1 Genius AI Stock Set to Dwarf Palantir by 2028 - Here’s Your Ultimate Contender

Forget chasing yesterday's winners—this AI dark horse just rewrote the entire playbook.

The Unseen Disruptor: How Niche AI Outsmarts Legacy Giants

While Palantir's busy polishing government contracts, this under-the-radar player is eating the entire private sector's lunch. Its proprietary algorithms don't just analyze data—they predict market shifts before hedge funds finish their morning coffee.

The Scaling Secret: Why Enterprises Are Switching

No bloated consulting fees. No multi-year implementation nightmares. Just plug-and-play intelligence that delivers ROI before the competition finishes their PowerPoint decks. Fortune 500 companies are ditching legacy providers faster than traders dump memecoins on a red candle.

The 2028 Projection: Beyond the Hype

Wall Street's sleeping on this one—but the smart money's already positioning. When mainstream investors finally wake up, they'll find the early birds own the entire worm farm. Typical finance types will probably still be arguing about P/E ratios while this stock quietly 10x's.

Bottom line: This isn't another AI fantasy—it's the rare convergence of actual technology, market timing, and old-fashioned profitability. Palantir might keep winning government beauty contests, but the real treasure's hiding in plain sight.

Image source: Getty Images.

Palantir's stock price has reached unreasonable levels

When I refer to ASML being worth more than Palantir, it may seem confusing because ASML's stock price is nearly $900 while Palantir's is $170. However, I'm not referring to the per-share price; I'm talking about its valuation, also known as a market cap. This is how much a company is worth when its stock price is multiplied by the total number of shares outstanding. Because a company can issue as many shares as it wants, the stock price tends to be less indicative of the true value of a company.

Palantir overtook ASML's market cap earlier this year, and it is now valued at nearly $420 billion versus ASML's almost $365 billion.

Data by YCharts.

However, I'd argue that Palantir's $420 billion market cap isn't as solid as some might think. To reach that level, Palantir's stock valuation had to rise to unbelievable levels. It trades for 130 times sales and 275 times forward earnings.

Data by YCharts.

Those are levels that few companies reach, and are partially based on irrational investor enthusiasm for Palantir's growth rates. In those rare instances where a stock achieved these valuation levels, it was usually correlated with a company doubling or tripling its revenue year over year each quarter. In Q2, Palantir's revenue ROSE 48% year over year. While that's impressive, it's a long way away from justifying these valuations or its stock price.

As a result, I think Palantir's stock is ripe for a significant pullback over the next three years, which WOULD result in ASML again being considered more valuable.

ASML is one of the most important companies in the AI realm

ASML makes extreme ultraviolet (EUV) lithography machines. Semiconductor companies use these machines to help build the very complex computer chips they have designed. Without ASML's machines, the powerful chips that execute the calculations needed to train and run AI models (such as those used by Palantir) wouldn't be possible. As a result, ASML is one of the world's most important companies, especially because nobody else has this patented technology. ASML holds a technological monopoly in this space. ASML has a massive head start in this area and because it would take years for another company to get anywhere close to what ASML is right now, there is essentially no competition.

ASML also expects strong growth in the years ahead because of rising chip demand. Management believes there is a 44 billion euro to 60 billion euro market potential by 2030, which indicates solid growth from today's 32.2 billion trailing-12-month total. ASML's management is notoriously conservative with its estimates, and I believe its revenue will come in on the higher end of this range.

With ASML already trading for a reasonable valuation considering its monopoly and growth trends, I think ASML has a chance to be a solid performer over the next few years. With Palantir's stock ripe for a pullback due to its unreasonable valuation, I think there's a high likelihood that ASML will be a larger company than Palantir is three years from now.