Ditch Nvidia Now? 2 Stocks Poised to Mint Crypto-Style Millionaires by 2026
The AI chip darling's rally looks tired—while these under-the-radar plays scream asymmetric upside. We're not talking about your grandma's blue chips.
Blockchain-Level Growth Potential
Forget chasing last cycle's winners. The real 10x opportunities? They're hiding in plain sight—just like Bitcoin in 2015. These picks combine Web3-level scalability with actual revenue (revolutionary concept, we know).
Wall Street's Blind Spot
Analysts remain obsessed with 'proven' cash cows while these disruptors quietly build moats. One's a cloud infrastructure play eating AWS's lunch; the other's a semiconductor dark horse with 3 patents that'll make Nvidia's CUDA look quaint.
The Verdict
Could both crash and burn? Absolutely. But that's why the upside's juicy—unlike those 'safe' dividend stocks your financial advisor keeps pushing (while skimming 2% off your portfolio).
Image source: Getty Images.
1. Advanced Micro Devices
Nvidia isn't the only game in town when it comes to graphics processing units (GPUs).(AMD 1.15%), or AMD for short, also makes GPUs as well as processors, microprocessors, and AI accelerators. The AMD MI300 AI chips have been particularly successful, reaching $1 billion in sales in less than two quarters. They're the "fastest ramping product in AMD history," according to CEO Lisa Su.
AMD has been reporting strong earnings numbers, including to start the year. Revenue shot up by 57% to $7.4 billion as of 2025's first quarter, beating analyst expectations. Half of its revenue ($3.7 billion) comes from its data center segment, which grew by 57% year over year, which is normal for chip companies. Its client and gaming segment also did well, increasing 28% to $2.3 billion.
AMD should continue to benefit from the growth in data center spending. AI hyperscalers are investing heavily in data centers -- $430 billion in 2024, and that's estimated to hit $1.1 trillion by 2029. No company wants to be dependent on a single supplier, and AMD has emerged as the main alternative to Nvidia.
Even though data centers are now AMD's biggest segment, gaming is another area where it should see continued growth. It has been a longtime partner of, making custom central processing units (CPUs) and GPUs for its PlayStation consoles, and offor its Xbox consoles.
2. Uber
The ride-hailing industry is projected to grow from $69 billion in 2024 to $918 billion in 2033, according to Straits Research. No company is more prepared to benefit from that trend than(UBER 0.55%). Last year, it had a 76% share of the U.S. market, with Lyft in second place at 24%.
In the early stages, Uber prioritized rapid growth over profitability. While the growth is still there, Uber is now cash-flow positive as well. Net income in Q1 2025 was $1.8 billion, and revenue increased by 14% to $11.5 billion. Perhaps best of all, free cash FLOW jumped by 66% to $2.3 billion, and the company now has $5.1 billion in cash on its balance sheet.
A dominant position in a growing market is always good. Uber has also excelled at finding opportunities to expand and improve its business. Uber Eats had a 23% share of the meal-delivery market last year -- well behind leaderbut more than enough to be a big revenue driver. Delivery revenue was up 18% to $3.8 billion year over year in Uber's Q1 earnings, accounting for about a third of total sales.
In addition, Uber has developed an ads platform to incorporate into the rides and deliveries sections of its app, opening up another way to make money. It's also investing in robotaxis, a MOVE that could drastically cut its costs and reduce its driver needs. If those businesses take off, Uber could be a home run investment over the next decade.
You shouldn't necessarily forget Nvidia, as it's a good company to buy and hold in your portfolio. It also doesn't hurt to diversify with some other tech stocks. AMD and Uber are two with the potential to deliver sizable returns.
