In a new presentation, James Altucher, a former hedge fund manager with nearly 30 years in the markets, argues the biggest AI opportunity may be a little-known supplier inside Elon Musk's empire, not household names. He focuses on companies supplying essential components, comparing them to merchants who sold shovels during the gold rush. Altucher describes this supplier as one of "Elon's most trusted suppliers," noting the company ships "more than 5 MILLION of these devices to Starlink, each day." He highlights the combination of its small size and enormous customer as key, suggesting a smaller supplier tied to such a large customer has room to grow. Altucher believes companies providing essential technology to Musk's AI buildout deserve more attention. He notes the timing is driven by scale, stating "Elon Musk says he needs 50 times more computer chips than the market can currently give him," a demand that points back to suppliers.