watson’s most useful applications is in the world of cybersecurity. Hackers today are relentless, trying to crack systems the second a new security software is updated. But Watson is now being used by many companies to stress-test security systems and identify vulnerabilities only the greatest of black hats could find.

Companies that use Watson have seen a 55% reduction on average in the number of security alerts and breaches they used to experience. Now, how does this relate to your car?

Well, your car is likely very heavily computerized already. Engine control units, or ECUs, have been the industry standard since the 1990s. They’re much more efficient and reliable than carburetors. And the computerization has only advanced since then to the point where nearly every component in your car has a sensor attached to it and an ECU bordering on a supercomputer compared with the simple machines put into cars back in the ’90s.

If your car is a computer, then it can be hacked. And if your car can drive itself, then a hacker taking control of it could lead to a disaster for both you and every motorist around you. Or imagine a hacker stealing a literal truckload of merchandise by rerouting the computer driving it to a location of their choosing. The possibilities are as numerous as they are terrifying.

So automakers developing autonomous driving systems will have to upgrade their security along with their driving software. And IBM’s Watson is perhaps the single best program for security use cases.

IBM is already a blue chip with steadily growing revenue. It generates $12 billion a year in free cash flow, with revenue and earnings expected to rise annually for years.

And I have no doubt that revenue will grow even faster once car companies, maybe even Tesla included, flock to IBM to have Watson protect their self-driving cars from hackers.

Action to Take: Buy International Business Machines Corporation (NYSE: IBM) at market. Set a 25% trailing stop to protect your principal and your profits.

California Dreamin’

Along with Tesla, Uber Technologies (NYSE: UBER) is one of the leaders in the autonomous driving space.

The company is one of Silicon Valley’s darlings. But its true potential has yet to be tapped…

Uber’s biggest cost and liability are its drivers. Drivers are sometimes the victims of crimes – and sometimes the perpetrators. And every time a case involving one of them goes public, it’s a nightmare for Uber’s PR department.

So if the company can cut out the middleman and operate a fleet of self-driving taxis available at a moment’s notice, then you can expect its share price to surge for years to come.

Uber stands to be uniquely transformed by self-driving cars in a way the other five companies in this report aren’t. Without having to split revenue with drivers, Uber will become even more profitable than it already is… 

And the company has partnered with Nvidia along with Aurora, as I mentioned previously, to implement not only a fleet of autonomous taxis but trucks and food delivery vehicles as well.  

Uber is committed to bringing autonomous vehicles to the road to cater to every need of the modern economy, whether a vehicle is transporting people, goods, or dinner from a local restaurant. It has also partnered with both Volkswagen and Volvo to bring self-driving technology to their cars.

Through the original Uber app, Uber Eats, and the newer Uber Freight, which is working on autonomous trucks, this company is likely to be second only to Tesla in terms of stock gains and market dominance when autonomous driving reaches mainstream adoption.

It’s already a very strong business. Revenue topped $43.9 billion in 2024, up 18% over 2023’s revenue.

Earnings are forecast to grow at least 20% per year through 2031. This would be an incredible investment in any market, but with autonomous driving right around the corner, buying Uber is setting yourself up for a windfall in the near future.

Action to Take: Buy Uber Technologies Inc. (NYSE: UBER) at market. Set a 25% trailing stop to protect your principal and your profits.

State of Change

I’m going to end this report with a curveball. This company isn’t a tech play. Rather, it will be one of the biggest beneficiaries of autonomous vehicles.

Human error is responsible for 90% of car crashes. The removal of human drivers would drastically reduce the number of accidents. As a result, insurance companies could see claims plummet by 63%, according to KPMG.

Auto insurance companies will see their profitability skyrocket. People and companies will still need to insure their cars. But the number of times an insurance company needs to pay out for repairs will be miniscule.

And Allstate (NYSE: ALL) will profit handsomely as one of the largest auto insurance companies in the U.S.

Allstate’s business is simple and straightforward; it’s an insurance company. Auto insurance is a big part of its business, but it insures homes and the like as well. For 2024, the company’s revenue totaled $64.1 billion, up 12.3% over 2023’s. Revenue hit $16.4 billion in the first quarter of 2025, up 7.8% over the same period in 2024. Earnings are anticipated to grow 21% next year. And the best part is its dividend.

The company pays a $4 dividend per share at the time of writing for a yield of 2% at current prices. But the company routinely raises that dividend. Allstate’s dividend per share has grown at a CAGR of 13% over the past five years, and it has raised its dividend every year for the past 15 years… 

This is the perfect company to play the changing automotive landscape over the next decade as autonomous vehicles go mainstream. Pick up a few shares today and collect steady and growing income for the foreseeable future.

Action to Take: Buy The Allstate Corporation (NYSE: ALL) at market. Set a 25% trailing stop to protect your principal and your profits.

The Musk Moonshot Fund

The six stocks in this report are a great way to start investing in the rise of autonomous cars. If you only played Tesla, you’d be missing out on the biggest potential returns.

Each one positions you to capture gains from one element of the revolution: autonomous cars, autonomous trucks, AI, cybersecurity, and even the period of transition from one type of automotive technology. With all six, you’re primed for a moonshot…

A moonshot that could happen as soon as the end of June. The second the switch is flipped – and autonomous cars become mainstream – you’ll be glad you added these stocks to your portfolio.

Get ready for the Musk Moonshot, and for once with Elon Musk, it doesn’t involve a literal rocket.