Confession: I spent far too long naming this article.

Ideas that didn’t make the cut:

Jensen Huang Just Woke Up in a Cold Sweat Thinking About This Company

Jensen Huang and the Midnight AI Panic

Jensen Huang Just Whispered This Company’s Name in His Sleep

Why did I agonize over the title, you ask? Because of the magnitude of the story James just broke this week.

You see…

James has reason to believe Nvidia is up to something big. Something important. Something that, if you act fast, might turn your brokerage account into something you’ll actually enjoy looking at.

But, for reasons you’ll see in a moment, I can’t just tell you the play outright. (The company is only one part of the story.)

So let’s play a little game.

Clue #1: Huang Wants This Badly

You know how some people wake up at 3 AM craving a glass of water or a snack? Nvidia’s CEO wakes up craving one very specific type of AI chip.

The kind that replaces GPUs for a crucial AI process. The kind that every major tech company is now lining up to buy in bulk.

This company makes them.

Clue #2: They’re Already in Bed With the Tech Giants

The biggest names in Big Tech are already involved.

They’ve signed deals because this technology is essential for running AI at scale without setting the world on fire (literally, these chips use way less power).

And you know what happens when a company starts closing big deals across the entire AI sector?

Nvidia either partners with them… or buys them outright.

James is betting on the latter.

Clue #3: The Market is Sleeping on This (For Now)

Right now, Wall Street kind of knows this company is valuable.

But they’re underestimating just how valuable—which is exactly where the opportunity is.

Nvidia has a history of snatching up AI infrastructure companies before the market fully prices them in.

This might be history on repeat.