Chief Investment Strategist, The Freeport Society
“There’s a gun!”
It’s a wonder there were no deaths or more injuries in the stampede that followed.
This all unfolded at a cheer competition in Dallas, Texas recently. Once the panic died down, police confirmed that there was no active shooter or any gun. It was just some drunk parents who’d gotten into a fight and knocked some poles down.
How’s that for a sign of the times?
I want to lament the fact that we live in constant fear for our lives in public spaces… that our children practice drills to protect themselves in these kinds of situations at school…
But here at the Freeport Society, we’re focused on being the port in the financial and investment storm that’s raging in this Age of Chaos. We aim to help you grow and protect your wealth by showing you strategic investments and helping you stay calm when everyone around you panics.
And right now, investors are panicking. Someone shouted “gun” in the markets and there’s now a stampede for the exit.
Listen closely.
This too shall pass.
Recession fears are weighing heavy and the Trade War’s tit-for-tat spat is rattling nerves.
But here’s the thing…
It’s during times like these that fortunes are made.
So today I’m going to explain how to approach this latest bout of chaos. I’m also going to show you why it’s time to get excited for a massive opportunity coming your way.
Let’s get started…
Invest When Others Are Fearful
Warren Buffett is a living legend. His mantra?
Be fearful when others are greedy and greedy when others are fearful.
He made some of his greatest investments during times of market turmoil.
For example, during the 2008 financial crisis, Buffett invested in Goldman Sachs and walked away with a 74% gain.
Remember, the U.S. housing market collapsed triggering a cascade of failing banks. Investors panicked, sending markets into a tailspin. The S&P 500 plunged nearly 57%.
Yet, Buffett kept a cool head and put his money exactly where investors were running away from.
Right now, the market is in bad shape. The S&P 500 is down 10%, the Nasdaq is off 15%, and the Dow has lost 8% since mid-February.
But this is exactly when the biggest opportunities emerge.
That’s why Louis has uncovered an opportunity in one stock that most investors haven’t given a second thought.
And that’s why we got together to discuss the potential here.
In this week’s video, Louis and I dive into one of the biggest technological revolutions unfolding before our eyes: quantum computing.
While many investors are distracted by short-term market noise, the real money is being made by those who recognize the long-term opportunities taking shape today.
Louis has been ahead of the curve for decades.
He spotted Nvidia’s potential back in 2016, long before Wall Street caught on. The stock is up over 7,000% since then.
Now, he’s eyeing another round of breakthrough stocks that could deliver Nvidia-like gains.
This Is How Generational Wealth Is Built
In today’s video, you’ll learn:
- Why Nvidia’s dominance isn’t slowing down and how it’s already preparing for the post-silicon era.
- What quantum computing actually means for investors (it’s not just faster processors… it’s a whole new way of computing).
- And the one quantum company Louis believes could be the next Nvidia.
Press “play” below to watch:
The reality is, as Louis explains in todays video, we could see a major turning point for the market on Thursday, March 20. That’s when Nvidia will announce a major move into quantum computing.
Louis believes Nvidia will figure out a way to marry AI with quantum computing in a way no one has ever done before. We’re talking about the possibility of a new technological breakthrough that could affect industries worth a combined $46 trillion.
Nvidia is still a solid “buy” for long-term investors. But if you want to make really outsized gains in quantum computing, look at the “pure play” quantum companies that Nvidia and other Big Tech companies are partnering with.
Louis has identified one company in particular that he is very excited about. He will reveal all in a special broadcast – 50X Nvidia Call. It will air tomorrow at 1 p.m. Eastern.
It’s free to attend. Simply click here now to reserve your spot.
Louis wants to get you ahead of the crowd and ahead of the news, so it’s important to listen to what he has to say in this presentation. It’s one week before Nvidia’s big Q Day reveal on March 20 at its conference in San Jose.
If you wait until the news breaks, you’ll be too late.
Here’s that link again to reserve your spot.
This is how generational wealth is built. Not by chasing headlines, but by understanding where the real growth is happening before the rest of the market catches on.
Quantum computing isn’t science fiction anymore. It’s here, and companies that master it will have a massive competitive edge… just like Nvidia did with AI chips.
Remember, technology keeps advancing, regardless of investor mood.
If you want to stay ahead of the curve and see where the next big investment opportunities lie, you won’t want to miss this conversation between me and Louis… or his 50X Nvidia Call tomorrow at 1 p.m Eastern.
