There is little question Nvidia (NASDAQ:NVDA) has been the most consequential stock over the last two years. It has sometimes carried the entire market higher on its back. As one of the Magnificent 7 stocks that was largely responsible for the S&P 500's ...

As a result, Nvidia's revenue has exploded higher in recent years. For example, in the latest quarter, revenue came in at a record of more than $35 billion -- higher than a full year of revenue just two years ago. Importantly, the company is also highly profitable on sales, with a gross margin of more than 70% in recent quarters.

Palantir is a “rare cult with no sex and very little drugs and we’re not poisoning anyone,” quipped its billionaire CEO in a recent sitdown.