When NVIDIA was trading at $57 last February, Wall Street’s loudest voices were screaming “sell.”
JPMorgan warned of “significant downside risk.” Goldman suggested “reducing exposure.” And Jim Cramer? He called it “dead money.”
But in a private memo to institutional clients, one secretive analyst made a call that seemed almost delusional at the time: NVIDIA would surge within 12 months.
That analyst was Liam O’Neal, founder of the ultra-private Kensington Research. His firm deliberately maintains a low profile, serving institutional clients who pay substantial premiums to keep his research confidential.
Three months later, as NVIDIA exploded past $130, those same Wall Street analysts were desperately calling O’Neal’s office.
How did he see it coming when everyone else missed it?
“The evidence was hiding in plain sight,” O’Neal told me during our rare two-hour interview at his Connecticut office. “But you had to know exactly where to look in the regulatory filings.”
O’Neal’s track record is stunning. Before NVIDIA, he spotted MongoDB’s AI potential three weeks before their Microsoft partnership announcement. And six weeks before that, he identified CrowdStrike’s AI security moat before their major rally.
But here’s why I’m writing about O’Neal now…
Last week, his firm made an unprecedented move.For the first time in their 14-year history, they’re breaking their strict privacy policy.
Why? Because…
O’Neal’s Latest Analysis Has Uncovered Something Far Bigger Than NVIDIA..
Through forensic examination of patent filings and institutional money flows, he’s identified several unknown companies that could make the NVIDIA surge look tiny in comparison.
“What we’ve discovered is unlike anything I’ve seen in my career,” O’Neal revealed, showing me a stack of highlighted regulatory documents. “The pattern is so clear, so undeniable, that I felt ethically obligated to share it beyond our institutional clients.”
His analysis points to a specific date – November 15th, 2025 – when a seismic shift in the AI industry could create the greatest wealth transfer of our lifetime.
More importantly, he’s identified a small group of overlooked companies that own ironclad patents on technology that even tech giants like Microsoft and Google can’t function without.
“The smart money isn’t waiting,” O’Neal warned, pulling up recent public filings showing massive institutional accumulation in these companies. “They’re quietly positioning themselves now, months before this becomes obvious to everyone else.”
O’Neal’s firm has prepared a detailed video presentation revealing their full analysis. But be warned – the information is controversial and challenges many commonly-held beliefs about AI investing.
**Click here to watch O’Neal’s urgent presentation**
*Note: Due to the sensitive nature of this information and its potential market impact, this presentation may be taken offline without notice. Viewing is available on a first-come, first-served basis.*