Looking for the next big thing in AI and tech stocks? Check out why one supporting player might be a better pick than the usual household name.

Investors were not impressed by Nvidia's quarterly performance and outlook even though it handily beat Wall Street's expectations thanks to the booming demand for its artificial intelligence (AI) chips.

It has been 26 years since Nvidia has gone public. The stock has crashed in four of these years. So it's certainly possible that Nvidia's stock price will reverse and turn south in 2025. In fact, I think 2025 is a year that is more likely than most of a drop in stock price. Here's why.