Dear Reader,

Elon Musk recently spoke at the Bosch Connected World conference.

He did his usual sci-fi bits on space, self-driving cars and humanoid robots.

But most of his talk was a stark warning.

AI is now expanding at such a rate…a supply crunch of epic proportions is coming.

‘The Artificial Intelligence compute coming online appears to be increasing by a factor of 10 every six months. Like, obviously that cannot continue at such a high rate forever, or it'll exceed the mass of the universe, but I've never seen anything like it.

‘The chip rush is bigger than any gold rush that's ever existed.

‘I think we really are on the edge of probably the biggest technology revolution that has ever existed.’

The chip rush he’s talking about?

We’ve just identified a very small stock we think is going to be right at the centre of it.

Its small size means it carries the potential for great volatility. Much greater than the likes of Nvidia.  

But as far as long-range speculations go, THIS IS A BIG ONE.

Watch this to learn more.

Regards,

James Woodburn,
Publisher, Fat Tail Investment Research