Best High-Growth Stocks to Watch
Every week, investors and traders track high-growth stocks to watch to identify companies outperforming the market. By analyzing price movements, trading volume, and news-driven momentum, these high-growth stocks reveal trends and opportunities for both short-term and long-term investors.
📂 Stock Picks Archive
📈 Latest Picks: Week of Feb 23, 2026
RingCentral, Inc. (NYSE: RNG) is currently dominating the enterprise communications sector through its aggressive integration of generative AI into its unified platform. Following its mid-February performance surge, the company confirmed a 34.4% weekly gain, fueled by a surprise earnings beat and an upward revision of its 2026 free cash flow guidance. With a market capitalization of approximately $3.8 billion and a rapidly expanding footprint in AI-driven contact centers, it represents a high-momentum “software-recovery” play for investors betting on the modernization of corporate workflows.
Tandem Diabetes Care, Inc. (NASDAQ: TNDM) is redefining the medical device landscape with its next-generation automated insulin delivery systems and global market expansion. Last week, the stock surged 29.6% following a series of bullish analyst upgrades and clinical data showcasing superior patient outcomes for its newest wearable pump. With a market capitalization of roughly $1.6 billion and a double-digit growth rate in its recurring supplies revenue, Tandem stands as an explosive “medtech-disruptor” play for those targeting the intersection of chronic care and digital health.
AXT Inc. (NASDAQ: AXTI) is emerging as a critical bottleneck provider for the AI and satellite communications boom through its production of high-performance compound semiconductor substrates. The stock delivered a 24.7% weekly return as demand for its Indium Phosphide (InP) and Gallium Arsenide (GaAs) wafers spiked, driven by the rollout of next-gen optical interconnects in AI data centers. With a market cap reaching $1.3 billion and a strategic position in the “physical-layer” of high-speed computing, it is a high-alpha “materials-moat” play for investors looking beneath the software layer.
Cameco Corp. (NYSE: CCJ; TSX: CCO) is currently spearheading the global nuclear renaissance through its vertically integrated uranium production and strategic 49% stake in Westinghouse Electric. Following its February 13, 2026, annual report, the company confirmed a 243% year-over-year surge in net earnings, driven by a massive expansion in profit margins (reaching 16.9%) and the execution of high-value long-term contracts. With a market capitalization of approximately $52.9 billion and a dominant position in the world’s largest high-grade reserves, it represents a premier “clean-energy-security” play for investors betting on the baseload power requirements of the AI data center boom.
Occidental Petroleum Corp. (NYSE: OXY) is currently pivoting from a Permian Basin powerhouse to a leader in the “Carbon-as-a-Service” economy through its subsidiary 1PointFive. Following its February 19, 2026, earnings report, the company confirmed a 63% earnings-per-share beat ($0.31 vs. $0.19 estimate), triggering a 9.8% weekly stock surge. With a market capitalization of approximately $51.1 billion and a newly reinforced balance sheet—slashing debt to $15 billion following the OxyChem divestment—it represents a high-conviction “energy-transition” play for investors betting on the integration of traditional oil production with massive Direct Air Capture (DAC) projects like STRATOS.
📈 Latest Picks: Week of Feb 13, 2026
BigBear.ai Holdings, Inc. (NYSE: BBAI) As of mid-February 2026, BigBear.ai (BBAI) is embroiled in a legal and financial storm, centered on a formal securities class action lawsuit in the U.S. District Court for the Eastern District of Virginia (Case No. 1:25-cv-00623) alleging that the company issued materially false financial statements between 2022 and 2025 due to significant accounting errors regarding its 2026 convertible notes. While the deadline to lead this specific case passed in mid-2025, a fresh wave of “investor alerts” has surged in early 2026—most notably from Pomerantz LLP on February 15—investigating further potential fraud following a January 2026 analyst downgrade by Cantor Fitzgerald that highlighted a 20% year-over-year revenue decline and a $9.4 million EBITDA loss. These legal pressures are compounded by operational headwinds, as the company’s recent $250 million acquisition of Ask Sage faces stiff competition from the Pentagon’s new internal platform, GenAI.mil, leading to significant stock volatility and a series of “sell” alerts from market analysts.
Nebius Group N.V. (NASDAQ: NBIS) is currently redefining the AI infrastructure landscape through its massive “Supercloud” buildout and specialized GPU-as-a-Service model. Following its February 12, 2026 earnings report, the company confirmed a staggering 547% year-over-year revenue surge, fueled by a high-density deployment of NVIDIA Blackwell clusters that outpaces traditional cloud providers. With a market capitalization of approximately $24.7 billion and a $20 billion contract backlog anchored by giants like Microsoft and Meta, it represents an explosive “infrastructure-moat” play for investors betting on the physical backbone of the AI revolution.
Coinbase Global (COIN) is a leading financial technology company that has successfully rebranded itself from a simple cryptocurrency exchange into a global “Everything Exchange.” No longer solely dependent on Bitcoin’s price swings, the brand has built an all-weather financial ecosystem that now offers 24/7 stock trading, perpetual futures, and prediction markets all within a single app. This high-growth pivot was validated last Friday, February 13, 2026, when shares surged 18% following an earnings report that showcased a record $5.2 trillion in annual trading volume and a massive $11.3 billion cash reserve. By custodying over 12% of all crypto in existence and operating 12 different product lines that each generate over $100 million in annual revenue, Coinbase has established itself as the “trusted infrastructure” for the future of digital and traditional finance alike.
Magna International (MGA) is one of the world’s largest automotive suppliers, providing everything from seating and electronics to complete vehicle assembly. Historically seen as a steady value play, it is pivoting toward “high growth” territory by positioning itself as a primary partner for EV powertrains and driver-assistance technology for companies like Xiaomi and Ford. Magna is at the center of a major shift in Canadian automotive policy led by Industry Minister Mélanie Joly. The Canadian government is actively negotiating joint ventures to build Canadian-branded electric vehicles on domestic soil. The strategy involves partnering “Canadian Champions” like Magna, Linamar, and BlackBerry with global EV giants (specifically focusing on Chinese firms like BYD and Xiaomi) to manufacture cars in Canada for global export.
Tri Pointe Homes (NYSE: TPH) is a top 15 U.S. homebuilder focused on premium, design-forward, and sustainable living. By leveraging their unique “Best of Big and Small” operational philosophy, they combine the personalized agility of regional expertise with the massive financial scale and resources of their parent company, Sumitomo Forestry. With a strategic footprint spanning 12 states and the District of Columbia. Tri Pointe specifically targets high-growth corridors to capture a dominant share of Millennial and Gen Z buyers who prioritize modern aesthetics, smart-home technology, and eco-friendly construction. Tri Pointe Homes emerged as Friday’s top performer, surging 26.8% following a blowout earnings report. The homebuilder is capitalizing on a sudden 2026 supply crunch in the U.S. housing market. With a market cap of approximately $4.8 billion, it is currently the “momentum leader” in the mid-cap construction sector, as high-density urban projects begin to unlock significant shareholder value.
Rivian Automotive (NASDAQ: RIVN) Rivian Automotive is an American electric vehicle (EV) manufacturer that has carved out a unique identity as an “adventure-brand” . While many EV companies focused on sedans, Rivian entered the market with rugged, high-performance trucks and SUVs. It saw a powerful 26.6% price jump last Friday after announcing a strategic pivot toward their “R2” platform profitability. Despite broader EV skepticism, Rivian’s narrowed losses and a surprise 2026 production guidance beat shifted the narrative from “cash burn” to “production scale.” With a market cap now hovering around $28 billion, it is the high-growth recovery play for the clean-energy sector.
Crocs, Inc. (NASDAQ: CROX) Crocs, Inc. (CROX) is a major player in the global footwear industry, recognized as one of the top ten non-athletic footwear brands worldwide. It leaped 19.1% after a major earnings beat that saw operating margins expand far faster than analyst models predicted. Driven by explosive international growth—specifically in the Asian markets—Crocs has solidified its status as a “value-unlock” play. Even with a modest $9.2 billion market cap, it continues to deliver the growth metrics of a high-end tech firm within the consumer cyclical space.
Vertiv Holdings (NYSE: VRT) gained 19.9% over the week, peaking on Friday as it remains the “hidden winner” of the data center boom. While Nebius builds the cloud, Vertiv builds the liquid cooling and power infrastructure. With a market cap of $88 billion, it is the “picks and shovels” growth play that is currently outperforming the very AI firms it services.
📈 Latest Picks: Week of Feb 6, 2026
DaVita Inc. (NYSE: DVA) is currently redefining its growth trajectory through aggressive cost management and AI-integrated patient care. Its stock saw a powerful breakout, with a 26.7% price jump last week following a major earnings beat that expanded operating margins faster than analyst models predicted. With a market capitalization of approximately $12.5 billion and a dominant share of the U.S. kidney care market, it represents a high-growth “value-unlock” play within the healthcare sector.
Cameco Corporation (NYSE: CCJ), the world’s largest pure-play uranium producer, is benefiting from the global nuclear energy renaissance. Its stock experienced a massive momentum surge, fueled by a projected 100% earnings growth for the coming year and a 55% growth forecast for 2026. With a market capitalization of roughly $22 billion and its 49% stake in Westinghouse Electric, it represents a hyper-growth “clean energy” play essential for powering the world’s expanding AI data centers.
