Home Depot and AMD are well positioned to benefit from some major economic trends.

Few companies have benefited from the artificial intelligence (AI) revolution quite like Palantir Technologies ( PLTR 0.12% ) . Once simply a niche government contractor, it has evolved into one of the most influential players in enterprise software. Its Artificial Intelligence Platform (AIP) has become a backbone of digital infrastructure for both government agencies and major private enterprises.

Over the past three years, shares of the data-mining specialist have soared by more than 2,000%, lifting its market capitalization above $400 billion -- larger than Salesforce , Adobe , and SAP .

Yet history shows that such periods of parabolic growth must eventually end. Over the next five years,

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