Dear Reader,
You may notice I’m in a fancy shirt today instead of my usual black tee.
That’s because we have a live AI webinar at 1:00 eastern time today.
If you haven’t registered to join us yet, click here to get emailed the private join link.
Today I want to talk about President Trump’s trip to the Middle East.
Business people had high hopes for the Trump administration…
But didn’t sign up for the turmoil of the trade war, that’s for sure.
The market crash gave us a great opportunity to buy some things very cheap, which we’re happy about.
But we sure didn’t sign up for the tariff turmoil.
What we did sign up for, and which I am very happy about, is the kind of deal he cut with the Middle East.
Check this out…
Nearly $142 billion in defense deals – many involving companies we recommend…
A deal for Nvidia to sell about 18,000 of its latest chips to the Saudi artificial intelligence startup, Humain, to power data setups…
A $10 billion deal for AMD as well.
There’s an AI data explosion happening right now.
And lots of ways to play the data center and AI revolution.
A lot of people don’t know this, but AI consumes a ton of energy.
For example, a simple search on ChatGPT consumes 10-times more energy than the same search on Google.
That’s just not sustainable. So there’s a huge push to make AI more energy-efficient…
From the semiconductors themselves, to the data centers, to electric companies.
If Nvidia chips are the brains of AI systems, power semiconductors are the hearts.
While Nvidia chips do the calculations, power semiconductors regulate the flow of electricity through these chips so they don’t overheat and don’t pull too much on the power grid.
This is the most undertold story in the whole AI revolution.
Not only is demand exploding for Nvidia’s high-performance AI chips, but also for power semiconductors, which we frankly hear a lot less about.
But we are all over this “story behind the story” here at Behind the Markets.
McKinsey and Company came out with a recent report that power semiconductors will be in higher demand due to energy load concerns with AI.
This is what we’re talking about at 1:00 today.
Along with a chip company trading around $3 a share that grossly outperforms in efficiency.
And it’s trading for a song.
This is a DEEP value play. They’ve got $3 a share in cash on their books! Talk about comically cheap.
They’ve got profit margins well over 20%, and their customer base is growing mindbogglingly fast.
They’ve already had buyout offers at over $10 a share.
A buyout like that triples your money overnight.
Deep value investors and insiders have been buying hand-over-fist in anticipation of a takeover.
I’ve been buying, personally.
I want to talk to you about this little-known AI value play.
Click here now to get your private link to join me at 1:00 eastern TODAY.
This company is right at the center of this very important AI growth market in power semiconductors.
They’ve already had two takeover offers.
Even if you’re not an AI investor, come to the webinar –
You’re going to learn a lot about a very under-talked-about side of this whole AI story.
I am very excited about this.
I’ll see you at 1:00.
Just click here to get your private join link via email.
“The Buck Stops Here,”
P.S. There is a bonus reserved just for LIVE attendees, so please make every effort to be there at 1:00 today.
If you wait, you will miss the bonus and we can’t make any exceptions.
Click here now to reserve your spot and get your private link right away.
