| Dear Reader, Eric Fry was one of the earliest (and bravest) voices willing to stand up and say "Sell Nvidia." In its place, he recommended a much better AI hardware stock with much less competition. Here's what Eric said: "Unlike NVIDIA's customers turning into competitors, nobody's trying to manufacture what this company makes. AI hyperscalers are all fighting to get MORE hardware from this company, not replace them." This week, the hardware company he said to buy posted its biggest jump in two decades. In a headline that could have been ripped straight from Eric's thesis, one of the major AI hyperscalers just struck a historic $6 billion deal with this company. Yet, even with the stock's recent surge, Eric Fry says the runway for continued growth is limitless. Because in a single data center, there is enough of this company's hardware to wrap around the earth up to 8 times. And AI hyperscalers need more and more of it every day. So if you missed Eric's original recommendation — or if you want to add to your position — get all the details on what's primed to be the best technology stock of 2026 right here. Sincerely, Jeff Remsburg Editor, InvestorPlace Digest |
No comments:
Post a Comment