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Dear Reader,
Nvidia recently became the most valuable company in the world.
And Goldman Sachs called it:
“The most important stock on planet earth.”
Carson Group strategist Ryan Detrick remarked that:
“Few things are more certain than death, taxes, and Nvidia…”
You see, Nvidia is one of the only companies capable of making chips powerful enough for the most advanced AI applications.
These chips propel ChatGPT, Microsoft, Google, Amazon and pretty much everyone else involved in AI.
Without Nvidia, we wouldn’t be where we are with AI. It’s that simple.
But Nvidia can’t do everything by itself.
What most people don’t know is that it takes a village to create enough of the most powerful chips in the world.
Nvidia must rely on a small handful of publicly traded stocks.
What I call Nvidia’s “Silent Partners.”
Nvidia needs these companies throughout the chip production process.
These are under the radar companies very few people have heard of.
But they have one massive thing working in their favor.
In the background, they are critical to Nvidia’s business.
And as Nvidia has emerged as AI’s golden goose…
These firms have benefited greatly.
Some of the companies partnering with Nvidia have already seen big wins…
![Insert ASML chart chart](https://finance.weissratings.com/media/images/blasts/2024/ddd/DDD070824_D01_KV.jpg)
Like ASML, whose shares have been up as much as 471% …
![Insert Applied Materials chart](https://finance.weissratings.com/media/images/blasts/2024/ddd/DDD070824_D02_KV.jpg)
And Applied Materials, whose stock has soared as much as 452% …
![Insert SMCI chart](https://finance.weissratings.com/media/images/blasts/2024/ddd/DDD070824_D03_KV.jpg)
There’s also Super Micro Computer. Its stock has surged as much as 3,244%.
![Insert TSM chart](https://finance.weissratings.com/media/images/blasts/2024/ddd/DDD070824_D04_KV.jpg)
And then there’s Taiwan Semiconductor …
Nvidia’s longtime partner has seen shares of its stock explode as much as 4,744%.
But here’s the thing …
Nvidia is pivoting to a new $1 trillion Superproject that could revolutionize the AI industry… again.
And it’s enlisting a whole new set of partners.
The names of these companies are not well-known. Even the savviest of investors may not have heard of them.
But I have a list of Nvidia’s new Silent Partners.
Sincerely,
Eliza Lasky
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