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Nvidia & Palantir: Two Stocks Forecasted to Thrive Beyond 2035
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Published in Stocks and Investing on Sunday, December 28th 2025 at 23:59 GMT by The Motley Fool- 🞛 This publication is a summary or evaluation of another publication
- 🞛 This publication contains editorial commentary or bias from the source
Investing for the Long Haul: Two Stocks Poised to Thrive Through 2035 (and Beyond)
The allure of quick riches is strong in the investment world, but true wealth creation often comes from patient, long-term strategies. A recent article on MSN Money highlights just that, identifying two growth stocks – Nvidia (NVDA) and Palantir Technologies (PLTR) – with the potential to deliver substantial returns for investors who hold them through 2035 and beyond. The piece emphasizes a focus on secular trends, meaning long-term shifts in technology and societal behavior, rather than short-term market fluctuations. Let's delve into why these companies are considered prime candidates for such a buy-and-hold approach.
The Foundation: Secular Trends & the Power of Long-Term Investing
Before examining the specific stocks, the article underscores the importance of identifying secular trends. These aren’t fleeting fads; they represent fundamental changes that will shape industries and consumer behavior over decades. Examples cited include the rise of artificial intelligence (AI), cloud computing, electric vehicles, and renewable energy. Investing in companies positioned to capitalize on these trends offers a higher probability of sustained growth compared to chasing short-term gains based on speculation.
The article draws heavily from the investment philosophy of Cathie Wood and her ARK Invest firm. Wood is known for her focus on disruptive innovation and identifying companies that are early movers in transformative technologies. ARK's research, as referenced in the MSN piece, suggests that certain sectors could experience exponential growth over the next 15-20 years, making long-term investment horizons crucial to capturing those gains. (You can find more about ARK’s methodology and outlook on their website: [ https://www.arkinvest.com/ ]).
Nvidia: The AI Infrastructure Backbone
The first stock highlighted is Nvidia, currently trading around $230 per share. While the price tag might seem high, the article argues that Nvidia’s dominance in the AI chip market justifies its valuation and positions it for continued growth. Nvidia isn't just about gaming graphics cards anymore; their GPUs (Graphics Processing Units) are now the preferred hardware for training and deploying AI models.
The explosion of generative AI – think ChatGPT, DALL-E 2, and countless other applications – has created an unprecedented demand for powerful computing resources. Nvidia’s chips are essential to this process. The article points out that Nvidia's data center revenue is soaring, driven by the insatiable appetite of companies building and utilizing AI infrastructure. The company also benefits from its presence in areas like autonomous vehicles and robotics, further diversifying its growth potential.
While competition exists (AMD being a key rival), Nvidia’s lead in performance and software ecosystem gives it a significant advantage. The article acknowledges that cyclical downturns could impact Nvidia's stock price in the short term, but the long-term trajectory remains overwhelmingly positive due to the continued expansion of AI across various industries. The piece references Nvidia's own investor presentations which highlight their commitment to innovation and expanding their product offerings within the AI space.
Palantir: Data Integration for a Complex World
The second stock featured is Palantir Technologies, currently trading around $23 per share. Palantir operates in a less-understood niche: data integration and analytics. Unlike Nvidia, which provides the hardware foundation for AI, Palantir helps organizations use that AI by connecting disparate datasets and providing actionable insights.
Palantir’s core strength lies in its ability to handle massive amounts of complex data from various sources – government agencies, financial institutions, healthcare providers, and more. Their software platforms, Gotham (primarily for government) and Foundry (for commercial clients), allow users to analyze this data, identify patterns, and make better decisions.
The article emphasizes Palantir’s unique position in a world increasingly drowning in data. Businesses and governments alike are struggling to extract value from the information they collect. Palantir's solutions address this challenge directly. While the company has faced criticism regarding its government contracts and profitability concerns, the article argues that its commercial business is gaining traction and demonstrating significant growth potential.
The piece notes Palantir’s focus on industries like aerospace, healthcare, and financial services – all areas where data-driven decision making is becoming increasingly critical. Furthermore, Palantir's ability to adapt its platform to specific client needs provides a competitive advantage. The company's founder, Peter Thiel, remains actively involved, signaling continued commitment to the long-term vision.
Risks and Considerations
The article doesn’t shy away from acknowledging potential risks. For Nvidia, these include increased competition, geopolitical tensions impacting chip supply chains, and potential regulatory scrutiny. For Palantir, concerns revolve around profitability, reliance on government contracts (which can be unpredictable), and the complexity of its software solutions which can lead to implementation challenges.
However, the authors argue that these risks are manageable given the companies’ strong positions in their respective markets and their commitment to innovation. The key takeaway is that a long-term perspective allows investors to weather short-term volatility and focus on the underlying growth drivers.
Conclusion: A Long Game for Patient Investors
The MSN Money article presents a compelling case for investing in Nvidia and Palantir Technologies as core holdings within a portfolio geared towards long-term growth. By focusing on secular trends, embracing disruptive innovation, and maintaining a patient investment horizon, investors can potentially reap significant rewards over the next decade and beyond. While risks exist, the potential upside – fueled by the continued expansion of AI and the increasing importance of data analytics – appears substantial for those willing to play the long game. As with any investment, thorough due diligence and diversification remain crucial components of a sound financial strategy.
Read the Full The Motley Fool Article at:
[ https://www.msn.com/en-us/money/topstocks/2-growth-stocks-to-buy-and-hold-through-2035/ar-AA1Taq0K ]
