Missed Palantir’s Huge 100% Run in 2025? These Stocks Could Be Next

The crystal ball is hazy, but the tea leaves are clear: Palantir Technologies (PLTR) has been on a wild ride in 2025, with its stock surging over 100% year-to-date. Investors who missed the rocket ship are now scanning the horizon for the next big thing. But here’s the kicker—Palantir’s success wasn’t just about luck. It was about timing, valuation, and a market hungry for AI-driven growth. So, what’s next? Let’s dive into the stocks that could be the next Palantir, with a side of caution because, honey, not every fortune-teller gets it right.

The Palantir Playbook: Growth Meets Valuation

Palantir’s meteoric rise wasn’t just about revenue growth—it was about how the market priced that growth. At its peak, Palantir traded at a jaw-dropping 123 times sales, making it the most expensive stock in the S&P 500. Compare that to Nvidia (NVDA), which tripled its revenue while maintaining a more reasonable 46 times sales multiple. The lesson? Growth is sexy, but valuation matters.

The search for the next Palantir shouldn’t just be about finding the fastest-growing company. It should be about finding companies with strong growth *and* reasonable valuations. That’s where the real magic happens. Think of it like a Vegas buffet—you want the best spread at a price that won’t leave you broke.

The Contenders: Who’s Next in Line?

1. The Real Brokerage (REAX) – Real Estate’s Rising Star

The Real Brokerage has been on a tear, with a 61% year-over-year increase in agent acquisition in Q1 2025. Lower costs and better software tools are luring agents like moths to a flame. But here’s the thing: real estate is cyclical, and REAX isn’t immune to market swings. Still, if the housing market stays hot, REAX could be a dark horse in the race for the next big thing.

2. AppLovin – AI’s Silent Partner

AppLovin has been flying under the radar, but some analysts are betting it’s poised to benefit from the AI boom. The company’s focus on mobile gaming and AI-driven ad targeting could make it a sleeper hit. But beware—AppLovin’s valuation isn’t exactly cheap, and competition in the ad tech space is fierce.

3. Taiwan Semiconductor Manufacturing (TSMC) – The AI Supply Chain

TSMC has nearly doubled in value in 2024, thanks to surging demand for semiconductors. AI can’t run without chips, and TSMC is the king of the hill. But here’s the catch: TSMC is already a massive company, and its growth may not be as explosive as a smaller player’s. Still, if you’re looking for stability with a side of AI exposure, TSMC is a solid bet.

The Wildcards: High Risk, High Reward

1. Pagaya – The Dark Horse

Pagaya is a name you might not know, but it’s being touted as a potential Palantir clone. The company focuses on AI-driven financial services, and if it can execute, it could be a big winner. But remember, not every underdog becomes a champion. Pagaya’s success isn’t guaranteed, and its stock could be as volatile as a Vegas roulette wheel.

2. AngloGold Ashanti – The Gold Standard?

AngloGold Ashanti has outperformed Palantir in 2025, but don’t expect the same kind of growth. Gold is a safe-haven asset, not a high-growth tech play. Wall Street isn’t exactly bullish on its upside, so if you’re looking for the next Palantir, this might not be your ticket.

The Bigger Picture: AI Is the New Black

Beyond individual stocks, the broader trend is clear: AI is the new black. Companies like IBM, ASML, and Salesforce are doubling down on AI, positioning themselves for long-term success. These established players might not have the same explosive growth potential as a Palantir, but they offer stability and a more predictable path to returns.

But here’s the rub: some analysts argue that Palantir’s expectations are already “baked into” its stock price. That means the easy money might have already been made. If you’re looking for the next big thing, you might need to look beyond the obvious AI plays and dig deeper into the market.

The Bottom Line: Fortune Favors the Bold (But Not the Reckless)

Palantir’s 100% run in 2025 is a reminder that high-growth investing can be incredibly rewarding—but it’s also risky. The next Palantir won’t be found by chasing hype alone. It’ll be found by looking at fundamentals, valuations, and long-term potential.

So, if you missed Palantir’s ride, don’t despair. The market is full of opportunities, and the next big thing could be just around the corner. But remember: fortune favors the bold, but it also favors the cautious. Do your homework, keep your eyes open, and maybe—just maybe—you’ll find the next Palantir before the rest of the world catches on. And if not? Well, at least you’ll have a good story to tell at the next cocktail party.