2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $5 Trillion, According to a Wall Street Expert

Authors: TheMotleyFool

Publisher:

sharewise.com

Published: 9/15/2025

Language:English

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Aura Windfall

Good morning mikey1101, I'm Aura Windfall, and this is Goose Pod for you. Today is Wednesday, September 17th. We are here to discuss 2 Artificial Intelligence Stocks to Buy Before They Soar to $5 Trillion.

Mask

I'm Mask. Let's get straight to it. We're talking about market domination.

Aura Windfall

Let's get started. The truth of the matter is, the numbers are staggering. Nvidia just posted revenues of nearly $47 billion for a single quarter, a leap of over 55% in just one year. It's a powerful story of growth.

Mask

It's not a story, it's a statement. The data center business is a behemoth, pulling in over $41 billion. This isn't just growth; it's a land grab. While others are talking, Nvidia is building the very foundation of the future, and the market is paying attention.

Aura Windfall

And what a future it is. Experts see the entire AI market growing from about $200 billion to over $2.3 trillion by 2032. What I know for sure is that we're on the cusp of a transformation that will touch every part of our lives. It’s truly a sunrise moment.

Mask

Forget the sunrise, this is a rocket launch. A compound annual growth rate of over 31% is insane. An analyst just upgraded the stock to a 'Buy' with a $210 target. That's not just confidence, that's a calculated bet on pure, unadulterated performance.

Aura Windfall

And the person making this bold bet is just as fascinating. We're talking about Philippe Laffont, the visionary founder of Coatue Management. He has this incredible ability to see where the world is going and to place his energy, and his investments, right there. It’s about intuition.

Mask

Intuition is nice, but it's the MIT degree in computer science and the training at Tiger Management that built the machine. He's a "Tiger Cub," which means he was forged in a high-pressure environment. He didn't just feel the future; he analyzed it, dissected it, and built a strategy to conquer it.

Aura Windfall

That's a beautiful way to put it, the marriage of spirit and strategy. In 1999, he started Coatue with just $45 million and a purpose: to invest in the technology that drives our world forward. Now, the firm manages tens of billions. It’s a testament to long-term belief.

Mask

He has a simple, brutal philosophy: technological innovation is the only thing that matters. It drives growth and obliterates old industries. Coatue doesn't just invest in tech; they use data analytics and machine learning to find the winners. It’s a weaponized, data-driven approach to the market.

Aura Windfall

And he recently said himself that AI is fundamentally altering everything, from business models to productivity. He believes a small group of companies will lead this charge. There's a deep wisdom in knowing that true change often comes from a focused, powerful source.

Aura Windfall

But of course, with such massive growth comes a moment of collective pause. There's a real debate now about a potential AI-driven stock market bubble. It forces us to ask, what is real and what is just hype? How do we ground ourselves in this whirlwind?

Mask

The "bubble" talk is noise from the cheap seats. Of course, there's turbulence. An MIT study found 95% of AI pilot projects fail to deliver profit. So what? Disruptive innovation is messy. You don't get to a five-trillion-dollar market by playing it safe. Failure is the price of admission.

Aura Windfall

That's a powerful perspective, but that 95% represents real effort, real investment. It speaks to the challenge of turning this incredible technology into tangible value. It's a journey of discovery, and not every path leads to where we expect. It requires resilience and faith.

Mask

Exactly. While academics worry about profitability pilots, Nvidia is projected to grow its revenue by over 42% in the next year. The rest of the Nasdaq is at 10%. That's the only counterargument you need. Results. You can't argue with overwhelming force.

Aura Windfall

And the impact of that force is becoming clear. Analysts believe both Nvidia and Microsoft will join the $4 trillion market cap club this summer. The next goalpost is $5 trillion. These aren't just companies anymore; they are forces of nature shaping our collective reality.

