Dear Reader, Nvidia's (NVDA) stock has gone up 30% in anticipation of the company's earnings this Wednesday. Investors are hoping for an update on the company's new AI super chip, Blackwell, which could produce billions in revenue. That said, there is one thing I can practically guarantee Nvidia CEO Jensen Huang won't mention during his earnings call. It has to do with 3 under-the-radar companies with exposure to Nvidia's new Blackwell chip technology. Once the Blackwell chip hits the market, these 3 companies could end up outperforming Nvidia. I recently flew to San Francisco to talk to a former AI chip engineer to learn more about the emerging industries surrounding this type of technology. You can learn more about that meeting here. Best, Eric Wade Senior Technology Analyst, Stansberry Research |
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