Wall Street Sees a Multitrillion-Dollar Humanoid Robot Market. These 2 Industrial Stocks Sell the Parts.

Humanoid robots could create trillion-dollar supply chain opportunities.

Component suppliers benefit regardless of the winning robot maker.

Diversified industrial leaders offer a lower-risk robotics play.

The race to build humanoid robots has captured the market's attention. But the better investment opportunity may lie further up the supply chain.

History suggests that the companies supplying critical components often benefit regardless of which manufacturer wins. During the artificial intelligence (AI) boom, Nvidia (NASDAQ: NVDA) supplied chips to nearly every major AI developer. Humanoid robotics could create a similar opportunity for companies that make the motors, sensors, motion-control systems, and precision components every robot requires.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

Indeed, Wall Street certainly believes the opportunity is enormous. In fact, UBS estimates the humanoid robotics market could eventually reach $1.4 trillion to $1.7 trillion annually by 2050. That's trillion, with a "T."

Every humanoid robot contains hundreds of electrical connections linking batteries, motors, cameras, sensors, processors, and communications systems. If those connections fail, the robot doesn't work. That's where TE Connectivity (NYSE: TEL) comes into play.