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Nvidia Chief Just Pointed to the Next AI Gold…

Nvidia’s Networking Chief just revealed where he is convinced the next AI fortune could be made.

And here’s the best part… You don’t need to be a PhD, a Silicon Valley insider, or have millions of dollars in seed capital.

Gilad Shainer, Senior Vice President of Networking at NVIDIA, says: “A growing portion of the billions spent on AI [will land here].”

Jensen Huang, the CEO of Nvidia, agrees, calling it: “foundational to scaling AI.”

Yet, these tech titans aren’t talking about AI chips, chatbots, or anything like that. It’s a hidden AI play few are noticing, one that’s quietly becoming one of the fastest-growing cash streams in America today.

We just recorded a video on exactly where Nvidia’s Networking Chief says billions could flow next…

Warning: if you’re only focusing on chips and chatbot stocks, you will miss this entirely.

P.S. Nvidia just announced it will spend $500 billion over the next

4 years…But a massive chunk of that cash is headed somewhere surprising.

It’s not AI chips, chatbots, or anything similar. Yet Nvidia’s own Networking Chief says fortunes could be made here. Click here to watch the full story now.

Special Report

Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026

Submitted by Thomas Hughes. Published: 12/30/2025.

Key Takeaways

NVIDIA is using capital and partnerships to push beyond GPUs into a broader AI infrastructure stack.
Two 2025–2026 deals—Intel and Groq—signal a tighter focus on supply chain, inference, and talent.
Wall Street’s outlook remains constructive, but the 2026 setup depends on execution across multiple layers, not one product cycle.

While GPUs and data-center technology continue to underpin NVIDIA’s (NASDAQ: NVDA)results and outlook, the company made strategic shifts in 2026 that position it for long-term dominance in AI markets. Among those moves is a focus on architecting and building a global AI ecosystem — from the energy grid to the software layers that run it. Building AI infrastructure drives business today; applying AI technology at scale is NVIDIA’s longer-term goal.

The more recent news includes two significant investments that answer the question: what will NVIDIA do with its swelling cash pile? The first is a $5 billion investment in Intel, which provides that company a lifeline while diversifying NVIDIA’s supply chain and boosting domestic GPU production capacity. The move should improve CPU–GPU integration for advanced, next-generation AI applications.

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A little-known U.S. law is back in focus as analysts examine how existing presidential authorities could influence markets in 2026 and beyond.

In a new briefing, a former government advisor explains the historical context behind this statute, why it’s being discussed again, and how certain policy actions could reshape capital flows during America’s upcoming 250th anniversary period. The presentation focuses on preparedness, macro implications, and what investors may want to understand as events develop.See the full briefing here

The more critical investment is NVIDIA’s deal with Groq, best described as a licensing-and-talent transaction rather than a full acquisition. By licensing Groq’s inference technology and bringing over key executives, NVIDIA expanded its stack while avoiding the delays and regulatory scrutiny that can accompany an outright purchase. Practically, Groq’s specialized language-processing hardware approach for low-latency, real-time AI can now be integrated into NVIDIA’s broader platform strategy, enabling faster — and potentially lower-cost — AI deployments where milliseconds matter, such as the Internet of Things, autonomous vehicles, and robotics.

And NVIDIA’s robotics strategy is a winner. The company is not just building a robot; it is developing a full platform for robotics and physical AI. The offering combines hardware, simulation capabilities, and foundational AI models needed to create physical-AI applications, positioning NVIDIA as a central industry player. NVIDIA intends to tackle humanoid-robot challenges first, with the expectation that those advances will trickle down to lower-tier technologies. The robotics industry’s value is projected to reach nearly $74 billion by 2025, with a high double-digit compound annual growth rate expected over the next five years — roughly doubling the industry’s size by the end of the decade.

Analysts Buy Into NVIDIA’s Long-Term AI Power-Play

Analyst trends indicate that both analysts and the capital they represent are buying into NVIDIA’s AI power play. Data from 2025 shows a robustly bullish trend through year’s end, including numerous price-target increases and upgrades. By year end, coverage was up about 25% from year-end 2024, with 54 analysts tracked and strong conviction behind the consensus rating and price target.

The year-end consensus rating rose to Buy from Moderate Buy, while the consensus price target increased roughly 60% over the trailing 12 months and implies about 40% upside. That 40% upside is a conservative baseline; the high-end range — above $350 — suggests another ~30% of upside that could materialize in 2026.

