Jeff Brown from over at Brownstone Research is teasing some “silent partner” stock that is supposedly supplying Tesla with microchips – all part of “Elon Musk's 10x Project”.
As you may already know, here at stockEXPOSER we reveal stock teasers like this for free. We dig through the clues and see what we can find out.
So let's get to it.
Jeff Brown is pretty well respected when it comes to tech investments due to his background. The guy is a former major tech company executive and so it goes without saying that he has access to a lot more information in the tech world than us regular folk.
It seems that Musk's name is being used in every other investment teaser that comes out right now – think Elon’s “Super-IPO” #1 “Backdoor” Starlink Play and that “Tesla Killer” Battery pick we exposed not long ago.
What Jeff Brown tells us here is that Elon Musk has some new project that can make us investors rich.
“His new AI product is about to make a lot of people rich.”
“This new product could even put up to an extra $30,000 in your pocket every year.”
I don't know about you, but I sure would like an extra $30k a year.
How can we make an extra $30k a year and what's this investment opportunity he's teasing?
Well, Brown claims to have found a key supplier to Musk behind this technology.
He tells us that he's not talking about autonomous driving AI or anything like this, but is “referring to a much more advanced AI”.
And, in typical fashion, he urges us to listen to him while showing us cherry-picked charts of some of his best-performing recommendations of time gone by, such as Nvidia here..
As he eventually gets to in the presentation, this opportunity is all about FSD, or Full Self-Driving vehicles.
We are told that “autopilot was just the first version.” Now Tesla's going to be coming out with their FULL Self-Driving cars, thanks to the 9 billion+ miles that have already been driven with Tesla's autopilot technology and the loads of data that their AI can crunch to make this all possible.
Here's what full autonomy looks like..
No steering wheel and no peddles.
No way to control it.
It does all the work, and if you think this tech is still years away, Brown is telling you to think again… that this will be a reality in less time than most people think, although it seems to me that there are quite a few FSD software updates that Tesla is behind on from what I've read.
But anyway, he says the tech is ready, just waiting on regulatory approval, which he's expecting to begin in 2025, with California and Florida being the first to allow these things on the road.
And what about that “chance to make an extra $30,000 a year with little effort” comment?
It certainly got my attention, but wasn't what I was expecting at first.
What Brown is talking about here is how, if you buy one of these FSD Teslas, you will be able to use it to take you to and from work… and when you're at work it can drive around and give people taxi rides to generate income for you… 100% autonomously.
Not only this, but Brown talks a bit about the “distributed inference” potential this all will have.
I'm not sure if this is his term or Musk's because I couldn't find much info on it, but essentially what he's talking about his how these Tesla robotaxis will purposely have larger computers than needed for just driving tasks alone, which will allow them to lease computing power when they're just sitting around.
Musk plans to put bigger computers in these cars than necessary for just FSD and then the extra computational power will be able to be leased for whatever AI needs – powering a ChatGPT search for example.
Another income-generating opportunity I suppose.
How can you get your hands on this opportunity?
Mr Brown tells us that he's identified a ‘silent partner' of Tesla's that's supplying the company with a critical piece of technology. And this is our backdoor opportunity.
Everything is revealed in his special report titled Elon Musk’s Silent Partner: How to Profit From His New $9 Trillion Revolution.
What this ‘silent partner' is supplying
In order for one of these Full Self-Driving cars to function effectively, there need to be trillions of operations processed every second. This is where the dynamic random-access memory, or DRAM chip comes into play.
This is what's needed to process the fact that the road is icy and it should slow down, there's a deer up ahead, a big gust of wind just pushed the car a bit to the right, and there's a yellow light up ahead all at the same time… along with a bazillion other things.
It's a memory chip, computer chip, whatever you want to call it, and it's more than likely coming from Asia. But this time, probably not Taiwan.
Taiwan dominates semiconductor production, but when it comes to the DRAM market specifically it accounts for less than 10% of global DRAM production, with South Korea at the top with over 70% of production world-wide (back in 2022 anyhow).
What is this “little-known Tesla supplier” stock?
So, Tesla needs some good quality DRAM chips to make their FSD robotaxis possible.
And, Jeff Brown says that:
I found a little-known company that’s supplying Elon with this type of memory chip.
The bad news…
He tells us that we won't find it in Tesla's latest annual report and, well… we're not told much of anything really. I guess Brown is getting tired of us exposing his stock picks.
I was hoping that little mention at the beginning of his presentation – that Renaissance Technologies invested $405 million in this Elon Musk tech – would be helpful, but not really.
It turns out this just refers to Renaissance Technologies increasing its total investment in Tesla to $405.94 million, which was reported back in August 2024… not an investment in the supplier of Tesla.
Micron Technology, SK Hynix, and Samsung Electronics are all big DRAM chip manufacturers and nearly make up the entire DRAM market, but with the smallest market cap out of these being SK Hynix's $84+ billion I'm a little doubtful any of these are what Brown is referring to.
Some smaller potential Tesla DRAM providers include:
- Etron Technology – has already been supplying automotive-related DRAMS for years
- Winbond Electronics – recently announced its latest DRAM chip for cars
At one point in the presentation, he showed us a close up of the DRAM chip that's being made for Telsa, but this doesn't really help as all the companies I've mentioned above make chips that look like this..
We can't see any markings that give away the maker.
So, at this point, very unfortunately, I can't tell you what company Brown is teasing.
What I can tell you, however, is that I'll be scouring the internet and trying to identify this company more. So check back here as I'll update this post if I find anything.
***If you know what he's teasing, be sure to let us know in the comment section below!***
The takeaway
- Jeff Brown is teasing the heck out of an opportunity to invest in the DRAM chip manufacturer supplying Telsa – Elon Musk’s Silent Partner: How to Profit From His New $9 Trillion Revolution
- Now that Tesla is going to be rolling out its Full Self Driving robotaxis, Brown sees this as a huge opportunity
- Absolutely no good clues are given as to what this small Tesla supplier is
No reveal here. Well… not yet. But be sure to let us know what you think about this investment opportunity below 🙂