What is Teeka Tiwari Number One AI Stock & How To Invest?

15 min readJan 8, 2024

Teeka Tiwari is a financial analyst known for spotting investment opportunities before they hit it big, particularly cryptocurrencies.

His track record is mixed as he has earned huge returns on his investments as well as predicted a few duds.

In this article, we’ll focus on Teeka’s number one AI stock pick.

It is a stock that he claims will revamp the tech landscape — and possibly your portfolio too!

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Key Takeaways

Teeka Tiwari identifies xAI, Elon Musk’s ChatGPT rival, as the basis of his number one AI stock. A crucial technology for xAI is a next-gen AI chip, 1/5,000 as thick as a human hair, manufactured by a company that he considers the best AI stock.
The details about this mystery supplier are in a report named “How to Profit from Elon Musk’s New AI Venture.”
The report is available with a subscription to Teeka’s monthly research service, The Palm Beach Letter, priced at $49 for a limited time.
The AI stock pick, hinted at by Tiwari in his presentation, is revealed to be Taiwan Semiconductor Manufacturing Company Limited (TSMC).
TSMC is a solid mega-cap business with profitability, dividend payments, and possibly above-average growth prospects.
VERDICT: It is a fool’s errand to predict what will be the best-performing AI stock but what Teeka Tiwari does is use his experience to find one that has a decent chance of doing well. There are no guarantees thus you should exercise caution as you invest.

Teeka Tiwari’s Take on The AI Revolution

Teeka Tiwari has always been known for his crypto predictions and altcoin picks. With a track record that includes identifying opportunities to earn massive profits off of Ethereum and Bitcoin early on, Teeka has built a reputation as a trusted voice in cryptocurrencies.

Now, while Teeka Tiwari has been synonymous with cryptocurrency predictions, he has never shied away from chasing investment ideas in stocks, forex, private markets (pre-IPO), and even real estate.

So, it didn’t come as a surprise when Teeka announced that his interest was piqued by artificial intelligence. That was in line with his versatility and interest in emerging technologies.

It also didn’t surprise us because who isn’t interested in AI in the current climate?

Every investment analyst these days is keen on AI, especially since ChatGPT shone a light on its capabilities (which in itself is considered the tip of the iceberg).

Investment analysts like Teeka Tiwari are drawn to AI because of its potential to revolutionize decision-making processes and enhance predictive analytics. People are already diving into the intricate applications of machine learning, natural language processing, and data analytics where the transformative power of AI becomes increasingly apparent.

On top of that, almost all tech companies seem to be integrating AI into their products.

Teeka Tiwari’s Number One AI Stock

When it comes to the actual investment opportunities in AI, many people have been touting companies like NVIDIA, Microsoft, and Google for their obvious involvement either directly or as “pick and shovel” stocks.

We got Teeka Tiwari’s take when he did a presentation talking about “Elon Musk’s new ai venture” or “Elon Musk’s ChatGPT.”

Teeka chose to prominently feature Elon in his presentation because Elon Musk is a bankable name in tech these days, and for good reason.

Elon has been on the bleeding edge of revolutionary technological advancements, running some of the most successful companies. As a result, he is the richest man in the world.

Regardless of your opinion of him, Elon Musk has consistently demonstrated success with ventures such as PayPal, Tesla, and SpaceX. Teeka Tiwari shares this view, believing that Elon Musk’s entry into AIwill likely be another triumph.

And, Musk has a history with AI.

In 2015, Elon Musk, along with Sam Altman and other tech industry figures, co-founded OpenAI, the organization behind ChatGPT. However, he left OpenAI (and its AI project) a few years ago due to disagreements over the company’s direction.

Now, Elon Musk has introduced his own alternative to ChatGPT called Grok.

But rather than tell his followers to invest directly in xAI, a private company, Teeka Tiwari has pinpointed a company closely linked to Elon Musk’s xAI, playing a key role as a supplier to Tesla and delivering crucial AI technology for autonomous vehicles.

“Moving forward, I believe this AI stock has MORE upside potential today than Nvidia.
Based on my research, this company will end up supplying Tesla CEO Elon Musk with a key piece of technology for his new AI venture…
And if you buy shares now, before Musk makes the official announcement…
I believe you’ll have a chance to make incredible gains from a blue-chip stock.”

The company has built a new facility to ramp up production that Tiwari visited, releasing footage as part of the presentation.

