By Daniel Sparks
Publication Date: 2026-04-19 02:21:00
It’s been a phenomenal run for investors holding shares of AI chipmaker Nvidia (NVDA +1.68%). The company has enjoyed an unprecedented demand boom, helping its stock soar last year and rise even more in 2026.
But what happens if this demand boom goes through a period of consolidation as the market for AI data centers matures? When supply catches up, or if hyperscalers pull back on their massive capital expenditures, Nvidia’s pricing power could erode — and margin compression could follow.
That’s why, when I look out over the next decade, I’m drawn to a very different kind of growth stock — one with persistent market share gains, a structural low-cost advantage, and arguably less cyclical risk to its long-term profit margins.
That stock is Interactive Brokers (IBKR +2.94%) — and believe it or not, it actually outperformed Nvidia last year and is posting returns far ahead of the AI chipmaker this year as well.
Here is why I think this electronic brokerage firm could outperform Nvidia over the next 10 years.
Image source: Getty Images.
A low-cost operator taking market share
Interactive Brokers’ recent business momentum is staggering.
In 2025, the company saw its total client accounts grow by an impressive 32%. And that momentum seems to be carrying into 2026. Earlier this month, the company reported its March metrics, revealing that its daily average revenue trades (DARTs) jumped 25% year over year to 4.33 million.
But what really makes Interactive Brokers special is…
