| Dear Reader, Demand for AI chip infrastructure went ballistic in November 2022. The unleashing of OpenAI’s ChatGPT sparked an AI arms race among the tech behemoths. So far, Nvidia’s been the main beneficiary. It’s now the sun all other tech-related stocks orbit around. But there’s another AI play that’s steadily logged crazy gains this year. Server producer Super Micro Computer. Its shares have jumped nearly 300% this year. And that was after surging 250% last year. ‘Everyone’s looking for something that looks and smells and tastes like Nvidia. … [Supermicro] is exactly that,’ says Victoria Bills, chief investment strategist at Banrion Capital Management. But…. Both Super Micro AND Nvidia are AI mega-stocks. Giant, expensive stocks where value has already been priced in. What about the unknowns? AI chip disruptors that are just beginning their exponential runs? And… What if there was an AI memory-enhancer that was ten times cheaper than its nearest competitor? That’s the Intellectual Property (IP) this obscure ASX stock is sitting on. Now, I’m not saying in any way, shape or form they’re going to become a $2 trillion company like Nvidia or even a $65 billion outfit like Super Micro. That’s way too much of a long-shot. Where I’m claiming they belong in that pack is in terms of investment attention. As AI chip capital shifts from the big, prominent chip plays and searches for the next superstar… Investors will look for companies that, as the quote says above, ‘LOOK, SMELL AND TASTE,’ like the frontrunners. And these guys are very much in contention. To learn more about them, watch this. Regards, James Woodburn,
Publisher, Fat Tail Investment Research | 