“I recently booked a self-driving Tesla car to take me to Arizona’s Sonoran Desert to visit the facility I’m standing in front of”

More details concerning the facility:

“this facility… doesn’t belong to Nvidia, Microsoft, Google or any popular AI company you might have heard of.
In fact, it doesn’t belong to any of the world’s Big Tech companies.
It belongs to a company that’s supplying Elon Musk with a key piece of AI technology.”

We speculate that the facility will likely provide Musk with essential hardware, such as semiconductor chips or data servers, as these are integral components for AI operations.

Teeka reveals that much in the pitch:

“…this company produces some of the most important advanced technologies in the world.
They’re already supplying Elon with a key piece of AI technology that makes self-driving cars possible.
And I believe Elon will use that same supplier for this new AI venture”

And there’s even more information concerning the company’s operations:

“AI requires a lot of computing power.
You can’t just use any computer chip to run Artificial Intelligence.
It has to be a special processing unit called GPU….
Today these chips are almost entirely made by one company: Nvidia.
It’s estimated that Nvidia owns 95% of the GPU market.
And that’s a big reason why shares of Nvidia have skyrocketed, just like I predicted….
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….
Even Nvidia’s CEO has admitted that the future of AI depends on this company that’s about to release this next-generation chip.”

A group of well-known investors, including Ken Griffin, Ken Fisher, Jim Simons, Ray Dalio, Stanley Druckenmiller, and Steven Cohen, has made substantial investments in the company.

“I believe they’re doing it because they’ve figured out this project will supply Elon Musk with a key piece of advanced AI technology…
So this is a great way to profit from Elon Musk’s new AI venture, xAI.”

To share the details concerning his number one AI stock, Teeka Tiwari has put all the relevant information about this company in a report titled “How to Profit from Elon Musk’s New AI Venture.”

In this report, Teeka discloses crucial details such as the company’s name, ticker symbol, and provides a comprehensive analysis that indicates the potential for significant long-term returns. The report is designed to offer investors valuable insights into the company.

To obtain the special report, you can subscribe to Teeka’s monthly research service, The Palm Beach Letter. This service is not free and is currently available for $199 (sometimes you can get a discount and only have to pay $49 for the first year).

A subscription comprises 12 months of Teeka’s top investment ideas, providing access to a model portfolio with open recommendations and buy-up-to prices. Additionally, subscribers receive three bonus reports.

Revealing the name of Teeka Tiwari’s Number One AI Stock

The company that matches the description in Teeka’s pitch is the Taiwan Semiconductor Manufacturing Company, commonly abbreviated as TSMC.

There are a few reasons for that but one of the leading ones is that a quick Google image search of the facility in Teeka’s presentation revealed this:

Renowned as the largest chip foundry operator globally, TSMC plays a pivotal role in the semiconductor industry.

You see, nowadays, many semiconductor companies follow a “fabless” model, wherein they focus on chip design while outsourcing the fabrication process to specialized foundries. Several foundries exist in the industry, ranging from major players like Samsung and Global Foundries to numerous smaller entities.

However, TSMC is the largest and most technologically advanced among them, holding a prominent position in the landscape of chip manufacturing.

If Elon Musk, through his company Tesla and the artificial intelligence division (xAI), intends to develop new GPU chips for AI projects like self-driving technology and Grok, he will likely be partnering with Taiwan Semiconductor (TSMC) for their manufacturing (of AI chips).

Currently, TSMC is the primary manufacturer for almost all GPUs used in AI applications, including those designed by major players like NVIDIA and AMD.

However, Musk might face competition for TSMC’s production capacity, as NVIDIA has been actively acquiring more of it to meet the growing demand for their GPUs, particularly those used for data center AI processing.

This competition for production capacity implies a significant demand for advanced GPU chips in the AI industry.

Speaking of the facility that Teeka Tiwari visited, Taiwan Semiconductor Manufacturing Company (TSMC) is strategically expanding its geographic footprint to include investment in the United States.

This move is partly in response to incentives provided by the CHIPS Act, aimed at promoting domestic semiconductor manufacturing within the US.

Currently, construction is in progress for TSMC’s first significant fabrication facility in Phoenix, with the capability to produce 4nm chips.

