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Picking Winners in the AI Gold Rush

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manwardpress.com

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manward@mb.manwardpress.com

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Fri, May 3, 2024 06:47 PM

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These pick-and-shovel plays are powering AI's future. Join investment titan Alexander Green as he un

These pick-and-shovel plays are powering AI's future. [Total Wealth] BROUGHT TO YOU BY MANWARD PRESS Picking Winners in the AI Gold Rush SPONSORED [Alexander Green's 3-Minute Stock Secret]( Join investment titan Alexander Green as he unveils the simple yet powerful technique that helped him find Netflix before it soared 43,000% since 2005. [Find out what it is right here.]( [Shah Gilani] Shah Gilani Chief Investment Strategist In the mid-19th century, the California Gold Rush lured thousands of hopeful prospectors to the American West, each dreaming of striking it rich. As the adventurers flooded into the region, they quickly realized that success required more than just determination and luck. They needed tools - picks, shovels, pans and other equipment - to extract the precious metal from the earth. Enterprising merchants soon recognized the opportunity and began supplying the prospectors with the necessary tools and provisions. These merchants, known as "pick and shovel" sellers, often found more reliable and greater profits than the miners themselves. Today, the semiconductor industry is experiencing its own sort of gold rush thanks to AI. SPONSORED [Discover the 3-Minute Secret to Wealth]( Alexander Green reveals how a 3-minute discussion transformed his investment strategy and wealth... top gains of 227% in 22 days... 754% in 60 days... 439% in 90 days... and even 1,163% in 100 days. [Click to discover what he learned.]( Companies like Nvidia, AMD and Broadcom are designing cutting-edge chips that promise to revolutionize computing and power AI applications. However, just as in the California Gold Rush, the success of these semiconductor "pioneers" depends on a network of "pick and shovel" companies that provide the essential tools, materials, and services needed to bring their chips to life. From wafer fabrication equipment and specialty chemicals to testing and packaging services, these lesser known companies have a crucial role in the growth of AI. I'm talking about companies like... - Lam Research (LRCX), a supplier of wafer fabrication equipment and services - ASML Holding (ASML), the leader in photolithography equipment, a crucial tool for etching circuits onto silicon wafers - Cabot Microelectronics, recently bought by Entegris, a provider of chemical mechanical planarization (CMP) slurries and pads, used to fabricate of integrated circuits - Applied Materials (AMAT), a leading maker of the sophisticated machinery used to manufacture semiconductor chips. It provides equipment, services, and software for chip-making. SPONSORED [Have you heard of the Flip Trade?]( [Flip Trade]( At this moment, the $21 trillion commercial real estate market is in free fall. Most people are ducking for cover and praying their REITs and bank stocks don't get crushed. But millionaire trader Shah Gilani considers this collapse a gift from heaven. In fact, Shah has a special technique that he calls the Flip Trade... and history shows it has been able to generate huge potential gains on falling assets... gains of as much as 1,100% in 29 days. [Go here now to get the full story...]( Not to mention the many companies that are involved with... - Designing, building and operating testing equipment that ensure chip quality and performance - Assembly and packaging in the later stages of semiconductor production, including wafer processing, assembly, and packaging chips These "pick and shovel" plays are lesser-known ways to capitalize on the growth of the semiconductor industry... their products are in high demand And much like the hopeful prospectors of the gold rush... the industry can't survive without them. But when it comes to AI... there's one small company that isn't just a "pick and shovel" play... it's a [make-or-break, backbone-strengthening, industry-changing player](. Nvidia recently introduced its advanced Blackwell chips, designed to push the boundaries of AI capabilities. These chips are the fastest and most powerful chips on the market. But Nvidia needs this one small company - what I'm calling "[Nvidia's Secret Partner]( - in order to make the chips work for AI. The tech this company produces doubles data transfer rates... cuts energy usage in half... and can clean and amplify signals, increasing the reach of connections over long distances. All critical for AI's success. Beyond just enhancing performance, this tiny company also aids in the broader adoption of AI technologies. Industries such as healthcare, automotive and finance are increasingly relying on AI to drive innovation and efficiency. The reliability and speed of the hardware provided by companies like Nvidia and enhanced by this "pick and shovel" company are pivotal in making AI applications more viable and widespread in these critical sectors. It's a critical component that the industry can't advance without. And the best part? This company is the same size Nvidia was nearly a decade ago... right before its monumental ascent. It's my No. 1 "pick and shovel" play for the AI revolution as it goes mainstream. [Get all the details on the company here.]( Cheers, Shah Want more content like this? [YES]( [NO]( Shah Gilani Shah Gilani is the Chief Investment Strategist of Manward Press. Shah is a sought-after market commentator... a former hedge fund manager... and a veteran of the Chicago Board Options Exchange. He ran the futures and options division at the largest retail bank in Britain... and called the implosion of U.S. financial markets (AND the mega bull run that followed). Now at the helm of Manward, Shah is focused tightly on one goal: to do his part to make subscribers wealthier, happier and freer. You are receiving this email because you subscribed to Total Wealth. To unsubscribe from Total Wealth, [click here](. Need help with your account? [Click here](. Have a question or comment for the editor? [Click here](mailto:mailbag@manwardpress.com). Please do not reply to this email as it goes to an unmonitored inbox. To cancel by mail or for any other subscription issues, write us at: Manward Press | Attn: Member Services | [14 West Mount Vernon Place | Baltimore, MD 21201](#) North America: [1.800.682.5210](#) | International: [+1.443.353.4263](#) Website: [manwardpress.com]( Keep the emails you value from falling into your spam folder. [Whitelist Total Wealth](. © 2024 Manward Press, LLC | All Rights Reserved Nothing published by Manward Press, LLC should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed personalized investment advice. We allow the editors of our publications to recommend securities that they own themselves. However, our policy prohibits editors from exiting a personal trade while the recommendation to subscribers is open. In no circumstance may an editor sell a security before subscribers have a fair opportunity to exit. The length of time an editor must wait after subscribers have been advised to exit a play depends on the type of publication. All other employees and agents must wait 24 hours after publication before trading on a recommendation. Any investments recommended by Manward Press, LLC should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company. Protected by copyright laws of the United States and international treaties. The information found on this website may only be used pursuant to the membership or subscription agreement and any reproduction, copying or redistribution (electronic or otherwise, including on the world wide web), in whole or in part, is strictly prohibited without the express written permission of Manward Press, LLC, 14 West Mount Vernon Place, Baltimore, MD 21201.

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