NVIDIA is Near a Breaking Point: The Future Belongs to Uranium, 5G, Bitcoin, and Tesla

Let’s be honest: the world has changed, and it continues to change faster than ever. We’ve witnessed the rise of NVIDIA, but let’s get something straight—not everyone saw this coming. In 2020, few people truly understood the scale of the AI boom, and even fewer saw NVIDIA as the key to unlocking that future. Back then, NVIDIA wasn’t on every investor’s radar. But by 2024? Now everyone wants a piece of it. And when everyone’s in, it’s already crowded.

Here’s the truth: NVIDIA has reached a point where it’s no longer the opportunity it once was. In fact, we might be looking at a bubble—one that’s dangerously close to bursting. Yes, NVIDIA was the right bet a few years ago. But now? It’s crowded. The people jumping on board today are late. What was once a visionary move is now territory filled with speculation. And that’s not where the future lies.

But that doesn’t mean we’re out of opportunities. Far from it.

AI demands energy, and more energy than anyone could have predicted. The computing power required by AI models like ChatGPT is staggering—equivalent to powering entire cities. That insatiable thirst for electricity is creating a demand for something the world is slowly waking up to: nuclear power. And at the center of that shift is uranium.

Cameco is the company you should be paying attention to. Why? Because Cameco holds the monopoly on uranium in the free world. Yes, there are opportunities in Kazakhstan and France, but they’re not as easily investable. Cameco is the foundation of this next wave. Google and Microsoft know it, and they’re already securing contracts for long-term nuclear energy. Because here’s the thing: the future isn’t just about who controls AI—it’s about who controls the energy that powers it.

And we’re just getting started.

5G is going to redefine the infrastructure of the internet. It’s not just about faster speeds; it’s about enabling a completely new production model for the world. Everything, from autonomous vehicles to the Internet of Things, will depend on 5G. And at the core of this is Broadcom. Broadcom is quietly positioning itself as the central player in this new digital infrastructure. This is the company that will connect everything, making it the new NVIDIA of the 5G revolution.

But there’s more.

Tesla isn’t just an electric car company. Let’s stop thinking small. Tesla is about transportation as a service, and the vision is nothing short of revolutionary. Imagine a world where autonomous driving isn’t just possible, it’s the standard. A world where SpaceX satellites optimize global transportation, where energy storage solutions back up a decentralized, efficient transportation network. Tesla is building this infrastructure. It’s not just about selling cars—it’s about building the platform for the future of movement.

And then there’s Bitcoin.

Bitcoin isn’t just a cryptocurrency. It’s the future of decentralized banking. It’s the Swiss bank account of the digital age, a borderless, frictionless way to store and transfer wealth. In a world that’s becoming increasingly decentralized, Bitcoin is the key to financial freedom. This is no longer a fringe idea. Bitcoin is the financial system that will underpin this new world, and ignoring it would be like ignoring the rise of the internet in the 90s.

But let’s talk about what ties all of this together.

For NVIDIA to function, for Google to function, for Microsoft, Broadcom, Tesla, and even Bitcoin to function, they all rely on one thing: chips. And who is at the center of chip production? Taiwan Semiconductors (TSMC). TSMC is the queen on the chessboard. The one piece without which none of the others can move.

Without TSMC, there is no AI revolution. There is no 5G infrastructure. There is no future of autonomous vehicles or decentralized finance. TSMC is the company that will quietly dominate the next decade, powering every innovation we’ve come to rely on.

Now, here’s the most important part: the greatest risk today isn’t losing out on NVIDIA. The greatest risk is becoming obsolete. The world is changing fast, and if you’re not in the game, you’ll be left behind. This isn’t just about missing opportunities—it’s about staying relevant in a world that’s evolving at lightning speed.

Uranium, 5G, Bitcoin, Tesla—these are the Game Changers. These are the opportunities that will define the next decade. Missing out on them isn’t just a missed opportunity; it’s a guarantee that you’ll be stuck in the past while the world moves on without you.

The future is here. And it’s time to be a part of it.

Thanks for reading,?

Guillermo Valencia A

Co-founder of Macrowise

Oct 23th, 2024