Dylan Jovine — 30 years on Wall Street, who called Palantir at $7.38 (2,712%)
and Rocket Lab at $3.80 (3,850%) — has been tracking this firm for months.


 

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NVIDIA offered $40B. Washington said no.






NVIDIA tried to buy this company for $40 billion.

The U.S. government blocked the deal.

Not antitrust. Not price.

It was deemed too critical to let any single company control.

Dylan Jovine — 30 years on Wall Street, who called Palantir at $7.38 (2,712%)
and Rocket Lab at $3.80 (3,850%) — has been trackingthis firm
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for months.

So NVIDIA did the next best thing: locked in a 20-year supply agreement.

Jensen Huang said they’ll “continue to support this firm for decades to come.”

But NVIDIA isn’t the only one who needs it.

Elon Musk’s SpaceX builds on it — their job postings demand experience with
this firm’s technology, in writing.

Jeff Bezos builds Amazon’s AI chips on it, and Blue Origin runs its control
systems on it. Apple, Google, Meta, Samsung, and Qualcomm all pay it billions
in royalties every year.

Its technology is already in the phone in your hand.

Every time you open an app, stream a video, or ask your assistant a question,
this company’s
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architecture is running underneath.

Here’s what makes this moment different.

Last quarter, this firm’s data-center royalties more than doubled year over
year and its next earnings call isJuly 29th.

With royalties accelerating and the orbital-data-center buildout just
starting, July 29th could be the day the market re-rates it.

Get the name and ticker of the stock NVIDIA tried to buy for $40 billion —
before July 29th >>
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“The Buck Stops Here,”
Kelly Maguire
Behind the Markets





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This publication provides general market commentary and financial education.
It is not a substitute for personalized advice from a qualified professional
who is familiar with your individual financial situation.




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