Dear Reader, I’ve never been afraid to go against the grain. I was pounding the table to sell dot-com darlings in 2000, warning investors away from housing stocks before the 2007 crash and calling for a tech crash in 2022 — all before the mainstream caught on. And today, I’m doing it again… I’m officially recommending you sell Nvidia. Yes, Nvidia. The $4 trillion AI juggernaut. Wall Street’s golden child. The most admired stock in the market. Right now, there’s just one lone sell rating on Nvidia across the entire analyst community… Well, here comes number two. Nvidia has entered “too-holy-to-question” territory and that’s exactly when a stock becomes dangerous. In fact, I see a setup for failure that could cut Nvidia’s stock price in half… or worse. This wouldn’t be the first time a tech titan imploded under the weight of its own success. Remember Intel in 2020? Investors lost 71% — and the stock never recovered. Now here’s the part you don’t want to miss: While everyone’s focused on Nvidia’s dominance in AI chips, they’re ignoring a much more profitable corner of the AI boom. I’ve identified a totally different company that plays a critical role in building out the AI data center infrastructure. The media hasn’t caught up to the story yet, but when they do, this stock could become the Nvidia of tomorrow. Its hardware is in such high demand that in just one data center, there’s enough of it to stretch around the Earth eight times. And unlike Nvidia, whose customers are increasingly becoming its competitors… This company’s customers depend on its tech and have no plans to build their own. If you own Nvidia, this might be the moment to lock in profits and upgrade. If you missed Nvidia’s run, this could be your second chance… A smarter, stealthier way to profit from the AI megatrend. I lay out the full story, including the name and ticker of this "Nvidia alternative,” in my newest presentation. Get the full details
“Sell Nvidia, Buy [XXXXX]” play right here… Sincerely, Eric Fry
Editor, Smart Money | 
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