Key points:
- Nvidia and Arm Holdings are top picks for long-term growth potential by an analyst.
- They work together on a new chip called GB200 that is very powerful and fast.
- Arm Holdings is important for the future of computing and AI. Read from source...

1. The title is misleading and sensationalized. It suggests that Nvidia and Arm Holdings are the only two companies with long-term growth potential in the AI market, which is not true or supported by any evidence in the article. There are other players such as Google, IBM, Microsoft, Amazon, etc., who have significant influence and resources in AI research and development.
2. The article relies heavily on the opinions of one analyst, Mosesmann, without providing any background information about his credentials, track record, or potential conflicts of interest. This creates a credibility gap and raises questions about the objectivity and validity of his projections and recommendations.
3. The article does not provide enough context or details about the recent performance and trends in the AI market, such as what are the main drivers and challenges, how is it evolving, what are the emerging applications and opportunities, etc. This makes the reader less informed and unable to assess the accuracy and relevance of the claims made by the analyst and the author.
4. The article focuses too much on the technical aspects of Nvidia's GB200 and Arm's Grace CPU, without explaining how they relate to AI or what are their competitive advantages over other solutions. This may confuse or bore some readers who are not familiar with the underlying technology or jargon, and fail to convey the main message or value proposition of the article.
5. The article uses vague and subjective terms such as "top secular idea", "fiscal first quarter 2025 revenue and EPS", without defining them or providing any evidence or analysis to support them. This may create confusion or doubt among readers who are looking for more clarity and substance in the article.
6. The article ends with a disclaimer that Benzinga does not provide investment advice, which may undermine the credibility and authority of the platform and the article itself. Readers may question why they should trust or follow the recommendations of an analyst who works for a media outlet that explicitly disavows any responsibility for their accuracy or quality.

Do you want to know which stocks are the best long-term growth potential? According to the article titled "Nvidia, Arm Holdings Emerge As Analyst's Top Picks For Long-Term Growth Potential", the two companies that stand out are Nvidia (NASDAQ: NVDA) and ARM Holdings (NASDAQ: ARM). Both stocks have shown impressive performance in recent quarters, with Nvidia's data center revenue growing by approximately 55% in the most recent quarter. Regarding AI, Arm is foundational to all of computing going forward, he added. Mosesmann stated that Nvidia’s GB200 is only possible with the NVLink-connected Arm-based Grace CPU. Furthermore, the article mentions that the foundry strategy only works with the multigenerational collaboration with Arm. Along with Nvidia, ARM is his top secular idea. Mosesmann projected fiscal first quarter 2025 revenue and EPS of $900 million and 34 cents. Price Action: Arm shares traded higher by 6.68% at $122.30 at the last check Tuesday.

Key risks to consider when investing in these stocks are the following:

- The ongoing semiconductor shortage and its impact on supply chain disruptions and production delays.
- The intense competition from other tech giants such as Qualcomm, Intel, AMD, and Apple, who are also vying for market share in the chip industry.
- The potential regulatory hurdles and antitrust scrutiny that may arise from the merger between Nvidia and Arm, which could affect the deal's outcome and value.