4 AI Companies That Could Be the Next Nvidia!

About this Video

• Video Title: 4 AI Companies That Could Be the Next Nvidia!
• Channel: Wallstreet Trapper
• Speakers: Wallstreet Trapper
• Duration: 00:13:15

Introduction

This video analyzes four AI companies—Applovin (APP), Fortinet (FTNT), Snowflake (SNOW), and Palantir (PLTR)—presenting them as potential major players in the AI revolution. The speaker argues these companies offer significant investment opportunities due to their strategic roles in the evolving technological landscape and their strong financial performance.

Key Takeaways

• Applovin (APP): A mobile marketing powerhouse using AI algorithms for ad delivery, app engagement, and monetization. It demonstrates high profitability and significant growth, even amidst industry challenges.
• Fortinet (FTNT): A cybersecurity company crucial to the security of AI infrastructure. It boasts a large customer base, high growth, and strong profit margins, emphasizing its ownership of its hardware chip as a key competitive advantage.
• Snowflake (SNOW): A data cloud platform that transforms raw data into AI-ready information, acting as the "bloodstream" of the AI ecosystem. It exhibits strong net retention, high spending, and strategic partnerships with major players like Nvidia and AWS.
• Palantir (PLTR): A data analytics company heavily involved with government and defense contracts. Its strong customer retention, significant government contracts, and a high growth trajectory are highlighted, along with the speaker's personal confidence in the company.