2 Breakout Growth Stocks You Can Buy and Hold for the Next Decade

Key Points

• Nvidia has created a wide moat with CUDA and its networking portfolio.

• Meanwhile, the announcement of investments in Intel and OpenAI was made with the intent to help keep its massive lead.

• Meta Platforms is using artificial intelligence (AI) to drive ad sales growth and has multiple opportunities for growth.

• 10 stocks we like better than Nvidia ›

When it comes to growth investing, the best opportunities are the companies that are not just winning today but are positioned to dominate their industries for years to come.

Let's look at two companies that have climbed to the top of their fields and still have huge opportunities in front of them.

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1. Nvidia

Nvidia (NASDAQ: NVDA) didn't become the leader in artificial intelligence (AI) infrastructure by accident. The company actually planted the seed long before AI went mainstream when it created its CUDA software program to allow its chips to be programmed, and then gave it away free to universities and research labs that were doing early work on AI. That led to the foundation of AI code for graphics processing units (GPUs) being written on CUDA.

It didn't stop there, though. On the networking side, it created the NVLink interconnect system that basically allows its GPUs to act as a single unit. It's a proprietary system, so it only works with Nvidia's GPUs.

Nvidia later acquired Mellanox to boost its networking capabilities even further. This also gave it the technology it needed to provide some of the turnkey solutions it offers clients today.

And if you thought that was the end of it, Nvidia is also looking to protect the massive lead it has in the AI chip space. It recently invested in and formed a partnership with Intel to gain access to its central processing unit (CPU) technology, and just announced an up to $100 billion investment in OpenAI. OpenAI had started to develop its own custom AI chips with the help of Broadcom, so you can bet this massive investment from Nvidia will help keep its chips front and center with one of the companies planning the biggest AI infrastructure build-outs.

CEO Jensen Huang thinks AI infrastructure spending could grow to as much as $4 trillion in the next few years. With data center spending showing no signs of slowing, Nvidia looks well-positioned to continue to be one of the largest AI winners.

2. Meta Platforms

Meta Platforms (NASDAQ: META) has become one of the biggest AI winners, as it has found a way to use the technology to keep users glued to Instagram and Facebook. Social media today is just as much about entertainment as it is about keeping up with friends and acquaintances, and Meta has been able to tap AI to improve its recommendation engines to feed users more content that entertains them and keeps them on its sites longer.

At the same time, Meta is also giving advertisers more powerful tools to create ads and target users, which is leading to better results and higher ad prices. This combination of more ad inventory and higher ad prices, meanwhile, is fueling strong revenue growth, with ad sales up 22% year over year last quarter.

However, that's just one leg of the Meta growth story. The company has just started introducing ads to WhatsApp and Threads. WhatsApp has a massive 3 billion users, and while most are international, and thus tend to have lower monetization rates, this is still a big opportunity. Meanwhile, the company is still building out Threads, so there is still a lot of potential user growth ahead.

CEO Mark Zuckerberg is also swinging big on the future. He wants to build what he calls "personal superintelligence" and is investing aggressively in AI talent and infrastructure. Add in the company's push into consumer smart glasses and its still-active metaverse bet, and it is taking multiple swings in the hopes of hitting a home run.

For long-term investors, the combination of steady ad growth and optionality from its big bets makes Meta a breakout stock worth holding over the next decade.

Should you invest $1,000 in Nvidia right now?

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Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intel, Meta Platforms, and Nvidia. The Motley Fool recommends Broadcom and recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.