Next AI Superchip Sparks Investor Focus on Semiconductor Supply Chain Dynamics
Analysis explores how emerging chip architectures and upstream suppliers are reshaping attention beyond established AI leaders
CHICAGO, ILLINOIS / ACCESS Newswire / December 18, 2025 / Advertorial: This article contains affiliate links. If you subscribe through links in this article, we may receive compensation at no additional cost to you. This does not influence our analysis. See full disclosures below. Verify current terms on the Behind The Markets website before subscribing.
Behind The Markets Review 2026: Is Dylan Jovine's "NVIDIA Secret Supplier" Pick Worth Your Attention?
You saw the ad. Something about major investors allegedly rotating out of NVIDIA to buy a tiny "secret supplier." A Wall Street veteran named Dylan Jovine. Gains of 400%+ flashing across the screen (figures presented by the publisher; results not typical).
And now you're here, doing exactly what a smart person does - researching before you buy anything.
Good. Let's dig into what Behind The Markets actually is, what they're claiming, and whether it deserves a spot on your radar heading into 2026.
Fair warning: We're going to be honest about what's verifiable and what's marketing. That's the only way this is useful to you.
View the Behind The Markets offer page
Disclosure: If you register through this link, a commission may be earned at no extra cost to you.
What Is Behind The Markets, Exactly?
Behind The Markets is an investment research newsletter that sends subscribers monthly stock picks. The service launched in January 2018 and covers various sectors - tech, defense, biotech, energy, commodities - wherever the editor sees opportunity.
Right now, their big promotional push centers on what they call "NVIDIA's Secret Supplier" - a stock they believe will benefit from NVIDIA's AI chip expansion.
Here's the important legal context:
Behind The Markets states it publishes general, impersonal investment research. This type of publication is commonly structured to rely on what's known as the "publisher's exclusion" from investment adviser registration - meaning they're positioned as a newsletter sharing opinions, not a firm giving you personalized advice.
What does that mean for you practically?
Everyone who subscribes gets the same picks regardless of their personal situation. The recommendations are the publisher's opinions, not advice tailored to your portfolio, risk tolerance, or goals. You're responsible for deciding whether any pick makes sense for you specifically.
This structure is common across investment newsletters. It's neither a red flag nor an endorsement - just how these services legally operate.
Who Is Dylan Jovine?
Before trusting anyone's stock picks, you want to know their background. Here's what's publicly stated about Jovine:
According to his published biography, he has over 34 years as a professional investor, founded a brokerage firm at age 24, worked as a Wall Street executive, and claims early coverage of companies like Palantir before major runs.
His positioning: Wall Street experience now channeled into research for individual investors.
What this tells you: Jovine has relevant experience. But experience alone doesn't predict future results. The real question is whether the research approach and thesis make sense - which brings us to the main event.
The "NVIDIA Secret Supplier" Thesis: What They Claim vs. What's Verified
This is where we need to be careful. The promotional materials make several specific claims. Some align with verifiable information; others are marketing assertions we can't independently confirm.
Let's separate them clearly.
What Behind The Markets Claims (Not Independently Verified)
The promotional materials state the following about the "Secret Supplier." These are the company's marketing claims, presented here for your awareness - not verified facts:
The supplier allegedly holds a 20-year supply contract with NVIDIA. The company reportedly has nearly 7,000 patents protecting its technology. NVIDIA allegedly attempted to acquire this supplier, but the deal was blocked. Major investors like Ken Griffin, Israel Englander, and Stanley Druckenmiller are supposedly reducing NVIDIA positions while adding this stock, according to the promotion's references to SEC 13F filings.
We have not independently verified these specific claims. The 13F filing references, patent counts, and contract details would require primary source verification (actual SEC filings, patent databases, corporate disclosures) that goes beyond the promotional materials.
If these claims interest you, consider verifying them yourself through SEC EDGAR filings and other primary sources before making investment decisions.
What Aligns With Verifiable Information
Some elements of the thesis connect to publicly confirmed developments.
NVIDIA has publicly announced Jetson Thor as a next-generation robotics computing platform. According to NVIDIA's own investor materials, Jetson Thor offers 7.5x more AI compute and 3.5x greater energy efficiency compared to Jetson Orin.
Note: The promotional materials describe THOR as "20x more powerful than its predecessor." We could not verify this specific figure in NVIDIA's official communications. The 7.5x compute improvement is what NVIDIA's investor relations materials state.
