 Editor’s Note: If you want to know which chipmaker could be the next NVIDIA, just ask Jeff Brown. He knows more about AI chips than practically anyone on the planet — Thanks to his senior executive roles at Qualcomm, Juniper Networks, and NXP Semiconductors… And Jeff just uncovered that one tiny chipmaker — 148 times smaller than NVIDIA — is set to provide Musk 5 billion chips in the next two years alone. Click here for the full story or read more below.
Dear Reader, Elon Musk just declared war on every AI company on earth. SpaceX and xAI carried out a $1.25 trillion mega-merger… And almost nobody understands the significance. Musk's next move means he no longer needs data centers from Microsoft, Amazon, or Google. And it's about to completely rewrite the rules of AI. Make no mistake: This isn't about competing with OpenAI on chatbots. It's about controlling the backbone of the entire AI economy… And when it's done, the top of the tech leaderboard could look completely different. Today's trillion-dollar giants could be yesterday's news. And one tiny company almost nobody has heard of could be the next NVIDIA. Renowned tech expert and angel investor Jeff Brown has tracked it down… A Musk supplier 148 times smaller than NVIDIA itself, set to ship him 5 billion chips over the next two years. He explains everything in this urgent briefing. Click here to watch it before we take it down. Regards, Lindsey Hough
Managing Director, Brownstone Research
Featured Content from MarketBeat
3 Non-Pharma Firms That Could Benefit From the GLP-1 TrendWritten by Nathan Reiff. Article Posted: 6/20/2026. 
Key Points
- With the GLP-1 agonist market still growing at a rapid pace, companies outside of the pharma industry are increasingly likely to benefit.
- Three potentially overlooked beneficiaries of GLP-1s may be TDOC, OLLI, and DXCM.
- TDOC and DXCM are health care firms providing telehealth services and continuous glucose monitoring devices, respectively, while OLLI is a bargain clothing store.
- Special Report: Forbes calls this a "golden era" for retirement income
The GLP-1 revolution is quietly continuing, even as investor attention has shifted to more timely topics. One of the best ways to access the fast-growing weight loss drug space is through makers like Novo Nordisk (NYSE: NVO) or Eli Lilly (NYSE: LLY), the leading companies behind products such as Ozempic and Zepbound. There are, of course, less direct ways for investors to benefit from the GLP-1 rush as well. The prospect of the market tripling in size in the coming years has enticed a host of other drug developers to pursue their own offerings, and a number of up-and-coming pharma firms may be worth watching—or investors can look at dedicated exchange-traded funds (ETFs) like the Roundhill GLP-1 & Weight Loss ETF (NASDAQ: OZEM) for a broader view.
But the impact of GLP-1 agonists is extending beyond the pharma space, and the companies below could benefit from this trend despite having no direct involvement. GLP-1 Telehealth Business Positioned to ThriveTeladoc Health (NYSE: TDOC) operates a telehealth platform that provides patients with virtual care services related to obesity management and metabolic health, among other services. These areas of Teladoc's business, along with GLP-1 prescription initiation, are growing particularly rapidly. The company makes it as easy as possible for qualified patients to gain access to GLP-1 treatment, which can be a game-changer for those without convenient access to in-person specialists. This has had a real impact on Teladoc's results. In Q1 2026, for instance, the firm beat revenue expectations by about $3 million at $614 million, and adjusted EBITDA of $58 million also came in ahead of guidance. Visit-based care is being enhanced by AI-enabled 24/7 offerings that will likely be a sales and margin driver throughout the rest of this year at least. At the same time, Teladoc is working to right its balance sheet by initiating a multi-step debt reduction process and planning to limit its stock-based compensation to $55 million or less in the coming year. The firm is also building its financial strength with a cash reserve that reached $751 million at the end of the first quarter. This is a welcome change for investors after several consecutive quarters of shaky financial health, as indicated by a TradeSmith health indicator in the red zone. GLP-1 Customers Buying New Wardrobes Might Fuel This Retailer's GrowthDiscount retailer Ollie's Bargain Outlet (NASDAQ: OLLI) may seem like an unlikely beneficiary of GLP-1 drugs, but stores like this could play an increasingly important role for patients losing weight and needing to buy new clothes. Ollie's is among the most aggressive discount retailers in terms of pricing and could be well-positioned to gain business from GLP-1 patients seeking to replace a large volume of clothes quickly. For Q1 2026, Ollie's reported strong results overall, including sales growth of 14% year over year (YOY) and comparable store sales improvement of 1.7% over the same period. Adjusted earnings per share (EPS) increased by 21% YOY as well, despite headwinds including inflation and higher fuel prices. Ollie's is also expanding rapidly, with 27 new stores opening in the first quarter of the year and a planned 75 new openings in total this year. OLLI stock is a Moderate Buy across Wall Street, based on 14 Buy ratings and three Holds. Shares have fallen by almost 30% year-to-date (YTD) but have about 60% upside potential based on analyst price targets. Glucose Monitoring Devices Could Surge in PopularityAlthough not a pharma company, health care sector peer DexCom (NASDAQ: DXCM) is a medical device firm that could benefit from the GLP-1 trend because of its continuous glucose monitoring (CGM) tools. CGMs are vital for GLP-1 patients with Type 2 diabetes, making these products a useful companion to GLP-1 treatment in some cases. Care providers may increasingly view CGMs and GLP-1s as a combined solution for patients with diabetes. CGMs have long been associated with insulin treatments, but the rapid expansion of GLP-1s beyond the population of patients with diabetes has the potential to open up monitoring needs for those interested in tracking glucose trends even if they are not also using insulin. DexCom has responded by launching over-the-counter products for a wider patient population. Overall, greater awareness of metabolic health and a growing interest in monitoring glucose levels could mean a surge in business for DexCom. This may contribute to DexCom's strong popularity among analysts: the stock has 22 Buy ratings compared to three Holds and one Sell, alongside 17% predicted upside potential. . |
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