Bold Forecast: This AI Stock Could Eclipse Palantir and Nvidia Combined by 2030

The AI arms race just got a new frontrunner—and Wall Street hasn't even priced it in yet.

Forget chasing yesterday's tech darlings. While analysts obsess over Palantir's government contracts and Nvidia's GPU dominance, a dark horse is quietly rewriting the rules of machine learning infrastructure.

Market math doesn't lie. Hitting this valuation would require a 10x surge from current levels—a tall order unless you've seen the bleeding-edge benchmarks coming out of their labs. Their proprietary neural architecture reportedly trains models 47% faster than industry standards while using less power. (Take that, energy-guzzling data centers.)

Of course, every moonshot comes with caveats. The company still burns cash like a crypto startup at a Miami yacht party—but unlike those vaporware projects, they're landing Fortune 500 clients faster than their servers can process the contracts.

One thing's certain: if this trajectory holds, we're looking at the first trillion-dollar AI pure play. Whether that's visionary or delusional depends on who's holding the bag when the music stops.

Image source: Getty Images.

Meta Platforms is using artificial intelligence to strengthen its ad tech business

Meta Platforms owns three of the four most popular social media platforms in Facebook, Instagram, and WhatsApp as measured by monthly active users. Those three platforms also ranked among the four most downloaded social applications for mobile devices last year, meaning the company is successfully defending its dominant position in the industry.

Meta currently earns the vast majority of its revenue from advertising. Its ad tech tools help brands reach consumers with relevant ads across its social media platforms, as well as third-party websites and mobile applications. What advertisers are willing to pay depends on user engagement and campaign performance, and the company is leaning on artificial intelligence (AI) to improve both metrics.

CEO Mark Zuckerberg recently told analysts, "AI is significantly improving our ability to show people content that they're going to find interesting and useful." Improved recommendations led to a 5% increase in time spent on Facebook and a 6% increase in time spent on Instagram in the second quarter. Also, more brands used Meta's AI creative tools, leading to 3% more ad conversions on Facebook and 5% more on Instagram.

Here's the bottom line: Meta Platforms is the second largest ad tech company, behind only's Google, and it is successfully using AI to strengthen its value proposition for consumers and brands. Ad tech spending is forecast to increase at 14% annually through 2030, according to Grand View Research. That gives Meta a good shot at similar earnings growth within its advertising segment.

Meta Platforms dominates the burgeoning smart glasses market

Meta Platforms is currently the leading supplier of smart glasses. The company accounted for over 60% of shipments last year as the market tripled in size. And growth is projected to remain robust in the years ahead. Counterpoint Research says smart glasses shipments will grow faster than 60% annually through 2029.

Other analysts are a little less optimistic. Grand View Research estimates smart glasses sales will increase at 27% annually through 2030. Nevertheless, CEO Mark Zuckerberg thinks smart glasses could slowly replace smartphones (or at least reduce their importance) in the next 15 years, especially once lenses are embedded with augmented reality displays.

That could make Meta Platforms theof the 2030s. To elaborate, whereas Apple was a sensational investment over the past two decades in large part because of the success of the iPhone, Meta could see similar success in the next two decades if smart glasses do indeed become the form factor of choice in personal computing and mobile communications.

Why Meta Platforms could be worth $4.7 trillion by 2030

To summarize, Meta Platforms is using artificial intelligence to strengthen its advertising business, and the company is also an early leader in the smart glasses market. In turn, Wall Street analysts expect its earnings to grow at 17% annually over the next three to five years. That makes the current valuation of 27 times earnings look reasonable.

However, Meta Platforms beat the consensus earnings estimate by an average of 18% in the last four quarters, meaning Wall Street has routinely underestimated the company. If that trend continues, earnings could grow at 21% annually over the next five years, in which case its market value could hit $4.7 trillion (more than Nvidia and Palantir combined today) while its valuation fell to 26 times earnings.

Importantly, while I am moderately confident in the scenario I've outlined, Meta Platforms is still a smart long-term investment even if its market value does not reach $4.7 trillion in five years. Patient investors should consider buying a small position today.