1. $ZETA Global Zeta is benefiting from a major shift toward AI-driven marketing as brands demand better personalization and measurable returns. With strong organic revenue growth, expanding margins, and increasing Fortune 500 adoption, Zeta is well positioned to become a long-term leader in enterprise marketing software through 2026. PT: $35 2. $HIMS (Hims & Hers) Hims and Hers is scaling rapidly as consumers move away from traditional healthcare toward digital-first, subscription-based care. Its expansion into weight loss, mental health, and personalized treatments, combined with a powerful direct-to-consumer brand, creates a strong runway for sustained growth into 2026. PT: $80 3. $PATH (UiPath) UiPath plays a critical role in helping companies automate workflows and cut costs using AI-powered software. As businesses prioritize efficiency in a slower macro environment, UiPath’s sticky enterprise customers and recurring revenue model make it a compelling long-term automation winner through 2026. PT: $32 4. $OSCR (Oscar Health) Oscar Health is disrupting a massive and outdated health insurance industry with a technology-first platform designed around user experience. Improving medical cost ratios, rising membership, and growing operating leverage position the company for a potential profitability inflection by 2026. PT: $36 5. $ONDS (Ondas Holdings) Ondas is targeting high-value markets like defense, infrastructure, and public safety with secure wireless networks and autonomous drone solutions. As governments and enterprises invest more in critical communications and surveillance, Ondas has a clear path to accelerating revenue growth into 2026. PT: $18 6. $GRAB (Grab Holdings) Grab dominates Southeast Asia with a super-app that integrates mobility, food delivery, and digital payments into daily life. As monetization improves and fintech adoption expands, Grab’s massive user base and multiple revenue streams support strong long-term growth through 2026. PT: $9 7. $ADUR (Aduro Clean Technologies) Aduro is developing breakthrough recycling technology that addresses one of the biggest problems in sustainability: hard-to-recycle plastics. With pilot programs advancing and regulatory pressure increasing worldwide, Aduro is well positioned to benefit from rising demand for circular economy solutions in 2026. PT: $20 8. $NBIS (Nebius Group) Nebius is building next-generation AI cloud infrastructure to meet explosive demand for compute power. Backed by strong capital and rapid data center expansion, the company is positioned to capture a meaningful share of the fast-growing AI infrastructure market into 2026. PT: $165 9. $IREN (IREN Limited) IREN uniquely combines renewable energy, low-cost operations, and scalable data infrastructure across crypto mining and AI cloud services. As demand for GPUs and sustainable compute rises, IREN’s cost advantage and expansion plans support strong upside potential through 2026. PT: $90 10. $ASTS (AST SpaceMobile) Many believe ASTS has already peaked, but the company is still early in executing on a global space-to-smartphone network. With major carrier partnerships, limited direct competition, and a massive untapped connectivity market, ASTS has the potential to deliver another major growth phase into 2026. PT: $135 Thank you so much if you’ve gotten this far! I genuinely appreciate the time you took in to read these as I spent a long time making this! Drop a follow for more stuff like this 🫶
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34 Comments
Stephen
@wright_investments · 10mo
So basically most of the "popular" stocks. I agree with some of them, I just don't think most of them are at great valuations right now and I actually have regulatory concerns when it comes to HIMS and Oscar.
Scott S@scottsinvesting · 10mo
Thanks for sharing TMM! FWIW... I only own $GRAB from your Top 10 and consider it one of my favorite speculative stocks... I'd be thrilled if it hit $9.00 in 2026, but would be satisfied with $6.50 or a ~25% gain from today's price. Best of luck on your positions...
Paul @mrwhite007 · 10mo
Awesome write up Mr M! 10/10 👏🏻
Mike L
@noviceadvisor · 10mo
Kinda sus the top 2 are @realnickstrategy picks The Market Matrix = Nick Strategy? :D
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