Modine Manufacturing Company (NYSE: MOD), a thermal management specialist, is pivoting from traditional automotive parts to high-growth AI infrastructure. Its stock is seeing an upward rerating, with a 35%–40% expected sales growth in its Climate Solutions segment for fiscal 2026. With a market capitalization of approximately $6.4 billion and a Zacks Rank #1 (Strong Buy), it represents a high-growth industrial play capitalizing on the extreme cooling requirements of modern GPU-heavy data centers.
Proto Labs, Inc. (NYSE: PRLB), the leader in digital manufacturing and 3D printing, is experiencing a resurgence as “onshoring” trends accelerate. Its stock showed a significant technical breakout, with a 25.7% weekly gain after reporting a record increase in high-margin “Network” manufacturing orders. With a market capitalization of approximately $1.1 billion, it represents a high-growth “small-cap” play for investors focused on the digital transformation of the global supply chain.
Snowflake Inc. (NYSE: SNOW) is a cloud-native data warehousing pioneer currently caught in a “growth-at-a-reasonable-price” (GARP) trap. Its stock has experienced significant volatility, with a 25% year-to-date decline, bringing shares to $168.43 as of February 6, 2026. Despite reporting a robust 29% year-over-year product revenue growth and maintaining $7.88 billion in remaining performance obligations (RPO), the market has been aggressively revaluing the firm. With a market capitalization of approximately $57.6 billion and a persistent lack of GAAP profitability, Snowflake represents a high-growth fundamental business that currently trades as a “negative momentum” play for investors.
MercadoLibre, Inc. (NASDAQ: MELI) — often called the “Amazon of Latin America” — is currently navigating a period of intense reinvestment and margin pressure. Its stock has seen a cooling phase, with an 8.27% decline over the week ending February 6, 2026, retracing from January highs to close at $1,970.15. With a market capitalization of approximately $99.9 billion and a dominant fintech arm through Mercado Pago, MercadoLibre represents a high-growth “buy-the-dip” candidate for investors betting on a rebound in the Brazilian and Argentinian consumer markets.
ServiceNow, Inc. (NYSE: NOW) is the enterprise cloud leader serving as the primary “operating system” for AI-driven business automation. Its stock has experienced a sharp technical correction, with a 14.6% decline last week and roughly a 30% year-to-date drop, closing at $100.74 on February 6, 2026. Despite the pullback, ServiceNow’s fundamentals remain in hyper-growth territory, reporting 21% subscription revenue growth in its latest quarter and surpassing $10 billion in annual revenue for the first time. With a market capitalization of approximately $105 billion and a massive $28.2 billion backlog (RPO), the company represents a high-growth platform currently being “derisked” by the market over AI monetization concerns.
📈 Latest Picks: Week of January 30, 2026
Verizon Communications Inc. (NYSE: VZ) This telecommunications giant is currently undergoing a fundamental transformation under new leadership. Its stock is defined by an unusual breakout from its “value” roots, evidenced by a single-day price jump of 11.83% on January 30, 2026, following a record-breaking earnings report. With a massive market capitalization of approximately $188 billion and its strongest subscriber gains since 2019, it represents a high-growth momentum play within the traditionally defensive telecom sector.
SanDisk Corporation (NASDAQ: SNDK) This storage solutions provider has emerged as a critical infrastructure play in the artificial intelligence sector. Its stock is defined by extreme, AI-fueled acceleration, evidenced by a pre-market rocket of over 19% and a closing gain of 6.8% on January 30, 2026, after posting blowout earnings that nearly doubled analyst estimates. With a market cap of $84.45 billion and a 127% year-to-date return, it represents a high-velocity vehicle for investors betting on the sustained demand for AI-driven data center storage.
Bloom Energy Corp (NYSE: BE) This clean energy innovator specializes in solid oxide fuel cell technology for on-site power generation. Its stock is defined by a powerful monthly “run-up,” having surged nearly 59% throughout January 2026 to reach a multi-year high. Despite a slight cooling of 3.28% on January 30, 2026, as traders locked in gains, its market cap of $35.80 billion and significant relative volume signify its status as a leading speculative vehicle for the energy transition trade.
Apple Inc. (NASDAQ: AAPL) The world’s largest technology company remains the cornerstone of consumer electronics and services. Its stock is defined by its resilience and record-breaking financial scale, evidenced by a steady gain of 0.46% on January 30, 2026, following a fiscal Q1 report that saw revenue hit a staggering $143.8 billion. With a market valuation of $3.82 trillion and an installed base of over 2.5 billion active devices, it represents a “mega-cap” growth vehicle that continues to set new all-time records for earnings and cash flow.
📈 Latest Picks: Week of January 23, 2026
NVIDIA Corporation (NASDAQ: NVDA) continues to lead the global technology sector, recently achieving a significant milestone as the first company to briefly surpass a $5 trillion market cap. As of late January 2026, the stock’s uptrend is supported by a “virtuous cycle” of AI adoption, where demand for its hardware is treated less like a cyclical purchase and more like essential long-term physical infrastructure. This momentum was galvanized by the January 5 unveiling of the Rubin platform at CES 2026, a six-chip AI supercomputing architecture that succeeds the Blackwell line. By moving to an annual product cadence, NVIDIA has effectively locked in a multi-year lead, with a reported $500 billion backlog extending through the end of 2026.
Avino Silver & Gold Mines Ltd. (NYSE American: ASM / TSX: ASM) has emerged as a high-growth standout in the materials sector, with its stock price surging nearly 30% last week to close at $12.74 on the TSX ($9.35 on the NYSE). This “breakout” performance is driven by a historic rally in precious metals, with gold pushing toward $5,100/oz and silver breaking the $100/oz barrier for the first time in January 2026. Avino is successfully transitioning from a junior explorer into a mid-tier powerhouse, recently reporting that it met its full-year 2025 production guidance. The company’s growth narrative is anchored by the integration of its high-grade La Preciosa project, which is being fast-tracked using existing infrastructure to triple production capacity by 2027.
Applied Materials, Inc. (NASDAQ: AMAT) is a semiconductor equipment giant that provides the essential “picks and shovels” for the global chip manufacturing industry. Boosted by TSMC’s mid-January announcement of a record-breaking $56 billion capex plan for 2026, the stock climbed 8% last week, contributing to a massive 70% rally over the past six months. As the industry shifts toward 2nm process nodes and advanced AI packaging, Applied Materials is benefiting from a “hardware-first” investment cycle that has seen its remaining performance obligations (RPO) outpace revenue growth. AMAT offers investors a dominant stake in the AI infrastructure build-out, supported by a 35% increase in contract backlogs and a leadership position in the semiconductor equipment & materials index.
Trilogy Metals Inc. (NYSE American / TSX: TMQ) has become a high-growth focal point following its 12% surge to $6.21 last week, driven by a “perfect storm” of national security and supply scarcity. As the U.S. defense budget officially hit the $1 trillion mark in 2026, copper was reclassified as a strategic asset essential for the military’s “rearmament” program, spanning everything from missile guidance to nuclear submarines. This shift is occurring alongside a “structural copper cliff,” with global prices hitting record highs above $13,000 per tonne and a projected 10-million-metric-ton deficit by 2040. Investors are now rushing into domestic plays like Trilogy to hedge against this shortage and the impact of new 25% tariffs on refined copper imports, which have placed a massive premium on “Made in America” ore.
Trilogy’s high-grade Alaskan deposits in the Ambler Mining District are now being fast-tracked as a matter of national interest. The company recently secured a $35.6 million U.S. federal investment, effectively making the government a stakeholder in its mission to secure a domestic supply chain. With the critical Ambler Access Road permits reinstated and a $35 million work program approved for 2026, Trilogy has transitioned from speculative exploration into a high-priority hardware reality. By targeting mine permit submissions by year-end, TMQ offers investors high-beta exposure to a metal that is now the backbone of both the $1 trillion U.S. military complex and the global AI infrastructure boom.
USA Rare Earth, Inc. (NASDAQ: USAR) has surged into the spotlight as a pivotal player in the race for American mineral independence, with its stock price skyrocketing over 40% last week to close at $24.77. This explosive move was triggered by reports that the U.S. government is finalizing a historic $1.6 billion investment in exchange for a 10% stake in the company, a move designed to secure a domestic supply of the magnets essential for the $1 trillion defense budget and the burgeoning EV market. By pivoting from a private developer to a federally-backed powerhouse, USA Rare Earth is fast-tracking its “mine-to-magnet” strategy, which integrates its massive Round Top deposit in Texas with a state-of-the-art manufacturing facility in Oklahoma.
Americas Gold and Silver Corporation (NYSE American: USAS / TSX: USA) has become a standout performer in the 2026 metals rally, with its stock skyrocketing over 43% last week to reach a new 52-week high of $9.29 on the NYSE. This massive re-rating followed the company’s January 21 announcement of record-breaking 2025 results, headlined by a 52% increase in annual silver production to 2.65 million ounces. The rally was supercharged by the “silver squeeze” of January 2026, which saw spot prices breach the historic $100 per ounce barrier. Under the leadership of CEO Paul Andre Huet, the company has successfully transitioned from a period of restructuring into a high-growth production phase, bolstered by a record fourth quarter at its Cosalá Operations in Mexico and the successful ramp-up of the new EC 120 mine.