Mask

It's a race to build the infrastructure of the next hundred years. Microsoft, Amazon, Meta, they all have an insatiable demand for Nvidia's processors because they know what's at stake. This isn't a bull market; it's an arms race, and Nvidia is the sole weapons dealer.

Aura Windfall

What I know for sure is that with that kind of power comes immense responsibility. To build a future that is not only technologically advanced but also deeply human and inclusive. That is the true challenge.

Aura Windfall

Looking ahead, the potential is almost beyond comprehension. One analyst believes Nvidia could reach a trillion dollars in annual revenue by 2030. It’s a future that promises to integrate AI into the very fabric of our global economy, which is a truly inspiring thought.

Mask

It's the next evolution. CEO Jensen Huang sees AI infrastructure spending surging into the trillions. We are witnessing the birth of a new economic sector, and for investors, this isn't just an opportunity; it's the whole game. This is where legends will be made.

Aura Windfall

That's the end of today's discussion. Thank you for listening to Goose Pod. See you tomorrow.

## AI Stock Recommendations from Coatue Management's Philippe Laffont This news report, authored by The Motley Fool and published on **September 15, 2025**, highlights the investment strategy of billionaire Philippe Laffont, the head of Coatue Management. Coatue Management is a successful hedge fund that has reportedly "nearly tripled the returns in the S&P 500 over the last three years." ### Key Findings and Recommendations: * **Focus on the "Fantastic 40 Growth Innovation Index":** Coatue Management curates this index, which identifies 40 stocks from the 150 largest technology companies that are best positioned for future market leadership. * **Top AI Stock Picks:** **Microsoft (NASDAQ: MSFT)** and **Nvidia (NASDAQ: NVDA)** are currently at the top of this "Fantastic 40" list. * **Projected Market Dominance:** Coatue expects Microsoft and Nvidia to become the largest companies globally by **2030**, with individual market values approaching **$6 trillion**. * **Significant Investment:** Laffont has personally invested heavily in these two companies, with Microsoft and Nvidia representing **over 10%** of his **$36 billion** portfolio. ### Context and Implications: The report emphasizes that Laffont's conviction in Microsoft and Nvidia is backed by substantial personal investment. This suggests a high degree of confidence in their future growth, particularly driven by their involvement in artificial intelligence (AI). The projected market values of $6 trillion for each company by 2030 represent a significant increase from their current valuations, underscoring the bullish outlook for these AI giants. ### Related News: The report also references other related articles, indicating a broader discussion around AI stocks: * A previous article suggests selling two popular AI stocks due to anticipated drops of **46% and 73%**, according to Wall Street Analysts (dated September 14, 2025). * A subsequent article highlights Oracle as a potential "Ten Titans" AI growth stock to buy for **2026** (dated September 14, 2025). ### News Metadata: * **News Title:** 2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $5 Trillion, According to a Wall Street Expert * **Publisher:** Sharewise.com * **Author:** TheMotleyFool * **Published Date:** 2025-09-15 04:31:12 * **Topic:** Technology (specifically AI) * **Content Length:** 1073 words

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Billionaire Philippe Laffont runs Coatue Management, a successful hedge fund that nearly tripled the returns in the S 500 over the last three years. Coatue curates the Fantastic 40 Growth Innovation Index, which distills the 150 largest technology companies into a list of 40 stocks best positioned to lead the market in the years ahead.

(NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) currently top that list. Coatue expects them to be the largest companies in the world by 2030, with market values approaching $6 trillion, as detailed below: Importantly, Laffont has put his money where his mouth is. Microsoft and Nvidia are two of the largest positions in his $36 billion portfolio, accounting for over 10% of his invested assets.

Here's what investors should know about these artificial intelligence stocks. Continue reading Source Fool.com Previous article 2 Popular AI Stocks to Sell Before They Fall 46% and 73%, According to Wall Street Analysts 14.09.25 Next article 3 Reasons Why Oracle Just Proved It's The Hottest "Ten Titans" AI Growth Stock to Buy for 2026 14.

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