Teeka Tiwari’s AI Stock (“Elon Musk’s New AI Venture”) Revealed

Teeka Tiwari of Palm Beach Research Group recently released a stock teaser pitch about what he’s calling “Elon Musk’s New AI Venture.”

According to Tiwari, this new “venture” could “revolutionize the entire industry.”

And he claims he knows how we can profit from it, which centers around an “AI facility” that he says could “help trigger the biggest boom in history.”

Is it legit?

I would recommend taking the presentation with a pinch of salt because it’s ultimately just a sales pitch for Teeka Tiwari’s $49 newsletter called Palm Beach Letter.

But I was curious to know what his stock pick was. So I looked into the clues he shared in the teaser to see if I could figure it out (I did), and in this post, I’ll show you what it is.

What Is Elon Musk’s “New AI Venture?”

The new venture that Teeka Tiwari refers to in the presentation is Elon Musk’s x.AI company (aka X.AI Corp. or simply xAI), a private company founded by Elon Musk in March 2023 focused on… you guessed it, artificial intelligence.

“… engineers will soon develop a key piece of technology for Elon Musk’s new AI company, x.AI

“And I found a way for you to take a stake in this exciting new project.”

Source: https://web.archive.org/web/20230920014241/https://secure.palmbeachgroup.com/?cid=MKT761450&eid=MKT764628&assetId=AST315333&page=2

Tiwari isn’t talking about investing in xAI, though.

Because xAI is a private company, and he says in the teaser that he knows how we can “profit from this new venture” using a regular brokerage account. So he must be recommending a publicly traded company.

And that’s where the “facility” he’s talking about comes into play…

In short, Teeka Tiwari’s presentation centers around a facility located “750 miles from Silicon Valley” that he believes will “change the course of AI and make a lot of people rich in the process.”

According to Tiwari, the facility belongs to a company that’s “supplying Elon Musk with a key piece of AI technology.”

Here’s a screenshot of the presentation showing the facility he’s referring to:

A screenshot of Teeka Tiwari's presentation about an "AI facility" that he says is 750 miles from Silicon Valley.
A screenshot of Teeka Tiwari’s presentation about an “AI facility” that he says is 750 miles from Silicon Valley. Source: palmbeachgroup.com.

Teeka Tiwari claims that this facility will supply Elon Musk’s new venture, while also powering “the next wave of AI innovations” from a host of well-known tech companies.

Yet, he ‘guesses’ that 99% of Americans don’t even know it exists.

“You see, this facility will not only supply Elon but also produce technology that will power the next wave of AI innovations.

“That’s why I believe what happens inside this facility will impact all the AI stocks…

“Google, Facebook, Microsoft, Nvidia, Apple… you name it, all of them.”


“If I had to guess, I’d say 99% of Americans probably don’t even know this company exists.

“It’s flying under the radar, which is why it has tremendous upside potential.”

Teeka Tiwari never revealed the name of the company in the presentation (because he wants you to buy his newsletter to find out), but I think I know what company he’s talking about. So let’s discuss that now.

What AI Stock Is Teeka Tiwari Teasing? (“How to Profit from Elon Musk’s New AI Venture”)

This was a pretty easy one to solve.

All I did was run an image search on the above image Tiwari shared of the facility in the teaser, which brought me to this article on chipsetc.com about a Taiwanese semiconductor company called TSMC (Taiwan Semiconductor Manufacturing Company Limited).

If you visit the above article, you’ll see that TSMC’s new facility, located in North Phoenix, Arizona, is identical to the one Tiwari showed in the presentation.

I also checked some of the other hints he dropped about the billionaires he says have invested in the company he’s teasing, and they seem to line up.

So, it looks like his pick is Taiwan Semiconductor (TSM):

A chart of TSMC stock taken from the Google search results on September 20, 2023.
Source: https://www.google.com/search?q=tsm+stock

What will be made at TSMC’s new facility?

Semiconductor chips.

Lots of them.

More specifically, according to the above article, TSMC is planning to produce 5nm and 3nm semiconductor chips for a range of potential customers, including Apple, Nvidia, Broadcom, and others. Apparently, it’s designed to “produce the most advanced semiconductor chips in the world” and is set to begin producing chips in 2025.

Why is Teeka Tiwari so bullish on this company?

It’s probably best to see his report (titled “How to Profit from Elon Musk’s New AI Venture”) if you want all the details. But in the teaser, Tiwari breaks down three reasons why his pick (which he refers to as his “#1 AI stock”) is the “best way to play this boom.”

First, he says it’s a way to profit from Elon Musk’s new AI venture:

“I want to give you 3 reasons why I believe this AI stock is the best way to play this boom.

“So here’s reason #1….

“It’s a Way to Profit from Elon Musk’s New AI Venture.”

Is that true?

There was no mention (at all) in the chipsetc.com article I shared above about Elon Musk or his company, xAI, in reference to TSMC. However, according to technode.com, Samsung and TSMC are planning to jointly supply Tesla with 4nm auto-driving chips.