Critical Metals Corp. (NASDAQ: CRML) has emerged as a high-growth powerhouse in the strategic minerals sector, with its stock skyrocketing over 153% since the start of 2026 and closing last week at $20.62. This explosive momentum was recently catalyzed by a January 22 business update and the announcement of a transformative $1.5 billion joint venture with a Saudi Arabian industrial conglomerate to build a rare earth processing facility. The company is rapidly transitioning from a developer to a mission-critical link in the Western defense supply chain, specifically supporting the United States’ $1 trillion military budget through the production of heavy rare earth elements (HREE). By targeting the rare earth market with its flagship Tanbreez project in Greenland—which boasts a 27% HREE concentration—and its fully permitted Wolfsberg Lithium Project in Europe, Critical Metals Corp. is positioning itself as a primary alternative to Chinese supply dominance.
Hycroft Mining Holding Corporation (NASDAQ: HYMC) has solidified its status as a high-beta favorite in the precious metals sector, with its stock surging over 46% last week to close at a record 52-week high of $50.65. This explosive rally was fueled by a “double-catalyst” of macro tailwinds and company-specific breakthroughs, as silver prices breached the historic $100/oz barrier and gold approached $5,100/oz. The uptrend was further electrified by the company’s mid-January announcement of its highest-grade silver intercepts to date at the Vortex system in Nevada, with drill results showing spectacular grades exceeding 1,000 g/t silver. As the U.S. defense budget crosses $1 trillion and industrial demand for silver in AI and green energy peaks, Hycroft’s massive 361-million-ounce silver resource in a Tier-1 jurisdiction has made it a primary vehicle for investors chasing “safe-haven” growth.
Ero Copper Corp. (TSX: ERO / NYSE: ERO) has emerged as a high-growth standout in the mid-tier mining space, with its stock price surging over 8% on Friday to close at a 52-week high of $33.44 on the NYSE and $45.00 on the TSX. This recent uplift is anchored by the company’s successful transition into a “free cash flow inflection” phase following the commercial ramp-up of its Tucumã Project in Brazil, which is now operating at over 75% design capacity. As copper prices hit historic levels above $13,000 per tonne last week, Ero Copper is benefiting from a “hardware-first” investment cycle driven by the global AI infrastructure boom and a $1 trillion U.S. defense budget that has reclassified copper as a strategic national security asset.
📈 Latest Picks: Week of January 19, 2026
AST SpaceMobile, Inc. (NASDAQ: ASTS)
AST SpaceMobile, Inc. (NASDAQ: ASTS) is a telecommunications company building the first space-based cellular broadband network accessible directly by standard smartphones. Following the successful orbital deployment of its BlueBird 6 satellite, the stock achieved its first-ever triple-digit close at $115.77, gaining over 14% in a single session last week. The company is transitioning from a “planning” phase to a “hardware in orbit” reality, targeting a constellation of 45 to 60 satellites by the end of 2026. ASTS offers investors high-beta exposure to the direct-to-device connectivity market, supported by strategic partnerships with global telecom giants and a 2026 launch cadence that is rapidly de-risking the business mode.
Avino Silver & Gold Mines Ltd. (NYSE American: ASM)
Avino Silver & Gold Mines Ltd. (NYSE American: ASM) is a long-standing precious metals producer focused on its flagship Avino Mine in Mexico. The stock surged 18.9% last week, fueled by silver’s historic climb to $94.36 per ounce as of January 19, 2026. Avino is currently undergoing a massive re-rating as it targets a 78% revenue growth narrative driven by a significant supply-demand deficit in the silver market. By operating as a high-leverage play on silver’s industrial and safe-haven demand, ASM provides investors with aggressive exposure to the “Green Energy” metals stack while maintaining a low-cost production profile in a tier-one mining jurisdiction.
NuScale Power Corporation (NYSE: SMR)
NuScale Power Corporation (NYSE: SMR) is a trailblazing American energy company specializing in Small Modular Reactor (SMR) technology designed to provide scalable, carbon-free baseload power. As the first and only SMR provider to receive U.S. Nuclear Regulatory Commission (NRC) design certification, NuScale is uniquely positioned to address the “hard physical ceiling” of the U.S. energy grid, which billionaire investor Kevin O’Leary recently warned is dangerously stagnant compared to China’s aggressive 500-gigawatt expansion. O’Leary has bluntly cautioned that while the U.S. leads in AI software, productivity will stall without the hardware and “wattage” to run it—a bottleneck NuScale aims to solve through its VOYGR™ plants and strategic partnerships with ENTRA1 Energy and the Tennessee Valley Authority (TVA) to deploy up to 6 GW of new nuclear capacity. Despite navigating a speculative path toward commercial operation by 2030 and facing stock pressure from legacy stakeholder exits like Fluor, NuScale’s ability to provide dedicated, on-site power for AI data centers and heavy industry makes it a high-conviction play for investors betting that the next phase of the “electrification supercycle” will be won by those who control their own power source.
ImmunityBio, Inc. (NASDAQ: IBRX)
ImmunityBio, Inc. (NASDAQ: IBRX) is a vertically integrated, commercial-stage biotechnology company developing next-generation immunotherapies that bolster the natural immune system to defeat cancers and infectious diseases. The company’s flagship product, ANKTIVA®, has achieved “breakout” status in early 2026, with preliminary 2025 net product revenue surging 700% year-over-year to $113 million, driven by rapid adoption in treating non-muscle-invasive bladder cancer (NMIBC). Beyond its core commercial success, ImmunityBio is aggressively expanding its clinical footprint, with its QUILT-2.005 trial for first-line bladder cancer surpassing 85% enrollment as of January 16, 2026, and a biologics license application (BLA) filing targeted for year-end. The stock remains a high-beta, high-conviction favorite for growth investors, recently soaring nearly 40% in a single session following a trifecta of positive news: a massive revenue beat, landmark international approval in Saudi Arabia for lung cancer, and durable 15-month complete response data from its chemotherapy-free CAR-NK cell therapy. While ImmunityBio continues to navigate the high costs of scaling and remains currently unprofitable, its $242.8 million cash reserve and a unique platform that activates NK cells and T cells for long-duration responses position it as a primary disruptor in the $200 billion oncology market.
Erasca, Inc. (NASDAQ: ERAS)
Erasca, Inc. (NASDAQ: ERAS) is a clinical-stage precision oncology company developing therapies to shut down the RAS/MAPK pathway, a primary driver in 5.5 million annual cancer cases. Its potential best-in-class molecular glue, ERAS-0015, achieved breakthrough Phase 1 data in January 2026, showing confirmed partial responses in multiple tumor types at just 1/10th the dose of leading competitors. Following this update, the stock surged over 150% in 30 days, hitting record highs near $9.62 and prompting analysts at H.C. Wainwright to raise their price target to $11.00. Backed by a robust $362 million cash runway extending into 2028, Erasca is positioned as a high-conviction disruptor in the $200 billion oncology market, with critical monotherapy data readouts for its RAS-targeting franchise slated for H1 and H2 2026.
KLA Corporation (NASDAQ: KLAC)
KLA Corporation (NASDAQ: KLAC) is the global leader in process control and yield management solutions for the semiconductor industry, providing the essential metrology and inspection tools required to manufacture advanced chips. In the first few weeks of 2026, the stock has emerged as a top momentum pick, surging 32% in 30 days to hit a record high of $1,581.34 following a string of upgrades from Wells Fargo and Cantor Fitzgerald. KLA is a primary beneficiary of the 2026 “AI Supercycle,” as the transition to 2nm process nodes and complex high-bandwidth memory (HBM) significantly increases the intensity of inspection required—essentially, the more complex the chip, the more KLA equipment is needed. Despite an elevated P/E ratio near 48x and projected revenue headwinds in China, KLA’s exceptional financial strength—highlighted by a 99% return on equity and its unique positioning within the $500 billion Taiwan-U.S. chip deal—makes it a high-conviction “gatekeeper” play. By enabling the precision manufacturing of the AI chips that power every other high-growth sector, KLA serves as a bedrock infrastructure holding for investors navigating the volatile semiconductor landscape.
Lumentum Holdings Inc. (NASDAQ: LITE)
Lumentum Holdings Inc. (NASDAQ: LITE) is a market leader in photonics that is essentially “breaking the copper wall” for the AI era. As NVIDIA transitions to its Vera Rubin platform in 2026, it is replacing traditional copper interconnects with Lumentum’s silicon photonics and co-packaged optics (CPO) to solve the heat and power bottlenecks of 800Gb/s speeds. By integrating Lumentum’s high-power lasers directly into its Spectrum-X and Quantum-X switches, NVIDIA can slash per-port power consumption from 30 watts to just 9 watts. Lumentum’s stock has responded with a massive rally, hitting a 52-week high of $401.60 and trading near $324.25 as of January 19, 2026. With revenue projected to grow 56% this year, Lumentum is the primary “optical supercycle” play for investors betting on the shift from electricity to light-based computing.
Tigo Energy, Inc. (NASDAQ: TYGO)
Tigo Energy (NASDAQ: TYGO) is a leader in intelligent solar solutions, specializing in Flex MLPE hardware and energy management software. In January 2026, the stock became a high-growth standout, leaping 95% in two weeks to a high of $3.06 following the full repayment of its $50 million convertible debt, which eliminated a major equity overhang. Tigo is a dominant international player, with 79% of revenue now coming from global markets like EMEA, where it recently launched Dynamic Rate Management to optimize solar-plus-storage based on real-time electricity prices. By focusing on the “repowering” market and securing high-profile certifications with inverter partners like Weco, Tigo has transitioned into a software-driven “Energy Intelligence” leader, positioning itself as a resilient, high-beta play for the 2026 solar cycle.