Institutions are also accumulating NVIDIA stock, reinforcing the positive outlook. Institutional investors now own more than 65% of the shares and bought on balance each quarter in 2025, purchasing about $3 for every $1 sold.

NVIDIA Sets Up for a Potential Second-Half 2026 Move

NVIDIA’s stock price struggled in late 2025 after massive gains in Q2 and Q3. The earlier rally — roughly 100% from low to high — prompted late-year profit taking that persisted through December. But the pullback didn’t break the uptrend; instead, it set up a trend-following signal that was triggered in late December and suggests a new high could be reached in January 2026.

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I just saw Elon’s next project

Dear Reader,

We were somewhere in Delaware, stuck in bumper-to-bumper traffic…

Miles from the next rest stop, my 5-year-old son suddenly howled that he had to go.

I veered off at the next exit, pulled into a shopping mall, and unbuckled his car seat as quickly as I could…

But on our sprint to the restroom, something stopped me in my tracks.

It was a robot.

Not just any robot – it was Elon Musk’s Optimus.

For months, the financial research firm I work for has been tracking Optimus’ development behind closed doors.

Elon has called it “the biggest product of all time.”

But we believe the implications for investors could be even bigger.

In fact, there’s one stock (not Tesla) that should be on every investor’s radar right now.

Months ago, we predicted:

“It won’t be long before Tesla’s new product is everywhere – on sale in showrooms across America and around the world.”

And now that I’ve seen it with my own eyes, I’m convinced the rollout is happening faster and at a bigger scale than anyone’s prepared for.

One of our top stock experts – whose team has briefed the FBI, the Pentagon, and Fortune 500 CIOs – says the tech behind Optimus could trigger one of the most profound wealth transfers of our lifetime.

To understand exactly what’s happening… and get the name of the stock he recommends you buy for free today… I strongly urge you to watch this urgent presentation now:

Click here to view it.

Sincerely,

Kelly Brown
Managing Director

P.S. I wasn’t expecting to see Optimus in person, but now that I have… I get it. It’s a 5’8″, 125-pound humanoid robot that can carry 45 pounds while walking at 5 miles per hour – perfect for factory work. Musk believes we’ll eventually see 10 billion of them in circulation. Why? Because once this rollout begins, every business that makes something will want one. This could spark a financial story even bigger than anything you’ve seen from Tesla and Elon. Click here now to see what’s coming next.

Exclusive Article

Find the Next NVIDIA With This Semiconductor ETF

Reported by Jordan Chussler. Posted: 1/2/2026.

At a Glance

Last year, NVIDIA outperformed the market, but other semiconductor stocks posted better gains.
The SPDR S&P Semiconductor ETF holds a basket of semiconductor stocks that can provide investors with broad industry exposure.
In 2025, the fund returned more than 29%—better than the tech sector and the broad S&P 500.

The AI trade proved its worth again last year, as tech stocks climbed more than 22%. That outperformance marked the sector’s 11th win versus the broad S&P 500 in the past 12 years.

When it comes to pure-play AI stocks, NVIDIA (NASDAQ: NVDA) usually grabs the headlines. The Magnificent Seven mainstay and the largest publicly traded company by market cap gained nearly 36% in 2025 and is up roughly 1,336% over the past five years.

This $15 Stock Could Go Down as the #1 Stock of 2026 (Ad)

Some lesser-known stocks begin to attract attention when analyst sentiment shifts and institutional interest increases.

In a recent briefing, a veteran market strategist highlights one company operating in a large and growing market that has recently seen upgraded ratings and rising price targets. The analysis walks through why this stock is gaining attention, how institutions are positioned, and what investors may want to understand before considering it.Get the full stock briefing here

Still, despite its accolades, NVIDIA finished behind another AI-leveraged semiconductor company last year: Micron Technology (NASDAQ: MU), which arguably won 2025’s AI racewith an impressive gain of more than 235%.

For investors hunting the next breakout semiconductor stock, betting everything on a single company can be risky. A thematic ETF that offers diversified exposure to the industry may be a better way to identify and participate in up-and-coming semiconductor winners.

The U.S. Semiconductor Market Is Rapidly Expanding

Industry consultant Grand View Research estimates the U.S. semiconductor market at $9.17 billion in 2024 and forecasts a compound annual growth rate (CAGR) of 7.3% from 2025 through 2030.

