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By Parkev Tatevosian, CFA
This little-talked-about factor has Amazon (AMZN) stock investors cheering.
*Stock prices used were the afternoon prices of May 4, 2026. The video was published on May 6, 2026.
Nvidia’s CEO just revealed that one breakthrough could create more millionaires in the next five years than the internet did in two decades.
Amazon’s Jeff Bezos says it is “hard to overstate the impact.” And Cathie Wood projects AI could be an $80 trillion opportunity by 2030. That is the equivalent of 18 Nvidias, 29 Microsofts, or 35 Amazons.
But here’s what most investors miss: almost all that growth runs through a single choke point. One little-known company, called an “Indispensable Monopoly,” provides the critical technology Nvidia, AMD, and Intel cannot function without. And it is still just a fraction of Nvidia’s size. We just released a brand-new report with the full story and the company’s name.