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Buying $ONDS now is similar to buying $PLTR at $30
Buying $AMPX now is similar to buying $AAPL at $41
Buying $NBIS now is similar to buying $MSFT at $65
Buying $OSS now is similar to buying $NVDA at $60
Buying $IREN now is similar to buying $AMZN at $52
Buying $AAOI now is similar to buying $GOOG at $76
Buying $AXTI now is similar to buying $META at $120
Buying $TE now is similar to buying $TSLA at $80
Have patience! Compounding could be huge in this sector.
These are going to be next generation in my opinion
$HIMS adding serious medical depth while expanding
into peptides and pharma partnerships.
That’s not a marketing company.
That’s vertical integration in healthcare. 2026 is going to be insane.
$DLO Q4 Earnings Report is out.
Revenue of $337.9M vs. $296.1M est. 🟢
Adj. EBITDA of $78.4M vs. $76.9M est. 🟢
EPS of $0.18 vs. $0.18 est.
FCF of $64.7M, +100% YoY
TPV growth at 70% YoY 🤯
2026 outlook:
TPV growth of 50-60% YoY
Gross Profit growth of 22.5-27.5% YoY
Operating Profit growth of 27.5-32.5% YoY
ANNOUNCES $300M BUYBACK PROGRAM
EXPECTED DIVIDEND PAYMENT OF $57M
Photonics stocks are absolutely blazing past year:
• $LITE +872%
• $AAOI +424%
• $COHR +277%
But careful not to FOMO because these come with significant risks as well.
Do your own research, build conviction, create a watchlist. Success favors the patient.
The masses became rich buying $TSLA , $NVDA $AVGO early on
Next will be our turn-
Defense - $ONDS , $KRKNF , $OSS
Space - $RKLB , $FLY
Energy - $TE , $AMPX
AI Infrastructures - $NBIS , $IREN , $CIFR
Optical sector - $AXTI , $AAOI, $LWLG
FinTech Sector - $LMND
Quantum - $IONQ
First principle of investing is patience.
Stay calm for few years and generational wealth can be made in this sectors.
Bookmark this post for later!
High beta stocks are set to explode in the back half of 2026…
$SOFI to $45
$BMNR to $65
$NVDA to $250
$HOOD to $175
$NBIS to $300
$ZETA to $40
$META to $850
$NFLX to $150
$AMD to $300
$ENPH to $75
$AMZN to $300
$OSCR to $25
$UUUU to $35
$TTWO to $275
$TSLA to $500
$MSFT to $575
$GOOGL to $430
$CRWD to $575
Which is the most realistic?
You have $100,000 to invest 💰
Two semiconductor giants are on the table — but you can only choose one for the next 5 years $ASML $TSM
Which do you pick, and why? 🤔
I’m going with $ASML 🙏
In the last 3 months, $IREN has announced the following:
- GPU fleet expansion to 150K, including 50K NVIDIA B300s
- $3.7B+ AI cloud ARR target by end of 2026
- Horizon 1-4 data centers on schedule
- MSCI USA Index inclusion
- New executive hires including head of biz dev from CVC Capital
- 1.6 GW site in Oklahoma
Yet the stock is down 40% in that same period.
Red days don't change the fundamentals.
But yet hyperscalrs are picking $NBIS 👀
What’s going on here?
12 stocks that have the potential to double in 1-2 years from now:
1. $ZETA
2. $OSCR
3. $HIMS
4. $IREN
5. $NBIS
6. $PATH
7. $ADUR
8. $SOFI
9. $ONDS
10. $PGY
11. $ASTS
12. $RKLB
Not necessarily in order.