To life, liberty, and the pursuit of wealth,
Charles Sizemore
Chief Investment Strategist, The Freeport Society
Transcript
Charles Sizemore: Hi, Charles Sizemore, Chief Investment Strategist of The Freeport Society.
And today I have a guest who really needs no introduction. He is a co-founder of The Freeport Society. There would be no Freeport Society if this man had not done the Herculean tasks that he did. This is one of the greatest growth stock investors in history. Were there a Mount Rushmore of growth investors, this man’s head would be on it.
Okay, I’m done with the flowery language. Now it’s time to make the introduction here. This is Mr. Louis Navellier here. Louis, thanks for being on.
Louis Navellier: It’s an honor, Charles.
Charles: Let’s sing your praises here for a minute.
The biggest stock of the last decade at least, one of the biggest names, one of the biggest stories in the history of American capitalism really is, of course, the chip maker NVIDIA. Now you no Johnny-come-lately to this stock. You got into it in 2016, right?
Louis: Yeah. I’m in it for the second time, but I’ve been in it for quite a few years, and we’re ecstatic with it.
The best way to describe NVIDIA, if you really want to know more about it, Jensen Huang gave a 55-minute talk at Stanford Business School. It’s on YouTube, my son was in the audience. And Huang explains how they spent over two billion per chip developing each new chip, and no one can compete with them, but they are going to be dominant through the end of the decade. But at the end of the decade, there’s going to be a glitch. It’s going to be hard to make the chips faster because they’ll be approaching the atomic level on the silicon. You can’t split atoms to make chips faster, something bad might happen.
Charles: Yet.
Louis: So then they have to pivot to quantum computing, which is where you use ones and zeros instead of a one or a zero, and they’re already facilitating that.
So I just love Jensen. The operating margins that NVIDIA has are obscene. I know the shorts try to attack them, but who else has 70% operating margins after taxes? I mean, this is going to be a phenomenal company for a long time. We’re doubling our power grid in America to gear up for all this, and there’s just a lot of excitement around it.
Charles: Well, let’s go into a bit more detail on that because I love this company.
I think it’s a fantastic growth story, but my first exposure to it was actually not too long into it, right around the time you recommended it for the first time. Because my sons got into gaming, and, of course, this started out as a company that made graphics chips for video games.
And then they reinvented themselves as a company that made the chips used to mine cryptocurrencies. And then, of course, they reinvented themselves yet again as the company that made the chips needed for AI.
So they’ve proven to be an extraordinarily adaptable company. If they were just making chips for video games, like they were 10 years ago, we wouldn’t be having this conversation. It’s their ability to continually redefine themselves that makes them interesting.
I will point out the stock is up about 7,000% since you first recommended it. So, bravo there.
You mentioned quantum computing, and I do want to go into deeper detail on that. NVIDIA’s, of course, having their big presentation on this on the 20th of this month, as you mentioned, but you’re going to be having a presentation of your own the week before, and we’ll talk about that in a second.
But before we do, for the less technically savvy folks out there, those who are not immersed in this, let’s just talk about quantum computing and why it matters. You mentioned that it uses qubits. Rather than ones and zeros, it’s ones or zeros and ones and zeros. It operates quite differently.
Louis: Yeah, some of the way they want to assemble the ones and zeros is how they do the graphics chips. And obviously NVIDIA dominates graphics chips, and so they naturally have a lead on this.
But the whole world is now arguing over how to basically create a structure for quantum computing. And the first big winner was this stock, IonQ, which makes the qubits. They have explosive sales and they’ve done very well, and they do have operating earnings. We did a special report on that.
The one we’re going to be revealing on our special video is a company that Jensen’s going to be interviewing on, I believe, the third day of this conference. And if NVIDIA uses this company’s technology, they’ll be doing amazingly well. They have a lot of patents that will facilitate their stock. So we think they could be the next wave of quantum computing, but we explain it all in the video.
Charles: Good deal. Now, why does quantum computing matter? Everyone knows, okay, it’s faster, it’s better, but why?
Louis: Yeah, I guess we can go with self-driving.
I have vehicles like the GM Super Cruise that you get on the freeway and it works pretty good. It can be a little annoying because it changes lanes when I wouldn’t change lanes. But it also has night vision and it knows what a deer is and what a pedestrian is. It will use LiDAR to brake the car. And I have other car models that use similar technology. I’m in Florida now, but I have a mountain home where we try not to hit all the animals that are wandering around.
