I’m not looking for the stock with the most hype next week. I’m looking for companies I believe can become materially larger businesses over the next 5–10 years. These are some of my favorite true growth stocks in the market right now: 1/ SoFi Technologies $SOFI SoFi is one of my favorite growth stocks because I think it is still early in building a much larger financial ecosystem around a member base that continues to scale rapidly. 2/ Advanced Micro Devices $AMD AMD is already a major company, but I still think Data Center, AI accelerators, EPYC, networking, and rack-scale systems can drive another big phase of growth from here. 3/ Oscar Health $OSCR Oscar is one of my favorite growth names because it is pairing strong top-line growth with dramatically improving insurance economics, which can make the business much more valuable over time. 4/ Zeta Global $ZETA Zeta is still relatively small compared to the size of the opportunity in front of it, and I think its mix of AI, first-party data, and enterprise relationships gives it a long runway. 5/ ServiceNow $NOW ServiceNow is already a high-quality growth business, but I think AI can make the platform even more important as enterprises automate more workflows across more departments. 6/ Snap $SNAP Snap is one of the more speculative names here, but nearly a billion monthly users, improving monetization, and growing direct revenue streams give it much more long-term upside than most investors think. 7/ AppLovin $APP AppLovin is one of the most interesting growth businesses in the market to me because its ad engine has become extremely powerful, highly profitable, and potentially expandable beyond its original niche. 8/ CoreWeave $CRWV CoreWeave fits the definition of a true growth stock almost perfectly, with enormous AI infrastructure demand and a business that could still be in the very early innings if execution stays strong. 9/ CrowdStrike $CRWD CrowdStrike is one of my favorite large-cap growth stocks because cybersecurity remains a huge secular growth market and the company keeps expanding what customers can do on the platform. 10/ Toast $TOST Toast is interesting to me because it is doing much more than just point-of-sale software, and I think the company still has a lot of runway as it deepens its role across restaurant operations and payments.
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1 Comments
Nate J@njsinnie · 16h
Thoughts on spacex/uber? Always appreciate your posts as I branch out into more solo positions overtime.
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