The Motley Fool·2026-02-28 08:40Nvidia - Nvidia has posted a remarkable return of 1,170% since January 2023, yet analysts believe the stock remains undervalued with a median target price implying a 43% upside from the current price of $182 [1][9] - The company reported a 73% increase in revenue to $68 billion in the fourth quarter, driven by significant growth in data center sales, particularly in compute (58%) and networking (263%) segments [5] - Nvidia's gross margin expanded by 1.7 percentage points, indicating strong pricing power despite competitive pressures [5] - The market is underestimating Nvidia's potential in the AI infrastructure market, with adjusted earnings expected to grow at 49% annually over the next two years, making its current valuation of 39 times earnings appear cheap [7] Robinhood Markets - Robinhood has seen an 875% return since January 2023, with a median target price suggesting a 62% upside from the current price of $76 [1][9] - The company is well-positioned for growth, having nearly double the number of millennial and Gen Z accounts compared to its closest competitor, as this demographic is expected to inherit over $100 trillion in assets [10] - Robinhood is gaining market share across various brokerage services, including cryptocurrency and equities, and has rapidly expanded its prediction markets segment [11] - The introduction of AI features through its Cortex suite, including personalized portfolio insights, is expected to enhance user engagement and drive growth [12] - Despite a 48% decline from its peak, Robinhood's total platform assets increased by 67%, indicating strong user engagement with equities and options [13]