Aquiles Larrea on Schwab Network Palantir (PLTR) & Nvidia (NVDA) Stock Picks Unveiled March 17, 2025

Financial expert Aquiles Larrea, Founder and CEO of Larrea Wealth Management, joined the Schwab Network on March 17, 2025, to share his top stock picks: Palantir Technologies (PLTR) and Nvidia (NVDA). In this in-depth episode, Aquiles breaks down why PLTR is "uniquely positioned" in the AI market and why investors should temper expectations for NVDA despite its dominance. Get expert insights into these AI-driven stocks, market trends, and what they mean for your portfolio in 2025. Don’t miss this detailed analysis from a trusted voice in wealth management!
Aquiles Larrea’s Background:
With over 20 years in the financial industry, Aquiles Larrea founded Larrea Wealth Management in 2002, serving as a personal CFO for CEOs and entrepreneurs with portfolios exceeding $1M. Known for his tax-efficient strategies and retirement planning expertise, Aquiles has made over 140 media appearances annually on platforms like Fox Business, Yahoo Finance, and Cheddar. His deep understanding of market dynamics and investment opportunities makes him a go-to source for actionable financial advice.
Stock Picks & Analysis:
[00:00] Introduction to Aquiles Larrea on Schwab Network

[02:30] Palantir (PLTR): The AI Data Analytics Leader
Aquiles highlights PLTR’s strengths in AI and data analytics, citing its platforms like Gotham and Foundry as key drivers. With a valuation at 75 times forecasted sales and growing partnerships, he sees PLTR as a strong long-term play for AI-focused investors.

Investor Implication: PLTR’s growth potential is significant, but its high valuation suggests careful entry timing for risk-averse investors.

[06:15] Nvidia (NVDA): Cautious Optimism Amid AI Dominance
Aquiles praises NVDA’s GPU leadership and $30.8B data center revenue (up 112% year-over-year), but warns of overvaluation risks and export control challenges. He advises balancing enthusiasm with caution.

Investor Implication: NVDA remains a cornerstone AI stock, but potential volatility could offer buying opportunities during dips.

[10:00] Market Context & 2025 Outlook
Aquiles examines how AI trends and macroeconomic factors could shape PLTR and NVDA’s performance, offering a balanced view for investors.

[13:30] Q&A: Practical Tips for Your Portfolio

Why This Matters for Investors:
Aquiles’s insights provide a dual perspective: PLTR’s upside in AI software contrasts with NVDA’s hardware dominance tempered by risks. Investors can use this analysis to weigh growth potential against valuation concerns, making informed decisions in the fast-evolving AI sector.
Connect with Aquiles Larrea:
Website: www.larreawealth.com

X: @AquilesLarrea

LinkedIn: Aquiles Larrea

Keywords: Aquiles Larrea, Schwab Network, Palantir stock, PLTR analysis, Nvidia stock, NVDA outlook, AI stocks 2025, wealth management, investment strategies, stock market trends
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