Dear Reader, Eric Fry was one of the earliest (and bravest) voices willing to stand up and say “Sell Nvidia.” In its place, he recommended a much better AI hardware stock with much less competition. Here’s what Eric said: “Unlike NVIDIA's customers turning into competitors, nobody's trying to manufacture what this company makes. AI hyperscalers are all fighting to get MORE hardware from this company, not replace them.” This week, the hardware company he said to buy posted its biggest jump in two decades. In a headline that could have been ripped straight from Eric’s thesis, one of the major AI hyperscalers just struck a historic $6 billion deal with this company. Yet, even with the stock’s recent surge, Eric Fry says the runway for growth its continued growth limitless. Because in a single data center, there is enough of this company’s components to circle the globe 8 TIMES OVER. And with AI hyperscalers set to earmark up to $3 trillion (!!!) to spend on data center buildout, this week’s $6 billion deal (while major) is just a drop in the bucket over the long-term. Its share price growth is already outpacing Nvidia at clip of 25 to1 this year, but according to Eric Fry, the ride is JUST beginning. Get all the details on what’s primed to be the best technology stock of 2026 right here. Sincerely, Jeff Remsburg
Editor, InvestorPlace Digest | 
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