Are There Still Stocks Like Nvidia 15 Years Ago?

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09-12
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Fifteen years ago, $NVIDIA(NVDA)$ was “just” a gaming GPU company. Ten years ago, Tesla was dismissed as a niche EV maker. Five years ago, Palantir was still trying to prove its business model. Today, all three are household names—and their early believers are sitting on life-changing returns.

Some investors joke that Ethereum or Nvidia’s “son” $CoreWeave, Inc.(CRWV)$ , and now $Opendoor Technologies Inc(OPEN)$ is starting to get more attention. Others suggest looking at companies like $Solid Power, Inc(SLDP)$ , $Rocket Lab USA, Inc.(RKLB)$ , and $Oklo Inc.(OKLO)$ —all still in the 0-to-1 stage, full of moonshot potential, but very far from being the next Nvidia-level giant.

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The truth?

Great companies don’t just scale—they reinvent themselves around their moat. Amazon began with books. Nvidia began with gaming GPUs. And now both dominate industries that looked impossible to crack at the start.

But here’s another perspective: retail investors don’t necessarily need to buy “Nvidia of 15 years ago.” Even if you had, chances are you wouldn’t have held through the ups and downs. What you do need is the courage to go all in the moment Jensen Huang declared that Nvidia had reached its “iPhone moment.”

So maybe the real question isn’t: “Who’s the next Nvidia?”

It’s: “Do you have the conviction to act when the moment comes?”

Your turn to discuss:

  1. Are there stocks today that could be the next Nvidia (15 years ago), Tesla (10 years ago), or Palantir (5 years ago)?

  2. Which emerging companies—like SLDP, RKLB, or OKLO—do you think have true moat-based innovation potential?

  3. Do you agree that timing and conviction (like recognizing Nvidia’s iPhone moment) matter more than holding for 15 years?

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Are There Still Stocks Like Nvidia 15 Years Ago?
Fifteen years ago, Nvidia was “just” a gaming GPU company. Ten years ago, Tesla was dismissed as a niche EV maker. Five years ago, Palantir was still trying to prove its business model. Today, all three are household names—and their early believers are sitting on life-changing returns. Which emerging companies do you think have true moat-based innovation potential? Do you agree that timing and conviction (like recognizing Nvidia’s iPhone moment) matter more than holding for 15 years?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • highhand
    09-12
    highhand
    Win 10 Tiger-coins
    the company needs to have strong moat. then it needs to innovate and strengthen its moat. though it's already flown, pltr is one such company. However, it needs to grow revenue and earnings at unprecedented levels to climb further..
  • TLim
    09-12
    TLim
    Win 5 Tiger-coins
    Hmm...I lack the foresight and don't have a crystal ball. Guess I better stick to S&P500 ETF instead.
  • Shyon
    09-12
    Shyon
    Win 30 Tiger-coins
    I see $SoFi Technologies Inc.(SOFI)$ and $NEBIUS(NBIS)$ as two names with real potential to follow the path of Nvidia, Tesla, or Palantir. SoFi has already moved beyond being just a fintech app, building a full ecosystem of lending, investing, banking, and tech services. That kind of expansion creates a moat that could help it scale far bigger in the years ahead.

    Nebius, meanwhile, reminds me of Nvidia’s pivot into AI. It’s aiming to be a leader in AI cloud infrastructure, an area still in its early stages but critical for the future of computing. If it executes well, Nebius could become a foundational player in the same way Nvidia has for GPUs.

    I also believe conviction and timing matter more than simply holding for decades. The real edge comes from recognizing a company’s “iPhone moment.” For me, both SoFi and Nebius are still building toward that inflection point, and I want to be positioned before the market fully catches on.

    @Tiger_comments @TigerStars

  • kelvin8888
    09-12
    kelvin8888
    Win 5 Tiger-coins
    I think Nebius (NBIS) is a possible candidate. Its deal with Microsoft is a game changer that speaks volumes of its futures prospects.
  • 北极篂
    09-12
    北极篂
    Win 25 Tiger-coins
    回顾英伟达、特斯拉和Palantir的崛起，我觉得最大的启示不是去找“下一只”，而是要看技术趋势和产业转折点是否已经成熟。现在的市场里，的确有些公司具备类似潜力。比如固态电池的Solid Power（SLDP），如果它的能量密度和安全性能顺利量产，电动车和储能的天花板会被重新定义；火箭实验室（RKLB）在小型卫星发射和可重复使用火箭领域的技术壁垒，也有机会在商业航天爆发期站稳脚跟；至于核能初创OKLO，如果它能率先实现微型模块化反应堆的商业化，长期能源结构都可能被改写。


    但我更看重的是护城河是否真正可持续。固态电池的量产难度、航天发射的资本密集度、核能的监管风险，都需要团队和资本市场长时间配合。投资者必须判断这些公司是否能在十年甚至更长的周期里保持领先，而不是只靠概念驱动股价。


    至于时机与信念，我完全赞同它们的重要性。英伟达的“iPhone时刻”是AI算力需求大爆发的节点，提前两三年看清趋势、敢于重仓，比死守十五年更关键。真正的机会往往是一瞬间的确定性加速，而持久耐心是必要条件，但不是全部。
  • goose2
    09-12
    goose2
    Win 5 Tiger-coins
    Great article, would you like to share it?
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