The FTC did block NVIDIA's attempted acquisition of Arm Holdings in 2022, citing competition concerns. If the "Secret Supplier" referenced is Arm (which the promotional materials don't explicitly confirm), that element would align with public record.
Jensen Huang has publicly discussed NVIDIA's focus on robotics, autonomous vehicles, and what the company calls "physical AI." This is documented in NVIDIA earnings calls and presentations.
The Investment Logic (Evaluated on Its Own Merits)
Setting aside unverified specifics, the underlying thesis has a logical structure worth understanding.
The argument: When a dominant company succeeds, smaller suppliers with concentrated exposure can see proportionally larger percentage gains due to their smaller market capitalizations.
Historical precedent: This pattern has occurred. Smaller companies in major tech supply chains have sometimes outperformed the larger customers they supply - though this is far from guaranteed.
The risk: Supplier relationships are complex. Being in a supply chain doesn't guarantee participation in a customer's success. And if sophisticated investors are already buying (as the promotion claims), the opportunity may be partially priced in.
View the Behind The Markets offer page
Track Record Claims: What the Publisher Reports
Behind The Markets promotes specific performance figures. Here's what they state - with appropriate context.
Reported Metrics (Publisher-Provided, Not Independently Audited)
The service claims a 75.2% win rate on closed trades from January 2018 through May 2025, with a 43.8% average return on closed trades during that period. For 2025 specifically, they report a 68% average return on closed trades.
Highlighted Picks (Per the Promotion)
The service emphasizes past winners including reported gains on IONQ, Rocket Lab, Viking Therapeutics, Palantir, and others - with some figures exceeding 300-400%.
Critical Context
These figures are self-reported by the publisher. We have not independently verified them, and to our knowledge, they are not audited by a third party.
The promotion itself acknowledges that featured gains are "atypical" and shown because they're exceptional. This is actually good disclosure on their part - it signals that these highlights represent best-case outcomes, not typical results.
What this means practically: If the track record is accurate as reported, it represents strong historical performance. But past performance does not guarantee future results. Individual outcomes depend heavily on entry timing, position sizing, and when you sell. Losses have occurred; not every pick works.
Questions you might research further: How does the service define a "win" vs. a "loss"? What were the worst-performing picks? How long were positions held on average?
What Do You Actually Get for $49?
Let's be concrete about what the subscription includes.
Monthly Research
One new stock recommendation per month, including the specific stock and ticker, analysis explaining why they like it, a "buy-up-to" price (to help you avoid overpaying), and ongoing updates on existing positions.
The "Secret Supplier" Report
The current promotion's main draw - this report reveals the company name and ticker symbol, provides the full investment thesis, and includes entry price guidance.
Bonus Report
"The Last Retirement Stock - AI Income for Life" - covering a dividend-paying company with AI exposure.
What You Don't Get
To set realistic expectations: No personalized advice (everyone gets identical research), no guaranteed outcomes (this is analysis, not prophecy), and no trade execution (you make your own decisions through your own brokerage).
Pricing, Guarantee, and Refund Terms
Current Pricing
The standard price is $199 per year. The current promotional price is $49 per year - a 75% discount. At $49 annually, that works out to roughly $4 per month.
30-Day Money-Back Guarantee
According to the company's stated terms, you have 30 days to evaluate the service. If unsatisfied, contact customer support for a full refund. This gives you time to review the research before fully committing.
Pricing Context
$49 sits at the lower end of investment newsletter pricing. Many comparable services run $100-250 per year, with premium services reaching $500-2,000+.
The low barrier plus the guarantee means you can evaluate whether the research approach works for you without significant financial risk.
Pricing was accurate at publication (December 2025). Verify current terms before subscribing.
View the Behind The Markets offer page
How Behind The Markets Compares to Alternatives
You have options. Here's how BTM stacks up against common alternatives.
Example Comparison: Behind The Markets vs. Motley Fool Stock Advisor
Behind The Markets currently costs $49 per year (promotional), offers one pick per month, focuses on thematic opportunities with a current AI emphasis, and operates as a smaller publication. Motley Fool Stock Advisor typically costs $99-199 per year, offers two picks per month, emphasizes long-term buy-and-hold growth investing, and operates as a larger established brand.
Takeaway: Motley Fool is larger and more established. BTM is smaller, cheaper, and currently more narrowly focused on AI opportunities.
Example Comparison: Behind The Markets vs. Self-Directed Research
A newsletter subscription costs $49 per year, requires low time investment, and delivers curated picks based on a single editor's view. Self-directed research is free, requires high time investment, and produces highly variable quality depending on your skills.