But it’s interesting that Google with Waymo, LiDAR is on their self-driving cars and they work pretty good. They tested in San Francisco, but they seem to work better in Arizona where it’s really wide open and there’s not a lot of distractions. Although, they had that unfortunate incident with a cyclist.
The Tesla solution is totally different, it’s all about its cameras. The Tesla system might find a pothole before we find it, or it will find a police car pulled off to the side. There’s a lot of software now that will be asking you, “Is the police car still there?” and everything as you drive around or, “Be careful, there’s a speed trap.”
Charles: Yeah, Waze does that now.
Louis: So it’s going to get more and more sophisticated. And I’m not sure if the Tesla approach will do better or the Google Waymo approach will do better.
I personally like the LiDAR systems, but LiDAR won’t protect me from a pothole like Tesla will or protect me from an accident that just happened. So I want to see these two systems compete. And obviously we want the Robocar to be up and running, and I think they’re going to put it in Austin, Texas. And whether we do the Robocar or Waymo, I don’t think it really matters. I just think we want to figure out what the system is.
But if you just look at the computational power that Tesla needs to do it their way, that would naturally require quantum computing because the data is so immense. And so just like gaming can anticipate something, quantum computing will hopefully be able to anticipate things as we drive.
Charles: Okay. I’m glad you mentioned the cars because that actually brings me to a good layman’s example of why quantum computing works. Well, not so much why it works, but how it works and a practical application of it.
So the way classic computing works, you look at your car’s GPS. When you want to go from point A to point B, what does the computer do? It looks at every possible route one by one, ranks them for the fastest, and then gives you the fastest. And it’s still pretty fast. It all happens in the blink of an eye on your phone, but that’s what happens under the hood. It optimizes the best route, but it has to go route by route, each one sequentially, one after the other.
Well, because quantum computing works in the quantum realm here, you don’t have to go sequentially. You can go simultaneously.
It can simultaneously look at every route and then optimize the best possible strategy. So really simple applications of that is a car GPS.
But imagine every delivery company finding the optimal route to deliver the goods in the quickest, most efficient way possible, saving time, saving gasoline, saving energy, saving time on the road, saving salaries of the drivers, et cetera, just a more efficient way to run a logistic system. Imagine air traffic control being able to – which is a big deal these days since there’s been several incidents shall we say – work with quantum computing, you can be far more efficient in how you use limited airspace.
Louis: Exactly. That’s a great analogy.
I used to have airplanes and I was always amazed when we would fly into Newark on a Sunday, we’d have all these amateur flyers around and we got all the commercial traffic and the pilots are on approach. And I’m up in the cockpit, it’s like blop-blop, and the TCATs are just going nuts. And I couldn’t imagine how calm the pilot was as he dodges this place. He’s on his normal ascent, he can’t deviate too much, but all these Sunday flyers are running around.
And yeah, I would rather the computer do that. And because of that tragedy at National Airport, I don’t know if the military probably doesn’t have TCATs because I guess they’re supposed to be stealth. Do you know what I mean? So I just think that was very odd and they knew the height limits around there. And I don’t know why our military has to test the helicopters at a busy airport.
Charles: If a quantum computer had been making decisions, they may not have done that. But you bring up the military. That’s actually another great example. Think about the logistics of running the world’s biggest military. I mean, it is a mess, and we know we have the best army in the world, but it’s not exactly a model of efficiency. It’s grossly inefficient, and imagine how much more efficient it could be incorporating quantum computing into the decision-making.
Louis: Well, Palantir is one of our stocks. I did wait to buy it until the CEO sold his stock. He’s the guy with the bad hair, Alex. And then Peter Thiel was selling a billion in stock. So I waited till those guys sold before I bought it, because I knew they had I think 2.2 billion they were selling.
But that’s a classic example. And our military is going to be more video game-like. We don’t have the political will to put troops in harm’s way. So there’ll be all this stuff. And we do have a baby space shuttle we launch. Lockheed makes it. That controls everything on the other side of the globe. As we start to install things in certain areas, we have to have the command and control set up. So we have these things literally in space coordinating everything. So yeah, the military needs all these applications.
Charles: Remember, Louis, this is just the beginning. We’re not really even to the commercially viable stage of quantum computing yet.
There’s still some technical hurdles that the smartest engineers in the world are working on to overcome. So de-coherence and whatnot where you end up with errors. A computer is not particularly valuable if it spits out errors. So that’s the Achilles heel of quantum computing as of today, day zero. But the smartest minds in the world are working to fix that. And it’s just a matter of time until they do.
