The notion that substantial wealth is a prerequisite for investment is a persistent fiction. One need not be a lord to participate, merely a rational actor. With a modest sum – let us say two thousand dollars – a portfolio focused on artificial intelligence can be assembled, not as a path to instant riches, but as a measured step towards financial independence.
Three companies warrant consideration, not because they are guaranteed successes – such a thing does not exist – but because they appear, at this juncture, to be positioned for growth. These are Nebius Group, Nvidia, and Palantir Technologies. Each operates in a different sphere of this burgeoning technology, and each carries its own particular risks, which a sensible investor will acknowledge.
Nebius Group
Nebius is, perhaps, the least celebrated of the three, and operates in the unglamorous realm of data centers. Yet, it is the provision of physical infrastructure – the housing and powering of the machines that do the calculating – that underpins the entire AI revolution. The company is building “full-stack AI cloud platforms,” a phrase that sounds suspiciously like marketing, but refers, in essence, to the provision of the tools developers require.
The figures are noteworthy. An annualized revenue run rate of $1.25 billion in 2025 is projected to reach $7 to $9 billion this year. Such growth, while impressive, should be viewed with a degree of skepticism. Capacity is also being expanded, with contracted power guidance increasing from 2.5 to 3 gigawatts. This is not merely about building bigger machines; it’s about consuming more power, a fact that is rarely emphasized in optimistic pronouncements.
The recent acquisition of Tavily, a search provider, is presented as a positive development. It remains to be seen whether this acquisition will yield tangible benefits or simply add to the company’s overhead. At a price of approximately $100 per share, an allocation of 25% of the $2,000 portfolio – five shares – seems a reasonable, if not extravagant, investment.
Nvidia
Nvidia’s ascent to become the world’s most valuable publicly traded company, with a market capitalization of $4.6 trillion, is a phenomenon worthy of observation. It is a testament to the power of specialized hardware – specifically, graphics processing units (GPUs) – to accelerate the development of artificial intelligence. However, size breeds complacency, and the assumption that past performance guarantees future success is a dangerous one.
The company’s fiscal 2026 third-quarter results – a 62% revenue growth to $57 billion – are indeed impressive. The fact that $51.2 billion of this revenue came from data center sales confirms the company’s dominance in this critical sector. The planned investments of $650 billion by major hyperscalers – Microsoft, Alphabet, Amazon, and Meta Platforms – suggest that demand for Nvidia’s products will remain strong. But such vast sums of money are rarely deployed with perfect efficiency, and unforeseen obstacles are inevitable.
Allocating 50% of the portfolio – five shares at the current price – to Nvidia appears to be the most prudent course, given its established position and ongoing momentum. It is, however, a substantial commitment, and diversification remains a key principle.
Palantir Technologies
Palantir does not manufacture the hardware upon which artificial intelligence runs, nor does it provide the physical infrastructure. Instead, it specializes in software – specifically, in the analysis of data. Its platform, described as possessing “the best AI software in the world” – a claim that should be treated with skepticism – pulls data from multiple sources to provide insights to commercial entities, military units, and government agencies.
The company’s Artificial Intelligence Platform (AIP), incorporating large language models, is presented as the key to its success. The ability to create detailed prompts and receive information through generative AI is undoubtedly valuable. Revenue increased by 56% year over year to $4.475 billion in 2025, with a projected increase of 60% in 2026, reaching $7.182 to $7.198 billion. At a price of approximately $135 per share, allocating the remaining $500 of the portfolio – three shares (or 3.7, with fractional shares) – appears reasonable.
It is important to reiterate that these are not guarantees of profit. Investment always carries risk. But with careful consideration and a degree of skepticism, even a modest sum can be put to work, not in the pursuit of speculative gains, but in the hope of building a more secure future.
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2026-02-24 03:52