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Empowering software and systems with artificial intelligence (AI) capabilities can, by one estimate, add $15.7 trillion to the global economy by 2030.
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The only analyst with a sell rating on Wall Street's largest public company is skeptical of its ability to maintain its growth rate and stave off competition in China.
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Meanwhile, a longtime bear for another member of the "Magnificent Seven" believes its current valuation is unjustifiable.
For the better part of the last three years, nothing has captivated the attention and capital of investors quite like artificial intelligence (AI). The seemingly limitless possibilities of empowering software and systems with AI can be a game-changer for most industries around the globe. It's why PwC pegged this global addressable opportunity at a jaw-dropping $15.7 trillion by 2030 in Sizing the Prize.
While there's no denying that investor hype surrounding the potential for AI has sent dozens of stocks soaring, not everyone on Wall Street shares in this optimism.
In particular, the bar has been set especially low for two of Wall Street's trillion-dollar AI stocks. Keep in mind, only 10 publicly traded companies on U.S. exchanges have reached the trillion-dollar valuation mark, and not all of these companies are focused on artificial intelligence.
Based on the price target prognostications of select Wall Street analysts, the following two trillion-dollar AI stocks can plunge by up to 95% over the next year.
The first trillion-dollar AI stock you might be shocked to see among possible plunge candidates is the world's largest publicly traded company, Nvidia (NASDAQ: NVDA).
Bullishness on Wall Street for Nvidia is nearly universal. Out of the 65 analysts who've weighed in on the company, a combined 59 have it rated the equivalent of a buy or strong buy, as of September 2025, with another five chiming in with the equivalent of a hold rating.
The reason for this optimism has to do with Nvidia dominating the AI-graphics processing unit (GPU) space. It began with the Hopper (H100) and has continued with the next-gen Blackwell and now Blackwell Ultra GPUs. No external chip companies are remotely close to matching the compute capabilities of Nvidia's AI hardware, which has led to a sizable backlog and enviable AI-GPU pricing power.
Nevertheless, Seaport Global analyst Jay Goldberg stands out as Wall Street's lone wolf when it comes to Nvidia. He has a sell rating on the company with a price target of just $100, which would imply downside of up to 44%, if accurate.