Louis: It can only get better and better. For example, we still have to get five Americans out of Gaza. So if there was some system that could do facial recognition or aid in what they have to do, that would be wonderful. And it would reduce the collateral damage that may happen if we decide we have to go in and get those five hostages.
Charles: Okay, you brought up another interesting point. Imagine the complexity of that tunnel system under Gaza. Good luck having a human ever figure that out. But something like a quantum system could figure out the optimal route to rescue the hostages.
Louis: Oh, absolutely.
I should mention, Charles, a lot of people don’t know this, I used to manage money for the employees of Gaza Strip. This is when Israel ran the place. And we would meet the leaders in charge of the pension fund. They were all thugs, they were stealing from the people. And the meetings were always in Paris or New York. And then we’d go back and have another meeting and we’d say, “Where’s so-and-so?” “Well, he got assassinated.”
Charles: You didn’t have the meetings in Gaza City, I’m shocked.
Louis: No, no, we did not. When Israel turned it over, they had a $2 billion flower industry. And obviously Israel doesn’t want to run the place anymore, but somebody’s got to do something. And I think the whole comment, that we can just redevelop it… I think they’re trying to get the Saudis or UAE or somebody to just go in and redevelop it because it has to be redeveloped.
That’s a nice location. And our president is going to be nice to any place that doesn’t have a Trump hotel, but it’s going to be interesting to see what happens. And Jared, his son-in-law, has been working on that. And then, of course, Jared’s funded by Saudi Arabia and Saudi didn’t like the idea. But secretly I think there’s something going on.
Charles: You keep bringing up points that make me think of other stuff. You mentioned hotels and casino resorts. Imagine a quantum computer playing poker. Imagine the complexity of that game, all of the possible scenarios.
Louis: I actually know a little bit too much about that. When I’m not in Florida, I’m often in Reno, and I have friends that worked for IGT, International Game Technology, and they moved a lot of their operations down to Vegas. But IGT was headquartered in Reno for many, many years and used to make all their slot machines and stuff by the airport.
But yeah, video poker is a big deal. My friend was a physicist and he would only play poker because he says that’s the only game you could win at, even though he knows how to count cards on blackjack and things like that. He didn’t like to bet on sports, especially football, because the ball could bounce the wrong way. It’s shaped funny.
He did think basketball was better when they introduced the shot clock. But yeah, basically poker if you’ve got a good mind and that’s what you do. The problem with poker tournaments is they take forever. Do you know what I mean? It becomes a game of attrition. And so it’s usually young people. It’s like chess, you know what I mean? How many moves ahead can you think, you know what I mean? And so just like young people are good at chess, younger people with endurance and sharp minds tend to be a little bit better at poker.
Charles: No, you’re right. Actually, I want to say the peak age for a competitive chess player, they peak out I think before they’re 30. Already cognitive decline sets in, in your 30s, for crying out loud. You just don’t have the processing power, which is scary to think about.
Those are good examples. Every chess move or every poker move, every poker hand is an optimization exercise of processing infinite numbers, well, I guess not infinite. Technically, I guess in poker it could in theory be infinite. In chess, it would be finite, but many. You would optimize the best move. Anyway, I’m getting lost in the nerdy weeds here. Let’s circle this back to your presentation. You’re giving a presentation on the 13th, correct?
Louis: Yeah.
Charles: First off, you said you’re still bullish on NVIDIA. It’s not your biggest winner, I might add, but it’s one of your biggest winners. You’re still bullish on it. But correct me if I’m wrong, in your presentation, you’re going to be recommending I believe it’s six other stocks that you think could generate NVIDIA-like returns.
Louis: Sure. I know we have three other quantum stocks in that we haven’t recommended yet. None of the quantum stocks are making money yet, but I only accuse the leader. They have operating earnings and then they have very strong sales.
So we have three moonshots, the one that has the patents is probably the most exciting, that might become winners from the boom in quantum computing. So these are very speculative stocks, but usually when you go into a new industry, you don’t know who will be the ultimate winner, although we think we have a lead on that. We’re going to recommend a few others just so everybody can place their bets and we’ll see who the ultimate winner is.
Charles: So whenever you have a new technology like that, it’s like throwing a plate of spaghetti on the wall to see what noodles stick, but you’ve narrowed it down to the noodles you think are most likely to stick. We’ll call it that.