At the same time, TSMC is in the initial stages of developing a second fabrication facility in Arizona, focusing on the production of more advanced chips. This diversification reflects TSMC’s commitment to enhancing its presence and capabilities in the rapidly evolving semiconductor industry, particularly in the United States.

Is TSMC a Good Investment?

It depends on your ambitions.

If you want massive gains now, it probably isn’t for you (Note: this is not financial advice).

TSMC, currently the world’s largest semiconductor chip manufacturer by revenue, is positioned for significant growth considering the projected annual growth rate for AI, estimated between 30–40% over the next five to seven years.

This growth is anticipated to impact various major industries, including healthcare, logistics, and automobiles, driving an increased demand for chips. Despite this potential, TSMC trades at a reasonable price/earnings ratio of 15x trailing earnings, which is lower than Nvidia.

The company boasts attractive underlying economics for a commodity manufacturing business, with a 34% return on equity, a 43% profit margin, and a total debt load that is less than the cash it holds on its balance sheet.

While TSMC may not be valued at an exorbitant price, it stands as a market-leading business with favorable growth prospects. Although reaching a $4 trillion valuation or 10x its current market cap might take time, there is a clear and path for it to achieve such milestones.

Other AI Companies Teeka Tiwari is Teasing

In his presentation, TSMC (which we have unveiled), is not the only stock he touted.

There were two others he described that would be featured in his bonus special reports:

The first one is in a report titled “The Next Nvidia: The Company Building AI’s Backbone”

In the teaser, here’s how he describes it:

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.”

Teeka is quite vague on this because saying a company has Vanguard Group, BlackRock, and JP Morgan as its investors is not much of a clue; they have a stake in tons of companies.

The tenth of Nvidia market cap is a bit more helpful, but again, valuations change and it is tough to tell what value he is going with here.

Having said that, it looks like he is teasing a company that is making chips for AI applications.

And, he is quite bullish about it as he compares it to Cisco, which was the hottest stock at the turn of the century when they had Nvidia-level hype before the bubble burst (that comparison between Nvidia and Cisco is worrying for some Nvidia investors who feel like it could potentially fall off like Cisco did).

If you want to find out the name of the company Teeka is teasing here, you have to read his report (The Next Nvidia: The Company Building AI’s Backbone).

Some people online have speculated that he could be talking about semiconductor capital equipment maker Lam Research (LRCX).

It *is (not sure) approximately 1/10th the size of NVIDIA, and this aligns closely with the number of shares owned by major investors like Vanguard, Blackrock, and JP Morgan as of the last quarter. Lam Research faces similar challenges as Taiwan Semiconductor due to a slowdown, given TSM is one of their customers.

The anticipated “de-globalization” of the semiconductor industry, as countries aim to boost their chipmaking capacity, is expected to create more demand for high-end tools. This trend benefits companies like Lam Research.

To get it, you have to sign up for The Palm Beach Letter.

Who is Teeka Tiwari?

Teeka Tiwari is a renowned figure in the world of cryptocurrency and financial investment. Born in the United Kingdom and raised in the United States, Tiwari’s career has spanned various facets of finance, making him a respected voice in the industry. His journey in financial markets began at a young age, and over the years, he has become a prominent financial analyst, editor, and investment advisor.

One notable aspect of Teeka Tiwari’s career is his role as the editor of several newsletters for the Palm Beach Research Group, a financial publishing company.

Among these newsletters, “Palm Beach Letter” and “Palm Beach Confidential” stand out, with a particular focus on small-cap and cryptocurrency investments. Through these publications, Tiwari has shared his insights, strategies, and investment recommendations with a wide audience.

Teeka Tiwari gained prominence for his early recognition of the potential in cryptocurrencies, especially Bitcoin. In 2016, he became one of the first financial analysts to advocate for Bitcoin and cryptocurrencies as lucrative investment opportunities.

His foresight proved accurate as the value of cryptocurrencies, particularly Bitcoin, experienced significant surges in the following years.

Tiwari is known for his emphasis on asymmetrical investing, a strategy aimed at minimizing risks while maximizing potential returns. He advocates for prudent risk management and believes in the transformative power of certain investment opportunities, particularly in the cryptocurrency space.

Furthermore, Teeka Tiwari has a background in traditional finance, having worked as a hedge fund manager and Wall Street executive. His experiences in these roles contribute to his comprehensive understanding of financial markets, allowing him to navigate both traditional and emerging investment landscapes.

