Navitas (NYSE: NVTS) is entering a critical phase as PIPE shares become eligible for resale and volatility spikes. I explain why revenue is falling by design, what Navitas 2.0 really means, and how AI data center demand could drive the next leg higher. Stock prices used were the market prices of Jan. 1, 2026. The … Read more
Iren Limited (NASDAQ: IREN) is flipping the script from Bitcoin mining to AI Cloud, and the catalyst stack is getting loud. I will break down the Microsoft deal, the GPU expansion roadmap, and why renewable power could be a hidden advantage. If execution hits, the upside could be explosive. Stock prices used were the market … Read more
D-Wave Quantum (NYSE: QBTS) is riding a powerful wave of government demand and commercial momentum. I break down why analysts see massive upside, what must go right for a 3x outcome, and the risks investors cannot ignore. Stock prices used were the market prices of Dec. 1, 2025. The video was published on Dec. 26, … Read more
Joby Aviation (NYSE: JOBY) is advancing quickly toward commercial air taxi operations, backed by international flight demos, major airline partnerships, and growing government support. With certification progress and real world testing underway, the company has meaningful long term upside, though risks remain around losses, dilution, and early market adoption. Stock prices used were the market … Read more
QuantumScape (NYSE: QS) is gaining momentum with a new partnership with a top-ten automaker, expanded licensing agreements, and continued development of its solid-state battery technology. The long-term potential is significant if commercialization stays on track, but rising deficits and slow timelines make QS a high-risk, high-reward bet for patient investors. Stock prices used were the … Read more
Oklo (NYSE: OKLO) is advancing its Aurora Powerhouse reactors, fuel recycling advancements, and significant partnerships across government and hyperscale data centers. With long-term PPAs and federal support, Oklo has substantial upside, but dilution risk and long development timelines mean patience is essential for investors. Stock prices used were the market prices of Dec. 25, 2025. … Read more
BigBear.ai (NYSE: BBAI) is positioning itself at the center of government-funded artificial intelligence spending. With a significant acquisition and billions flowing into defense tech, this stock could surprise investors willing to accept volatility. Stock prices used were the market prices of Dec. 26, 2025. The video was published on Dec. 30, 2025. On the date … Read more
Palantir Technologies (NYSE: PLTR) is scaling its AI platforms across defense, intelligence, and industrial systems at record speed. With massive government deals and rising AIP adoption, the upside looks powerful, but valuation risk looms large as expectations soar into 2026. Stock prices used were the market prices of Dec. 25, 2026. The video was published … Read more
Nebius (NASDAQ: NBIS) is scaling rapidly as demand for high performance AI infrastructure soars. With Blackwell powered data centers, global cloud expansion, and major enterprise partnerships, the company’s upside is significant. However, rising cash burn, dilution risk, and heavy capital investment continue to weigh on investor sentiment. Stock prices used were the market prices of … Read more
Nvidia (NASDAQ: NVDA) is entering a critical phase as AI demand accelerates and Blackwell GPUs sell out. I break down the upside, the risks investors ignore, and what could drive the next significant move higher. Stock prices used were the market prices of Dec. 24, 2026. The video was published on Dec. 29, 2026. On … Read more
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