Dear Reader, When a contrarian investor with a sterling track record makes a big call, it’s hard not to turn your head. Especially when that call is on the world’s biggest company. InvestorPlace analyst and well-known futurist Eric Fry said “Sell Nvidia” this week. That caught my attention like nothing else. On Wall Street right now, there is only ONE sell rating on Nvidia’s stock. And when the analyst from Seaport Research Partners’ issued that call, it was all over the news. So, similarly, when our very own colleague decides to break ranks with the majority of Wall Street, it’s pretty big news. When I dug into why Eric is saying SELL a company that almost everyone I know considers to be a hallowed stock in the age of AI, I have to say… the man makes a highly convincing case that anyone with money in the stock market needs to hear. It’s a bearish case that can no longer be ignored — as much as Jensen Huang fans wish they could… A setup for failure that could ultimately send the stock crumbling by 50% or more. This possible outcome isn’t really even that outlandish. It’s a case of history repeating itself, actually. It happened to Intel in 2020, Investors lost 71% of their money and the stock has never recovered from it. But here’s what I found even more interesting about Eric’s thesis. He has an alternative stock ready to go… one that he calls an “upgrade to Nvidia.” And in another twist that I love, this misunderstood stock’s story is one almost no one has caught up with yet. While the media has glommed onto the “AI Chip Wars” story… they’ve completely missed this other company’s crucial role in building out data centers. Their hardware is scaling so fast, in fact, that there is enough of it to stretch around the world up to 8 times — in a single data center! So, if you own Nvidia stock now with the hopes of exponential future gains, you might be well-served to sell those shares and check out Eric’s under-the-radar alternative instead. Or if you missed the boat on Nvidia, this is a rare second chance to target tremendous profit potential as AI data centers spring up in every corner of the world. Get the full details of Eric’s contrarian “Sell Nvidia, Buy ” play right here… Sincerely, Michael Salvatore
Editor, TradeSmith Daily | 
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