Elon Musk's newest invention will revolutionize the AI industry and trigger a crash of up to 50% in shares of the most popular stock in the world, Nvidia.
This is why “stock market warrior” Enrique Abeyta calls it “the Nvidia Killer,” and we're revealing what it is in this teaser review.
The Teaser
So far, no one has been able to compete with Nvidia's full Graphics Processing Unit (GPU) stack.

25-year finance vet, entrepreneur, and dad, Enrique Abeyta, put up some stellar market returns in the mid-2000s, and has been eating off those ever since.
We previously covered his “Perfect Battery” EV Stock and, more recently, Elon Musk’s (Jeff Brown) Project Colossus Stock.
Speaking of Elon, his latest invention looks something like this:

This is a glimpse inside Tesla's custom-built Dojo supercomputer, which was created out of necessity due to the never-ending semiconductor chip shortage.
Without it, the EV-maker's advanced driver-assistance and full self-driving systems wouldn't be where they are today.
Enrique says Tesla's proprietary chips are already “six times more powerful than Nvidia’s best-selling chip.”
For its part, Nvidia's “Godfather of AI,” CEO Jensen Huang, has acknowledged Tesla's innovation, calling it “really revolutionary,” and saying that it has “the most advanced driverless tech out right now.”
Elon's Master Plan
“The odds will always favor a man with a plan.”
This describes Elon Musk, and his end goal is nothing short of becoming the leader in autonomous AI.
Tesla's proprietary chips and the Dojo supercomputer they power are building towards an AI that can analyze the environment and make critical decisions on its own, without any human assistance.
In short, a special type of AI called a neural network.
However, the best way to play it, according to Enrique, isn't by investing in Tesla, but by buying into one of its key AI partners that is three times smaller than Nvidia.
The Pitch
Its name is only revealed inside a special report called The Nvidia Killer: The Company Behind Elon Musk’s SuperComputer.

All we need is a trial subscription to Enrique's flagship research service, Breaking Profits, which costs $49 (normally $299) for the first six months.
Based on its subscriber testimonial page, the majority of responders to a survey (61%) said their portfolio has gone up by 1-10% since becoming members, so some money was recouped.
What the heck is a Neural Network?
The human brain operating at lightspeed.
This is how a neural network can best be described.
It consists of many interconnected touchpoints designed to mimic the complex functions of the human brain. Similar to a brain, it processes data and generates outputs based on that data.
Unlike a brain, which, speaking for myself, can be quite slow at times, neural networks are really fast. Capable of completing 1 quintillion operations per second, in the Dojo supercomputer's instance.
This is what Tesla has built to process and recognize the vast amounts of video data and real-life objects captured by its millions of vehicles on the road.
All In on Dojo
During last year's second quarter earnings call, Elon Musk told investors and analysts that he “sees a path to being competitive with NVIDIA with Dojo.”
This may seem like a delusional owner hyping up his own products, but he's not completely off-base.
The key difference is that Nvidia's line of GPUs are primarily designed for running AI applications, while Tesla's are custom-designed specifically for neural networks.
One is better for online applications, while the latter is optimal for real-world usage.
We have already seen this in action.
Dojo serves as the brain of the Optimus robot, which has been demoed on several occasions and is now set for limited production starting this year.

Bottom line, there is room for both to thrive in the market, and Tesla's neural network appears poised to do just that.
It is already hard at work building the next generation of its chips, which are expected to be 40 times more powerful than the original ones.
This is only possible because it has partnered with a company that specializes in a powerful component that its chips and Dojo require in order to be able to operate and compete with Nvidia.
Revealing Enrique Abeyta's “Nvidia Killer” Stock
If we missed out on the massive Nvidia gains, Enrique says this is our second chance.
Here is what we know about his pick:
- This company is three times smaller than Nvidia.
- It's the main partner in Tesla's Dojo supercomputer.
- It is expecting to receive billions of dollars from the Trump administration as part of its AI initiatives.
Not much to go on, but it's enough to reveal the stock as Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM). The clues line up like a square dancing robot.
- At a $1.1 trillion market cap, TSMC is just over three times smaller than Nvidia's $3.5 trillion market value.
- TSMC is Tesla's main Dojo processor partner, helping power the vision systems for its autonomous driving vehicles and Optimus robots.
- We know TSMC has committed to making up to a $100 billion investment in U.S. chip manufacturing facilities, which includes subsidies and tax incentives.
Notch Double and Triple-Digit Gains?
TSMC is a hit with investment newsletter editors.
It has been a pick on several occasions this year, see here and here.
So far, its stock has been flat, but the case for it is a compelling one.
The growth of online and real-world AI applications is driving up chip demand by more than 30% annually. Competition is limited due to high barriers to entry, creating oligopoly conditions, and switching costs can be high once a supplier has been integrated with a product line.
From a micro standpoint, TSMC makes up more than 60% of the global semiconductor foundry market, it has nearly three times as much cash as debt on its books, and is projecting 20% compound annual revenue growth over the next five years.
Enrique also teases an additional catalyst, saying, “Elon is planning to release the most advanced version of his self-driving AI as early as August 1st.”
He is referring to Tesla's Austin, Texas, robotaxi test launch, which is expected to take place anytime now.
If all goes well and no squirrels are run over, the rollout could expand, which would mean more processor orders for TSMC.
The only argument against buying into TSMC now is opting for a smaller player with even more potential upside, such as AMD or Micron Technology, whose stock is up 40% this year.
Either way, you can't go wrong given the explosive market dynamics, and a current price/earnings of 25x is a fair price to pay for a business growing by double digits like TSMC.
Quick Recap & Conclusion
- “Stock market warrior” Enrique Abeyta calls Elon Musk's latest invention an “ Nvidia Killer,” because it could trigger a crash of up to 50% in the shares of the most popular stock in the world.
- Enrique is talking about Tesla's Dojo supercomputer, which powers autonomous vehicles and robots. However, the best way to play it isn't by investing in Tesla, but by buying into one of its key AI partners that is three times smaller than Nvidia.
- Its name is only revealed inside a special report called The Nvidia Killer: The Company Behind Elon Musk’s SuperComputer. All we need is a trial subscription to Enrique's flagship research service, Breaking Profits, which costs $49 (normally $299) for the first six months.
- Fortunately, you don't need another newsletter subscription, as we were able to reveal Enrique's stock pick for free: it's Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM).
- TSMC is a safe pick; it holds a 60% share of the global semiconductor foundry market and is growing by more than 20% annually. At 25x current earnings, it is fairly priced.
Have you invested in AI hardware stocks? Drop a Yes or a No in the comments.
awesome assessment as usual
Thanks