"Meta Platforms and Amazon could surpass the current combined market value of Nvidia and Palantir by the end of the decade. Over the past year, Nvidia shares have advanced 33%, bringing its market value to $4.3 trillion. Meanwhile, Palantir Technologies shares has advanced 155%, bringing its market value to $395 billion. In aggregate, the companies are worth about $4.7 trillion. Apple could certainly surpass that figure within five years, but I also have confidence in Meta Platforms and Amazon ."
"Meta has developed custom AI chips, the Llama large language models that power its AI assistant, and machine learning models that recommend advertising content. It has also introduced AI creative tools that help brands automate marketing workflows. Those efforts have resulted in deeper user engagement and higher conversion rates across its social media networks, meaning users are not only spending more time on the platforms, but also clicking more ads."
Nvidia’s market value sits near $4.3 trillion and Palantir’s near $395 billion, yielding a combined valuation of about $4.7 trillion. Meta Platforms currently values around $1.6 trillion and must increase roughly 200% to reach about $4.8 trillion, requiring near 25% annual returns to accomplish that by 2030. Amazon currently values around $2.5 trillion and must increase roughly 95% to reach about $4.8 trillion, requiring near 14% annual returns to accomplish that by 2030. Meta owns three of the four largest social networks by monthly active users and leverages AI, custom chips, Llama models, and ad-recommendation systems to drive engagement and ad conversions.
Read at The Motley Fool
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