Takeaway: Newsletters trade money for convenience. If you enjoy research, free resources abound. If you want curated ideas, newsletters provide that.
Example Comparison: Behind The Markets vs. Financial Advisor
A newsletter provides no personalization, places responsibility entirely on you, and costs $49 per year. A registered investment adviser provides advice tailored to your situation, often carries fiduciary duty, and typically costs around 1% of assets annually.
Takeaway: If you need advice specific to your situation, work with a registered investment adviser. Newsletters provide ideas, not personalized guidance.
Is Behind The Markets Legitimate?
Let's address this directly since it's likely why many of you are here.
Observable Indicators of Legitimacy
The service has operated since January 2018 (nearly 8 years). Dylan Jovine has a documented background. The publisher model structure is common and legal. They offer a 30-day money-back guarantee. The promotion acknowledges featured gains are atypical.
Things That Are Marketing (Not Red Flags, But Recognize Them)
Urgency language like "could take off any day" is promotional framing. The 400%+ gain examples are cherry-picked best outcomes. The "secret" positioning is a marketing hook - the supplier company isn't actually secret.
The Honest Assessment
Based on available information, Behind The Markets appears to operate as a standard investment newsletter publisher - sharing one editor's stock picks with subscribers who pay for that research.
This assessment is based on observable facts (operational history, structure, disclosures), not on independent verification of performance claims or investment thesis accuracy.
What legitimacy doesn't guarantee: That recommendations will be profitable, that the "Secret Supplier" pick will work out, or that past performance predicts future results.
You can subscribe to a completely legitimate newsletter and still lose money on the picks. Legitimacy and profitability are separate questions.
Who This Might Fit
Behind The Markets may align with your situation if:
You invest in individual stocks and want research ideas. If you already manage a brokerage account and buy individual companies, a newsletter provides curated ideas you can evaluate and act on (or not).
You're interested in AI infrastructure beyond the obvious names. The current thesis focuses on suppliers rather than the well-known large caps. If that angle interests you, the research explores it in detail.
You missed NVIDIA's run and wonder what else is out there. The promotion explicitly targets this sentiment. If that resonates and you want to explore the supplier angle, this provides a structured thesis to evaluate.
You have money you can genuinely afford to lose. Individual stocks carry real risk. If a losing pick would meaningfully damage your finances, this type of investing may not be appropriate regardless of the newsletter.
You'll still do your own thinking. Newsletters provide starting points, not final answers. If you'll evaluate picks critically rather than blindly following, you're positioned to use any research service responsibly.
Who Should Probably Look Elsewhere
This likely isn't the right fit if:
You need advice tailored to your specific situation. Behind The Markets publishes general research. If you need guidance considering your tax situation, retirement timeline, risk tolerance, and complete financial picture, work with a registered investment adviser.
You can't stomach volatility. Smaller stocks - which newsletters often recommend - can swing significantly. If watching positions drop 30%+ would cause you to panic-sell or lose sleep, consider more conservative approaches.
You expect guarantees. No legitimate service can promise investment returns. If you're looking for certainty, the stock market isn't the place to find it.
You won't do any independent verification. Even good research should be checked. If you plan to invest based solely on what any newsletter says without doing your own analysis, you're setting yourself up for problems.
You're investing money you need. Money for rent, emergencies, or near-term obligations doesn't belong in individual stocks. Period.
If You Decide to Subscribe
For those who've evaluated everything and want to proceed:
Step 1: Visit the offer page and review current terms.
View the Behind The Markets offer page
Step 2: Complete subscription through their checkout.
Step 3: Review the "Secret Supplier" report carefully. Don't just look at the ticker - understand the thesis, the risks, and the buy-up-to guidance.
Step 4: Do your own verification. Before investing, check the company's SEC filings, recent earnings and guidance, other analyst perspectives, and whether the current price is below or above BTM's recommended entry.
Step 5: Size any position appropriately. No single stock pick should represent a portfolio-threatening amount. Consider what percentage of your investable assets makes sense given the risk.
Step 6: Evaluate during the guarantee period. You have 30 days. If the research approach doesn't fit how you think about investing, request a refund before that window closes.
Frequently Asked Questions
Is Behind The Markets a scam?