Grand View notes much of that expansion will be driven by rising demand across wired and wireless communications, consumer and industrial electronics, automotive systems, computing, and data storage.

In the U.S. specifically, the report says the “semiconductor devices industry is witnessing a surge in the adoption of artificial intelligence (AI) and Internet-of-Things (IoT)-driven chip designs.”

A McKinsey report published in November 2025 adds that by 2030 the global semiconductor market could be worth as much as $1 trillion, with the United States accounting “for 30% of advanced-node semiconductor fabrication capacity.”

Amid a crowded field of startups aiming to unseat incumbents like NVIDIA and Micron, picking the next big semiconductor winner can feel like a shot in the dark. For ETF investors, however, a fund’s holdings can highlight companies positioned to gain market share.

A One-Stop-Shop Thematic Semiconductor ETF

The SPDR S&P Semiconductor ETF (NYSEARCA: XSD) offers broad exposure to the industry. Managed by State Street, the fund “allows investors to take strategic or tactical positions at a more targeted level than traditional sector-based investing.”

XSD manages $1.61 billion in assets and carries a net expense ratio of 0.35%. Its dividend yield of 0.25% (about $0.82 per share annually) offsets a portion of that cost.

Many investors will be surprised to learn that while NVIDIA is included in XSD’s holdings, it ranks only 19th by weight. That reflects the fund’s benchmark, the S&P Semiconductor Select Industry Index, which is a modified equal-weight index that limits allocations to the largest names so smaller companies receive meaningful exposure.

As a result, the index currently favors companies such as Micron, Rigetti Computing (NASDAQ: RGTI), Intel (NASDAQ: INTC), SiTime (NASDAQ: SITM), and MACOM Technology Solutions (NASDAQ: MTSI), which make up the ETF’s top-five holdings. Advanced Micro Devices (NASDAQ: AMD), which rose nearly 79% last year, is the sixth-largest holding.

The XSD’s Strong Performance Is Likely to Continue

In 2025 the ETF returned more than 29%—outpacing the tech sector (22.3%) and the S&P 500 (17.51%).

With multiple industry tailwinds heading into 2026, Wall Street expects the semiconductor sector to remain strong.

Across 675 analyst ratings covering the top 25 companies in the SPDR S&P Semiconductor ETF—representing more than 75% of its portfolio—the fund earns a Moderate Buy rating. Most holdings carry Moderate Buy, Buy, or Strong Buy ratings, and only one company has a Sell rating.

Supporting that bullish view, short interest heading into 2026 stands at just 2.22% of the float—about $34 million worth of shares—down sharply from $4.97 billion shorted on June 30.

For investors seeking diversified exposure to the semiconductor cycle and a way to discover the industry’s next potential winners, XSD’s diversified, modified equal-weight approach makes it a compelling option to consider.

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The Robotaxi Wars Just Got Real

