Editor's Note: Our colleague Louis Navellier manages a $1.1 billion portfolio — including $358 million in AI stocks. He called Nvidia before it went up 44,000%, Apple before a 36,000% rise, and Microsoft before its 60,800% climb. He predicted the 2008 crash in writing, documented by MarketWatch, called the dot-com bust, and called the 2020 Covid rally. Now, as Taiwan's biggest chipmaker pours billions more into American soil, he says the AI arms race just tipped in America's favor — and he's revealing the one stock positioned to benefit, for free.
Dear Reader, Last week, Taiwan Semiconductor — the company that makes the chips inside almost every AI system on earth, reported blowout earnings. It beat revenue and profit expectations and raised its full-year growth forecast past 40%. At least, that's the headline Wall Street ran with. But, here's the one they buried: TSM is putting ANOTHER $100 billion into U.S. chip manufacturing. On top of the $165 billion it already committed. That's $265 billion, from a single Taiwanese company, betting on American soil, in the middle of an AI arms race with China. Ask yourself why. I don't think it's about tariffs. I think TSM knows something the rest of Wall Street hasn't priced in yet… Something that’s sitting behind a razor-wire fence in the mountains of Tennessee, at the same secretive government lab that built the atom bomb in 1945, American scientists are finishing work on a new AI mega computer. President Trump himself compared it to the original Manhattan Project. This time, for AI. I call it Golden Dawn. And I believe Golden Dawn will be 283 trillion times more powerful than today's leading AI systems; span a territory larger than the state of Texas. And that can accelerate AI breakthroughs by 36,000%, potentially turning five-year timelines into five days. When it goes live, I believe it will trigger a $100 trillion reset of the AI markets. TSM's $100 billion bet isn't a coincidental…it's the smart money getting in position before the rest of the market understands what's coming…like we have seen time and time again. Earnings season is only reinforcing the case. Analysts now expect S&P 500 profits to grow near 24% this quarter, with a real shot at topping 29% once the dust settles. That's some of the strongest earnings growth I've tracked in 40 years, and most of the credit goes to AI and chip demand. Most investors are watching the score. I'm watching what's coming next. I've identified one company — still relatively unknown, the same way Nvidia was unknown when I recommended it in 2016 at $2.51, split-adjusted, before it went up 44,000% — that I believe is positioned exactly right for Golden Dawn's launch. I'm revealing it, down to the ticker, in a new free presentation. Click here to see it now. Regards, 
Louis Navellier
Senior Investment Analyst, InvestorPlace
P.S. Taiwan Semiconductor just told you where the smart money is going — $100 billion at a time. Golden Dawn is where I believe it's headed next. Go here for the full details, including the ticker — before I'm forced to take this down. |
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