BUY ALERT: Nvidia Partnered With This Stock!

Folks, Nvidia needs this one particular stock and a lot of people aren't paying attention to it. And actually, Nvidia needs a whole host of companies that I don't think investors are even aware of because at this late point in the AI cycle, you got to understand that Nvidia's biggest challenge isn't simply designing a faster GPU. They've proven over and over again that they can do that. The bigger challenge is figuring out how you actually deploy millions of increasingly powerful GPUs without running into completely new bottlenecks everywhere else in the system. And Nvidia needs very specific companies in order to do this. I know what you're thinking, Charlie, and you need a haircut. Why should I listen to you? Well, you have to understand what's going on with these GPUs. You need to connect all these GPUs together. You need to move insane amounts of information between them. You need to deliver enormous amounts of electricity into them. And as Nvidia's chips have become more and more powerful, well, every one of these problems is going to become dramatically more difficult. Now, while the bears are continuing to moan and groan about the market and the interest rates and how everything is going to collapse forever and you'll never make another dollar, well, the truth is that a lot of these companies continue to spend more and more money. As of July, Nvidia disclosed roughly 366 billion in future commitments across its supply chain, infrastructure, cloud agreements, leases, and investments. And the biggest piece of that is roughly 279 billion in supply and capacity commitments alone. Trendforce estimates that the world's nine largest cloud companies, including Amazon, Microsoft, Google, Meta, Oracle, and several of the major Chinese hyperscalers, are set to spend more than 886 billion in capital expenditures this year alone. Nearly $900 billion in one year. Stanley's over at Morgan recently estimated that seven major tech companies including Nvidia, Microsoft Google Amazon Meta Oracle and Broadcom have accumulated roughly three trillion in AI infrastructure spending commitments. And if you zoom out beyond just big tech, well, McKenzie estimates that the world could require nearly 7 trillion in communive data center investment through 2030 with more than 5 trillion potentially tied specifically to infrastructure supporting AI workloads. Now, of course, all of this money is going to go somewhere and I think a lot of it is going to go into the three names on this list today. And the three stocks we're talking about today sit directly inside some of the biggest bottlenecks created by this massive AI infrastructure buildout. And of course, I'm going to break each of them down for you and let you be the judge. And then at the end of today's video, we have our sponsored segment on gold group mining, ticker symbol G O on the NYC American. This small gold and silver company runs two producing mines in Mexico and holds a third mine in Sonora that is fully permitted and being studied for a restart. It closed a merger with Gold Resource Corporation on July 17th and now has drill rigs turning on all four of its assets at the same time. I'll break down the company and why you may want to put it on your radar. And of course, as always, if you're the one taking the ultimate risk, you got to be the one doing the ultimate frisk. Always do your own due diligence on all ideas presented. Okay, let's get to work. So, number three, coherent co. Now, with this company, you're going to understand just how seriously Nvidia has taken the next major bottleneck. Because earlier this year, Nvidia didn't just announce some vague strategic partnership with Coherent. Nvidia actually invested $2 billion dollar directly into the company, entered into a multi-year strategic agreement, and made a multibillion dollar purchase commitment for Coherence Advanced Lasers and Optical Networking Products. Nvidia also secured future access to Coherence manufacturing capacity. And when you put it all together, Nvidia is basically saying something very simple in regards to this company. It's saying, "We believe we're going to need a ridiculous amount of what this company produces, and we don't want to wait until everybody else is fighting over the same supply." So, what exactly does Coherent make? Well, in plain English, Coherent makes technology that allows computers to communicate using light. That probably doesn't sound particularly exciting at first, but it becomes extremely important once you understand what happens when Nvidia starts connecting hundreds of thousands or eventually millions of GPUs together. You can have the fastest GPU in history, but those GPUs still need to constantly send enormous amounts of information back and forth. If the networking technology connecting them can't keep up, well, eventually the network becomes the bottleneck instead of the GPU. Now, historically, a lot of data center communication has relied on electrical connections and copper. But as these AI clusters become larger and faster, copper becomes more difficult to scale. you start running into bandwidth limitations, higher power consumption, additional heat, and an increasingly complicated physical wiring problem. So, in response to this, Nvidia is increasingly pushing towards optical networking where more information can be moved using light. Very interesting stuff. And more important, potentially very profitable. And that's exactly where coherent comes in. So, coherent produces lasers, optical