In January 2012, Apple disclosed a major secret.

Prior to that, the names of most of their suppliers were confidential. 

From the component makers to the assemblers and manufacturers… Apple kept their identities close to the chest.

Sure, there were leaks and industry rumors – but nothing could ever be proven. Some people even resorted to “teardowns” – literally tearing whole iPhones apart… holding bits and parts up to a microscope… hoping to find the supplier’s name on a tiny component.

Then, in 2012—Apple published its list.

The entire roster of 156 different companies… representing 97% of their supplier spend. 

They include several companies you know of today. 

Corning. Skywork Solutions. Micron Technology. NVIDIA.

And since 2012… shares in these stocks have all skyrocketed. 

This was just after Tim Cook became CEO. 

I bring this up because Apple is set to launch three new iPhones this Wednesday, September 9… the iPhone 18 pro, the iPhone 18 pro max, and the iPhone Ultra. 

But this isn’t your typical iPhone launch event.

This time, Apple has something up its sleeve.

Something that will change the tech world forever.

And it’s all thanks to a tiny supplier.

A supplier… they haven’t yet published. 

A New CEO… a New Era

Last Tuesday, Tim Cook stepped down and passed the reigns to Apple’s first new CEO in 15 years.

His name is John Ternus. He’s been with the company for 25 years. He’s their chief hardware officer and oversaw the products that drove 80% of the company’s revenue. 

During Tim’s tenure, Apple’s stock went up 2,500%. Under him, it became the first company in the world to hit a $1 trillion valuation. Then $3 trillion. A few weeks ago, it even briefly overtook NVIDIA as the largest company in the world when it became the second company (after NVIDIA) to surpass $5 trillion. 

Here’s the most shocking part about these numbers.

Apple did it without the help of AI at all.

When you look at the largest tech companies in the world… it is the one company that has spent the absolute least on AI. 

Their total spend -- $12 billion. 

It sounds like a lot… but when you consider how companies like Amazon, Google, Meta and Microsoft are spending hundreds of billions of dollars a YEAR... mostly on NVIDIA’s chips… it’s a rounding error. 

So here’s the question…

How will John Ternus leave his mark? 

Here’s what I can tell you. The timing of his takeover… and the iPhone release event scheduled for Wednesday… are NOT coincidental.

They are exactly eight days apart. 

And it’s a signal that Apple is entering a new era.

This week… the final holdout in the AI race is finally making its move. 

The iPhone’s Real Bottleneck

Earlier this year, Tim and John co-headlined Apple’s annual software summit, the Worldwide Developers Conference.

There, they told us what to expect – the next iPhone would contain new hardware that will finally unlock the power of AI in every iPhone. 

And this is why I believe Apple promoted their chief hardware officer to the top job.

AI, at its core, is just powerful software. But you need the hardware to run it.

To put this in perspective, an NVIDIA Blackwell B200 GPU is roughly 15 times larger than a standard iPhone processor. 

You’ve got to compact a lot of computing power that can fit in a small device. 

We know the company behind these processors: Arm Holdings (ARM). They design processors that can achieve high performance on little power. Apple licenses their technology and designs their own Apple Silicon chips on top of their architecture. So does NVIDIA. 

But the processor is just one piece of the puzzle. 

To handle AI-related tasks, you need a modem that can connect to and download data from the cloud quickly. 

For years, Qualcomm (QCOM) developed this tech for Apple. But Apple wasn’t satisfied. Qualcomm charged a high royalty on every device. 

And the device had its own problem – Qualcomm would not allow its modems to be directly integrated onto a main processing chip. This took up much needed space on a device designed to be small and compact. 

In order to combine everything onto a single piece of silicon… Apple took matters into their own hands.

And hired someone else. 

An Unusual Paper Trail

James and I uncovered an unusual paper trail that points to a tiny, publicly traded company behind this critical piece of technology.

It, like ARM, licenses its intellectual property and receives a royalty for every device.

So, for every iPhone Apple sells… this company gets paid.

Despite its size… its technology has been found in 20 billion devices worldwide. And it’s protected by over 200 patents.

But for whatever reason… Apple does not want you to know who this company is.

It is a “secret supplier” – an industry term referring to a smaller company that works with a Tier 1 manufacturer like Apple, where the Tier 1 company does not want to disclose its competitive advantage.

This is actually standard practice. 

Remember – Apple has been biding its time for years before making a big splash in AI. 

And it has several competitors – Samsung, Xiaomi, Lenovo and Google Pixel. 

So, they don’t want this secret getting out. Not yet…

But that could all change once John Ternus drops the new iPhones this Wednesday. 

Apple, eventually, makes these suppliers public. 

Either way – you want to invest now before this company starts collecting on all the new iPhones that Apple starts selling on Wednesday. 

The aiPhone Drops in Two Days

To put this in perspective, Apple is a $5 trillion company.

ARM – the company whose IP is behind every iPhone processor – is worth $250 billion.

But this tiny company… behind Apple’s new modem… is worth less than $1 billion.

And unlike ARM – hardly anyone knows who it is.

I have found maybe… maybe two or three people on X who have figured this out. But there’s no mainstream coverage. This is truly a legitimate secret. 

This is not insider intel we’re presenting. The evidence James and I found is in the public domain and proves, beyond the shadow of a doubt, that this partnership is real. 

And this partnership… is the key to John Ternus’ big debut. 

The first iPhone with real AI capabilities. 

Imagine having an iPhone that, very soon, can do all sorts of tasks for you with a simply voice prompt.

Add items to your grocery list on Instacart. Order a specific meal on Doordash. Tell you the best flights from your local airport and even book them for you. 

This “aiPhone” that I’m describing is going to bring AI to a critical mass.

This won’t just be about prompting ChatGPT with a query.

This is the moment AI takes over the world.

And it’s going to operate on Apple’s own hardware. 

And one tiny company holds the license on the critical piece of tech that makes it all possible. 

If you want a stock that can rise 100%... buy Apple.

If you want one that can rise 200% or 300%... buy ARM.