The bulldog of Wall Street, Ross Givens, believes now is our second chance to strike it rich with the second wave of the Artificial Intelligence revolution, that is now upon us.
But it's not some new super chip that has Ross excited. Instead, it's the increasing pace at which top tech firms are gobbling up smaller firms in the AI space, and he's identified 3 “AI Takeover Targets” for 2025.
The Teaser
Ross' teaser may not be about a superchip, but it still has a superchip component to it.
Ross Givens is a former financial advisor, broker, and money manager. He also once bought 100 shares of Microsoft stock back when he was 12 years old, but he sold early.
This doesn't exactly inspire confidence, but Ross says what makes him different is his uncanny ability to detect patterns, which leads him to find under-the-radar opportunities.
The thing that will kick off the second wave of the AI tech revolution is an ingenious new super chip called the “Blackwell GB200.”
This is Nvidia's next-generation chip, which it spent $10 billion developing and holds out the promise of being 30X faster as well as 25X more energy efficient.
However, Nvidia after its monster run-up, trading at 54x trailing earnings is not the play here.
Rather, there is a way to leverage the rollout of Nvidia’s new superchip.
An Nvidia Piggyback Play
Instead of buying a Trillion-dollar company's shares…
We can buy into a few “emerging AI superstars from the ground floor before they have a chance to explode by as much as 500%, 1,000%, or even 5,000% or more.”
Ross' research says “a revolutionary tech ‘supergroup’ is gaining a stranglehold on this mammoth market and he thinks they are going to be AI’s true leaders.”
This trio of emerging AI titans are minnows compared to the likes of Google, Microsoft, and Nvidia, and they are all perfectly positioned for the next half-decade at least.
The Pitch
The names of each are revealed in a new special report called My Top 3 A.I. Takeover Targets for 2024.
All we have to do to secure a copy is join Ross Givens’ Live Action War Room for a special introductory price of only $5 for the first year.
The regular price after the first year is $297 and it includes a 365-day money-back guarantee, two bonus reports, four live sessions per month in a real-time trading room, a trading idea tracker to see how trades are performing, and more.
Is An AI M&A Wave Really Upon Us?
Two catalysts for a second AI revolution were mentioned at the outset of the teaser:
- The launch of Nvidia's GB200 ”Superchip”
- Top tech firms gobbling up smaller firms
On the first point, we learned earlier this summer that the Blackwell chip's launch has been pushed back due to the discovery of a design flaw.
The chipmaker is now targeting December for mass production of Blackwell.
As for the second catalyst, tech sector mergers and acquisitions. According to Statista, there were 682 completed deals in the technology sector in the United States (the most active M&A market in the world) between January and July of this year.
While this does make tech the most active deal sector, the overall deal figure is down by nearly 40% from the first half of 2023.
Not exactly a “ravenous deal pace.”
As one partner at a major consulting firm put it, “AI has attracted significant venture and corporate investment, but it is not driving M&A just yet.”
So both catalysts are kind of a moot point.
However, if there is any silver lining, it's that investment in AI is continuing to increase, which will drive deals twelve months and a few years from today.
This is what Ross hopes will drive the three takeover targets he's teasing here.
Revealing Ross Givens' AI Takeover Targets
Unfortunately, Ross is stingy with the clues and by stingy, I mean he doesn't provide any.
However, we scoured the dark nooks and crannies of the web (Reddit) and found what may be Ross' three AI Takeover Targets.
First Takeover Target
This is digital ID verification software provider Mitek Systems Inc. (Nasdaq: MITK).
The reasoning? A cybersecurity market expected to grow by 8-10% for the rest of the decade, which is sure to spur plenty of deals.
Second Takeover Target
Data engineering firm Innodata Inc. (Nasdaq: INOD) is the name given here.
A microcap with a market value of $449 million in another growing market – providing datasets to businesses to help them create their own Large Language Models (LLMs).
This combination of a relatively small size and above-average growth makes it an obvious takeover target.
Third Takeover Target
The last takeover pick is said to be Lightwave Logic Inc. (Nasdaq: LWLG).
I had never heard of this company before, so I looked it up and while it's not an AI play per se, it has developed a proprietary technology – electro-optic polymer material, for faster data transfer speeds, which helps quench AI's thirst for big data.
Its technology and not the business itself is the prize here.
The question now becomes, can we potentially strike it rich with these picks?
Big Money Breakout Opportunity Or Bust?
The median premium for public company acquisitions is somewhere between 30-60% depending on several variables.
In the hypothetical buyout scenarios, Ross lays out, we stand to make a tidy profit.
However, since these aren't announced acquisitions and just supposed scenarios, we must look at each pick as a standalone business:
Mitek Systems: An unprofitable business with more debt than cash on its books.
Innodata: A slightly profitable going concern, trading for 4.4x revenue, which is already a healthy premium.
Lightwave Logic: Less than $100k in revenue, no earnings, and a business whose operations are only funded through October 2025, before needing to go hat in hand to the market to raise more capital.
All are high-risk, high-reward potential moonshot speculations, but fall short of meeting the standard for standalone investments. Proceed with caution.
Quick Recap & Conclusion
- The bulldog of Wall Street, Ross Givens says the second wave of the Artificial Intelligence revolution is now upon us and he has 3 “AI Takeover Targets” for 2025 and beyond.
- The thing that is supposed to kick off the second wave of the AI tech revolution is an ingenious new super chip called the “Blackwell GB200” by Nvidia, which is faster, more powerful, and will spur innovation.
- Ross' trio of potential takeover targets are all perfectly positioned for the next half-decade at least and their names are revealed only in a new special report called My Top 3 A.I. Takeover Targets for 2024. It's ours if we subscribe to Ross Givens’ Live Action War Room.
- After some online sleuthing, we were able to find the names of all three of Ross' “AI Takeover Targets,” they are Mitek Systems Inc. (Nasdaq: MITK), Innodata Inc. (Nasdaq: INOD), and Lightwave Logic Inc. (Nasdaq: LWLG).
- All three picks are pure speculative moonshots but make substandard standalone investments.
Do you believe any of the stocks revealed here will be acquired? Drop a Yes or a No in the comments.
Muito obrigado, Thoedor.