Group 1: Palantir Technologies - Palantir Technologies is seen as a potential candidate to join the $1 trillion market cap club by 2030, but there are doubts about its ability to double its market cap in the next five years despite recent growth [2][9] - The introduction of Palantir's Artificial Intelligence Platform (AIP) in 2023 has significantly expanded its use cases and increased contract sizes, contributing to impressive revenue growth of 48% last quarter and an adjusted operating margin of 46% [5][6] - The current stock price of Palantir values the company at over 100 times revenue estimates for the next 12 months, which is an unusually high valuation compared to other companies of similar size [8] Group 2: Netflix - Netflix, with a current market cap of $520 billion, is positioned to potentially reach the $1 trillion mark by 2030, driven by systematic growth strategies and high retention rates despite price increases [10][11] - The company is targeting an operating margin of 29.5% for 2025, up from 26.7% last year, and expects advertising revenue to double by 2025, which will be a significant driver of growth [12][14] - Netflix's management aims to achieve a $1 trillion market cap by 2030 by doubling its 2024 revenue to $78 billion and tripling its operating income, which appears achievable given the current business trajectory [14][15]