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Dear Reader,Good morning!Today is Thursday, January 8th and today I want to tell you about something very exciting.One of my favorite times of the year is the Consumer Electronics Show (CES) where companies reveal some of the latest in tech and gadgets, and the first day of the conference, which kicked off Tuesday, did not disappoint. There is A LOT to talk about, and I’m sure Dylan will touch on some of the other big takeaways when he returns, but today I want to focus on something that really stood out to me.The robotaxi wars.It felt like for the first time, the conversation wasn’t about whether robotaxis could work. It was about who is closest to actually rolling them out — and how that battle is shaping up.One of the biggest moments came from a three-way partnership that tells you a lot about where this is heading… Uber, Lucid, and Nuro showed off what is essentially a production-intent robotaxi built on Lucid’s Gravity vehicle platform, powered by Nuro’s autonomous system, and designed to plug directly into Uber’s ride-hailing network.That combination matters.Lucid brings a high-quality EV platform that’s actually being manufactured today. Nuro brings autonomy tech that’s already been tested extensively in real-world delivery settings. And Uber brings something no one else can easily replicate: a massive, existing network of riders and cities.This wasn’t a concept car meant to grab attention. This is a car that can actually be manufactured.At the same time, Zoox — which is owned by Amazon — used CES to show off its own robotaxi and give public demonstrations of fully driverless operation. Zoox has been quieter than some competitors over the years, but this CES made it clear they’re not just experimenting. They’re preparing for scale.It reminds me a lot of Google, who behind the scenes was quietly building Gemini into a powerhouse that ultimately can now outperform ChatGPT in many respects.They were smart. They worked quietly. And only recently did Google really start getting the attention they deserve as a massive AI player.One thing that really stood out to me this year wasn’t just the hardware. It was the way the products themselves were presented.Nobody was promising nationwide rollouts tomorrow. Nobody was claiming they’d solved every edge case. Instead, the messaging was about specific cities, defined use cases, controlled environments, and gradual expansion.That’s usually a sign that a technology is moving from hype into execution.Another subtle but important shift was how central AI has become to these discussions. This wasn’t just about sensors and cameras anymore. The real differentiator is the intelligence stack — how well these systems can perceive the world, make decisions in real time, and handle complexity.That’s where companies like Nvidia come in. CES featured a lot of talk about what Nvidia calls “physical AI” — AI that doesn’t just generate text or images, but actually interacts with the physical world. And funny enough, this is something we actually spoke about quite a while ago in our breakthrough report about The EI Era.The new era of technology we find ourselves in where AI is now “jumping out of the screens” and into the physical world.Now I could go on for hours about that in today’s DD, but I don’t have to!Because we recorded an exclusive video on it, which you can watch right here.It’s really fascinating what the future of AI… or “embodied Intelligence” (EI) has to offer us. So make sure you get ALL the important details about which companies will lead the charge here.Now robotaxis are one of the clearest examples of this. They’re essentially mobile robots making split-second decisions in messy, unpredictable environments.And that raises an important point about why the robotaxi race matters now.This isn’t just an automotive story. It’s a convergence story.It sits at the intersection of AI, robotics, semiconductors, mapping, cloud infrastructure, energy efficiency, and regulation. Whoever wins here isn’t just building a car — they’re building a platform.That’s also why the competitive dynamics are so interesting.Some players are trying to own the full stack. Others are forming alliances. Some are betting on purpose-built vehicles, while others are adapting existing platforms. Some want to sell autonomy as a service, while others want to own the entire mobility experience.There isn’t one obvious winner yet.But CES made one thing clear: this is no longer theoretical.The race has moved out of the lab and into the streets.From an investor’s perspective, that changes how you think about timelines. It also changes where value might accrue. The winners won’t necessarily be the loudest names or the ones making the boldest claims. They’ll be the ones that can actually deploy safely, scale economically, and integrate into existing transportation ecosystems.That’s a much harder problem than building a demo.And it’s why the robotaxi wars are worth paying attention to now — not because everything is about to flip overnight, but because we’re finally seeing the early contours of how this market might actually take shape.CES didn’t tell us who wins.But it did tell us the race is real.And once a race becomes real, the investment implications tend to follow faster than most people expect.All the best,Simmy Adelman, Editor-in-Chief
Behind the Markets

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January 8: Victory, The King, and Reform’s Promise

Americans crushed the British two weeks after peace was signed—a victory that technically meant nothing but psychologically defined a generation.In a Mississippi shotgun house, a boy was born who would fuse gospel, blues, and country into something that changed American music forever.Bush signed education reform guaranteeing every child would succeed—an ambition whose promise exceeded its delivery but forced crucial conversations.

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Trump Warns Iran; House Passes Obamacare Subsidies

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Nvidia Chief Just Pointed to the Next AI Gold…

Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026

Key Takeaways

White House Insider Warns: Prepare for Public Law 63-43 (Ad)

Analysts Buy Into NVIDIA’s Long-Term AI Power-Play

NVIDIA Sets Up for a Potential Second-Half 2026 Move

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I just saw Elon’s next project

Find the Next NVIDIA With This Semiconductor ETF

At a Glance

This $15 Stock Could Go Down as the #1 Stock of 2026 (Ad)

The U.S. Semiconductor Market Is Rapidly Expanding

A One-Stop-Shop Thematic Semiconductor ETF

The XSD’s Strong Performance Is Likely to Continue

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The Robotaxi Wars Just Got Real

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January 8: Victory, The King, and Reform’s Promise

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Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026

Key Takeaways

Analysts Buy Into NVIDIA’s Long-Term AI Power-Play

NVIDIA Sets Up for a Potential Second-Half 2026 Move

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Find the Next NVIDIA With This Semiconductor ETF

At a Glance

The U.S. Semiconductor Market Is Rapidly Expanding

A One-Stop-Shop Thematic Semiconductor ETF

The XSD’s Strong Performance Is Likely to Continue

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