NEW YORK (TheStreet) --Ritholtz Wealth Management CEO and co-founder Josh Brown discussed what he called "the most important company that we almost never discuss," on today's CNBC's "Fast Money Halftime Report."
The company is NVIDIA (NVDA) - Get NVIDIA Corporation Report a technology corporation based in Santa Clara, CA involved in designing graphics processing units, as well as chips for the mobile computing and automotive industries.
"When you think about everything that's happening over the next three to five years in virtual reality, augmented reality, video games, and with data centers, NVIDIA's graphical processing unit chips are involved in every one of these stories," Brown explained.
Additionally, he said that the company is not only involved within those stories, but is "creating what the future will look like."
"Only very smart investors know what's going on here. When you talk about creating virtual worlds what you really need are incredible graphics, deep learning, and artificial intelligence that teaches itself on the job in these environments," Brown noted.
He believes that this company's platform will provide the foundation for these virtual worlds, calling it the "Intel (INTC) of artificial intelligence"
"What's going on with graphics cannot be understated and I'm not suggesting the stock will go up in a straight line, it's already had a huge run, but I do believe it's still being discovered," Brown said
Brown concluded by saying that virtual reality as an investment theme is only in its infancy, and that this company could be vital to its development.
Shares of NVIDIA are higher 1.05% to $56.77 Friday afternoon.
Separately, TheStreet Ratings rates Nvidia as a "Buy" with a ratings score of "A." This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that TheStreet Ratings rates.
The company's strengths can be seen in multiple areas, such as its increase in net income, revenue growth, largely solid financial position with reasonable debt levels by most measures, notable return on equity and expanding profit margins. TheStreet Ratings feels its strengths outweigh the fact that the company is trading at a premium valuation based on TheStreet Ratings reviews of its current price compared to such things as earnings and book value.
TheStreet Ratings objectively rated this stock according to its "risk-adjusted" total return prospect over a 12-month investment horizon. Not based on the news in any given day, the rating may differ from Jim Cramer's view or that of this articles's author.
You can view the full analysis from the report here: NVDA