📈 Latest Picks: Week of January 10, 2026
Rocket Lab Corporation (NASDAQ: RKLB)
Rocket Lab Corporation (NASDAQ: RKLB) is a leading U.S.-based aerospace company offering end-to-end space solutions, including satellite launch services, spacecraft components, and mission operations. Its Electron rocket has become one of the most frequently used commercial vehicles for delivering satellites into Low Earth Orbit, while the upcoming Neutron rocket targets larger payloads and constellation deployments. The company operates in a high-growth, high-volatility sector, generating around $554 million in revenue but remaining unprofitable, as it reinvests heavily in technology, global expansion, and government partnerships, including U.S. Space Force contracts. Rocket Lab also diversifies into spacecraft manufacturing and constellation management, positioning itself as a versatile player in the commercial space economy. By combining reliable launch services, next-generation orbital infrastructure, and strategic contracts, RKLB provides investors exposure to the rapidly expanding satellite and space technology market while navigating competition from SpaceX and other emerging launch providers.
Vertiv Holdings Co. (NYSE: VRT)
Vertiv provides the essential power and liquid cooling infrastructure for AI data centers. With a record $9.5 billion backlog and booming demand for its thermal management systems, Vertiv is a premier “Physical Economy” play. Its stock continues to surge in early 2026 as hyperscalers accelerate the deployment of high-density AI clusters.
NVIDIA Corporation (NASDAQ: NVDA)
NVIDIA remains the AI market leader, recently launching its “Vera Rubin” architecture to massive demand. Projections for 2026 see revenues hitting $320 billion as it expands into autonomous vehicles and advanced robotics. As it nears a $6 trillion valuation, NVIDIA is the indispensable engine of the global AI buildout.
Micron Technology, Inc. (NASDAQ: MU)
Micron is a global leader in memory and storage solutions, currently riding the “AI Memory Supercycle.” In the first full week of January 2026, the stock surged 18%, closing at a record $345.09 following a massive price target upgrade to $390 from Mizuho. With its 2026 High-Bandwidth Memory (HBM) capacity already fully sold out and mass production of next-gen HBM4 underway, Micron has transitioned from a cyclical commodity player to a mission-critical “Physical Economy” pillar for AI infrastructure.
HealWELL AI Inc. (TSX: AIDX)
HealWELL AI is a Canadian health-tech firm specializing in AI-driven preventative care and early disease detection. The stock gained 10.7% in the first week of 2026, closing at $0.93 CAD on January 9th. As it transitions to a pure-play AI and SaaS model, the company is projected to achieve positive EBITDA in 2026. By integrating data from thousands of practitioners through strategic alliances, HealWELL represents a high-growth “pure-play” diagnostic bet in the rapidly expanding global digital health market.
Oklo Inc. (NYSE: OKLO)
Oklo develops advanced nuclear fission powerhouses designed to fuel the massive energy needs of AI. A landmark 1.2 GW agreement with Meta has catalyzed its 2026 growth, positioning it as a critical clean-energy provider. With a 17 GW customer pipeline, Oklo is a high-growth bet on the fusion of nuclear power and data infrastructure.
Intel Corporation (NASDAQ: INTC)
Intel is executing a high-stakes pivot into a domestic foundry powerhouse. The early 2026 launch of its 18A process chips and a $5 billion Nvidia partnership have sparked a 15% weekly rally. Bolstered by strong government support for domestic silicon, Intel represents a major recovery-driven growth play in the semiconductor sector.
Regencell Bioscience (NASDAQ: RGC)
Regencell is a biotech firm specializing in Traditional Chinese Medicine for neurocognitive disorders like ADHD. It saw a massive 123% surge in early January 2026, driven by intense retail momentum and short-squeeze dynamics. Despite high volatility, it remains a top-performing speculative play in the 2026 biotech market.
Applied Digital Corp. (NASDAQ: APLD)
Applied Digital designs and operates high-performance computing (HPC) data centers for AI workloads. The stock surged 18% in the first week of January 2026 after massive revenue growth of 250% year-over-year. A new $5 billion lease with a U.S. hyperscaler and plans to spin off its cloud business underpin its high-growth trajectory as the global data center shortage intensifies.
Hycroft Mining Holding Corp. (NASDAQ: HYMC)
Hycroft Mining operates a massive gold and silver deposit in Nevada. Its stock gained 11.2% during the first week of 2026, reaching a 52-week high after successful exploration results and the complete elimination of company debt. It’s a “Physical Economy” leader benefiting from strong precious metal prices and a reinforced balance sheet.
Datavault AI Inc. (NASDAQ: DVLT)
Datavault AI uses AI to tokenize real-world assets (RWAs) like minerals and IP. The stock was highly volatile, soaring 42.6% in one day in January 2026. Growth is driven by its Sumerian® Anchors technology and expansion into the Swiss Digital RWA Exchange, making it a high-risk, high-growth favorite in the blockchain sector.
5N Plus Inc. (TSX: VNP)
5N Plus, based in Saint Laurent, focuses on specialized materials like semiconductors for renewable energy and space. The company saw a 33% year-over-year revenue increase in the September 2025 quarter, supported by a significant backlog and strong demand, making it a promising growth stock in specialized materials.
Lumentum Holdings Inc. (NASDAQ: LITE)
Lumentum is a critical provider of optical components—lasers, switches, and transceivers—that enable the movement of data through fiber-optic networks. Currently the #1 quant-rated tech stock, Lumentum is seeing explosive earnings growth (projected +176% for FY 2026) driven by record demand for AI-powered data center chips. It serves as the essential “pipes” through which the AI revolution flows.
Celestica Inc. (TSX: CLS)
Celestica is a Canadian leader in advanced technology solutions for data centers and cloud infrastructure. The stock has gained momentum in 2026 due to its role in building AI-focused storage systems like the SD6300. With a 2026 revenue forecast of US$16 billion and a dominant position in high-density AI environments, Celestica is a top-tier buy-and-hold growth stock for the current infrastructure boom.
Canadian Natural Resources Limited (TSX: CNQ)
In commodities, Canadian Natural Resources is performing well due to strong oil prices and cost-effective reserves. It was a leading energy sector stock in the first week of January 2026 and is seen as a reliable stock for both income and growth in 2026
📈 Latest Picks: Week of January 03, 2026
Intellia Therapeutics Inc. (NASDAQ: NTLA)
Intellia Therapeutics is a leading clinical-stage genome editing company focused on developing potentially curative therapeutics using CRISPR/Cas9 technology. As of early 2026, the company has become a focal point of the market’s rotation into “high-conviction” biotech, driven by its pioneering work in in-vivo gene editing—where the CRISPR machinery is delivered directly into the patient’s body. Intellia has achieved a historic milestone with its lead candidate, NTLA-2001, which is now the first CRISPR therapy to enter a Phase 3 registrational trial for ATTR amyloidosis, positioning the company at the threshold of commercialization. While the tech sector faces valuation scrutiny, Intellia is gaining momentum due to its robust partnership with Regeneron and a healthy balance sheet that provides a multi-year cash runway. By proving that gene editing can be safely and effectively applied to common systemic diseases rather than just rare blood disorders, Intellia has transitioned from a speculative research firm into a high-growth leader of the next-generation healthcare revolution.
Micron Technology (NASDAQ: MU)
Beyond its traditional role as a memory supplier, Micron Technology (NASDAQ: MU) has reached a pivotal “Nvidia moment” by solving the industry’s most critical bottleneck: the “memory wall.” As of January 2026, processors have become so fast that data access speeds are now the primary constraint in AI training, making Micron’s HBM3E and HBM4 technologies essential infrastructure rather than mere components. Remarkably, the company has already sold out its entire HBM production capacity for the full 2026 calendar year, granting it unprecedented pricing power and revenue visibility. This surge is fueled by a significant efficiency advantage, as Micron’s latest 12-high memory stacks consume roughly 30% less power than those of its competitors—a vital metric for power-constrained data centers. By strategically pivoting away from consumer-grade products to focus exclusively on high-margin AI and data center wafers, Micron has successfully transitioned from a cyclical commodity player into a high-growth utility for the intelligence age.
Western Digital: Capitalizing on AI-Driven Storage Demand
In 2026, Western Digital is described by analysts as a storage giant that has “gone nuclear” due to its aggressive expansion and market dominance in the AI infrastructure boom. Following the February 2025 spinoff of its flash memory business into SanDisk—which became the S&P 500’s best-performing stock that year—Western Digital has refocused heavily on high-capacity Hard Disk Drives (HDDs) for cloud data centres. Driven by intense demand for AI data lakes, the company has seen its share price surge nearly 290% over the past year, with some analysts setting price targets as high as $250 per share. This “nuclear” growth is underpinned by technological breakthroughs such as UltraSMR and Heat-Assisted Magnetic Recording (HAMR), with HAMR-based drive qualification for hyperscale customers expected to begin in the first half of 2026. While the company does not produce nuclear energy, the tech sector’s broader “nuclear” trend is visible in the power strategies of Western Digital’s primary customers; data centre operators are increasingly securing clean energy through massive deals with nuclear providers to fuel the AI storage systems Western Digital supplies.
