Experts think this could be like buying Nvidia at $0.16

This Tech Could Be Worth 16 Nvidias
Are You Ready for AI's Potential Supercycle Phase?
Motley Fool Staff
Investing
May 13, 2026
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Missed the Nvidia rocket ship?
You’re not alone. Most investors did.
The good news? You now might be getting another chance.
Because here’s what most investors are totally missing: AI is actually just getting started.
It feels late—just like the internet did around the year 2000.
Back then, people thought the big money had already been made on Yahoo and AOL.
Then came the real winners—Amazon, Google, Netflix—the companies that defined the next 20 years.
Can you imagine thinking you’d “missed the boat” on internet stocks in 2000—then watching those winners compound for decades without you?
We’re that early in AI. And this time, the opportunity could be even bigger.
Act 1 of AI was about building the models—billions in R&D, flashy demos, endless headlines.
Act 2 is the global rollout—AI weaving into daily life—which demands one of the largest technology buildouts in history.
We’re just getting started on Act 2…and if history is any indication, this is where the real money could be made.
And our analysts have found a few little-known companies that they think are poised to dominate it.
Google’s CEO is on record saying this could be “more profound than fire or electricity.” … (Yes, really) .
One legendary tech investor now thinks it could grow to be worth $80 trillion by 2030 — that’s currently 16 Nvidias.
Even Nvidia’s CEO said it “could create more millionaires in the next five years than the internet created in two decades."
Big claims? Sure.
But here’s the point: despite all the noise, the next phase of AI may actually be underhyped.
Five years from now, you don’t want to look back and say, “I can’t believe I sat that out.”
Because if you want potentially life-changing returns—the kind that could help you retire sooner, buy the mountain cabin, or set up the kids—two things matter:
Spot the massive trend.
Own the companies that will actually dominate it.
But here's the catch: The trends are often obvious. The real winners usually aren’t.
During the internet boom, Intel looked like a sure thing—it powered every PC.
Yet Intel’s stock? Basically flat for the past 25 years.
Meanwhile the real winners—Amazon, Google, Netflix—weren’t obvious at the time.
Our analysts recommended all three when they were still under the radar…and they went onto deliver life-changing returns for many of our followers.
That’s our edge. Our analysts don’t just spot trends—they hunt the non-obvious companies they believe are set to dominate them.
It’s why Time Magazine says “Even billionaires get ideas from The Motley Fool.”
Over 23 years, the average recommendation in our Stock Advisor service has returned 983% vs 207% for the S&P 500.
We recommended Nvidia in 2005, well before it became a household name.
Just $1,000 invested in Nvidia then would be worth $1,345,285 today!
Now, we still like Nvidia. It’s a phenomenal business.
But it's likely simply too large now to deliver those kinds of returns again.
So we’ve been digging for the next big AI winners…
And we’ve found something that most investors still don’t fully understand:
Everyone knows Nvidia designs the chips.
But there’s another company that’s the backbone of the whole industry.
This company’s technology is critical for AI’s Act 2… without it, the cutting-edge chips AI runs on can’t be manufactured—not by Nvidia, AMD, or Samsung.
Put simply:
Nvidia designs the engines of AI.
This company builds the only machines that can manufacture many of those engines.
And according to The Verge, many AI giants are “wholly dependent” on this one player.
The tech is insanely advanced, brutally expensive, and almost impossible to copy. We’re talking decades and billions in R&D.
Yet despite being critical to the AI boom, it’s still flying under most investors’ radar.
We spent three days at Nvidia's GTC, the largest AI conference in history…and we didn't hear this company mentioned once.
Its market cap is still a fraction of Nvidia’s – despite already delivering billions in profit with a massive moat.
The best part: You can get the full story today, plus the rundown on 6 more AI stocks we’ve identified as poised to dominate the AI Supercycle.
Because inside you’ll discover:
The name and ticker of this under-the-radar AI stock (full research thesis included)
6 more AI stock recommendations from our analysts—companies positioned to dominate the next wave
Complete AI research report: “AI Supercycle: An Investor's Guide to the Artificial Intelligence Boom”
Much more from the team that has outperformed the market by nearly five times
But if you want to get in on this opportunity, I encourage you to act quickly.
Because the story of the coming boom is already starting to leak out.
Do you know which AI stock we're talking about?
No
Yes
Don't wait to find out.
Simply click below to sign up and learn about this investment opportunity.
Then act fast!
Simply click below to sign up and learn more about this investment opportunity...
Email Address
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Motley Fool Stock Advisor returns are 983% as compared to the S&P 500 returns of 207% as of May 13, 2026.
All other data as of May 1, 2026. The Motley Fool has positions in Nvidia. The Motley Fool has a disclosure policy .
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