1. Amazon’s new services may take years to impact its bottom line, while Palantir’s valuation looks unsustainable despite compelling AI trends.
2. Nvidia has become the most valuable company globally due to AI chip demand, with GPUs playing a crucial role in various applications.
3. Broadcom could surpass Amazon and Palantir by 2030 in market value, fueled by growing AI infrastructure spending and demand.
4. Both Amazon and Palantir face challenges in further valuation expansion despite AI opportunities, with Palantir’s high P/S ratio leaving little room for error.
5. Broadcom’s position in the AI hardware supply chain makes it a potential giant in AI infrastructure, with diversified business models providing stability.
6. Broadcom’s stock has surged 700% in three years, driven by the AI revolution, and is poised to benefit from AI infrastructure spending exceeding $7 trillion in the future.

Read more at NASDAQ: Prediction: 1 Artificial Intelligence (AI) Stock Will Be Worth More Than Amazon and Palantir Combined by 2030 (Hint: It’s Not Nvidia)