written by reader Martin D. Weiss – Nvidia’s Silent Partner Companies

by bothered | June 30, 2024 9:03 pm

Hello Gumshoe, does anyone have any idea which companies Martin Weiss[1] is referring to in his reports (available by subscription):
“The US Government’s Favorite AI Stocks”
“3 Under-the-Radar Companies Powering the AI Data Center Expansion”
“Nvidia’s Silent Partner with 5.6 billion Users”
“Nvidia’s Silent Partner that conquered the Fortune 500” and
“The Silent Partner that Nvidia calls “million Times Better””?
I’d love to hear the community’s thoughts.

Endnotes:
  1. Martin Weiss: https://www.stockgumshoe.com/tag/martin-weiss/

Source URL: https://www.stockgumshoe.com/2024/06/microblog-martin-d-weiss-nvidias-silent-partner-companies/


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  • Member
    👍 22081
    Travis Johnson, Stock Gumshoe
    July 3, 2024 2:50 pm
    I covered the first version of his "Silent Partners" story, but haven't written an article about this new version, which teases three different stocks -- the one that had enough clear clues to be sure was Ansys (ANSS), and readers chimed in that the other two "silent partners" are now Arm (ARM) and Vertiv (VRT)
  • Member
    👍 
    ncrumpster
    July 5, 2024 1:25 pm
    Silent partner is ANSS
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