Editor's Note: As Black Friday weekend winds down, we wanted to share an important update from macro analyst Eric Fry and the team over at InvestorPlace. They’re issuing a new warning for Nvidia investors — and highlighting a little-known AI stock they believe is better positioned for the next major surge. We urge you to read the full message below.
Dear Reader, This Black Friday weekend, before you snag another deal… consider selling Nvidia. I know — it sounds outrageous. Especially during a year when AI chip sales are exploding… And Nvidia briefly became the world’s first $4 trillion company. But even in the midst of all this good news, a massive Black-Friday-sized markdown may be coming for Nvidia’s stock. According to our in-house Global Macro analyst, Eric Fry, Nvidia’s best customers are quickly becoming its biggest competitors. Amazon, Google, Microsoft — all building their own AI chips. And if Nvidia loses these top customers, this “too-big-to-fail” giant could see its share price slashed like a doorbuster gone wrong… potentially trading for pennies on the dollar. But here’s the real Black Friday opportunity… Eric Fry has identified an alternative to Nvidia that every investor needs to know about right now. This company supplies a critical component required by every AI data center on the planet. Demand is skyrocketing so fast that a single data center uses enough of this hardware to wrap around the Earth up to 8 times. And unlike Nvidia’s customers, none of this supplier’s customers want to make this component themselves. They just need more and more of it — constantly. Even better: This stock is already outperforming Nvidia… And a brand-new breakthrough partnership may send demand — and the share price — surging even higher. Eric believes this little-known stock could go parabolic over the next 12 — 24 months, potentially leaving Nvidia in the dust. This Black Friday, while others are fighting over discounted TVs, you could be learning about a far more valuable opportunity. Click here to get the full details on Eric Fry’s “Nvidia alternative” before this window closes. Sincerely, Jeff Remsburg
Editor, InvestorPlace | 
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