The Second Act Starts Now

Why the biggest AI gains won’t come from Nvidia

I’ve spent 37 years professionally embedded in financial markets. I’ve made a name for myself by identifying transformative tech trends years before the rest of the world catches on.

When you step out ahead of the crowd and make a bold call, people will call you crazy. They’ll ridicule you. They’ll think you’re insane.

But those are the types of calls that can radically change your financial life. Years later, when you look back, you realize the slings and arrows you took were worth it.

I know this from experience…

In 2003, I spotted Apple right as the iPod was set to explode.

At the time, many people thought Apple would file for bankruptcy because the stock had plunged 83% from its all-time high. Meanwhile, co-founder Steve Jobs was shedding millions of shares via his stock options.

But I knew Apple was planning to launch a version of the iPod compatible with non-Apple PCs. This was a classic adoption story of going from a small, niche market to a massive market.

When I recommended Apple, it was trading at a split-adjusted price of $0.26. Today, shares trade around $274. That’s a 105,284% gain, or enough to turn every $1,000 into over $1 million.

Then, in December 2015, I identified another early trend – the rise of artificial intelligence (AI). To position my subscribers for this idea, I urged them to buy Nvidia.

In my research report on the company, I wrote: “Nvidia is poised to become the next tech giant because of its pioneering work in the field of artificial intelligence.”

When I first recommended Nvidia as an AI pioneer, the market had dismissed it as “just a PC gaming company.” And the stock traded for a split-adjusted price of about 80 cents. Since then, shares have risen as much as 25,851%.

And of course, in 2016, I risked my reputation to recommend bitcoin at around $400 – when the mainstream called it a “joke.” I knew digital asset adoption was a generational trend that would make early investors’ fortunes.

Today, that “joke” is the eighth-largest asset in the world with a market cap pushing $1.8 trillion. And my readers have seen life-changing gains as high as 29,971% gain.

Here’s the thing about tech trends and the narratives that power them: They evolve.

Every great technological boom follows the same two-act script. And fortunes are made – or missed – depending on whether you understand which act you’re in.

Since the launch of ChatGPT in late 2022, AI has become the dominant narrative in the stock market. But most investors are still stuck reading Act One – and buying the wrong AI stocks.

They’re chasing the “hot” names that have already had their run, unaware the script has already flipped to Act Two.

Act One: The Builders

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