Dear Reader,
Sell Nvidia.
Sounds insane in the age of booming AI chip sales, right?
Especially when it briefly became the world's first $4 trillion company.
So, given all the good news... what could possibly go wrong?
Well, according to our in-house Global Macro analyst, Eric Fry, Nvidia's best customers are becoming its biggest competitors.
Amazon, Google, Microsoft - they're all building their own AI chips.
If Nvidia loses its top customers, this "too big to fail" stock could soon sell for pennies on the dollar.
But Eric Fry has an alternative to Nvidia stock that I think everyone needs to know about.
It's a company that supplies one critical component that every AI data center needs.
This demand is scaling so quickly that in just a single data center, you'll find enough of this hardware to wrap around the earth up to 8 TIMES.
And unlike Nvidia's customers, none of this hardware manufacturers' customers want to make this component themselves.
In fact, AI hyperscalers just need more and more of it all the time.
This supplier's stock is already beginning to outperform Nvidia's.
And they just announced a breakthrough partnership that could explode demand even further.
Eric believes this little-known stock could go crazy over the next 12-24 months, potentially leaving Nvidia in the dust.
Click to get the full details on Eric Fry's "Nvidia alternative" right here.
Sincerely,
Jeff Remsburg
Editor, InvestorPlace