Beyond his newsletters and financial analysis, Teeka Tiwari is recognized for his charismatic and educational approach. He often shares his insights through webinars, interviews, and public speaking engagements, aiming to empower individual investors with the knowledge and strategies to navigate the complex world of finance and emerging technologies.

Is Teeka Tiwari Legit?

Yes, he is. Teeka Tiwari is a prominent financial analyst and editor known for his expertise in cryptocurrency investments. His early recognition of the potential in Bitcoin, coupled with his comprehensive understanding of traditional finance, has positioned him as a respected voice in the financial industry. Tiwari continues to guide investors through his newsletters and educational initiatives, sharing insights on asymmetrical investing and navigating the evolving landscape of financial markets.

Other AI-Related Investment Recommendations by Teeka Tiwari

They include:

Tiwari talks about “the digital dollar”, which could be implemented under President Biden’s administration. He claims it is projected to reshape the financial system. It can offer new investment strategies and might lead to substantial returns.
Tiwari’s other AI stock pick involves “Genesis” technology that’s expected to fuel a $30 trillion industry transformation. Investing early in companies at the forefront of this tech could yield significant profits.
Beyond purely AI stocks, Tiwari sees potential in sectors like cryptocurrency — which he believes might attract over $100 trillion — and blogging or YouTube content creation enhanced by artificial intelligence.

Final Thoughts on Teeka Tiwari’s Number One AI Stock

The quest for lucrative AI stocks is on and guys like Teeka Tiwari have been offering up their opinions on what they think the best investments could be.

Teeka Tiwari’s focus on investing in AI stocks is grounded in the considerable transformative potential that Artificial Intelligence holds across diverse industries. The acknowledgment of AI’s opportunities aligns with the technology’s ability to revolutionize how businesses operate and innovate.

But don’t forget that guys like Teeka are great at using their insights to promote their newsletters and he’s doing that just as much as he is touting a stock.

Tiwari, known for recommending successful investment opportunities such as Nvidia, Ethereum, and Bitcoin over the years, has indeed provided some winning suggestions. He intends to replicate that with his Number One AI Stock prediction.

But let’s not forget that not all of his recommendations have proven successful.

For example, he urged his followers to look into NFTs, metaverse stocks, crypto tokens, and other tech-related stocks but some have not fared well. So, it’s important to acknowledge that, like any investor, Tiwari has had both successes and disappointments.

While AI holds immense promise and is expected to significantly impact the world, the current stock market frenzy in this sector raises concerns. That’s why Tiwari’s pitch does not guarantee success, especially given the potential pitfalls of a frenzy such as the one fuelling AI-related stocks (recall the 2000 tech bubble).

The rapid evolution of AI, coupled with regulatory uncertainties, introduces a layer of risk that can contribute to volatile stock prices. The dynamic nature of technological advancements and the regulatory landscape necessitate careful consideration and risk management for investors venturing into AI stocks.

All I am saying is despite the promising nature of AI technology, investors should approach the market with a discerning eye, considering the volatility and potential risks involved in the current investment landscape.

FAQs

1. Who is Teeka Tiwari and what’s his number one AI stock pick?

Teeka Tiwari is a financial expert who writes the Palm Beach Letter, and he has selected TSM as his top AI stock, notable for its advanced semiconductor foundry.

2. Why does Teeka believe this AI stock is important?

Teeka believes TSM’s role in creating specialized chips for new AI projects makes it crucial, especially as they manufacture cutting-edge chips for today’s most advanced technologies.

3. What ties does Elon Musk have with this AI stock?

Elon Musk’s interest lies in the fact that TSM operates some of the most advanced manufacturing facilities, vital for semiconductor fabrication plants like those needed by tech giants.

4. Has Nvidia made an impact on this industry recently?

Yes, Nvidia shocked Wall Street by integrating high-bandwidth memory into their processors, highlighting the soaring demand and potential within the AI business market that TSM caters to.

5. Is there a connection between cryptocurrencies and this company’s success?

The relationship hinges on processing power; companies like Renaissance Technologies run by billionaire Ken Griffin rely on sophisticated computer chips from manufacturers such as TSM to manage crypto currencies effectively.

6. Are there any recent developments in production facilities linked to this company?

TSM is expanding its capacity with plans like the Arizona fab — these developments are expected to further strengthen their position in fulfilling global processor demand.