Wall Street Is Finally Waking Up to Mass Adoption From This Company

[The Bleeding Edge]( Wall Street Is Finally Waking Up to Mass Adoption From This Company By Colin Tedards, Editor, The Bleeding Edge Jack Kilby suffered under the “tyranny of numbers,” as he called it. In 1958, the 35-year-old engineer was a new hire at the electronics company Texas Instruments. He was so new, he didn’t get vacation time. So while the rest of the office was on holiday, he was left working. Jack’s job was to connect circuits for the company’s mainframe computer. Back then, computers filled an office floor. And they ran over a series of circuits connected by wires and vacuum tubes. Replacing a bad tube in a computer meant checking one of 19,000 possibilities Source: U.S. Army Broken circuits were common. Jack’s job was to find them and fix them. It was tedious work. And Jack set out to put an end to it. Recommended Link [The One Ticker Retirement Plan]( Over the Shoulder Demo Now Available [image]( Market Wizard Larry Benedict crushed the market in 2022. But he didn't do it with a “traditional” method… For a limited time, he’s sharing a free over-the-shoulder “demo” of his strategy in action. It takes less than 10 seconds… [Watch it here.]( -- In a near-empty office, he created the world’s first integrated circuit (IC). Made out of germanium – a highly conductive element – and gold wire, this primitive IC was a forerunner of what we call a semiconductor. Jack Kilby’s first integrated circuit Source: National Museum of American History With just one transistor and a couple wires, Jack’s circuit doesn’t look very impressive. But it earned him the Nobel Prize in physics. Instead of toiling over thousands of possible circuits, they could finally be integrated into one compact place. And the circuits no longer required the vacuum tubes that were susceptible to failure. Jack’s invention gave birth to the modern era of computing and the breakthroughs in artificial intelligence (AI) we are seeing today. Understanding how the tech has evolved will help us profit from it in the months ahead. Recommended Link [How to profit from return of Google’s billionaire founders]( [image]( They founded Google, making history and making early investors insanely rich. And now, after retiring three years ago... Google’s billionaire founders Larry Page and Sergey Brin are back. And their return marks the beginning of a new era for Google that could make you rich. You see, they’ve returned to launch Google’s biggest artificial intelligence project yet. And one Google millionaire has found a way for you to profit from this new AI project right from your brokerage account. [Click here for the full story.]( -- 80 Billion Transistors Today’s bleeding-edge chips aren’t much bigger than Jack Kilby’s prototype. But they’re way more powerful. Take Nvidia’s H100. It has 80 billion transistors spread across thousands of cores. Each transistor is only a bit wider than a strand of DNA. The entire chip measures just 10x4. Nvidia’s H100 is the world’s most sought-after chip for AI systems. Without the power it offers, ChatGPT, Google’s Bard, and Elon Musk’s new AI chatbot Grok couldn’t run at scale. That’s why we’ve seen Nvidia rocket 218% higher this year. But the H100 isn’t the only AI-ready chip on the market. Nvidia’s competitor Advanced Micro Devices (AMD) has developed the MI300 chip. It’s about twice as powerful as the H100. And it’s expected to be cheaper than the H100 when it hits the market this year. That’s why buyers are already lining up. Recommended Link [Love him or hate him, Elon Musk is changing the AI game.]( [image]( Love him or hate him, there’s no doubt Elon Musk is a genius. He’s been called the Thomas Edison of our generation. Teeka Tiwari is the financial pioneer who has his eye on Musk’s latest venture. And that means it’s time to pay attention. Now Teeka’s research has taken him out to the world's hottest desert… To visit a relatively nondescript and unknown facility… That is supplying technology for Musk’s latest AI venture. Teeka believes this technology will trigger the biggest boom in history… All the while giving you, the early investor, a chance to completely transform your financial future. This investment could be bigger than Tesla… And bigger than SpaceX. In fact, he believes this AI stock has MORE upside potential than Nvidia has today. [Watch Teeka’s shocking new video here.]( -- Lining Up On October 31, AMD announced earnings for the June-to-September quarter. Shares rallied about 10% following the news. Here’s what got investors excited… CEO Lisa Su finally announced that “multiple large hyperscale customers are committed to deploying Instinct MI300 accelerators.” Hyperscalers is industry jargon for any company that operates large data centers. Amazon and Microsoft are hyperscalers because of their AWS and Azure cloud services. Most of the big tech companies are hyper-scalers. This year, Su has been reluctant to speak about large tech companies committing to its MI300. Many Wall Street analysts took this to mean that AMD was struggling to win customers over from Nvidia. I didn’t believe that for a moment. Here’s what I said back in June… Nvidia may be the king of AI chips, but there’s still plenty of money to be made if AMD can solidify its position in second place. Now, it looks as though Wall Street is finally waking up to the fact that AMD’s MI300 will see mass adoption in AI data centers. And that won’t come as a surprise to regular readers of The Bleeding Edge. In the July 4 dispatch, I told you it was one of my [top three]( must-own AI stocks. It’s up 54% since then. Ultimately, AMD’s chip will speed up AI development and adoption. And investors will continue to profit as Wall Street recognizes AMD’s edge over Nvidia. Regards, Colin Tedards Editor, The Bleeding Edge --------------------------------------------------------------- Like what you’re reading? Send your thoughts to feedback@brownstoneresearch.com. IN CASE YOU MISSED IT… [Digital currency and “concerns of snooping”]( The end is near… Our financial system is now being transformed in a way that would’ve been unthinkable just a few years ago. And almost nobody is prepared for the chaos that follows. According to Reuters’ London office, the European Central Bank is getting closer to launching the digital euro… And some 130 countries are exploring digital cash. Supporters think “it will modernize payments…and provide an alternative to physical cash, which seems in terminal decline.” But questions remain mainly about government overreach and “concerns of snooping.” Investigative journalist and former Goldman Sachs managing director Dr. Nomi Prins has been following the rollout of the U.S. FedNow system of digital currency. She has recorded a free presentation that will show you everything you need to know about it… And to help you prepare for what’s coming worldwide. It’s controversial, but Nomi’s interview is a must-watch for anyone with more than $2,500 in an American bank or retirement fund. [Click here to find out how to prepare now for this historic transformation.]( [image]( [Brownstone Research]( Brownstone Research 55 NE 5th Avenue, Delray Beach, FL 33483 [www.brownstoneresearch.com]( To ensure our emails continue reaching your inbox, please [add our email address]( to your address book. This editorial email containing advertisements was sent to {EMAIL} because you subscribed to this service. To stop receiving these emails, click [here](. Brownstone Research welcomes your feedback and questions. But please note: The law prohibits us from giving personalized advice. 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