--- title: "Prediction: These 2 Companies Will Be Worth More Than Palantir 5 Years From Now" description: "The article predicts that Home Depot and Advanced Micro Devices (AMD) could surpass Palantir Technologies in market capitalization within five years. Home Depot is positioned to benefit from a rebound" type: "news" locale: "en" url: "https://longbridge.com/en/news/261438464.md" published_at: "2025-10-16T11:56:03.000Z" --- # Prediction: These 2 Companies Will Be Worth More Than Palantir 5 Years From Now > The article predicts that Home Depot and Advanced Micro Devices (AMD) could surpass Palantir Technologies in market capitalization within five years. Home Depot is positioned to benefit from a rebound in housing and infrastructure spending, while AMD is emerging as a key player in AI hardware, reducing reliance on Nvidia. Both companies are expected to capitalize on significant economic trends, with Home Depot benefiting from industrial spending and AMD from the growing demand for AI computing. The analysis suggests that Palantir's valuation may be peaking, making way for these two companies to take the lead. Few companies have benefited from the artificial intelligence (AI) revolution quite like **Palantir Technologies** (PLTR -0.11%). Once simply a niche government contractor, it has evolved into one of the most influential players in enterprise software. Its Artificial Intelligence Platform (AIP) has become a backbone of digital infrastructure for both government agencies and major private enterprises. Over the past three years, shares of the data-mining specialist have soared by more than 2,000%, lifting its market capitalization above $400 billion -- larger than **Salesforce**, **Adobe**, and **SAP**. Yet history shows that such periods of parabolic growth must eventually end. Over the next five years, I think two very different companies could quietly surpass Palantir in market cap: One is a retail powerhouse positioned to benefit from a rebound in housing and infrastructure spending, while the other is a semiconductor innovator vying to produce the next generation of AI accelerators. ## Home Depot could ride the next wave of economic expansion If Palantir represents the digital foundation of AI, **Home Depot** (HD 0.19%) embodies its physical layer. After several years of tight monetary policy and a shift back toward historically normal interest rates, housing affordability has fallen to its lowest levels in decades. However, interest rates are expected to gradually decline from here, which could unleash a wave of pent-up demand for homes, and an associated surge in spending on renovations and home improvement projects. Home Depot's scale and digital supply chain investments, as well as the brand loyalty it inspires, provide it with durable competitive advantages that should work to its benefit as the cycle turns. However, it also is positioned to capitalize on a less obvious catalyst: $7 trillion worth of AI infrastructure build-outs. Massive data center investments like the Stargate Project are fueling a surge in industrial and commercial construction. From electrical systems and HVAC installations to specialized materials and skilled labor, Home Depot sits squarely at the intersection of these forces. Home Depot's unique exposure to both residential and commercial development makes it a stealth infrastructure play. Between its potential for share price gains and its consistent dividend growth, the company stands out as a potential long-term compounder of shareholder value. Its valuation could meaningfully expand in the years ahead. HD Dividend data by YCharts. ## AMD is emerging as the biggest rival to Nvidia Throughout the AI revolution, **Advanced Micro Devices** (AMD 9.36%) has often been cast as **Nvidia**'s understudy. That perception, however, is beginning to shift. Major cloud hyperscalers such as **Microsoft** and **Oracle**, as well as tech titans like **Meta Platforms** and OpenAI, are increasingly adding AMD's MI300 and MI400 graphics processing units (GPUs) to their data centers to reduce their dependence on Nvidia's ecosystem. As AI training and inference workloads grow more complex, these companies are rapidly developing multiplatform architectures to enhance flexibility and mitigate supply chain risk. This strategic diversification not only helps them reduce operational bottlenecks and the pricing pressure they face from Nvidia, but it also positions AMD as a critical enabler in the next wave of AI infrastructure construction. Image source: AMD. ## Innovation comes in many forms Palantir's rise remains a fascinating chapter within the broader AI narrative, but its valuation may be approaching a peak. Over the next five years, the biggest rewards should go to investors willing to look beyond the usual suspects and identify where the real picks and shovels of economic activity are being sold. Home Depot stands to benefit from renewed industrial spending and increased homebuilding. Meanwhile, AMD has positioned itself as an indispensable provider of AI computing hardware, steadily raising the stakes with Nvidia amid insatiable demand from hyperscalers for high-end processors. While Palantir has built an impressive empire connecting software intelligence and data-driven insights, history tends to favor the companies that construct long-lasting frameworks supporting broader innovative cycles. That's why Home Depot and AMD could both be worth more than Palantir by 2030. ### Related Stocks - [HD.US - Home Depot](https://longbridge.com/en/quote/HD.US.md) - [AMD.US - AMD](https://longbridge.com/en/quote/AMD.US.md) - [AMDL.US - GraniteShares 2x Long AMD Daily ETF](https://longbridge.com/en/quote/AMDL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 在 2026 年，AMD 股票是應該買入、賣出還是持有？ | AMD 正在尋求在人工智能領域的復興 | [Link](https://longbridge.com/en/news/275987562.md) | | AMD 的看漲理由可能會因第四季度專注於人工智能的業績超預期以及新任首席營銷官的任命而發生變化 | 先進微電子公司（AMD）公佈了 2025 年第四季度的財報，銷售額為 102.7 億美元，淨收入為 15.1 億美元，同時宣佈了一項 46.2 億美元的股票回購計劃。公司任命阿里爾·凱爾曼（Ariel Kelman）為首席營銷官，以增強其人 | [Link](https://longbridge.com/en/news/275984325.md) | | AMD 和 TCS 將最先進的 ‘Helios’ 機架級 AI 架構引入印度 \| AMD 股票新聞 | AMD 和塔塔諮詢服務公司（TCS）宣佈了一項戰略合作，旨在在印度推出 “Helios” 機架級人工智能架構。該計劃旨在通過 200MW 的部署來支持印度的人工智能倡議，提高運營效率，加速企業的人工智能採用。“Helios” 平台由 AMD | [Link](https://longbridge.com/en/news/276038256.md) | | AMD 的質量評分因其押注 60% 的年度數據中心擴張以推動 AI 主導地位而大幅上升 | AMD 的質量評分飆升至 92.71，這得益於第四季度創紀錄的 103 億美元收入以及數據中心部門 60% 的年度增長目標。公司報告淨收入增長 42%，達到 25 億美元，並且現金流強勁，為未來的人工智能投資奠定了良好基礎。儘管年初至今股價 | [Link](https://longbridge.com/en/news/275906953.md) | | 報道：AI 軍事用途存分歧，美國國防部接近與 Anthropic 切斷關係 | 報道稱，雙方關係破裂源於數月來圍繞美國軍方如何使用 Claude 工具的激烈談判。Anthropic 特別希望確保其人工智能不會被用於大規模監控公民，或用於開發無需人類參與即可部署的武器。美國政府方面則希望能夠將 Claude 用於 “所有 | [Link](https://longbridge.com/en/news/276069534.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.