At Italkstocks.com, we’ve been bullish on both NVIDIA (NVDA) and Palantir (PLTR) for the long term. NVIDIA dominates the AI hardware world, with its GPUs powering nearly every frontier in artificial intelligence, while Palantir brings unmatched expertise in data integration and operational AI through platforms like Foundry. Each is a powerhouse on its own, but a true “marriage” of the two would create what we believe could be the most transformative combination of stocks in the market.

Recently, we came across something noteworthy: a login portal at nvidia.palantirfoundry.com. While not publicly detailed in corporate filings, the existence of this domain suggests that NVIDIA is already running its own private Palantir Foundry environment. This is more than just speculation or analyst chatter about synergies—it points to a real operational connection between the companies.

The implications are enormous. Imagine NVIDIA’s cutting-edge AI chips directly paired with Palantir’s enterprise AI software stack, enabling governments and corporations to not only build models faster but also deploy them into real-world decisions at scale. This isn’t science fiction—it’s exactly what the combination of these two firms makes possible.

At Italkstocks, we are long and strong on both names for the next decade. But if this partnership deepens into something formal, it could create the ultimate AI ecosystem—a once-in-a-generation opportunity that combines the best hardware with the best operational software. Ten years out, we believe this combination could stand as the defining alliance of the AI era.