It’s true that both Nvidia and Palantir have seen some massive gains recently.
But here’s the thing: both companies are still riding some serious tailwinds.
Nvidia’s dominance in AI chips and data centres isn’t slowing down, and with AI adoption still in its early stages, there’s room for growth.
Analysts are even eyeing $150+ by 2025 if the AI hype continues.
Palantir, on the other hand, is expanding into commercial AI solutions, which could open up new revenue streams.
Sure, the valuations are high, but if the growth stories hold, there could still be upside.