Pan American Silver (PAAS) has emerged as a high-growth mining stock for investors entering 2026. The stock traded in the low $50s last week, showing resilience amid rising silver prices and positive sector momentum. PAAS’s strong fundamentals are supported by its diversified asset base across the Americas, including high-potential operations like the Juanicipio mine, which is expected to contribute significantly to production and cash flow. Strategic moves, such as the sale of the Pico Machay project, have strengthened the balance sheet and freed capital for expansion. With institutional investors increasing exposure and silver demand remaining robust, PAAS presents a compelling opportunity for investors seeking both growth and stability in the precious metals space.
Fluence Energy Inc. (NASDAQ: FLNC)
Fluence Energy is a major global provider of energy storage products, services, and digital applications for the power grid. The company is a direct beneficiary of the immense demand for reliable power generation needed to supply AI data centers and support the electrification of the grid. As utilities invest heavily in infrastructure upgrades and battery storage solutions to manage demand volatility, Fluence’s order books have swelled. This strong exposure to critical energy transition infrastructure positions Fluence as an explosive high-growth stock in the current market environment.
Sable Offshore Corp. (NYSE: SOC)
Sable Offshore is an independent energy company focused on the exploration and production of oil and natural gas, particularly within the domestic U.S. infrastructure. As the “Great Rotation” shifts capital toward energy security and physical commodities, Sable has benefited from increased domestic production demand and rising energy prices in early 2026. The company’s recent operational breakthroughs and strategic positioning in high-margin offshore assets have triggered significant investor interest, making it a standout performer for those seeking exposure to the revitalized traditional energy sector.
Ironwood Pharmaceuticals Inc. (NASDAQ: IRWD)
Ironwood Pharmaceuticals is a healthcare company specialized in the development and commercialization of GI-focused therapies. In the current market shift, investors are rotating into profitable healthcare and biotech names that offer attractive valuations compared to the tech sector. Ironwood’s robust product pipeline and consistent revenue growth from its core treatments have positioned it as a top choice for value-seeking investors. Its recent stock surge reflects a broader trend of capital flowing into mid-cap healthcare companies with proven earnings and strong market defensibility.
Eaton Corp. (NYSE: ETN)
Eaton is a global power management company that provides energy-efficient solutions for electrical, hydraulic, and mechanical power. As a cornerstone of the “Physical Economy” boom, Eaton is a primary beneficiary of the massive electrical grid upgrades required to support AI data centers and nationwide electrification. With record-high backlogs and a dominant position in power distribution infrastructure, Eaton represents the “pick and shovel” play of the current rotation, offering durable high growth as industrial and utility demand continues to soar in 2026.
📈 Latest Picks: Week of Dec 26, 2025
Last Updated: December 26, 2025
WebKarobar’s High-Growth Stock Picks – Dec 26, 2025
Teradyne Inc. (NASDAQ: TER)
Teradyne is a leading supplier of automated test equipment used to test semiconductors, electronics, and advanced devices. As chip complexity increases due to AI, automotive electronics, and advanced computing, manufacturers need more precise testing solutions, which directly benefits Teradyne. The company also gains momentum from its growing robotics division, which supports factory automation and smart manufacturing. Strong exposure to long-term semiconductor demand positions Teradyne as a durable high-growth industrial-tech stock.
Intuitive Surgical, Inc. (NASDAQ: ISRG)
Intuitive Surgical dominates the robotic-assisted surgery market through its da Vinci surgical systems. Hospitals worldwide continue adopting robotic surgery to improve precision, reduce recovery time, and lower complication rates. Recurring revenue from instruments, accessories, and services creates a powerful long-term growth engine. Aging populations, rising surgical volumes, and expanding procedure approvals keep Intuitive Surgical firmly positioned as a healthcare growth leader.
Symbotic Inc. (NASDAQ: SYM)
Symbotic focuses on AI-driven warehouse automation, helping retailers and distributors optimize supply chains. Its robotics systems improve speed, accuracy, and cost efficiency in large distribution centers. Major partnerships with retailers validate its technology and fuel revenue visibility. As companies modernize logistics to handle e-commerce growth and labor shortages, Symbotic stands out as a high-growth automation play.
Medtronic plc (NYSE: MDT)
Medtronic is a global medical-technology leader with strong exposure to cardiovascular, diabetes, and surgical innovation. While mature in scale, the company continues to grow through next-generation medical devices, minimally invasive procedures, and digital health solutions. New product launches and recovery in elective procedures support renewed growth momentum. Medtronic’s scale, innovation pipeline, and global footprint make it a steady long-term compounder.
Rockwell Automation, Inc. (NYSE: ROK)
Rockwell Automation provides industrial automation and digital transformation solutions for manufacturers. As factories adopt smart systems, AI-enabled controls, and predictive maintenance, demand for Rockwell’s software-driven automation continues to rise. The company benefits from reshoring trends, smart factories, and Industry 4.0 adoption. Its shift toward higher-margin software strengthens long-term growth potential.
Calian Group Ltd. (TSX: CGY)
Calian Group delivers advanced technology solutions across defense, healthcare, space, and communications. The company benefits from government contracts, defense modernization, and growing demand for specialized technical services. Its diversified revenue base and recurring contracts provide stability while supporting expansion. Calian’s exposure to national security and space-related programs positions it as a quiet but consistent growth story.
Kraken Robotics Inc. (TSX-V: PNG)
Kraken Robotics develops advanced underwater robotics, sensors, and sonar systems used in defense, offshore energy, and ocean exploration. Rising geopolitical tensions and increased naval modernization drive demand for autonomous underwater systems. The company’s proprietary sonar technology gives it a competitive edge in high-resolution seabed mapping. Growing defense budgets make Kraken a niche but high-potential growth stock
Ero Copper Corp. (NYSE: ERO)
Ero Copper is a copper producer benefiting from the global push toward electrification, renewable energy, and electric vehicles. Copper demand continues rising due to its critical role in power infrastructure and clean energy systems. Ero’s high-quality assets and efficient operations support strong margins. As supply constraints persist, Ero Copper remains well-positioned for long-term commodity-driven growth.
Vizsla Silver Corp. (NYSE-American: VZLA)
Vizsla Silver is a precious metals exploration company focused on high-grade silver projects. Silver’s role in solar energy, electronics, and industrial applications adds structural demand alongside its precious-metal appeal. Successful drilling results and resource expansion drive investor interest. Vizsla offers leveraged upside to silver prices with exploration-led growth potential
MDA Space Ltd. (TSX: MDA)
MDA Space is a leading space technology company specializing in satellites, robotics, and space infrastructure. The company benefits from rising government and commercial investment in space, Earth observation, and satellite communications. Its participation in major space missions and satellite programs provides long-term revenue visibility. As the space economy expands, MDA Space stands out as a high-growth aerospace technology leader.
Why This Is an Excellent High-Growth List
This list spans multiple powerful, long-term growth themes, which is exactly how strong high-growth portfolios are built:
- AI & Automation: Teradyne, Symbotic, Rockwell Automation
- Robotics & Medical Innovation: Intuitive Surgical, Medtronic
- Defense, Space & National Security: Calian Group, Kraken Robotics, MDA Space
- Electrification & Energy Transition: Ero Copper
- Precious Metals & Industrial Demand: Vizsla Silver
📈 Latest Picks: Week of Dec 19, 2025
Last Updated: December 19, 2025
WebKarobar’s High-Growth Stock Picks – Dec 19, 2025
Nvidia (NVDA)
Tech giant Nvidia continued rallying as chip stocks led gains, with NVDA up for the week amid renewed AI trade optimism. Nvidia’s week gain helped lift the tech‑heavy Nasdaq and contributed to broader market gains.
Trump Media & Technology Group (DJT)
DJT, the stock ticker for Trump Media & Technology Group, saw notable momentum last week as markets reacted to the company’s announcement of an all‑stock merger valued at roughly $6 billion with fusion energy developer TAE Technologies. This strategic pivot toward nuclear fusion as a potential energy play sparked sharp trading activity and helped DJT shares surge significantly before closing the week with strong gains. Despite heavy year‑to‑date losses and volatility tied to its media and crypto‑focused business, last week’s price action put DJT back on the radar for speculative investors looking for breakout moves.
Constellation Software (CSU)
Constellation Software has been a standout name in the software sector, though it experienced a pullback in recent trading as investors digest mixed signals around leadership changes and valuation. Last week, the stock traded with modest gains after finishing the week higher on the Toronto Stock Exchange, supported by strong third‑quarter revenue and net income growth. Despite earlier volatility tied to shifts in company leadership and broader tech sentiment, Constellation remains a key player in vertical market software, backed by consistent dividend payouts and a disciplined acquisition‑driven growth strategy.
Advanced Micro Devices (AMD)
AMD also saw upside, climbing nearly 5% alongside Nvidia, benefiting from renewed AI sector interest and chip demand.
Micron Technology (MU)
Micron stood out with significant weekly gains—rising about 7% after strong earnings momentum extended into Friday trading.
Intel (INTC) & Broadcom (AVGO)
Both established chip names recorded solid weekly performance, rising roughly 3% (Intel) and 2.5% (Broadcom) as chip stocks regained favor.
Enanta Pharmaceuticals (ENTA)
Enanta Pharmaceuticals has been flagged on watchlists recently due to breakout trading volume and upward price movement. The company continues to attract investor attention for its strong pipeline developments and growth potential in the biotech sector.
