I was 48,726% right about Nvidia, right about AMD and right about what comes next

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

Getting it very right 12 years ago
Getting it very right seven years ago
Getting it right today

If that’s enough to get things right, read on…

AI Collision 💥

In December 2013 you could pick up Nvidia (NASDAQ:NVDA) stock for (split adjusted) 38 cents.

At the time (without the splits) it was around $15.96 a share and Nvidia’s market cap was around $9 billion.

I know this because it was December 2013 when I published a deep dive buy recommendation on Nvidia. The screen shot below is a brief excerpt from it.

And at the end we said, Action to take: Buy NVIDIA (NVDA), recent price $15.96.

December, 2013… almost 12 years on and that stock (now worth a split adjusted $185.54 is up 48,726%

We’re not often ones to humble brag, and we’ve had some losing stocks over time. But that’s what we might call reasonably impressive.

A couple of years later in 2018, I also decided that it was time to bring in the closest competitor to Nvidia as a recommendation. The reasoning for this other company was simple, it was entrenched in data centres, cloud, AI and self-driving cars.

So, with its stock trading at about $20 and it’s market cap around $20 billion. I recommended it.

Here’s an excerpt from that one too, just for proof…

Yes, humble brag #2 here. That tip was for AMD. AI, cloud, infrastructure… remember this was 2018. “AI” as it’s tearing up the markets now, really wasn’t a thing back then.

And now here we stand, with OpenAI the most valuable private company in the world, now inking a deal with AMD that sent their stock up over 35% at one point, now sees their stock price at $207 and their market cap around $340 billion.

While the mainstream financial talking heads might find this rise shocking or unexpected, I don’t.

I should explain there’s a good reason why I’ve dropped these humble brags into today’s AI Collision.

With the stock market, particularly the US market absolutely pumping at the moment, there are a lot of talking heads online that are making great tips and recommendations. It’s not hard to make money in a raging bull market.

But what is always difficult is to look ahead and see five, seven… 12 years down the track and which companies are really going to be rocketing up the charts.

That means in that time frame you can expect several massive corrections, at least one “black swan” style event, and a whole lot of volatility, negativity, pessimism and mainstream noise.

The trick is to have such understanding and conviction in your ideas, that none of the external noise matters. That you know long term just what the tech-future looks like, and which companies will be there delivering for shareholders the most.

And we’ve covered a lot of those companies that in another five, seven… 12 years’ time I believe will be doing exactly that.

Be it through AI infrastructure, AI infrastructure services (e.g. cooling, lighting, racking, connectivity, etc), power and energy (specifically nuclear), and then next-generation chips (from photonics through to WSE and quantum). Pick a lane, pick any lane, there are winners in each.

But importantly, even with the market pumping, and many, many companies looking wildly overvalued, long term it’s important to realise that the way in which big technology trends like AI agents, humanoid robotics, self-driving Ai enabled cars, flying taxis (yes, for real), AI consumer devices, mass healthcare automation, and the AI economy all rolls out is no different to the way things rolled out in 2013, 2018 and in the last couple of years.

Things might look frothy now, but they did back then too.

And look at where we are now…

‘Rachel in Accounts’ is about to open the books…

Rumour has it Rachel Reeves is eyeing new ways to squeeze the British taxpayer… VAT hikes, property levies, or lowering the basic income tax rate.

But while the press ponders the next move from Westminster… one former venture capitalist is sounding the alarm on something far bigger.

He says Britain is on the brink of a once-in-a-generation shift… one that will decide the next wave of winners and losers.

And it has nothing to do with government policy.

Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

man in black suit jacket and black pants figurine

Boom 📈

AMD (NASDAQ:AMD) up 26%
D-Wave (NYSE:QBTS) up 38%
IREN (NASDAQ:IREN) up 25%

Bust 📉

Meta (NASDAQ:META) down 3%
Rambus (NASDAQ:RMBS) down 2%
Amazon (NASDAQ:AMZN) down 0.5%

From the hive mind 🧠

Feels like the 90s again. The browser wars are coming it seems. When Google was on the brink of carving up due to anti-trust, OpenAI was happy to buy Chrome. But that didn’t happen. Now Perplexity has a browser, and OpenAI no doubt is working on one, Google is packing Gemini into theirs, Bing has CoPilot… I should say the AI Browser Wars are coming.
So, I hope everyone realises that OpenAI is ripping one straight out of the playbook of Apple. It was never the iPhone that dominated the smartphone industry, it was iOS. OpenAI is doing the same thing, for AI.
This is just creepy and weird.