저자: 미상 · 외국인
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JP모건 CEO 다이먼의 FT 인터뷰를 인용해 미국 경제·지정학 불확실성을 짚고, AI 버블 가능성을 인정하면서도 실적 있는 AI 기업은 큰 부를 창출한다고 주장. 이를 근거로 팔란티어, 슈퍼마이크로(SMCI), 사운드하운드(SOUN)를 엔비디아식 AI 수혜주로 제시하며 팔란티어는 '소프트웨어 기업·흑자·매출 YoY +64%' 등을 근거로 듦.
다듬은 글
Is America still the bedrock of global prosperity, or is that foundation starting to crack? In a recent interview with Financial Times, Jaime Diamond explores the hard truths about America's role in the world market and why America first might not be enough. The US is still the most prosperous nation the world's ever seen.
It's still a haven because of that strength, the rule of law, the strength of America's economy, innovation, the growth. the United States material mil military which not just protects America protects a good part of the western world. So it's still very strong but yes a lot of this uncertainty is challenging that a little bit.
So you can be reading about this non-stop until hopefully these tariffs and trade wars settle down and go away so people can say I can rely on America. So I wrote in my letter I wrote America first is okay but not America alone. And so if you talk about for and I again it's I'm not worried about the markets as much as I am about keeping the western world together free and safe for democracy and that to me means you want to strengthen the economic relationships.
It's an unfairness deal with it. But uh but yeah we we should be careful. I mean I don't think anyone should assume they have a divine right to success and therefore don't worry about it. The stock market right now feels like a contradiction wrapped in confusion. On one hand we're living in an age of rapid unprecedented innovation.
Entire industries are being transformed right before our eyes. And on the other hand, fear is rising. Volatility is relentless. There are constant warnings of a global slowdown. Credit spreads are widening. Recession whispers are getting louder. And the bond market, it's flashing signals that even seasoned investors can't ignore.
It's the kind of market that makes people ask one big question. What's real? And what's just noise? In times like this, most investors look for clarity. But a few, they look for opportunity. And if there's one voice people tend to trust in uncertain times, it's Jaime Diamond. He's not just the CEO of JP Morgan Chase.
He's one of the most respected leaders in global finance. And in a recent interview with the Financial Times, he didn't hold back. He laid it all out. Excessive government debt, fragmentation between global powers, and a fragile world economy teetering on instability. But here's what made that interview interesting.
Because even after painting such a cautious picture of the world economy, there was one topic where Diamond's optimism broke through the fog. Artificial intelligence. He's not blind to the hype. He admits we're probably in an AI bubble just like the dot era. Some AI stocks will crash, some will disappear, but the ones that get it right, those companies will create generational wealth.
What separates the winners from the losers? According to Diamond, it comes down to execution, real world utility, and tangible returns. That's how JP Morgan's own AI project is already saving the company nearly $200 million a year by detecting fraud. That's not a bet on buzzwords. That's a bet on results.
So, the question becomes, how do you find the next Nvidia? Not just a company that talks about AI, but one that actually delivers on its promise. That's what this video is about. We're breaking down three companies that we believe might have that Nvidia-like DNA, foundational technology, explosive growth, and the power to reshape entire industries.
And the first one might actually be hiding in plain sight. Just before we dive in, if you're getting value from this analysis, a like and subscribe really helps support my small channel. And if you're thinking long-term, especially about protecting your wealth, explain why it could be a smart strategy at the end of the video.
Our first pick is Palunteer Technologies, ticker symbol PLTR. If Diamond is right, and he usually is, then the future of AI isn't flashy apps or viral demos. It's platforms that solve hard real world problems. And that's where Palunteer fits perfectly. Palunteer is building the institutional brain of AI.
Its clients aren't chasing trends. They're governments, defense agencies, and Fortune 500 companies. From NATO to the US Army to global banks and major health care systems, Palanteer's platform is becoming missionritical. And here's something most people don't know. Palunteer was originally funded by the CIA's venture arm after 9/11.
