InvestorPlace Research Team – InvestorPlace Financial

The AI giant is about to shock the world with a technology that could be even bigger than Artificial Intelligence.

Nvidia, the #1 company behind the AI boom is making a surprising move.

It’s now helping develop a new technology that could be 1,000 times more powerful than artificial intelligence. (click here to see this strange device)

According to Chris Royles, the Chief Technology Officer of the company Cloudera…

“This is set to overshadow AI as the next major technological revolution.”

Louis Navellier, a legendary $790 million dollar money manager the New York Times called “An icon among growth investors…”

Is also predicting this will be the next big tech breakthrough.

Mr. Navellier has been way ahead of the curve when it comes to this AI boom.

He picked Nvidia in 2016, before it jumped as high as 16,195%. But he’s now urging investors to make a new move.

“Nvidia is a remarkable company. But shares are not cheap anymore” says Mr. Navellier.

“While I’m telling my readers who bought shares of Nvidia to hold on to them, I believe the biggest gains will come from smaller companies that are helping Nvidia develop this new tech,” he says.

In less than a year, some of these stocks have jumped high enough to turn $10,000 into… $238,000… $290,000… and even $433,000.

Normally it would take decades for you to build that kind of wealth in the stock market.

Not even Nvidia has been able to deliver gains this big, this fast.

And Nvidia was the best-performing stock of the past decade.

The opportunity here is so explosive that Mr. Navellier just gave an interview where he revealed all the details on Nvidia’s new invention.

Click here to see the interview and get details on his top three stocks

Including Nvidia’s partner that he believes will be the leader in this space.

About

In Growth Investor, we focus on today’s best mid- to large-cap stocks from a variety of sectors. The Buy List contains specific Buy Below prices and is always sorted into 3 categories of portfolio risk–Conservative, Moderately Aggressive or Aggressive–so you can buy according to your personal risk tolerance. Louis Navellier has been involved in the investing world for over 30 years. Since founding their research firm 45 years ago, their elite group has been responsible for accurately forecasting many of the world’s most innovative technological trends and breakthroughs long before they achieved mainstream acceptance.

Past performance is not a predictor of future results. All investing involves risk of loss and individual investments may vary. For access to our full disclaimer and disclosure policy regarding editor securities holdings, go to http://www.investorplace.com/disclosures/ or call 1-800-219-8592.
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Wall Street analysts are hailing Nvidia (NVDA) as the unstoppable king of AI stocks. But one contrarian investor sees it as potentially the biggest trap in modern stock market history.

Just weeks ago, Nvidia briefly became the world’s first $4 trillion company. The AI chip giant has been the undisputed leader of artificial intelligence stocks, delivering astronomical returns to shareholders who got in early.

But according to Futurist Eric Fry, a global macro analyst with over 30 years of experience, Nvidia’s reign may be coming to a spectacular end.

“Everyone thinks Nvidia is untouchable,” says Fry, who has famously been making uncanny same-day “Sell This, Buy That” calls for three decades. “But I’ve seen this story before. And often, it doesn’t end well for the supposed ‘winner.'”

The Numbers Don’t Lie

Fry points to a troubling trend that most investors are ignoring: Nvidia’s profit margins are collapsing.

In other words, the company used to keep 78 cents of profit on every dollar of sales. Now it’s down to 71 cents and falling fast.

“That’s what happens when everyone and their brother starts making competing chips,” Fry explains.

And the competition is coming directly from its own customers. Amazon, Google, Microsoft and Meta are all building their own AI chips in a move that could potentially cut Nvidia out entirely.

Just four companies make up 46% of Nvidia’s entire business. If each of them successfully develops alternatives, Nvidia could face a revenue cliff that it may never recover from.

History Repeating

Fry draws parallels to Intel’s situation when Apple decided to create its own custom chips.

“Apple went from customer to competitor, and Intel stock tanked 71%,” he notes. “The crash was so surprising because it came after Intel delivered an 11,600% gain to investors.”

The pattern is eerily similar to what’s happening with Nvidia today.

The Suppliers Are Winning

While Nvidia faces mounting challenges, a different category of AI stocks is quietly dominating the market.

Vertiv Holdings, a data center cooling company, has grown 1,407% over the past 36 months, far outpacing Nvidia’s growth.

Modine Manufacturing blew Nvidia’s gains out of the water by more than double over the same time period – earning investors 10 times their money.

“Suppliers to data centers appear to be overtaking Nvidia’s growth,” Fry observes. “Smart money is already moving.”

The One Component Nobody Talks About

Fry has identified what he believes could be the next big winner in the AI space – and it’s not what most people expect.

“While everyone obsesses over AI chips, they’re missing the ONE component that makes everything work,” he says. “Without it, even the most powerful AI chip is just expensive silicon.”

New AI data centers need 10 times more of this component than regular data centers. We’re talking about enough hardware to circle the globe 8 times in a single facility.

And unlike Nvidia’s customers turning into competitors, the leading supplier of this hardware has virtually ZERO competition from customers.

“AI hyperscalers are fighting to get MORE hardware from this company, not replace them,” Fry explains.

This publicly-traded company’s CEO recently revealed that their production is tripling every month to meet the outsized demand.

Get the Full Story

Eric Fry has compiled his complete analysis, including the names and ticker symbols of 7 “sell” and “buy” stock ideas, in a streaming online video.

Watch Eric Fry’s latest “Sell This, Buy That” analysis here

“I’ve been doing this for 30 years,” Fry concludes. “When I see this level of complacency around a ‘sure thing’ stock, that’s usually when the biggest surprises happen. Don’t say I didn’t warn you.”

Get Fry’s 7 stock recommendations – plus details on his Nvidia alternative – for free here.

About

With Fry’s Investment Report, Eric Fry’s goal is to track the world’s biggest macroeconomic and geopolitical events – and help investors make big gains from those emerging opportunities. Eric is a 30-year international finance expert, former hedge fund manager, and InvestorPlace’s resident expert on global investment trends. He founded his own investment management firm and served as a partner several others. In 2016, he won the Portfolios With Purpose stock-picking contest – Wall Street’s most prestigious investment competition – making him America’s Top Trader.