Based on observable information, Behind The Markets appears to operate as a standard investment newsletter - publishing general research under the publisher model that's common in this industry. The service has operated since 2018, has an identifiable founder, offers a refund policy, and discloses that featured gains are atypical. That said, "not a scam" doesn't mean "will make you money." Legitimacy and investment success are separate questions.
What is the "Secret Supplier"?
The specific company is revealed only to subscribers. The promotional materials describe it as a chipmaker providing core technology to NVIDIA, with significant patent holdings and a long-term supply relationship. We have not independently verified these specific claims.
Are the track record numbers real?
The figures (75.2% win rate, 43.8% average return) are provided by the publisher. We have not independently audited them, and to our knowledge, they haven't been verified by a third party. The promotion does acknowledge that highlighted gains are "atypical."
How much does it cost?
$199 per year standard, currently $49 per year promotional. Verify current pricing before subscribing.
What's the refund policy?
30 days to evaluate; contact customer support for a full refund if unsatisfied.
Is this investment advice?
No. According to their disclosures, Behind The Markets publishes general, impersonal research - not advice tailored to your individual situation.
How does it compare to Motley Fool?
Different approaches. Motley Fool is larger, more established, and emphasizes long-term buy-and-hold diversified growth. Behind The Markets is smaller, currently cheaper, and more focused on thematic opportunities like AI infrastructure.
Should I subscribe?
That depends on factors only you know: your risk tolerance, available capital, interest in individual stock picking, and whether this research style fits how you invest. The 30-day guarantee lets you evaluate before fully committing.
Final Thoughts
Behind The Markets appears to be what it presents itself as: an investment newsletter sharing one editor's stock picks with subscribers. The current "NVIDIA Secret Supplier" promotion makes specific claims - some connected to verifiable market developments, others that would require independent verification we haven't performed.
The honest reality: The promotional materials are designed to be compelling. That's marketing. The underlying thesis about AI chip suppliers has logical merit but isn't a guaranteed winner. The track record claims are impressive if accurate but are self-reported. The $49 promotional price with a 30-day guarantee creates a low barrier to evaluate whether the research fits your approach.
What makes sense: If the thesis interests you, you invest in individual stocks, you have appropriate risk capital, and you'll do your own due diligence on any pick - the subscription lets you evaluate the full research for less than the cost of a decent lunch.
If you need personalized advice, can't afford losses, or expect guaranteed outcomes - this isn't the right fit, and no newsletter would be.
One final note: The investment newsletter space attracts both legitimate researchers and those who overpromise. We've tried to present what's verifiable versus what's claimed, so you can make your own informed decision. The guarantee period exists specifically for you to evaluate whether this works for you.
View the Behind The Markets offer page
Company Name: Behind the Markets
Phone: 1-800-851-1965(10:00 am - 7:00 pm ET)
Email: [email protected]
Disclosure
Advertorial Notice: This article is an advertorial - content created with commercial intent. Compensation may be received if you subscribe to Behind The Markets through links in this article.
Investment Risk Disclaimer: Investing involves risk, including potential loss of principal. Past performance does not guarantee future results. The analysis discussed represents Behind The Markets' methodology and opinions, not personalized investment advice. Conduct your own research and consider consulting a qualified financial advisor before making investment decisions.
Publisher Status Notice: Behind The Markets states it publishes general, impersonal investment research. The service provides opinions and analysis to all subscribers identically; it does not provide individualized investment advice tailored to any subscriber's personal circumstances.
Performance Disclaimer: Performance figures referenced in this article are provided by the publisher and, to our knowledge, have not been independently audited or verified. Featured gains are described by the publisher as "atypical" and are highlighted because they represent exceptional outcomes. Individual results vary significantly based on entry timing, position sizing, holding period, and market conditions. Losses are possible and have occurred.
Verification Disclaimer: Certain claims in Behind The Markets' promotional materials - including specific contract terms, patent counts, investor positioning, and supply relationships - have not been independently verified for this article. These are presented as the publisher's marketing claims for your awareness, not as confirmed facts.
Affiliate Disclosure: This article contains affiliate links. If you subscribe through these links, we may receive compensation at no additional cost to you. This relationship does not influence our analysis, but you should be aware of it when evaluating this content.
Pricing Disclaimer: All pricing, promotional offers, and guarantee terms were accurate at publication (December 2025) but may change. Verify current terms on the Behind The Markets website before subscribing.
Editorial Note: This analysis is based on publicly available information, the publisher's promotional materials, and official sources where cited. We are not affiliated with Behind The Markets beyond the affiliate relationship disclosed above.
SOURCE: Behind the Markets