James Altucher has a critical update about the A.I. Wealth Window…
And I cannot stress how urgent this is…
Because on March 21st, Nvidia is expected to reveal a truly world-changing piece of A.I. technology.
It’s known as the “X-Chip”.
It’s expected to be nearly 10,000X more powerful than some of America’s top computer chips.
And while this will help Nvidia corner the A.I. market – which is projected to hit $15.7 trillion by 2030…
I expect Nvidia’s breakthrough to become a 100X catalyst for a different A.I. stock by 2025.
Why?
Because this modest A.I. firm just inked a massive contract with Nvidia.
Now they’re going to be Nvidia’s most important partner (company execs have said it themselves).
And James Altucher just shared the most critical details about this situation…
Watch this presentation – BEFORE the Wealth Window accelerates on March 21st.
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Any ideas? Sat through way too much of his presentation Curious though.
I’m curious also – spent $250 on Altucher’s Investment Network Pro and now I’d have to pay $2500!
It is a chunk of money but you can make that back and more with just one good pick. I’ve been following James since 2017. I brought ETH at $273 on his suggestion and I’m still holding it. He suggested SOUN in Dec for $2.23 and sold half my position in Feb for $7.10 pocketing almost $4K. He’s been solid for me.
It looks like the new chip family is their Blackwell line with the B100 being their introductory offer. Googling B100 and Nvidia you find that Wistron has been selected as their substrate manufacturing partner because FoxConn wasn’t able to pass certification on the manufacturing process for the B100. However, Wistron isn’t small – it has an $11B market cap and a $7 stock price. Another possibility is Hynix which would be the likely manufacturer of the HBM3e high end memory that will be required for the B100… the Hynix market cap is around $80B with a $121 stock price so Hynix might also be a possibility. TSM will likely be the manufacturer of the 3nm chip but TSM has a market cap of $700B. My guess is that he’s teasing Wistron.
Thanks for the guesses as to what company it might be… But I don’t think it can’t be any of those companies you mentioned b/c they are all way over $1 Billion in market cap.
James mentioned it’s a High Performance Computing Firm focusing on setting up enterprise AI systems. This company is already working with the Department of Defense, Tesla, Meta and Department of Energy.
I think Marvel works with all of those
Hynix Market Cap presented above I believe was in TWD. In USD this is about $ 2.85B with price /share about $4.15 USD – more in line with the tease from Altucher. Being new to all this, my question is how to buy either Hynix or Wistron?
Hynix is a good guess. Not on the NYSE, however. They package semiconductors into chipsets. I suspect that the mystery company does something similar and has the technology to do this for NVDIA. Probably someone who is also a small customer of TSM.
Altucher’s stock is a distributor and/or services company that sells or installs equipment for companies outside of the big cloud titans, per the tease, not a chipmaker or a part of the chipmaking process.
Haven’t found anything more likely than my guess of SGH over the past few days… though I also don’t expect a big press release about them to come out of NVIDIA’s conference, that’s definitely an area where Altucher and his ilk tend to dramatically “overpromise.”
What about PagerDuty (PD)? It was listed among NVDA’s partners in their recent press/news releases, trades on the NYSE close to $20 (especially on March 15th, closer to when the video was released), and has a market cap just over $2B. Thoughts?
I can’t find the ticker symbol for Wistron. They are based in Taiwan.
Couldn’t it be the computer company Dell which will deliver the new acceleration chip B200 (Blackwell) to NVIDIA?
Hopefully Travis can help with this one!
The tease wasn’t for a semiconductor company, but for a $1B market cap enterprise AI firm that will be installing and customizing Nvidia’s systems for other companies. None of the suggestions so far seem to fit that.
Could it this be GSI Technology Inc. (GSIT)? They manufacture semiconductor memory chips . This is what I have found on the web: “GSIT 2024 chip has memory bandwidth of 104 Terabyte/sec compared to 42 Terabyte/sec for Nvidia’s flagship Datacenter Hopper computer. On top Gsit’s chip is 4X cheaper making it 10X cheaper per performance compared to Nvidia, in seeking alpha new article there is a comparison with previous NVDA chip” . High speed and high capacity semiconductor memories are instrumental for implementation of AI chips of Nvidia. They are small , market capitalization of , and stock price o around $3,9.
