Nvidia’s 3 New “Unauthorized” Silent Partners

Dear Reader,

Nvidia just became the world’s first $5 trillion company.

They’re bigger than the stock markets of Canada, the UK, France, Germany and Italy. 

Nvidia’s value has skyrocketed since ChatGPT made AI daily front-page news three years ago.

That’s because, without Nvidia, AI stops.

But here’s the thing …

AI’s undisputed leader can’t do it all by themselves.

Nvidia depends on companies who help make their revolutionary tech possible.

Many of these companies …

Nearly 1,100 in all …

Are part of Nvidia’s official Partner Network …

But that’s not who I’m talking about. 

The companies I’m revealing work with Nvidia behind the scenes.

You won’t find them on any official Nvidia list.

That’s why I call them Nvidia’s “Unauthorized” Silent Partners.

Companies fitting this description have done very well since they first partnered with Nvidia.

In fact, some exceptional firms have stocks that have gone up as much as 1,938% …

4,501% …

9,793% …

And even 22,713% …

And now, I’ve just uncovered three new “Unauthorized” Nvidia Silent Partners.

They’re each playing vital roles …

As Nvidia pivots to two breakthrough technologies …

Projected to be worth $24 trillion.

These technologies need Nvidia …

And Nvidia needs these Silent Partners.

Click here to find out more about these “Unauthorized” Silent Partners.

Michael Robinson, Editor
Disruptors & Dominators





Featured Content from MarketBeat

Why These 3 Tech Stocks Could Be the Best Opportunities You’re Overlooking

Written by Nathan Reiff. Published 11/17/2025. 

A man in a suit is examining a rising candlestick chart labeled “Opportunity” through a magnifying glass against a backdrop of fluctuating market graphs.

Key Points

  • Outside of the largest names in the space, the tech sector has a number of often-overlooked firms poised to thrive.
  • Investors eager to look beyond the Magnificent Seven might look to semiconductor firm Marvell or software and digital platform engineering company EPAM Systems.
  • Those considering a tech-adjacent play outside of the sector might find reason to be optimistic about Align Technology’s potential.

The Magnificent Seven—the tech-focused firms among the largest and most influential companies in the world—dominate the broader market, accounting for a full one-third of the S&P 500. The Roundhill Magnificent Seven ETF (BATS: MAGS) provides equal-weight exposure to these seven stocks and has returned nearly 20% year-to-date (YTD). This performance outpaces the broader market despite the volatility the Magnificent Seven experienced earlier in 2025.

Investors often lump the entire tech sector together when thinking about the Magnificent Seven. While this group can serve as a bellwether for the broader sector, limiting a portfolio to these names may cause investors to miss promising opportunities among tech-adjacent companies that combine solid fundamentals with distinctive market niches.

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Align Technology Inc. (NASDAQ: ALGN), Marvell Technology Inc. (NASDAQ: MRVL), and EPAM Systems Inc. (NYSE: EPAM) are three under-the-radar companies with notable upside potential.

Align Technology Leverages AI to Support Recovery in Orthodontic Market

Align Technology, the maker of the digital platform behind the Invisalign orthodontic system, is not a pure-play tech stock but is heavily dependent on technology, making it an option for investors looking for tech exposure in a different sector.

In the third quarter, Align topped analyst predictions across multiple metrics: revenue rose about 2% year-over-year (YOY) to nearly $1 billion, earnings per share (EPS) beat analyst expectations by $0.23, and non‑GAAP operating margin came in above forecasts at 23.9%. Growth has been supported by higher adoption rates among teens and children, helped in part by AI-driven treatment planning that improves efficiency.

That said, Align has faced headwinds: sales growth has slowed and shares are down by about one-third YTD. If adoption rates continue to climb, the company could return to stronger earnings performance.

Analysts are split. They forecast more than 12% earnings growth in the year ahead, which would represent an acceleration, but only seven of 16 ratings for ALGN shares are Buys. Still, a consensus price target above $175 implies roughly 28% upside, making Align a possibility for investors with a higher risk tolerance.

Marvell Technology Capitalizes on AI and Amazon Cloud Demand

A smaller player in the semiconductor space, Marvell has carved out an important niche by providing system-on-chip (SoC) solutions and products that are critical to data infrastructure.

