Luke Lango is at it again…
He’s teasing a company that’s supposedly “supplying Elon Musk with a key piece of AI technology.” And he says it could “create a wave of new millionaires.”
What stock is he teasing?
And should you pay attention? Or is it all just hype?
That’s what I wanted to know…
So I dug into the presentation to find out what stock Lango was raving about, and in this post, I’ll show you what I found (ticker and all)!
Let me start by summarizing Luke Lango’s presentation so you know what he’s predicting, and then I’ll delve into the specific company he’s teasing.
Breaking Down Luke Lango’s Stock Teaser
The TLDR of Luke Lango’s pitch is that he’s recommending a company that he says is supplying Elon Musk with a “key piece of AI technology.”
According to Lango, the company supplies Musk’s “new AI venture,” which is xAI.
Here’s a screenshot of the teaser:
As you can see above, the presentation takes place with Lango standing in front of an unnamed facility owned by the company he’s teasing.
Lango claims that without the technology this company makes, Elon Musk’s “new AI venture” (xAI) would not be possible.
What’s xAI?
And what’s this secret company supplying it?
xAI was founded by Elon Musk in 2023, and according to the xAI website, the company’s goal is to advance our understanding of the universe through AI.
As of writing, it’s not possible to invest in xAI directly because it’s still a private company. However, Luke Lango claims that the “little-known supplier” he’s teasing in the presentation is a “way to profit” from it.
Lango doesn’t provide a specific price target, but he hypes up the stock a lot, so it’s safe to say he’s very bullish on it.
And during the pitch, he listed three main reasons for his bullishness.
First, he argues that Elon Musk will “win this AI race and make a lot of people wealthy,” citing his past accomplishments and experience in the AI industry…
“He’s on a mission to create a better version of ChatGPT.
“Based on his track record, PayPal, Tesla, SpaceX, I believe he will succeed.
“Elon also built an amazing team of former engineers from DeepMind, OpenAI, Google, and Microsoft.
“He even hired some of the engineers who developed ChatGPT.
“So think about that…
“Engineers who developed ChatGPT are now working for Elon to develop a better version of the chatbot.
“For that reason, I believe he will win this AI race and make a lot of people wealthy, just like he did with PayPal, SpaceX, and Tesla.”
Source: https://web.archive.org/web/20250109010049/https://secure.investorplace.com/?cid=MKT797138&eid=MKT823028&step=start&plcid=PLC221512&assetId=AST339629&page=2
Second, he says the company is smaller than Nvidia, which he claims means there is “far more upside potential.”
And his third reason for being bullish on the stock is that, according to Lango, the company is “building the next generation of AI tech.”
What tech is it building?
Luke Lango says the company is building an AI chip that’s “even more powerful” than Nvidia’s A100 GPU.
“But here’s the thing…
“And this is an incredibly important part I want you to pay special attention to…
“The most important and widely used AI chip in the world today is Nvidia’s A100 GPU.
“Well, Elon’s supplier is developing an AI chip that’s even more powerful than that.
“It’s a hotly anticipated next-generation AI chip that’s 25,000 times thinner than a single human hair.
“And I believe it’s that chip that’s going to power Elon Musk’s new AI venture.”
What could it be?
Read on.
“Elon Musk’s New AI Venture” Stock Revealed
The stock Luke Lango is teasing here is Taiwan Semiconductor Manufacturing Company, otherwise known as TSMC.
TSMC is a Taiwanese semiconductor company that was founded in 1987, and despite the claims in the presentation, it’s far from a “little-known” company.
How do I know it’s TSMC?
For starters, the clue about the company developing a “next-generation AI chip that’s 25,000 times thinner than a single human hair” was a dead giveaway. It’s the same clue I’ve seen other stock-pickers use in similar presentations, and it lines up with TSMC.
Second, the facility Luke Lango was standing in front of at the beginning of the presentation was TSMC’s new Arizona facility, which is set to begin production this year.
And as per Lango’s hint, they are going to be producing some of the thinnest and most advanced chips in the world.
Lastly, as per Lango’s clue, TSMC is significantly smaller than Nvidia by market cap. It’s still a big company with a large market cap, but it’s small in comparison to Nvidia.
And to Lango’s credit, he appears to have first recommended it in April 2024 (before it gained around 45%). He may have teased it earlier, and he may have recommended selling since he made the presentation, but April 2024 is the date shown on the teaser.
And this teaser is still doing the rounds now in early 2025, so he is still recommending it.
Here’s a screenshot of the U.S.-listed TSMC stock:
Oh, and while it’s unclear what (if anything) TSMC is supplying to Elon Musk’s xAI company, TSMC is supplying chips for Elon Musk’s new Teslabots, as per this article.
So, TSMC looks like a match!
Recommended: Go here to see my #1 rated stock advisory of 2024
What About Luke Lango’s “Next Nvidia” Stock?
Toward the end of the presentation, Lango teased a second stock that he calls the “next Nvidia,” which he claims will “become the next AI giant.”
He didn’t share many clues about this one, but the clues he did share were quite specific, so I think I’ve managed to figure it out.
Here’s a summary of the clues:
“… I believe I found ‘the Cisco of Artificial Intelligence.’
“It’s a company that’s essentially building the backbone of the AI industry.
“And it’s 1/10th the size of Nvidia.”
[…]
“Vanguard Group has invested more than $7.6 billion in this company.
“BlackRock, the world’s largest asset manager, has also poured more than $7 billion into it.
“And JPMorgan has invested more than $2.2 billion.
“I believe they’re building these massive positions because they know this company will become the backbone of AI…
“Just like Cisco was the backbone of the internet.
“I predict this company will become the next AI giant, the next Nvidia.”
Based on those hints, I think this one is Advanced Micro Devices (AMD), a California-based company that designs and develops central processing units (CPUs).
As per the clues, the company could be considered the “backbone of AI” (given what it does), it is less than 1/10th the size of Nvidia, and Vanguard, BlackRock, and JPMorgan have invested in it. So, while I can’t be certain, this one looks like a match as well.
Bottom Line
Luke Lango has recommended some great stocks over the years, and most of them have been innovative tech companies. So, credit where credit is due.
That said, he has also recommended his share of duds.
And you won’t find any mention of those in his stock teaser presentation. Because the whole thing is essentially a sales pitch for his newsletter service, Innovation Investor.
Innovation Investor is a $99 service that gives you stock picks, research, and guidance about what companies Luke Lango is bullish on, and it’s run by a company called InvestorPlace.
It’s not a scam or anything, but it’s not my top recommendation either.
And I say that because there are far better (and more ethical) services out there.
Services that are more upfront about their overall performance, that don’t use overhyped stock teasers to sell subscriptions, and that aren’t full of hidden upsells.
In any case, I enjoyed digging into this presentation to uncover Lango’s stock picks, and I hope you got some value out of it, too. Thanks for stopping by!
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