Market capitalization of only $97 mln.
is he teasing stocks that we cant purchase from the us?
Can’t find the ticker symbol for Wistron.
The presentation says it’s an enterprise AI firm that will install and customize Nvidia systems for other companies, not a semiconductor company. It has a market cap of $1 billion, so none of the suggestions seem to fit yet. Other ideas?
Can you invest in Wistron on Forex??
Maybe Travis will offer some clarification here!!
Nvidia has partnerships with Cisco and AWS but both way too big…
NVIDIA GTC 2024 Keynote
Don’t Miss This Transformative Moment in AI
Monday, March 18 | 1 – 3 p.m. PDT
Tune into Jensen Huang’s GTC keynote as he takes the stage to explore the AI advances that are shaping our future. Save the date.
Maybe we’ll find out during his presentation?
guys.. what about this company? thoughts…?
https://www.calcalistech.com/ctechnews/article/rkmbe9e0p
I think Run:AI is still a private company and not $1 billion in market value.
Thank you Travis for your article. Watching keynote atm.
synopsis and tsm?
They’re way too big. The description said $1B market cap.
wistron is also way too big then?
so it’s penguin/sgh?
That was my best guess when I wrote about this pitch earlier today… and a couple readers have confirmed. I wouldn’t expect a big announcement about them from NVIDIA this week, and, as expected, the B100 was already officially introduced in today’s keynote, but that’s our best guess for the stock Altucher is teasing in this “Mastermind” ad (he has a few other AI pitches circulating for other newsletters, too)
Hi Travis, I got an email from James Altucher’s with the title “Tiny NYSE company powering Nvidia” So the mystery stock is listed on the NYSE. Since SGH is listed on Nasdaq, it’s definitely not SGH. But thanks for always being on top of these matters.
Saw that new email this evening. Yep, makes the match worse… though I don’t have a better one.
Perhaps more importantly, it’s probably 99% hot air from Altucher about an “announcement” this week anyway, whether it’s SGH or some other little distributor/integrator. Plenty of time to think about it if you’re looking for 50X long term returns… though what happens over a couple days is anyone’s guess.
dam.. So what is it then? anyone have any other knowledge on what it could be!?
IONQ is on nyse, but closer to 2B Just a guess
Anyone know an easy way to invest?
https://www.reuters.com/technology/nvidia-supplier-sk-hynix-begins-mass-production-next-generation-memory-chip-2024-03-19/
James says he is trying to help the little guy but the little guy does not have $2500 sitting around for his Nvidia X Chip super secret small investor tip. Wish we did. Feel a little deceived because I just invested my last $200+ on James’ subscription believing I would receive this type of information without paying more and now immediately I have to pay more. Not a good look. I know he is the real deal and I believe in him but I do NOT have the extra funds just laying around like this. So disappointed, feeling foolish for believing he genuinely cared for the little guy.
Yeah, I was upset, too. Especially because they make those videos so ridiculously long and don’t allow you to skip ahead. Also he kept promising to reveal it only to say pay $2,500. I’m thinking of asking for a refund on my membership. The thing where he promised massive gains after some big March 18 event didn’t happen either. The stocks were good picks, but there wasn’t some absurd rally like he suggested. All that must seem like small money to him, but it’s huge to some of us. And it’s super hypocritical that he says he doesn’t want to waste people’s time then beats around the bush for like half an hour before telling you anything on his videos. And even then it’s just revealing something that’s supposed to be good, but if you want the real moneymaker, you have to give him more money, even though you were already duped into buying the last upgrade.
He is the real deal! I signed up a month ago and was up 129% on SOUN, I took some winnings and spent the $2500. It’s expensive, but I’m up on his recommendation $5000 in 3 days….He had a mastermind call today and recommended another stock. I guess you get what you pay for.
Not saying he doesn’t have good picks. I think he does. But he can be very misleading. He made it sound like what I was getting was high-level. Then I’ve also wasted a lot of time watching videos where he says he’ll reveal something important only to say that it’s in his report you can get for signing up for a subscription that costs thousands. Not everyone has that kind of extra money.