That same tech is now powering decisions in both public and private sectors. It's not hypothetical. It's not experimental. It's already deployed. Palunteer is profitable, debt-free, and scaling fast. Commercial revenue is up 64% year-over-year. Government contracts are growing. A recent NATO deal will deploy Palanteer's Maven AI system to power next-G battlefield intelligence.
What used to take 2,000 personnel during wartime can now be done by just 20. The stock is up nearly 150% in the past year, even with a recent dip. And many believe this is just the beginning. While Wall Street obsesses over short-term valuations, Smart Money is quietly positioning for the long haul.
Why? Because Palunteer is evolving from a defense contractor into a foundational AI company. If you're searching for the next Nvidia, not just a hype stock, but a true infrastructure level player, Palunteer might be it. With a sticky product, an unmatched moat in government AI, and accelerating commercial traction, this company is just starting to flex its potential.
Now, let's move to a company that might be the most important AI stock you've never really looked at. Super Microcomput, ticker symbol SMCI. Most people chasing AI are looking at flashy software or sleek front-end tools. But Diamond reminded us in his interview that the real value is often found beneath the surface in the infrastructure, the backbone, the stuff that actually powers AI.
And that's exactly what Super Micro is building. SMCI is the custom AI server king. They're providing the high performance infrastructure that companies like Nvidia, Meta, and Open AAI rely on. They're not just along for the ride, they're building the road. Their racks, blades, and cooling optimized systems are powering the data center explosion behind every major AI advancement.
And here's a surprising detail. Super Micro's modular servers are so efficient, they can cut data center energy use by up to 40%. That's a massive deal in a world where compute demand is skyrocketing. Revenue is up more than 200% year-over-year. Profits are climbing. Their backlog is enormous and still growing even in the face of tariffs, macro pressure, and tech pullbacks.
Super Micro keeps delivering and the stock still undervalued with a forward PE ratio far below its peers. Yes, it's volatile, but so was Nvidia in its early years. And like Nvidia, Super Micro is becoming a critical enabler of next-gen computing. If AI is the new gold rush, Super Micro is selling the shovels and business is booming.
And that brings us to our third stock. A wild card with massive upside. Soundhound AI, ticker symbol S O N. If Diamond's warning about the AI bubble tells us anything, it's that not every AI company will survive, but the ones that do, they could change everything. Soundhound might be one of those dark horses.
It's often misunderstood at first glance, but under the surface, it's quietly building something big. Sound specializes in voice AI, but this isn't your average chatbot. Its platform understands speech and meaning at the same time, just like humans do. That's a major leap in natural language processing, and it's already being used in the real world.
Hyundai and Kia have it in their cars. Burger King and What a Burger are testing it in their drive-throughs. Hospitals and retail chains are deploying it to help real customers. This isn't just a demo. It's real. Here's a fascinating fact. Both Nvidia and Hyundai have invested directly in Soundhound.
That's serious conviction from companies that don't make casual bets. Sounds revenue more than doubled year-over-year. Its customer base is diversifying fast and the company's expanding into industries from automotive to healthcare to government. Even with all that traction, its market cap is still under $4 billion.
This company is still flying under the radar. But if its tech continues to scale the way Nvidia's GPUs did, a 10 times return isn't out of the question. It checks every box Diamond laid out. AI that solves real problems, delivers results, and improves over time. Sure, it's risky, but so was Nvidia when few believed in it.
The real question is, will Soundhound be ignored like Amazon in 2001 or discovered too late like Nvidia in 2016? So, there you have it. Palanteer, Super Micro, Soundhound, three very different companies, but each one is building something real, not chasing hype, not telling stories, actually solving problems, scaling results, and creating measurable impact.
As Jamie Diamond said, "Use AI where it works. Measure it. Scale it." That's exactly what these three are doing. And that's why they might just be the Nvidas of this decade. Yes, markets are volatile. And yes, the AI space is noisy. But just like the early internet, this moment is where wealth is quietly built.
Not by chasing headlines, but by identifying the winners already working under the surface. The question isn't whether AI will change everything. It already is. The real question is which companies will ride that wave all the way to the top. Let us know your thoughts in the comment.
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