Are There Still Stocks Like Nvidia 15 Years Ago?
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:
Are there stocks today that could be the next Nvidia (15 years ago), Tesla (10 years ago), or Palantir (5 years ago)?
Which emerging companies—like SLDP, RKLB, or OKLO—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?
REWARDS
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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.
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But what I value more is whether the moat is truly sustainable. The difficulty of mass production of solid-state batteries, the capital intensity of space launches, and the regulatory risks of nuclear energy all require long-term cooperation between the team and the capital market. Rather than just relying on concepts to drive stock prices, investors must judge whether these companies can stay ahead for a decade or more cycle.
As for timing and belief, I fully agree with their importance. Nvidia's "iPhone moment" is the node when the demand for AI computing power explodes. It is more critical to see the trend clearly two or three years in advance and dare to take heavy positions than to stick to it for fifteen years. The real opportunity is often a momentary acceleration of certainty, and lasting patience is a necessary condition, but not all.
2. Among emerging names: SLDP (solid-state batteries) could transform EV safety/energy density; RKLB (launch services + Photon platform) builds recurring space infrastructure; OKLO (compact nuclear reactors) is harder due to regulation, but disruptive if approved. Their moat depends on IP and execution speed.
3. Yes—timing + conviction matter more than passive 15-year holding. Nvidia’s “iPhone moment” (CUDA + AI adoption) rewarded those who recognised inflection early. Without catalysts, “holding forever” risks stagnation.
There was a partnership with Pepsi & Pepsi has increased its stake in the company. So can look out for this company..
Another one is $Tiger Brokers(TIGR)$ whose stock price has grown from single digit to double digit.. so I foresee further growth in it.
Both these companies I'm hoping to own shares in it via sell PUT [Cool]
For my risk appetite, I prefer to have some clarity before putting my money in. I think it is better to earn less than to lose money. After all, if I identify a stock that I am willing to put in money, it will be likely a small position that gives small absolute profit versus my conviction at a later time to put in more to yield a bigger profit margin. While waiting for this clarity, putting my money in winner stocks could yield better returns. So, I definitely agree that recognising the iPhone moment is more important than holding for 15 years.
RKLB might have that moat based innovation potential given that barrier to entry is high which would limit competition, yet demand could be high in the future.
但這裏有另一個角度：散戶投資者不一定需要購買“15年前的英偉達”。即使你有，你也很可能無法度過起起落落。什麼你做當黃仁勳宣佈英偉達已經達到頂峯時，我們需要的是全力以赴的勇氣“iPhone時刻。”
Rocket Lab is winning contracts from NASA, US Space Force and European agencies.
Analysts like Roth Capital and Needham have lifted price targets to USD 60 and USD 55 respectively.
Space is the final frontier and myriad possibilities are waiting to be discovered. Rocket Lab is just at the start of its exponential growth ahead.
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Why $Solid Power, Inc(SLDP)$ could be a game changer :
Solid Power's Tech Edge is producing sulfide based solid state batteries. These batteries are safer, faster charging and longer lasting than lithium ion.
Its Moat is IP and partnerships with BMW and Ford.
Narrative Appeal : Solid Power is positioned as a picks and shovels play in the EV gold rush.
Solid Power is still in its early stages of growth as commercial rollout us expected in 2026. However the potential is huge as EV is here to stay.
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