When even Elon is calling for "Universal HIGH INCOME" to absorb AI unemployment, the trade is already obvious. The math: Hyperscaler AI capex: $300B+ in 2025, projected higher in 2026 Humanoid robotics TAM (Goldman): $38B by 2035, $205B in bull case $NVDA, $TSLA, $AMD, $PLTR — picks-and-shovels of the displacement The labor share of the US GDP has fallen for 50+ years. Capital share keeps winning. AI accelerates the gap. Your salary is a depreciating asset. Equity in the systems replacing labor is the only real hedge.
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