Porter’s Warning: Do not buy Nvidia ⚠️

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Market Signal | New Market Alert from Porter & Company 

Don’t buy Nvidia.

That’s the advice from the analyst who recommended Nvidia in May 2016. 

He’s not anti-Nvidia. He made his readers a fortune on Nvidia. He’s saying the real money now… is in three companies almost nobody has heard of. Three companies that Nvidia literally cannot function without. 

Company #1: The only manufacturer on earth capable of producing the sub-10nm chips that power AI. One company. One machine. If it stops… the entire AI revolution stops. Porter calls it “The New OPEC.” 

Company #2: The firm responsible for manufacturing 90% of the chips Nvidia needs to run. Forty percent net income margins. When AI demand doubles… everything about this company doubles with it. 

Company #3: The company that designs the actual blueprints for the world’s top GPUs and CPUs. $400 million in capital expenditure… generating $4 billion in annual revenue. 

Without these three companies, Nvidia is nothing. 

But the crowd isn’t buying them. The crowd is buying Nvidia. 

Almost nobody has connected the dots. Until now.

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