| Dear Derek, China just threw a “$5.5 million” curveball called Deep Seek to Silicon Valley and the timing of it is no coincidence. On January 17, the U.S. Supreme Court upheld a ban on TikTok — a China-based app regarded as the largest intelligence gathering tool of the CCP [Chinese Communist Party]. Despite Trump’s 75-day pause on the ban, the CCP isn’t wasting any time. Enter Deep Seek. This AI project, reportedly built for just $5.5 million, has Big Tech in a frenzy. It’s raising questions about everything — from the billions spent on U.S. AI development to the future of tech dominance. But here’s what no one is saying: This isn’t a setback. It’s a wake-up call. And it’s about to light a fire under the U.S. government and Big Tech to lean in even more. Do I believe this is a buying opportunity for many of the stocks getting hammered right now? Absolutely. I know because I’ve seen it firsthand. Hi, I’m Jeff Brown. CEO and Founder of Brownstone Research, and the guy who called Nvidia in early 2016. I’ve visited the sites where hyperscale data centers are being built, I’ve analyzed the chips, and I’ve studied the software driving the AI buildout. And there’s no other executive who better understands the importance that the U.S. maintains its lead in AI technology than Elon Musk. This is even more true now, given the role that he is playing in the new Trump administration. Musk knows that AI is necessary for his companies to maintain their competitive needs, and he depends on specific hardware from select strategic suppliers to power his next major breakthroughs. …and one little-known supplier is poised to soar in just a few short months. Click here and I’ll tell you everything you need to know. Sincerely, Jeff Brown
Founder & CEO, Brownstone Research P.S. This could be one of the fastest-moving profit stories of our time — especially right now. And if you want in on it, I recommend you act now. | 