Big Investing Takeaways From CES 2026
View original at nasdaq.comBig Investing Takeaways From CES 2026 In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Uber and Lucid's big reveal.Nvidia's autonomy model.Lego's smart blocks.Duds at CES…
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Smart blocks represent the most significant evolution in their products since 1978 minifigure
80% confidenceBest strategy in autonomy for automakers may have been to wait and see who can figure it out rather than investing billions themselves
80% confidenceSmart blocks feel like 'just because you can' rather than something kids will really care about or drive revenue
80% confidenceLucid vehicles are expensive automobiles with $80,000 plus retail price, making the robotaxi economics questionable compared to vehicles with more economies of scale
80% confidencePlans to deploy about 20,000 or more autonomous vehicles over next six years across dozens of global markets
80% confidenceChallenges whether there's a fundamental business model behind many AI products being demonstrated at CES if GPUs are being used to build products like AI soulmates that people won't actually buy
80% confidenceOnce autonomous systems reach critical mass of reliability, only engineers and fanboys will care about technological superiority - investing billions for marginal improvement may not be money well spent
80% confidenceNvidia recommendation on April 15, 2005 would have turned $1,000 into $1,133,548
80% confidenceNetflix recommendation on December 17, 2004 would have turned $1,000 into $482,209
80% confidenceLooking at CES 2026, we may be at a point on technological curve where it's hard to come up with something that really moves the needle - perhaps we're being too hard on Apple for not coming up with next big thing
80% confidenceLenovo smart glasses didn't offer any compelling use cases compared to Meta's smart glasses
80% confidenceIf horizontal partnership model works, it could be replicated with every single OEM partnering with companies like Mobileye
80% confidenceStock Advisor total average return is 968% compared to 197% for S&P 500
80% confidenceWe need to remain excited about autonomous vehicles because there's a ton of CAPEX and high costs
80% confidenceThe Uber-Lucid-Nuro partnership could create blueprint for specialized horizontal partnership model rather than vertical integration seen with Waymo
80% confidenceAMI AI soulmate is an example of putting AI into products that don't need it
80% confidenceLG Cloudroid home robot was creepy with weird figure
80% confidenceLego's most significant evolution was probably when they started marketing $500 sets for adults with creator's editions, which will be more of a revenue driver than smart blocks
80% confidenceCommercial autonomous robotaxi service planned for late 2026 in Bay Area
80% confidenceAnalyst team identified 10 best stocks to buy now and Nvidia wasn't one of them
80% confidence