Louis: Yeah, I think the whole quantum computing thing is, what is the format we’re going to use? What is the model we’re going to use? And you can have different models, of course, but do we want to use Windows? Do we want to use Apple’s operating system? Do we want to use FORTRAN or C++? There’s different models out there.
Charles: You bring up a good point. This seems like a million years ago, but in the world of personal computers, there wasn’t always an Intel standard. Intel emerged as the winner and that became the standard. Windows running an Intel-powered machine, they called it Wintel for short, that became the standard. So we don’t know what that standard is going to be for quantum computers yet, but we will soon enough.
Louis: Adobe was a winner. They created the PDF standard that I still remember back in the early newsletter days. I had to buy the Adobe PageMaker software to literally format the newsletters. This was back in the print era. We looked more like a newspaper, at least the front page did. But they created a wonderful niche and they’ve had a monopoly ever since. I find the monopolies with the operating margins and I love companies with fat and juicy operating margins.
Charles: Well, I’ll mention one more thing about NVIDIA and then we’ll wrap this up. But how is it that NVIDIA manages to generate the margins they do? Well, part of it is they don’t manufacture the chips. They design them. They let somebody else do the grunt work.
Louis: That’s obviously Taiwan Semiconductor. TSM makes their fancy chips.
And just so everybody knows, there’s that company in the Netherlands, ASML.
And so there’s low grade chips and then there’s a high grade ASML chip. ASML is not a stock we’re recommending right now, but if you’re going to compete with NVIDIA, you have to have the ASML equipment. But everybody’s making their own chips a lot more. Apple is now on their M4 chip.
Charles: Amazon came out with their prototype.
Louis: Microsoft’s Surface laptops are similar to the Apple chips made in the same plant. So when they’re making the chips nowadays, a lot of it has had to do with who could be the most energy efficient. And believe it or not, NVIDIA always had that lead because graphics takes a lot of juice, a lot of power, and NVIDIA was just better at making chips energy efficient. And of course, there’s NVIDIA chips on our phones and other tech.
Charles: Sure.
Louis: So I just think NVIDIA had that lead. I can’t think of anybody else that really dominated graphics.
Charles: No, there wasn’t anybody.
Louis: And the bottom line is just the way they process the graphics is like how we’re going to be doing quantum computing, because they’re going to be thinking, “How do you adjust as we move from here to here to here?”
And then again, I realize the Blackwell chip takes a lot of power. It has to be water-cooled. It has 2,000 transistors.
The other thing people have to realize is, when they make these high-end chips nowadays, they stick them together to make a super chip. And when the Biden administration was trying to restrict NVIDIA on China, NVIDIA actually sold the same chip to China that we got. But they tried to shrink the bus, which is the data rate of transfer.
And then, of course, China’s smart enough to put a bigger bus in. Then the Biden administration had to change it again, and so now I guess China has to get their chips through Singapore or some other channel.
But it’s interesting how we speed things up. My daughter does video production and we do a lot of video at InvestorPlace. So we spec’d a pretty high-end computer for her with the chips stuck together with the high-end buses. But I didn’t put enough memory on it, and it will crash sometimes. So I always bug her like saying, “Please keep saving so you don’t lose your work.”
Charles: So the number one investment advice that Louis Navellier is giving today is don’t skimp on your computer’s memory.
Louis: Well, you know, we paid more for memory but we could have put more on, is what I’m saying, because video just takes a lot of juice. And what I’ve noticed, I’ve been turning off all my AI stuff on the computer because there’s some weird stuff going on in how the files get stored. At least on the Apple side, I’ve turned a lot of that off because it’s been annoying me.
Charles: I hear that. It’s not always usable.
Louis: Yeah. So my heavy duty research is done off-site on FactSet, and so I just need my computer to interface with FactSet and, of course, do things like we’re doing now. But yeah, as AI starts to invade our computers, we’re all going to have to need new hardware. There’s no doubt about that.
Charles: Indeed, we will.
Well, Louis, we can wrap this up. I want everybody watching this to please tune into your presentation on the 13th. This is a big deal. Quantum computing is probably the single biggest technological development of our lifetimes, certainly in decades. This is going to be something that’s going to reshape the world.
So, I strongly recommend everybody tune into this. I will be tuning into it myself. I’m going to put details on how to tune in under the video in the text. So I hope to see everybody there. Louis, thanks for joining us.
Louis: Thank you, Charles.