According to Wall Street experts, 2 AI stocks can be bought before reaching $20 trillion

Wall Street estimates that Nvidia’s adjusted earnings will grow at 38% annually over the next three years. This makes the current valuation of 46 times earnings look quite reasonable. I think Nvidia can achieve a $20 trillion market value in the future, but I’m skeptical about the timing. It could happen by 2030, but 2035 seems more plausible.

However, the current share price is attractive compared to forward earnings estimates, so patient investors should consider buying a small position today.

Last year, Tesla lost its position as the global leader in electric car sales to the Chinese automaker BYD. But investors are shrugging off market share losses and correspondingly disappointing financial results as the investment thesis now focuses on physical AI, a discipline that includes autonomous cars and robots.

Tesla’s full self-driving (FSD) software is available in the US and (pending regulatory approvals) could launch in Europe and China in February. The company will monetize FSD directly through subscription sales and indirectly through autonomous vehicle sharing services. Alphabet‘s Waymo is currently the market leader with commercial robottaxi services in five US cities. But Tesla plans to expand from two cities to seven cities by 2026 and believes its unique approach-only strategy will support rapid scaling.

Tesla is also building a humanoid robot called Optimus that could significantly disrupt the global job market by automating a wide range of tasks, and not just dangerous and boring work, but surgery and other tasks that require delicacy and precision. CEO Elon Musk says Optimus will eventually be the most important product the company sells, accounting for 80% of its value.

Physical AI is a significant opportunity for Tesla. Grand View Research expects the robottaxi market to expand at 99% annually by 2033. Meanwhile, Morgan Stanley predicts sales of autonomous vehicles will reach $4 trillion annually by 2040, while sales of humanoid robots will grow at 54% annually by 2035.

Here’s the big picture: Musk says Tesla’s expertise in physical AI is unparalleled. “Nobody can do what we do,” he told analysts last year. However, determining the value of stocks is very difficult. The core electric car business is struggling, and physical AI products are not yet a physical source of revenue. This creates implementation risk.

In other words, while Tesla may actually be worth $25 trillion in the future, it may be worth much less if the company fails to execute on opportunities in robotaxis and robots. In fact, if investors lose faith in the physical AI story and start valuing Tesla as an automotive stock, shares could easily drop 90%.

Before buying stock in Nvidia, consider this:

The Motley Fool Stock Advisor The analyst team just identified what they believe 10 Best Stocks Investors to buy now… and Nvidia wasn’t one of them. 10 stocks to make the cut can produce monster returns for years to come.

Consider when Netflix Made this list on December 17, 2004… If you invest $1,000 during our recommendation, You will have $450,525!* or when Nvidia Made this list on April 15, 2005… If you invest $1,000 during our recommendation, You have $1,133,107!*

Now, this is worth noting Stock advisor The total average return is 937% — market-crushing outperformance compared to 195% for the S&P 500. Don’t miss the latest top 10 list available Stock advisorAnd join an investment community built by individual investors for individual investors.

View 10 Stocks »

*Stock Advisor returns as of January 24, 2026.

Trevor Gennevin has positions in Nvidia and Tesla. The Motley Fool has and recommends positions in Alphabet, Nvidia, and Tesla. The Motley Fool recommends BYD Company. Motley Fool has a disclosure policy.

2 AI stocks to buy before they hit $20 trillion, according to Wall Street experts was originally published by The Motley Fool.