And these chips, according to the article, will be used in Tesla’s fifth-generation auto chips that will be used in its L5 (fully autonomous) vehicles in the coming years.

So, I guess you could say that TSMC is a “way to play” Elon Musk’s ventures.

That said, it’s unclear what role TSMC chips will play in Musk’s xAI venture, if any, so I would again suggest taking Tiwari’s pitch with a grain of salt.

In any case, the second reason Tiwari gave as to why he likes the company he teased in the presentation (aka TSMC) is that it’s “smaller than Nvidia.”

“… let me show you the second reason why this is my #1 AI stock.

“Reason #2: This company is smaller than Nvidia

“And that means there’s more upside potential.”

TSMC is less than half the size of Nvidia by market cap, but it’s still a $436 billion company as of writing (September 2023), so it’s not exactly “under the radar” like he claims in the teaser, but it is smaller and therefor can potentially move up easier than a giant like Nvidia.

As for his third reason:

“… let me tell you one more reason why I believe this is the #1 way to play this AI boom.

“Reason #3: This company is Building the next generation of AI tech”

So, Tiwari believes that the company he’s recommending (which appears to be TSMC) will build the chips used in the “next generation” of AI technology. And he claims these chips will be “25,000 times thinner than a single human hair.”

“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.”

TSMC is set to produce 5nm and 3nm chips at its Arizona facility, but according to Wikipedia, 5nm does not mean the chip will be 5 nanometers. This is more of a marketing term. So it’s unclear exactly what specific semiconductor chip Tiwari is referring to when he says it will be 25,000 times thinner than a human hair.

Nevertheless, TSMC is working on producing some of the most advanced semiconductor chips in the world, according to the article I mentioned earlier. And the chips rolling out of that facility will likely play a big role in AI-related technologies.

Does that mean it’s a good investment?

I don’t provide investment advice, so I can’t answer that. However, there are some great articles out there about TSMC that may help you further your research, like this article on Motley Fool and an article on Forbes that compares Nvidia and TSMC.

Looking Into Tiwari’s Second Pick: “The Next Nvidia: The Company Building AI’s Backbone”

After hyping up his “#1 AI stock,” Teeka Tiwari teased a second company in the presentation, which he refers to as “the Cisco of Artificial Intelligence” and the “next Nvidia.”

Here’s a snippet from the teaser:

“I’m telling you all this because 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.

“If shares rise to the same valuation of Nvidia, and I believe they will…

“You could make up to 12 times your money from this company.

“Again, most people don’t even know this company exists.

“But Wall Street is all over it.

“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 JP Morgan 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.”

What could it be?

We don’t have much to go off here. Based on the above clues, all we really know is that the company has a market cap of around $100 billion (aka “1/10th the size of Nvidia”) and that Vanguard Group, BlackRock, and JP Morgan have invested billions in it (they have a stake in virtually everything, so that doesn’t narrow it down much).

So, I was a bit stumped by this one. But I did some digging and found an article on stockgumshoe.com that guessed it was Lam Research Corporation (LRCX), a U.S. supplier of wafer-fabrication equipment and related services to the semiconductor industry.

A chart of Lam Research's stock taken from the Google search results on September 20, 2023.
Source: https://www.google.com/search?q=lam+research+stock

Both the market cap and institutional holder clues Tiwari shared line up with Lam Research, so while I’m not 100% sure, this could be his second pick.

Bottom Line

It seems like everyone wants to find the next hot AI stock, and guys like Teeka Tiwari know exactly how to sell that idea to promote their newsletters.

On the one hand, Tiwari has recommended some “winners” over the years, like Nvidia and Bitcoin (which I am a holder of), for example. So I have no doubt that some of his readers will have done well following some of his recommendations.

However, not everything he’s recommended has worked out.

For instance, in 2022, he was hyping up NFTs, metaverse stocks, crypto tokens, and other overhyped tech-related stocks, which didn’t work out so well. So, despite the convincing pitch, rest assured that he has recommended his share of duds.

Also, while AI is a promising technology that will likely have an enormous impact on the world going forward, there is also a huge mania around stocks in this space right now, which typically doesn’t end well for everyday investors.

Some even liken the AI stock frenzy to the dot-com bubble.

My point? Always do your own due diligence and never invest more than you can afford to lose because no one knows what stocks will go up in the future.

Anyways, at least now you don’t have to join Palm Beach Letter just to get the name and ticker of Teeka Tiwari’s two stock picks, so I hope you enjoyed the post.

Thanks for reading!

6 thoughts on “Teeka Tiwari’s AI Stock (“Elon Musk’s New AI Venture”) Revealed”

  1. Thank you for this enlightening article, I received the Tiwari pitch through Rich dad, today, 9 January.

    Now I see that it is months-old.

    I have no doubt that AI is going to boom over the next years, so the idea is very tempting.

    Thanks again

  2. Un grand MERCI Tim pour vos recherches dans ce dossier !

    [Google Translate: “A big THANK YOU Tim for your research into this file!”]


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