💥This One AI Stock May Outgrow Nvidia and Palantir Combined

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Hi Fellow Investors,

Alphabet (NASDAQ: GOOG) is already one of the world’s most powerful companies, valued at nearly $3 trillion.

But according to many analysts, its growth opportunities are so vast that by 2030 it could be worth more than Nvidia (NASDAQ: NVDA) and Palantir (NYSE: PLTR) combined.

Search, AI, cloud computing, and Waymo are all set to fuel the company’s next decade of expansion.

And with a cheaper valuation than other megacap peers, Alphabet may have the strongest long-term upside of them all.

Key Points:

• Alphabet’s AI, cloud, and Waymo growth drivers give it multiple trillion-dollar opportunities.

• Nvidia faces risks from inference and custom chips, while Palantir’s valuation is stretched.

• Alphabet trades at a reasonable forward P/E, leaving significant room for expansion.

Alphabet’s AI and Search Edge

Alphabet owns the digital front door to the internet through Google Search, Android, and Chrome.

Now it’s enhancing that dominance by weaving AI directly into search results.

Features like AI Overviews, multimodal Lens, Circle to Search, and the new AI Mode are being used by billions each month.

The seamless integration means Alphabet doesn’t need to change consumer behavior — it only needs to make existing habits smarter and more useful.

Even more telling, its Gemini app just overtook ChatGPT as the most downloaded app on the Apple App Store, signaling real momentum in consumer AI adoption.

This positions Alphabet as the default AI gateway for both consumers and advertisers.

Cloud and Waymo Could Unlock Trillions

Alphabet’s biggest growth driver may be Google Cloud.

Last quarter, revenue surged 32% year over year while operating profits more than doubled.

Owning the full stack — from Gemini AI models to custom chips to one of the world’s largest fiber networks — gives it unmatched vertical integration and pricing power.

The pending Wiz acquisition could supercharge its cybersecurity offerings, creating powerful cross-sell opportunities.

Beyond cloud, Alphabet’s Waymo is scaling rapidly with robotaxis already operating in major U.S. cities.

If autonomous driving adoption accelerates, Waymo could evolve into another multi-trillion-dollar business within Alphabet’s empire.

Why Nvidia and Palantir May Struggle

Nvidia is the clear leader in AI hardware today, but hardware sales are cyclical and not recurring.

The rise of inference and hyperscalers designing their own chips threaten Nvidia’s margins.

Its recent $100 billion OpenAI partnership looks more defensive than offensive, raising concerns about its long-term moat.

Palantir, meanwhile, is executing well but trades at a nosebleed forward P/S ratio above 100.

This leaves almost no margin for error — and any slowdown in growth could trigger sharp downside.

In contrast, Alphabet offers both strong growth and a reasonable valuation, making its long-term risk-reward far more attractive.

Strengths

• Alphabet dominates global search and user access points, with billions relying daily on Google, Android, and Chrome as essential platforms.

• Google Cloud is scaling at lightning speed, with surging revenues and operating leverage creating massive earnings growth potential.

• Waymo gives Alphabet a unique moonshot opportunity, positioning it as a first mover in autonomous driving across multiple U.S. cities.

Weaknesses

• Advertising still makes up the majority of Alphabet’s revenue, leaving it exposed to economic downturns and cyclical ad spending.

• Heavy investment requirements in AI and cloud infrastructure could weigh on margins in the short term.

• Regulatory scrutiny worldwide is intensifying, posing risks around antitrust, data privacy, and potential breakups.

Potential

• Alphabet could surpass Nvidia and Palantir combined, riding AI, cloud, and autonomous driving to record-breaking valuations by 2030.

• Its reasonable valuation compared to other megacaps provides room for multiple expansion, amplifying shareholder returns.

• If Gemini and Waymo gain mass adoption, Alphabet may cement itself as the world’s largest company, setting a new standard for tech dominance.

Conclusion

Alphabet has transformed what once looked like an AI threat into one of the biggest tailwinds in its history.

With AI integration, a surging cloud business, and Waymo’s disruptive potential, Alphabet is poised to outpace Nvidia and Palantir in the decade ahead.

For long-term investors, this may be the most overlooked megacap opportunity on the market today.

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