Wall Street loves chasing shiny new toys. Right now, the hot trend is IPOs and flashy AI startups like OpenAI and Anthropic raising billions at crazy valuations. But here’s the secret: the real money doesn’t stay with those startups. It flows straight into the pockets of three giants—Palantir, Nvidia, and Oracle. These are the profitable three musketeers of the AI age, and three to five years from now they’ll likely be running the show.

Nvidia: The Shovel in the Gold Rush

Think of Nvidia as the shovel maker during the gold rush. Everyone digging for AI gold needs one. OpenAI, Anthropic, Meta, Google—every single one needs Nvidia GPUs to train their models. And not just any chips—theirs. Nvidia controls the hardware and the software ecosystem that makes it all work. As long as AI keeps growing, Nvidia keeps winning.

Palantir: The AI Brain

If Nvidia is the shovel, Palantir is the brain telling you where to dig. Palantir’s software is the AI operating system for governments and companies. Defense, healthcare, energy—you name it. They don’t just build cool AI demos, they put AI into action. When billions are spent on Nvidia chips, someone has to make sense of all that power. That’s Palantir’s lane, and they’re already way ahead of the pack.

Oracle: The Data Vault

Here’s the third musketeer—Oracle. For decades, Oracle has been the backbone of corporate data. Now they’ve upgraded into cloud and AI infrastructure. If Nvidia sells the shovels and Palantir provides the brain, Oracle is the massive vault where all the gold is stored and processed. They’ve even teamed up with Nvidia to build AI supercomputers in the cloud. Enterprises are locked in with Oracle, and that’s a powerful advantage.

Why Startups Just Feed the Giants

Here’s the punchline: when flashy AI startups raise billions, where do they spend the money? On Nvidia chips, Palantir software, and Oracle cloud services. The startups look exciting, but the giants are the ones cashing the checks. It’s like betting on the casino instead of the gambler—the house always wins.

Our Bet: Long and Strong

So while the market chases IPO hype, we’re sticking with the proven winners. Palantir, Nvidia, and Oracle are profitable, dominant, and only getting stronger. Three to five years from now, when half today’s AI darlings are gone or merged, these three will still be standing tall—richer, more powerful, and more essential than ever.

That’s why we remain long and strong on the profitable three musketeers.