transceivers, photonic components, and other technologies needed to build these enormous optical networks. Nvidia itself has described advanced optics as a foundational play to scaling the next generation of AI infrastructure. I think Nvidia putting $2 billion into this company is just the start and also tells you everything that you need to know. Nvidia is trying to lock in their technology and thus their technology must be very valuable. I think that as Nvidia and the hyperscalers build larger AI factories, well, those factories are going to need exponentially more networking capacity. And as the networking requirements increase, optical technology becomes even more important. And Coherent is one of the main companies sitting directly in the middle of that transition. Okay, number two, Lumenum, LIIT. So, on literally the same day as this Coherent deal, well, Nvidia comes out and they announced another $2 billion investment, this time into Lumenum. And once again, Nvidia isn't just going and buying some shares and walking away. Nvidia actually went and signed a multi-year strategic agreement, made another multibillion purchase commitment, and secured future access to Lmentum's manufacturing capacity. So notice the pattern here. Nvidia isn't simply trying to identify suppliers anymore. Nvidia is helping finance the expansion of the suppliers it believes it will need in the future. And that gives us a pretty massive clue about where Nvidia believes the next bottlenecks are going to appear. So Lmenta makes another very important ingredient in this optical networking transition. High performance lasers and optical components. Those massive optical networks we just discussed do not work without light. Somebody needs to generate that light, control it, and transmit information through it. And Lum is one of the companies that is building that technology. And the scale that Nvidia is preparing for is absolutely absurd in the most beautiful way possible. Nvidia's VR Reuben road map includes photonixbased networking technology designed to support what Nvidia describes as million GPU AI factories. Now, think about what that actually means. We're no longer talking about connecting a few GPUs inside your gaming computer or even several thousand GPUs inside a large data center. No, no, no. Nvidia is now talking about building computing systems where potentially 1 million GPUs are interconnected and working together almost like one enormous machine. Every single one of those processors needs to receive information. Everyone generates information and every new generation of GPU becomes faster which means the network connecting those GPUs has to become faster too. And that creates huge demand for bandwidth, optics, lasers, and networking equipment. And that's where Lmentum comes in. Nvidia is trying to secure the physical supply chain required to build the next generation of AI infrastructure for these massive factories that they're projecting. And I think this highlights something very, very important that you got to pay attention to. Coherent and Lum are basically solving for the same bottleneck. The next AI bottleneck isn't necessarily making the GPU faster. It's connecting all of those GPUs together fast enough to actually use them. Next, number one, Nvita Semiconductor NVTS. Now, this company is different than the other two on this list. The other two are generating billions of dollars worth of revenue. This company is much earlier stage and also as a result much higher risk, but also what comes with that is very high potential. We've been talking about this company since last summer and we've been talking about it a lot over the last couple of months because they're solving for one of the biggest bottlenecks right now, which is power. Originally, Nvidita started with gallium nitride chips called G, which it used in things like fast chargers, and that was a good starting market. It proved the technology worked. It proved customers would buy it. It helped establish Nvidita's G intellectual property portfolio. But management wanted to target this G to a much bigger play. And so, they basically decided to completely reposition this technology into very, very lucrative segments. high power infrastructure. Over the last year, they've been focusing on four major markets. AI data centers, grid and energy infrastructure, performance computing, and industrial electrification. Very, very relevant themes in today's market. And now, Nvidita expects AI infrastructure alone to represent more than onethird of quarterly sales by the end of this year. Management also says multiple hyperscaler and data center programs are rampant throughout the second half of 2026 and into 2027. Backlog has been expanding. booked to bill reached record levels and Nvidas says it is already shipping production samples for multiple programs including the very very high in demand next generation 800 volt AI data centers which is a massive massively expanding addressable market. Now Nvidas is very importantly already working with the Nvidia ecosystem. This is something that we talked about a lot before but Nvidita has deepened its collaboration with the Nvidia MGX ecosystem around next generation 800vt AI data center architecture. The company has demonstrated an 800 volt to sixvolt power delivery board specifically designed for this future architecture. What this partnership means is that Nvidas is directly in the conversation around one of the biggest power changes coming to AI infrastructure over the next year. Finally, let's break