I called $MRVL in the $40: with a deep thesis behind it.
It’s up nearly 800% and soon to be a 10 bagger
https://t.co/osfE6eNy7m
My next big 10 bagger I believe will be $FIVN
$ADEA is a rare combination of recurring royalty revenue and semiconductor exposure. The company has licensing relationships across major technology players, giving it exposure to long-term growth in advanced chips, AI, and computing.
$CRWV has become a closely watched AI infrastructure name because of its exposure to data centers, compute, and enterprise AI demand. If AI investment remains a top corporate priority, companies supplying critical infrastructure may continue attracting capital.
$GDYN is a pick and shovel AI play. Companies don't just buy AI software they need help implementing it, integrating data, and transforming operations. As AI adoption expands, firms that help enterprises execute could see sustained demand.
$NBIS is one of the purest AI infrastructure plays in the market. The bull case is simple: AI demand continues exploding, and every model, inference request, and enterprise deployment requires compute. If AI spending remains elevated $500+
$FIVN is a core AI + cloud infrastructure play for customer engagement. As businesses automate support and sales with AI, platforms like Five9 become mission-critical. Massive TAM + enterprise adoption = serious long-term upside potential.
$GDYN Grid Dynamics Holdings, Inc. Why Enterprise AI adoption is still in the early innings. Companies need implementation partners, not just AI models. Less crowded than many AI names. My view: Probably the most underappreciated AI stock Life -changing potential: High.
Hybrid bonding is becoming a key next step in advanced chip packaging. As AI demand explodes, more efficient chip stacking becomes critical and IP players like $ADEA sit right in that ecosystem.
$FIVN is a pure play on cloud + AI-powered customer experience. As companies integrate AI into support, sales, and automation, platforms like Five9 become critical infrastructure. Strong enterprise demand = long runway.
$RGTI is one of the few pure play quantum hardware names. With next gen systems launching and “quantum advantage” expected in coming years, this sits directly in a massive emerging tech wave.
$RKTO is a classic micro cap asymmetry play low expectations, but any contract win or revenue growth can re-rate the entire stock fast. These are the setups that move the most when traction hits.