BridgeBio Pharma (BBIO)
BridgeBio Pharma is another breakout-pattern stock gaining investor focus. With its innovative approach to genetic and rare disease treatments, BBIO has seen increased trading activity and upward momentum, highlighting its position as a biotech name to watch.
Fortis Inc. (FTS)
Fortis Inc., a major regulated electric and gas utility company, drew investor interest last week thanks to strong fundamentals and continued execution of its long‑term growth plan. The company reported solid third‑quarter results with earnings beating expectations and announced an expanded five‑year capital plan designed to grow its rate base and support dividend increases. With a focus on low‑risk regulated infrastructure and steady dividend growth, Fortis remains a key utility stock to watch for stable growth and income‑oriented returns.
Aurora Cannabis (ACB)
Aurora Cannabis was another cannabis name that drew investor interest last week, buoyed by sector‑wide optimism on easing federal restrictions. The stock saw heightened volume and positive momentum as traders responded to regulatory headlines and sector rotation into cannabis equities.
SNDL (SNDL)
SNDL’s shares climbed as cannabis stocks rallied, benefiting from the same sentiment that pushed other major pot names higher. Its performance reflected growing speculative interest in smaller names tied to the industry’s potential regulatory turnaround.
📈 Previous Picks: Week of Dec 12, 2025
Last Updated: December 12, 2025
WebKarobar’s High-Growth Stock Picks – Dec 12, 2025
Tilray Brands (TLRY)
Tilray continues to position itself as a diversified consumer packaged-goods company rather than a pure cannabis play. Recent commentary around the sector highlights Tilray’s focus on beverage alcohol, wellness products, and international medical cannabis markets as it works to stabilize operations and broaden revenue streams. The company remains closely watched for regulatory shifts and execution on its global strategy.
Planet Labs PBC (PL)
Planet Labs is expanding its global satellite infrastructure, announcing plans to invest significantly in a new satellite production facility in Berlin. This move is aimed at doubling high-resolution satellite capacity and strengthening its presence in Europe while supporting growing demand from governments, climate monitoring agencies, and commercial customers. The expansion reinforces Planet’s role as a key data provider in Earth observation and geospatial intelligence.
Photronics Inc (PLAB)
Photronics remains firmly embedded in the semiconductor manufacturing ecosystem, with recent quarterly and full-year reporting reinforcing its importance in photomask technology. The company has been active in investor conferences and industry events, highlighting ongoing demand driven by advanced nodes, AI-related chip designs, and automotive semiconductors. Market sentiment reflects confidence in Photronics’ steady positioning within critical chip supply chains.
Plug Power (PLUG)
Plug Power has been focused on strengthening liquidity and operational flexibility, recently securing capital through a warrant exercise agreement. The company continues to pursue strategic initiatives tied to hydrogen infrastructure, including backup power solutions for data centers and efforts to monetize assets. While the hydrogen sector faces cost and execution challenges, Plug’s actions signal a push to stabilize operations and maintain relevance in the clean-energy transition.
POET Technologies (POET)
POET Technologies is gaining attention in the AI and data-center connectivity space through strategic collaborations. The company recently announced a partnership with Quantum Computing Inc. to co-develop next-generation optical engines designed for ultra-fast data transfer in AI networks. These developments underscore POET’s focus on photonic integration as demand accelerates for high-speed, energy-efficient interconnect solutions.
Micron Technology (MU)
Micron continues to benefit from structural demand tied to AI, cloud computing, and data-center expansion. The company has shifted its focus further toward high-margin enterprise and AI memory solutions, including exiting certain consumer-focused product lines. Industry discussions increasingly center on tight supply conditions for advanced memory, reinforcing Micron’s strategic importance in the AI hardware stack.
Qualcomm (QCOM)
Qualcomm is steadily evolving beyond its mobile roots, emphasizing growth in AI computing, automotive platforms, IoT, and next-generation processor architectures. Recent updates include governance changes alongside continued execution in automotive and connected-device segments. Qualcomm’s long-term narrative increasingly reflects its ambition to be a diversified AI and edge-computing powerhouse.
Broadcom (AVGO)
Broadcom remains a critical enabler of AI infrastructure, benefiting from long-term partnerships across networking, custom silicon, and hyperscale data-center buildouts. While broader AI sector discussions have highlighted margin sensitivity, Broadcom’s embedded position in enterprise and cloud ecosystems keeps it central to next-generation computing expansion.
Intel (INTC)
Intel continues its multi-year transformation focused on advanced manufacturing, foundry services, and AI-oriented processors. Industry attention remains on execution milestones tied to new process nodes and strategic partnerships as Intel works to regain leadership and reassert itself in both data-center and AI workloads.
Arm Holdings (ARM)
Arm’s architecture remains foundational to global computing, from mobile devices to AI accelerators and data centers. Ongoing industry discussion highlights Arm’s expanding role in custom silicon designs and energy-efficient AI computing, reinforcing its strategic importance across the semiconductor ecosystem.
Oracle (ORCL)
Oracle continues to deepen its presence in cloud infrastructure and enterprise AI services. Recent market commentary reflects ongoing investment in data-center capacity and AI-driven cloud offerings, positioning Oracle as a key enterprise alternative amid rising demand for secure, scalable AI workloads.
Fermi (FRMI)
Fermi remains on the radar as an emerging name, though recent mainstream coverage has been limited. The company is generally tracked for developments tied to advanced computing and specialized technology initiatives, making it one to watch for future announcements.
Canopy Growth (CGC)
Canopy Growth drew strong market attention following a notable single-day surge in activity, marked by heavy trading volume of over 27.5 million shares on the Toronto Stock Exchange. The momentum extended to the U.S. market as well, where Canopy’s NASDAQ-listed shares (CGC) moved sharply higher between December 11 and December 12, 2025. The move reignited investor interest and speculation around structural or classification-related developments tied to the company. However, analysts caution that while such reclassification or technical shifts can drive short-term enthusiasm, they do not automatically translate into sustainable profitability. Canopy has historically reported net losses even within Canada’s fully legalized cannabis market, underscoring ongoing challenges around margins, cost structure, and long-term execution. The episode highlights both the volatility and the speculative appeal that continue to define the cannabis sector.
Rivian Automotive (RIVN)
Rivian remains a prominent player in the electric vehicle landscape, with ongoing focus on production efficiency, software integration, and long-term platform development. Broader EV industry dynamics continue to shape investor attention, as Rivian works to balance innovation with operational discipline.
📈 Previous Picks: Week of Dec 05, 2025
Last Updated: Friday, December 05, 2025
WebKarobar’s High-Growth Stock Picks – Dec 05, 2025
NVIDIA (NVDA) – AI Boom Powerhouse
NVIDIA is at the center of the AI explosion, with partnerships accelerating its global reach. The company recently teamed up with OpenAI to deploy 10 gigawatts of GPU systems for next-generation AI models, while also expanding into healthcare, genomics, and manufacturing. Collaborations with major firms in Asia, Europe, and the Middle East are building large-scale AI infrastructure, positioning NVIDIA as the go-to platform for AI computing. Analysts say these moves strengthen NVIDIA’s moat, create recurring demand, and set the stage for continued long-term growth — though high expectations mean stock volatility could be significant.
Broadcom (AVGO) – Powering AI Data Centers
Broadcom is riding the AI wave with high-performance semiconductors and advanced optical interconnect technology that accelerates data transfer in cloud and hyperscale data centers. Its chips for networking, storage, and AI workloads make data centers faster and more efficient. The VMware acquisition further strengthens Broadcom’s software-defined infrastructure offerings, expanding its AI cloud capabilities. Analysts highlight that Broadcom’s strong margins, cutting-edge technology, and strategic partnerships position it as a major player in the rapidly growing AI and cloud ecosystem.
Amazon (AMZN) – AI-Driven E-Commerce & Cloud
Amazon continues to expand its reach in AI and cloud computing through AWS, which powers enterprise AI, machine learning, and large-scale cloud applications. The company is integrating AI across its e-commerce platform to enhance recommendations, logistics, and customer experience. Analysts note that Amazon’s combination of e-commerce dominance, cloud leadership, and AI innovation positions it for strong growth, while recent expansions into generative AI services and smart logistics give it a competitive edge in both retail and enterprise markets.
Treasure Global (TGL) – AI, Digital Commerce
Treasure Global is transforming its ZCITY app into a next-gen AI and fintech platform, combining e-commerce, payments, and Bitcoin/digital-asset integration. The company recently launched a $100M digital asset treasury to fund AI-powered consumer services and blockchain-enabled commerce. Analysts say this ambitious pivot could drive rapid growth if user adoption accelerates, but it remains a high-risk, speculative play compared with major tech giants.
CleanSpark (CLSK) – Bitcoin Mining Meets AI Infrastructure
CleanSpark is scaling rapidly as a U.S.-based Bitcoin miner while building infrastructure for broader high-performance computing and AI workloads. The company operates low-cost energy-powered data centers and mining rigs, growing its Bitcoin treasury and operational hashrate. Analysts say CleanSpark’s combination of crypto revenue, owned infrastructure, and potential pivot into AI/HPC could drive strong upside, though it remains a high-risk, speculative play sensitive to BTC prices and energy costs.
