5 stocks that will dominate the next two decades

1. $Palantir(PLTR.US)$

It is referred as the “Messi of AI”.

This is well deserved as customers are flocking to its AIP.

It allows companies to integrate their data and create customized LLMs for their operations.

This translated to a 40% year-over-year increase in U.S. commercial sales to $150 million and 27% worldwide commercial sales growth to $299 million.

Annual revenue is set to grow at 30% CAGR in the next 5 years.

2. $NVIDIA(NVDA.US)$

Jensen Huang expects that the world will double the number of data centers in the next decade.

At least 20% of this will be hyperscale data centers that will take 1 million GPUs.

If $NVDA can only maintain 60% market share, this will translate to around $36 trillion aggregate revenue in the next decade.

3. $Tesla(TSLA.US)$

Tesla probably has tha largest potential among all the great companies.

It will create end-to-end robotaxi service that will become at least as mig as $Uber Technologies(UBER.US)$ in the next 5 years.

Services and energy will grow at around 20% and 25% CAGR respectively, together contributing $110 billion in revenue in FY 2033.

Add that Optimus, which unascertainably big.

4. $Hims & Hers Health(HIMS.US)$

Hims is revolutionizing the prescription drugs market.

Recent negative coverage about the company shows that how disturbed giants like Novo Nordisk and Eli Lilly are.

It’s dominating the telemedicince market with 49% market share that expands to 54% in newcomers.

5. $Alphabet-A(GOOGL.US)$

Google dominated search for more than 2 decades and it will keep dominating, but in a new way.

Youtube is now the second biggest search engine in the world.

It’s also winning the streaming wars. People spend more time watching Youtube on Tv screen than any other streamer, including Netflix.

Its ad revenue is growing around 21% annually, which is set to accelerate. I think it’s as valuable as $Meta Platforms(META.US)$ .