Investment Highlights for 2025
Nvidia (NASDAQ: NVDA) reported a staggering 458,000% return since its IPO in 1999. The company’s data center revenue surged by 66% year-over-year last quarter, attributed to increasing demand for its graphics processing units (GPUs). For 2025, Nvidia’s revenue is projected to grow by 50% to $319 billion, backed by management’s visibility into $500 billion in cumulative revenue from current and upcoming products.
Palantir Technologies (NASDAQ: PLTR) also showcased significant growth, with quarterly revenue increasing 63% year-over-year as of Q3 2025. Analysts project Palantir’s revenue to reach $16.5 billion by 2029, growing at an annual rate of 39%, influenced by demand for AI solutions in various business applications.