For Marvell’s second quarter of fiscal 2026 (its fiscal year ends in early February), revenue topped $2 billion, up 58% year-over-year, driven largely by a strong data center business.

It’s no surprise given that a substantial portion of Amazon’s (NASDAQ: AMZN) AWS cloud service runs on Marvell chips.

Marvell is also streamlining its operations. The company sold its automotive Ethernet operations for $2.5 billion earlier this year, which has freed cash to focus on expanding AI and data-center product lines, repurchasing shares and boosting R&D investment.

About two-thirds of the 36 analysts covering Marvell rate it a Buy, and consensus forecasts call for earnings to surge by nearly 120% in the year ahead.

EPAM Systems Rises on AI and Global Talent Diversification

EPAM provides software engineering and digital platform services across multiple industries.

Shares of EPAM have struggled this year, falling more than 21% YTD. However, a recent earnings beat—including 19% year-over-year revenue growth, record free cash flow and a robust share-repurchase program—has sparked a rally in recent weeks.

A major factor in EPAM’s earlier decline was its historically heavy reliance on talent based in Russia, Ukraine and nearby regions. As the company diversifies its geographic footprint, it should be less vulnerable to disruptions from regional turmoil.

EPAM is also pivoting toward AI engineering and related services. Analysts appear optimistic: 13 of 18 analysts rate EPAM shares a Moderate Buy, and the consensus implies roughly 19% upside to nearly $214 per share.

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Link of the Day: AI Continues to Surge—Here Are 2 Stocks Still Under $15 (Click to Opt-In)

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Published by RJ Hamster

I was born on 6 August 1956 in San Francisco, California to Janet and (the late) Richard Hovis. I grew up in Santa Monica, California where I attended elementary, junior high school, and high school (graduating in 1974), in addition to involvement in sports and recreation (Little League +, the Boy’s Club ++). Further, it was in elementary school – St. Augustine’s By-the -Sea Parish School that I found, and made the choice to truly journey with God. I attended Arizona State University from 1974 to 1977 – seeking to become an architect, however, I was not accepted, and, as such, I graduated with a Liberal Arts degree. Upon graduation from Arizona State University, I attended Cal Poly San Luis Obispo and studied City and Regional Planning at the Master’s level. I successfully completed one (1) year in a two (2) year program – I did not complete the Master’s degree in City and Regional Planning – due to personal reasons. I returned to Santa Monica where I started (October 1979) my career as graphic designer with Exxon Company, USA. I spent five years with Exxon Company, USA. While working with Exxon Company, USA I was accepted into architectural school – Sci-Arc in Southern California, however, I did not attend preferring to stay with Exxon.. In 1982 I married Laura Flosi and in April 1983 we had our one and only child – Lauren Alain Hovis – a gift from God. We moved to Phoenix, Arizona in 1984 from Los Angeles, where I went to work as a graphic designer with Kitchell CEM (from 1985 -1987). From 1987 – 1995 I was an independent contractor, and a registered representative in mortgage finance, financial management, graphic design, and drafting. Further, I attended the University of Phoenix and successfully obtained a Master’s in Business Administration (MBA) in 1982. I was also a member of the Scottsdale Jaycees, where I became very involved in community events and projects. In 1994, I accepted a cartography position with the Defense Mapping Agency in Reston, Virginia. As such, I relocated from Phoenix to Reston. In 1998, I was accepted and worked as a Visual Information Officer with the Central Intelligence Agency. In 2002, I worked as a Support Officer until my retirement (due to a need for shoulder surgery) in September 2018. Away from my Federal Government service, I have been involved in various organizations and activities in Northern Virginia. In November of 2011, I married Rebecca Ouellette in Santa Monica, California. I reside in San Tan Valley, AZ with my two hamster - Jess and Timothy, our fish, our lizard - RJ Lizard., and our cats - Pearl and Grey. As to hobbies, I enjoy playing sports, attending sporting events, mentoring individuals from financial management to hamsters, building models, photography, travel, multimedia design, managing partner for RJ Hamster, and jazz – smooth jazz to a samba or a bossa nova. Love and God Bless, Peter – aka RJ Hamster Jo hi

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