2 Stock-Split AI Stocks to Buy Before They Soar in 2025, According to Wall Street

Group 1: Nvidia - Nvidia plays a crucial role in the AI supply chain, holding 98% of data center GPU sales and 95% of AI accelerator sales [3][4] - The company has a competitive advantage through its full-stack product strategy, integrating hardware and software to build entire data centers [4] - Nvidia's CUDA ecosystem enhances its dominance in AI chips, providing tools for various AI applications [5] - The investment thesis is based on the expected steep demand for accelerated computing systems driven by AI technologies, with spending projected to grow at 36% annually through 2030 [6] - Wall Street anticipates a 50% increase in Nvidia's adjusted earnings over the next four quarters, making its current valuation appear attractive [7] - The median target price for Nvidia is $175 per share, indicating a 53$114 [11] Group 2: Lam Research - Lam Research is the second-largest supplier of wafer fabrication equipment (WFE) and leads in etch systems for semiconductor manufacturing [8] - The investment thesis for Lam is based on the growing demand for powerful semiconductors driven by technologies like cloud computing and AI [9] - WFE spending is expected to increase at 7% annually through 2030, with Lam consistently outperforming the broader market [10] - The median target price for Lam Research is $95 per share, suggesting a 20$79 [11] - Wall Street expects Lam's adjusted earnings to grow at 13% over the next four quarters, making its current valuation reasonable [13]