Markii uu kacaanka AI galo sannadkiisii saddexaad, falanqeeyayaasha Wall Street waxay saadaalinayaan in Nvidia (NVDA) iyo Microsoft (MSFT) ay noqon karaan shirkadaha ugu horreeya ee qiimahoodu yahay $4 trillion. Ivan Feinseth oo ka tirsan Tigress Financial wuxuu kor u qaaday qiimaha bartilmaameedka Nvidia ilaa $220 halkii saamiga, taasoo muujinaysa kor u kac dhan 83% oo ka socota qiimaha hadda oo ah $120, taasoo u dhigan doonta qiimo suuq oo ah $5. 3 trillion. Dhanka kale, Joel Fishbein oo ka tirsan Truist Financial ayaa sii haystay qiimaha bartilmaameedka $600 ee Microsoft, taasoo muujinaysa kor u kac dhan 44% laga bilaabo qiimaha hadda ee $416 iyo qiimo suuq dhan $4. 4 trillion. Labada falanqeeye waxay qiimeeyeen asaas ahaan warbixinno ku saabsan shirkadda AI ee Shiinaha ee DeepSeek, oo la sheegay inay abuurtay qaab AI heer sare ah oo kharashka hoos u jira shirkadaha Maraykanka. Tani waxay muujinaysaa kalsooni ku saabsan in shirkadaha Maraykanka ay sii wadi doonaan maalgelinta kaabayaasha AI. Dan Ives oo ka tirsan Wedbush Securities sidoo kale wuxuu saadaalinayaa in Nvidia iyo Microsoft ay gaari doonaan qiimayaal $4 trillion sanadkan 2025, isagoo diiday in guulaha DeepSeek ay suurtogal yihiin iyada oo aan la adeegsan qalab casri ah oo Nvidia ah. **Nvidia: Suurtogalnimada Koritaanka 83%** Nvidia waa hoggaamiyaha unugyada sawirrada xarunta xogta (GPUs), oo muhiim u ah howlgallada AI. Iibka qaybtaan wuxuu la filayaa inuu kor u kaco 29% sanadkiiba ilaa 2030. Wareegga maaliyadeed ee ugu dambeeyay, Nvidia ayaa sheegtay korodh dhan 94% oo ah dakhliga $35 bilyan, oo si weyn loogu hoggaansamay baahida qaybta xarunta xogta, iyadoo faa'idada korodhay 103% taasoo gaartay $0. 81 halkii saamiga.

Iyadoo la saadaalinayo in faa'idada la hagaajiyo ay kor u kici doonto 50% sanadka soo socda, qiimaynta hadda ee Nvidia waxay u muuqataa mid macquul ah, iyadoo PEG ratio ka hooseeya 1 oo muujinaysa fursad wanaagsan. Dan Ives ayaa qiyaasaya in Nvidia ay leedahay fursad suuq $1 trillion oo ku jirta baabuurta iskiis u socda iyo xisaabinta casriga ah, taasoo suurtagal ka dhigi karta in qiyaasta faa'idada si weyn loo kordhiyo. Haddii Nvidia ay sii waddo inay la kulanto ama ka sarreeyso filashooyinka, waxay gaari kartaa $4 trillion suuq dhan sanadkan 2025. **Microsoft: Suurtogalnimada Koritaanka 44%** Microsoft waxay ka faa'iidaysaneysaa koritaanka software-ka ganacsiga iyo xisaabinta daruuraha, iyadoo ah shirkadda software-ka ugu weyn iyo bixiyaha daruuraha ugu weyn caalamka. Shirkaddu waxay sheegtay korodh dhan 12% oo ah dakhli gaaraya $69. 6 bilyan, oo ay dhaxalsiiso iibka xooggan ee adeega ganacsiga iyo daruuraha, iyadoo dakhliga la xiriira AI uu hadda taagan yahay $13 bilyan sanadkiiba, korodh dhan 175%. Si kastaba ha noqotee, hagida seddexaad ee ku saabsan sanadka ayaa ka maqnaatay filashooyinka Wall Street, taasoo sababtay hoos u dhac dhan 5% saamiyada. Iyadoo hadda lagu iibinayo 33 jeer faa'idada iyadoo PEG ratio ka sarreeya 3 ay muujinayso inay suurtagal tahay inay sarrifka sarreeyo, iyadoo la saadaalinayo in faa'idada ay kor u kici doonto 10% afarta rubuc ee soo socda.