Group 1: Nvidia - Nvidia's stock has surged over 21,000% in the past decade, making it the world's most valuable company with a market cap of $4.3 trillion, primarily driven by sales of data center GPUs for AI tasks [4][6] - The company controls over 90% of the discrete GPU and data center GPU markets, with nearly all top cloud and AI companies utilizing its chips, supported by its proprietary CUDA programming platform [5] - Analysts project Nvidia's revenue and adjusted EPS to grow at a CAGR of 46% and 29% from fiscal 2025 to fiscal 2028, indicating strong growth potential despite a high valuation of 23 times next year's earnings [8][9] Group 2: Meta Platforms - Meta Platforms' stock has increased over 500% in the past decade, resulting in a market cap of $1.6 trillion, largely due to the growth of its social media platforms, which serve 3.54 billion daily active users [10][12] - The company holds a near-duopoly in digital advertising with Alphabet's Google, and its ad impressions and prices are consistently rising despite competition from TikTok [11] - From 2024 to 2027, analysts expect Meta's revenue and EPS to grow at a CAGR of 18% and 12%, respectively, as it expands its user base and enhances its AI capabilities [13][14]
2 Trillion-Dollar Tech Stocks to Double Up on Right Now