Airship AI Holdings (AISP) – Edge-AI Surveillance & Data Play
Airship AI builds AI-driven video, sensor, and data-management surveillance systems, offering real-time “edge AI” analytics plus enterprise software for government, law-enforcement, and commercial clients. The company has a robust pipeline of contracts and is targeting ~30% revenue growth in 2025, supported by improving gross margins and recurring revenue potential. Analysts say Airship AI is a speculative, high-upside play in the growing AI-enabled public safety and edge-surveillance market, though it remains small and volatile, making execution critical.
Innodata (INOD) – AI Data & Generative-AI Enabler
Innodata is riding the generative-AI boom as a data-engineering company powering AI models with high-quality training data, model fine-tuning, and data-preparation pipelines. The company has seen strong revenue growth in 2025 and continues to expand its client base across tech and enterprise sectors. Analysts say Innodata is a speculative, high-upside play in the AI infrastructure space, providing “picks-and-shovels” services to fuel the next generation of AI products, though its performance depends on continued AI adoption and demand for premium data services.
Cameco (CCJ) – Powering the Nuclear Comeback
Cameco is at the heart of a global shift toward nuclear energy, as AI, cloud infrastructure, EVs, and industrial growth drive soaring electricity demand. Its WHI mine in Saskatchewan supplies some of the world’s highest-grade uranium, giving it an edge in a market facing long-term supply constraints. Rising uranium prices, geopolitical tensions, and limited new mining projects are boosting Cameco’s pricing power and revenue potential. Beyond mining, its stake in Westinghouse expands its footprint into reactor technology, fuel production, and nuclear services, positioning Cameco as a full-scale nuclear energy leader rather than just a raw-materials supplier.
Micron Technology (MU) – Memory Surging on AI & Cloud Demand
Micron is rising sharply as AI, cloud infrastructure, and data-center growth drive unprecedented demand for high-performance memory chips like DRAM and HBM. New AI servers and large-scale cloud deployments are hungry for fast, high-capacity memory, giving Micron strong pricing power and margin expansion. Investments in next-gen memory technology and U.S. fabrication capacity are also fueling investor confidence, positioning Micron as a top pick for growth tied to the AI and data-center boom.
📈 Previous Picks: Week of Nov 28, 2025
Market Close: Friday, Nov 28, 2025 (Black Friday / Half-Day)
WebKarobar’s High-Growth Stock Picks – Nov 28, 2025
U.S. & Canada High-Growth Stocks
BigBear.ai Holdings (BBAI)
Sector: Artificial Intelligence / Data Analytics
BigBear.ai has gained renewed momentum as analysts highlight its long-term potential in the AI industry, with some comparing its early-stage upside to how NVIDIA emerged in its formative years. The company’s rise is fueled by expanding demand for real-time analytics, autonomous decision systems, and secure AI solutions for defense, aerospace, and enterprise customers. A major driver of interest is BigBear.ai’s acquisition of Ask Sage, a fast-growing generative-AI platform built for sensitive and regulated environments. This move significantly strengthens BigBear.ai’s capabilities and expands its footprint in mission-critical AI applications. Investors are also paying attention to the company’s improved cash position, which gives it room to scale operations and pursue future acquisitions. While BigBear.ai is still much smaller than major AI players and continues to work toward profitability, its strategic direction, recent momentum, and positioning within a rapidly growing sector make it an appealing high-upside play for investors seeking exposure to next-generation AI technologies.
Allied Gold Corporation (AAUC)
Sector: Precious Metals / Mining
Allied Gold is an emerging gold producer with operations across West Africa, including mines in Côte d’Ivoire, Mali, and Ethiopia. The company focuses on expanding production, improving operational efficiency, and extending mine life across its key assets. Investor interest is building as Allied Gold increases output and strengthens its balance sheet through disciplined capital management. With gold prices trending higher in periods of market uncertainty, Allied Gold is viewed as a growth-oriented play within the precious metals sector. Its ongoing development projects, exploration potential, and scalable mining footprint position the company for long-term expansion in a rising commodity environment.
TMC The Metals Company (TMC)
Sector: Non-Energy Minerals
TMC focuses on deep-sea mining and extracting critical battery metals like nickel, cobalt, and manganese. Its surge reflects investor interest in companies supplying materials essential for EV batteries and large-scale energy storage. As demand for clean-energy metals grows, TMC continues to attract attention as a speculative high-growth play.
Endeavour Silver Corp. (EXK)
Sector: Non-Energy Minerals
Endeavour Silver is a mid-tier precious metals producer with major operations in Mexico. The stock’s rise aligns with renewed strength in silver and gold, driven by global uncertainty and inflation hedging. It remains popular among investors seeking leveraged exposure to silver prices.
First Majestic Silver Corp. (AG)
Sector: Non-Energy Minerals
First Majestic is a well-known silver miner favored for its high sensitivity to silver price movements. The stock tends to outperform during bullish commodity cycles. Recent gains reflect renewed optimism in the precious metals market and increasing demand for silver.
CleanSpark, Inc. (CLSK)
Sector: Technology Services
CleanSpark is a fast-growing Bitcoin mining company focused on energy-efficient operations. Its rally is tied to broader Bitcoin strength and increased institutional interest in crypto. CleanSpark continues to expand its mining capacity, making it a standout in the digital asset mining space.
Intel Corporation (INTC)
Sector: Semiconductors
Intel’s move higher reflects growing investor confidence in its turnaround and AI-chip roadmap. With major investments in chip manufacturing and AI-capable processors, Intel is positioning itself to compete more aggressively with NVIDIA, AMD, and TSMC. The recent gain highlights optimism in the semiconductor sector.
📈 Previous Picks: Week of Nov 21, 2025
Market Close: Friday, Nov 7, 2025
WebKarobar’s High-Growth Stock Picks – Nov 21, 2025
U.S. & Canada High-Growth Stocks
Big Boom Ahead for Lithium. Ganfeng Lithium Chairman Li Liangbin recently said that global demand could rise by 30% to 40% in 2026. This forecast has excited the market, raising Chinese lithium prices and boosting shares of major companies like Standard Lithium, Piedmont Lithium, Albemarle, and Sigma Lithium. The expected demand increase comes mainly from the growing electric vehicle (EV) market and faster adoption of battery energy storage systems (BESS). Analysts warn that if this growth happens as predicted, the current supply surplus could disappear quickly, which might push lithium prices much higher because production may not keep up in the short term.
Here’s a more detailed description of each lithium-related stock, focusing on their business and growth potential:
Piedmont Lithium (NASDAQ: PLL) — Piedmont Lithium is a U.S.-based lithium miner focused on developing its Piedmont Lithium Project in North Carolina. The company is strategically positioned to supply lithium hydroxide for electric vehicle (EV) batteries, which is seeing rapidly increasing demand. Piedmont emphasizes environmentally responsible mining practices and has partnerships with major battery producers.
Lithium Americas (NYSE: LAC) — Lithium Americas is developing the Thacker Pass lithium project in Nevada, one of the largest lithium clay deposits in the world. The company aims to produce lithium at scale for the EV and renewable energy sectors. LAC also has a lithium brine project in Argentina, providing geographic diversification and long-term growth potential.
Albemarle (NYSE: ALB) — Albemarle is one of the largest global lithium producers, with operations in the United States, Chile, and Australia. The company produces lithium compounds, including lithium carbonate and lithium hydroxide, crucial for EV batteries. Albemarle’s diversified portfolio and strong R&D give it a significant edge in meeting rising global lithium demand.
Sociedad Química y Minera (SQM) (NYSE: SQM) — SQM is a Chilean company specializing in lithium production from brine extraction. It supplies high-purity lithium products for EV batteries, industrial applications, and specialty chemicals. SQM benefits from access to Chile’s Salar de Atacama, one of the richest lithium brine deposits, giving it cost advantages and long-term supply security.
Standard Lithium (SLI) focuses on the domestic U.S. supply of lithium, developing projects in Arkansas and Texas. The company is using Direct Lithium Extraction (DLE) technology, which could provide higher efficiency and lower costs than traditional evaporation methods if proven at commercial scale. Standard Lithium anticipates its first commercial production in 2028. The main risk lies in the unproven nature of DLE at a large scale, creating execution challenges.
Sigma Lithium (SGML) is a Canadian-listed company operating hard-rock lithium mines in Brazil, with its flagship Grota do Cirilo project. Sigma stands out for its “Greentech” approach, producing lithium with minimal environmental impact, including zero tailings dams and low water usage. The company has already started producing lithium concentrate and is expanding capacity with a second plant, aiming to significantly increase output. Sigma’s production efficiency and ESG-focused operations give it a strong potential to benefit from rising global lithium demand.
📈 Previous Picks: Week of Nov 14, 2025
Market Close: Friday, Nov 14, 2025
WebKarobar’s High-Growth Stock Picks – Nov 14, 2025
U.S. & Canada High-Growth Stocks
These high-growth biotech and genomics stocks align closely with Cathie Wood’s innovation themes, focusing on gene editing, precision medicine, and next-gen diagnostics.
Arcutis Biotherapeutics (ARQT) – Dermatology Innovation & Immunology Treatments
A late-stage biotech developing next-gen topical therapies for inflammatory skin diseases. Positioned for long-term growth as demand rises for safer, targeted, non-steroidal dermatology treatments.
CG Oncology (CGON) – Next-Gen Immuno-Oncology for Bladder Cancer
A clinical-stage company using oncolytic immunotherapies to treat bladder cancer. Strong momentum due to positive trial data in a market with limited effective alternatives.