out the chart here. So, the stock has already experienced an enormous boom and bus cycle. We've become used to that if you're a NVTS fan or a holder. So, the chart right now looks much more like a potential bottoming or accumulation setup than a momentum setup. We don't have the momentum back yet, but I would argue this is one of the better times to buy. What to see from here though is the selling pressure start drying up. NVTS to establish a series of higher lows and then eventually attack the 12 to$13 zone. Anyways, let us know your favorite stocks down below. And now it's time to move on to our sponsored segment. And today's sponsored segment is on Gold Group mining, ticker symbol G O on the NYC American, also listed on the TSX Venture Exchange under the same ticker and in Frankfurt under 55G. So what is Gold Group? Well, Gold Group mines gold and silver in Mexico. Production comes from two places today. The first is in the Dawn David complex in Ohaka, which runs the underground Arista and Ulta Gracia mines. The second is in Sarapo, a heap leech gold mine in Sonora. Behind those two sit two more assets. San Francisco is a formally producing open pit mine in Sonora that is fully permitted and under study for a restart. Back 40 is a gold and silver project in Michigan's upper peninsula that entered a feasibility study in May. The company is headquartered in Vancouver and took over the Goro ticker on the July on July 20th after closing its merger with gold resource corporation. Now most small gold companies on the market fall into one of two buckets. Either they produce and have nowhere obvious to grow or they hold a big resource and have no cash flow to develop it. Gold group's pitch is that the merger put both halves under one ticker. Producing side gold resource brought the producing side Don David has been mining in ohaka for years and alter gracia restarted on February 20th which gave the complex a second underground source. Management says Don David keeps performing in line with expectations. Gold group brought the sonor side prito is already producing and management says it sees room to lift production and improve efficiency there. San Francisco is the growth piece. It is a large-scale open pit operation that used to run and the pits, the heap, leech pads, and the processing infrastructure are still all sitting there. It is fully permitted for what the company calls a rapid restart. Now, the business model is simple. Gold group digs gold and silver out of the ground, processes it into door and concentrate and sells that into the global precious metals market. Growth is meant to come from three levers. drilling around the producing mines to replace and extend what gets mined, restarting San Francisco to add a third producing operation, and moving back 40 through feasibility toward a development decision. Right now, the company's pulling all three at once over the seven months ended July 31st. It drilled 25,726 meters in 123 holes at Dawn David with up to six rigs running underground and more than 97% of that footage aimed at infill and expansion. Three rigs are working at Sero Prietto. Two on resource expansion and one on confirmatory drilling to support an updated resource estimate and a 26,53 meter program is underway at San Francisco. Add it up and the company has more than 50,000 meters of drilling committed across the portfolio in a single year. Now, in terms of the bullcase here, this company closed a transformational merger on July 17th, 2026, creating a four asset gold and silver company. This company's got two producing mines generating revenue today. the Don David complex in Ohaka and the Sarah Prietto heap leech mine in Sonora. San Francisco hosts approximately 1.23 million ounces of measured and indicated gold plus approximately 178,000 ounces inferred effective April 30th, 2026. San Francisco is fully permitted for a rapid restart with two open pits, heat leach facilities and associated infrastructure already in place. a 46,932 hectare concession package at the San Francisco including the conceptual Elano 25,726 meters drilled in 123 holes at Don David over the 7 months ended July 31st 2026 with more than 97% directed to infill and expansion high-grade intercepts reported at Dawn David mining restarted at the Alterracia mine on February 20th 2026 adding a second producing source within the Dawn David complex a comprehensive feasibility study on the black 40 project in Michigan commenced in May 2026 under SLR engineering and management states the company has producing assets, a development pipeline and an active exploration program in the financial resources to execute its business plan. Now of course this is a super small cap stock in a very capital intensive industry. So it's very very much a risky company. Dilution in the sector can be very very aggressive and the share price can be incredibly volatile and these are all things that you have to consider. The bottom line here is that Goro belongs on the watch list. Two producing mines, a fully permitted restore candidate holding roughly 1.23 million ounces of measured and indicated gold, a US development project in feasibility, and more than 50,000 meters of drilling committed across the portfolio in a single year. Of course, none of that guarantees a restart, a resource upgrade or profitability, and the company's own technical disclosures deserve a careful read. But the asset base here is real and go might be worth putting on your radar and beginning your due diligence on. Anyways, have a great rest of your day.