Elon Musk is doing everything he can to keep what’s happening inside his Tesla factories under wraps.
That’s because, according to James Altucher, it could set off an “Infinite Money Glitch” unlike anything the world has ever seen, and we can cash in on it with three under-the-radar stocks.
The Teaser
The ideas that sound “crazy” often tend to be where the biggest fortunes are made.
Venture capitalist, hedge fund manager, AI enthusiast, and now, newsletter editor. There isn’t much James Altucher hasn’t done. He’s also pitched Microcap Superstocks and a Starlink IPO Stock, which we have reviewed here.
Getting back to the previous point about “crazy” ideas, at the start of the year, Elon Musk declared that:
This qualifies as kind of crazy, as the Singularity is widely thought to be the moment when artificial intelligence surpasses human intelligence.
Now, we may not be at this “infinite money glitch” moment quite yet, when rapid and unpredictable changes to the economy and society begin to take place, but Elon’s words aren’t merely science fiction fantasy either.
Every time Elon has pioneered a new technology, people investing alongside him have gotten very rich.
For example, when Tesla went public in 2010 electric cars went from a tiny niche of only 68,000 vehicles on the road to more than 60 million today.
Anyone who went along for the ride and didn’t get off would have netted 20,000% gains. Similarly, SpaceX was valued at roughly $1 billion in 2010. Today, around $2 trillion.
According to prophecy from a pioneering computer scientist and Elon’s own whiteboard calculations
The “Infinite Money Glitch” will be bigger than anything that came before it and the wealth it creates will extend far beyond Elon and his companies alone.
The Pitch
James believes the wealth will flow up through an entire supply chain that stands behind Musk’s companies and the names of three companies that stand out have been laid out in a new research report called “Secret Supply Chain: THREE Companies To Cash in On the Infinite Money Glitch.”
All it takes to get a copy is to become a member of James’ flagship research service, Altucher’s Investment Network.
It costs $49 for the first six months (normally $299) and includes no less than five bonus reports as well as a 90-day money-back guarantee.
The Intelligence Explosion
Artificial intelligence isn’t just iterating and improving upon itself, it’s doing so at an increasingly accelerating pace.
This isn’t just investment newsletter hype either, independent researchers at the Model Evaluation and Threat Research Center (METR) have been tracking exactly how long it takes AI models to reliably complete human tasks all on their own.
Historically, their findings have shown that major large language models (LLMs) have a near 100% success rate on tasks under 4 minutes, but drop off steeply to below 10% on tasks exceeding 4 hours.
However, according to METR’s most recent, post-2024 data, LLM cappabilities are doubling every 89 days, compared to131 days previously.
An AI Prophecy
All of this was predicted more than 60 years ago by a trailblazing computer scientist named I.J. Good.
Good cracked enceypted Nazi codes during World War II and helped build the world’s first programmable electronic computer.
He also predicted exactly what is playing out right now…
That humans would build computers, those computers would then help us build even smarter computers until computers become so smart, that they begin building computers all on their own.
This is the intelligence explosion that leads to the “infinite money glitch,” and according to James, Elon Musk sits smack dab at the center of it.
The Tesla factory mentioned at the outset of this teaser extrapolates the intelligence explosion by taking AI from a chatbot inside our smartphone, to a physical product operating in the real world.
That robot is of course the Optimus and just as I.J. Good prophesied all those decades ago, it’s being built to build more Optimus robots, a strategy that could ignite an explosion in wealth that’s difficult to fathom.
Elon himself predicts it will become “the biggest product ever made” and the companies that make it possible hold the keys to unlocking the infinite money glitch.
Revealing Elon Musk’s Infinite Money Glitch Stocks
The bottleneck or the supply chains needed for an entirely new product to be produced and come to market is often where the biggest initial gains come from.
This is partly why James believes his three picks have the potential to take off.
First Money Glitch Supplier: The Vision
- This company produces the chips behind Tesla’s Autopilot, it is the “eyes of the system.”
- It recently invested $7 billion into the physical AI realm.
ON Semiconductor Corp. (Nasdaq: ON) is the first pick.
- ON supplies the image sensors, “eyes of the system,” used in Tesla’s Autopilot/Full Self-Driving systems.
- This past June, it announced an all-stock acquisition of Synaptics for roughly $7 billion to expand into “physical AI.”
Second Money Glitch Supplier: The Nervous System
- It’s the number-one maker of specialized magnetic chips for humanoid robots in the entire world.
- It’s CEO estimates that every advanced AI robot will carry roughly 150 of its chips.
This sounds like Melexis NV (OTC: MLXSF).
- The Belgium-based semiconductor manufacturer is the global leader in specialized magnetic position sensor chips.
- All I could find for the second clue is a quote about automated vehicles containing 150 of its chips within five years.
Third Money Glitch Supplier: The Motor Control
- The third supplier provides microcontrollers, sensors, and motor control components to AI robots.
- It was recently named as a partner in Nvidia’s new robotics platform Halos.
The final money glitch supplier is STMicroelectronics N.V. (NYSE: STM).
- STM is a manufacturer of everything from interfaces and transceivers to microcontrollers and processors.
- The company was named a key partner and chip provider for Nvidia’s Halos Robotics platform.
The Single Largest Wealth Creation Event Ever?
A projection, a timeline, and a catalyst.
Altucher laid out his thesis for an “infinite money glitch” arriving sooner rather than later and the final piece is Elon showing the world just how big Optimus will truly be on October 21st.
This is the date of Tesla’s Q3 2026 earnings call, after which the “quiet prices we can still buy these supplier companies at today will likely be gone.”
I think I.J. Good’s intelligence explosion or “infinite money glitch” as James puts it, is inevitable, and don’t dispute that we are now closer than ever to crossing such a chasm.
However, I beg to differ about never getting ‘quieter prices’ than today.
ON Semiconductor and STMicro trade at earnings multiples of 46x and 90x, respectively. Down from their summer highs, but still quite loud in absolute and relative terms.
The only exception appears to be Melexis, with a forward P/E of 17x, 4.4% dividend yield, and a 22% return on equity (ROE).
However, the business has a debt/equity ratio approaching 70% and nearly 90% of it’s global sales come from the automotive market, which is incredibly high concentration to a market segment that is contracting.
Over the first half of the year, it’s profits are down about 14%, which is something I expect to continue over the short-term, as rising input costs and R&D expenses pressure the bottom line. It’s a watchlist add for a better entry point.
Quick Recap & Conclusion
- James Altucher believes Elon Musk is about to set off an “Infinite Money Glitch” unlike anything the world has ever seen, and we can cash in on it with three under-the-radar stocks.
- The “Infinite Money Glitch” is a wealth explosion brought on by AI so powerful, it enables humanoid robots to replicate themselves.
- The wealth will flow up to three supply chain companies whose names are only revealed in a new report “Secret Supply Chain: THREE Companies To Cash in On the Infinite Money Glitch.” This costs a subscription to Altucher’s Investment Network which runs $49 for the first six months (normally $299).
- We were able to reveal all of them for you for free! They are ON Semiconductor Corp. (Nasdaq: ON), Melexis NV (OTC: MLXSF), and STMicroelectronics N.V. (NYSE: STM).
- An intelligence explosion is coming, but so are better entry prices for James’ supplier stocks.
How soon do you think robots will be able to independently build other robots? Tell us in the comments.