Centessa Pharmaceuticals (CNTA) – Precision-Engineered Medicines Using a “One Asset, One Team” R&D Model
Develops high-impact, experimental medicines with a streamlined development approach. Focused on rare diseases and novel therapeutic targets, offering asymmetric upside if key programs succeed.
CRISPR Therapeutics AG (CRSP) – Gene Editing Leader & First CRISPR-Based Therapy in the Market
A pioneer in CRISPR gene-editing technologies. Its approved or near-approval therapies for blood disorders place it at the forefront of genomic medicine, a major ARK theme.
Intellia Therapeutics (NTLA) – In Vivo Gene Editing Innovator
One of the first companies demonstrating successful in vivo CRISPR editing inside the human body. Potential to create one-time, curative therapies across multiple diseases.
Caribou Biosciences (CRBU) – CRISPR-Engineered Allogeneic Cell Therapy
Founded by early CRISPR pioneers. Focuses on off-the-shelf CAR-T cancer therapies — a scalable approach that could disrupt expensive personalized treatments.
Beam Therapeutics (BEAM) – Base Editing Technology & Precision Gene Correction
Uses “base editing,” an advanced form of CRISPR that corrects DNA with minimal cutting. Considered one of the most innovative platforms in next-generation genetic medicine.
Illumina (ILMN) – Global Leader in DNA Sequencing Technology
Dominates genomics hardware and sequencing platforms. A foundational company enabling breakthroughs across precision medicine, diagnostics, and gene therapy development.
Exact Sciences (EXAS) – Cancer Screening & Early Detection Leader
Known for innovative diagnostic tools like Cologuard. Positioned to benefit from the global push toward non-invasive early cancer detection — a critical growth sector.
enGene Holdings Inc (ENGN) – Gene Therapy for Localized Delivery
Develops non-viral gene therapies using a proprietary delivery platform targeting diseases such as bladder cancer. Offers strong potential in localized, targeted gene expression treatments.
Xenon Pharmaceuticals (XENE) – Neurology-Focused Precision Medicines
Specializes in therapies for epilepsy and neurological disorders. Strong pipeline momentum and a growing addressable market support a long-term high-growth trajectory.
📈 Previous Picks: Week of Nov 7, 2025
Market Close: Friday, Nov 7, 2025
WebKarobar’s High-Growth Stock Picks – Nov 7, 2025
U.S. & Canada High-Growth Stocks
AI Datacenters and Energy Stocks — The New Connection
AI datacenters are becoming the biggest new consumers of electricity in the United States. As models grow and companies build thousands of GPU-powered server farms, analysts expect U.S. electricity demand to triple over the next decade. These datacenters run 24/7, require stable power, and depend heavily on natural gas, nuclear energy, pipelines, and advanced grid-storage systems. That sudden demand surge is turning energy companies especially oil, gas, utilities and grid-tech firms—into some of the hottest picks for investors watching the AI boom.
EOG Resources Inc – Oil & Gas Producer
A major U.S. shale producer supplying the natural gas and crude oil that power AI datacenters; demand could surge as AI drives U.S. electricity usage sharply higher.
Occidental Petroleum Corp (OXY) – Energy & Carbon Management
A large oil and gas company with growing carbon-capture operations; higher long-term energy demand from AI strengthens OXY’s pricing environment.
Enbridge Inc. (ENB) – North American Pipelines & Natural Gas Distribution
Enbridge is one of the largest pipeline and energy infrastructure companies in North America, transporting about 20% of all natural gas consumed in the U.S. and supplying major utilities that power AI datacenters. As electricity demand surges from AI server farms, utilities require more steady natural gas flows — making Enbridge’s pipelines, storage networks, and gas distribution systems essential. The company’s regulated cash flow, long-term contracts, and expanding renewable natural gas investments make it a stable, high-yield pick tied directly to the AI energy boom.
SLB (Schlumberger) NV – Energy Technology & Services
A global leader in energy-tech, drilling and digital oilfield tools; benefits indirectly as utilities and producers expand supply for AI-driven power demand.
Marathon Petroleum Corp (MPC) – Refining & Large-Scale Energy Supplier
One of the biggest U.S. refiners, well-positioned as AI-linked power needs boost consumption of natural gas liquids and refined fuel products.
Energy Transfer LP (ET) – Pipelines & Midstream Infrastructure
A major pipeline operator moving natural gas and liquids across the U.S.; essential as AI datacenters require massive, stable gas flows for power generation.
Constellation Energy Corp (CEG) – Nuclear & Clean Power Utility
The largest U.S. producer of carbon-free nuclear power; benefits directly as tech giants prefer nuclear for 24/7 datacenter energy with zero emissions.
Cenovus Energy (CVE) – Integrated Oil & Canadian Energy Supplier
A major Canadian producer of oil sands and natural gas; rising North American electricity demand supports stronger long-term energy pricing.
Fluence Energy Inc (FLNC) – Energy Storage & Grid Software (SaaS Included)
A global leader in grid-scale battery storage and AI-driven energy management SaaS; critical for balancing the huge, continuous loads created by AI datacenters.
📈 Previous Picks: Week of Nov 01, 2025
Market Close: Friday, Nov 01, 2025
📊 WebKarobar’s High-Growth Stock Picks – Nov 01, 2025
U.S. & Canada High-Growth Stocks
Ambarella, Inc. (AMBA) Category: Semiconductors / AI Vision & Imaging
Ambarella develops low-power, high-performance system-on-chip (SoC) solutions and software for image processing, video compression, and computer-vision applications. Its products are used in security cameras, automotive ADAS, drones, and robotics. This stock is important because Ambarella is a key player in AI-driven vision technology, enabling growth in autonomous systems, intelligent cameras, and robotics, markets that are expected to expand rapidly over the next decade.
Rocket Lab USA, Inc. (RKLB) Category: Aerospace / Small Satellite Launch Services
Rocket Lab designs, develops, and launches small-satellite orbital rockets and space systems. Serving commercial, civil, and national security markets, it has a growing launch backlog and is developing its larger “Neutron” rocket. Rocket Lab is important because it offers investors exposure to the booming small-satellite market and the commercialization of space, sectors critical for global communications, defense, and scientific research.
Serve Robotics, Inc. (SERV) Category: Robotics / Autonomous Delivery
Serve Robotics builds and deploys autonomous delivery robots for urban environments, focusing on food and goods delivery. The stock is important because it represents early-stage automation of last-mile logistics, a sector expected to grow with urbanization and e-commerce expansion, potentially transforming how goods are delivered in cities worldwide.
D-Wave Systems Inc. (Private / DWAV) Category: Quantum Computing / Hardware & Cloud Services
D-Wave is a Canadian company developing quantum computers and quantum cloud services for optimization, machine learning, and complex computational problems. The stock (if it were public) is important because D-Wave is one of the pioneers in practical quantum computing, offering early solutions for enterprises exploring quantum advantage, and positioning itself in a market expected to transform industries like logistics, finance, and AI.
Rigetti Computing, Inc. (RGTI):Quantum Computing / Hardware & Cloud Services
Rigetti develops quantum processors and provides quantum-as-a-service to enterprise and government clients. This stock is important because Rigetti is at the forefront of quantum computing, a transformative technology with potential to revolutionize industries from finance to pharmaceuticals, despite the current early-stage commercialization and high technical risks.
Intuitive Surgical, Inc. (ISRG) Category: Medical Devices / Robotic Surgery
Intuitive Surgical is a leader in robotic-assisted surgical systems, including the da Vinci and Ion platforms, for minimally invasive procedures. The stock is important because it dominates the high-margin surgical robotics market and drives innovation in minimally invasive surgery, a sector that improves patient outcomes and reduces hospital costs globally.
Certara, Inc. (CERT) Category: Healthcare Technology / Biosimulation & Clinical Trial Software
Certara provides biosimulation software and technology-enabled services to support drug discovery, clinical trials, and regulatory submissions. This stock is important because Certara accelerates pharmaceutical R&D, enabling faster and more cost-effective development of new drugs, which is critical in addressing global healthcare challenges.
Tempus AI, Inc. (TEM) Category: Healthcare / AI Diagnostics & Precision Medicine
Tempus AI leverages AI and clinical data to support precision medicine and treatment decision-making. The stock is important because it enables healthcare providers to make data-driven, personalized treatment decisions, positioning itself in the rapidly growing AI-driven diagnostics and precision medicine market, which could redefine patient care.
High Growth Stocks (established or scaling with visible revenue/profit potential)
- Ambarella (AMBA) – AI vision & imaging; strong growth in autonomous systems and robotics.
- Rocket Lab (RKLB) – Small-satellite launch services; growing commercial & defense contracts.
- Intuitive Surgical (ISRG) – Robotic surgery; expanding procedure volume and global adoption.
- Certara (CERT) – Biosimulation & clinical trial software; accelerating pharma R&D.
- Tempus AI (TEM) – AI diagnostics & precision medicine; growing adoption in healthcare.
Speculative / Future Potential Stocks (early-stage, high-risk, high-reward)
- Serve Robotics (SERV) – Autonomous delivery; pre-revenue, early-stage logistics automation.
- Rigetti Computing (RGTI) – Quantum computing; transformative potential, but very early-stage.
- D-Wave Systems Inc. (DWAV / Private) – Quantum annealing and quantum cloud services; Canadian pioneer in practical quantum computing, transformative potential for optimization and AI applications.