Here are 10 stocks I'm currently buying or adding to:
1. $Meta Platforms, Inc.(META)$ under $600
2. $Applied Optoelectronics(AAOI)$ under $100
3. $Palantir Technologies Inc.(PLTR)$ under $120
4. $Hims & Hers Health Inc.(HIMS)$ under $30
5. $IREN Ltd(IREN)$ under $40
These are my preferred entry levels, not price targets.
I'm looking for long-term value. At these levels, which high-growth name has the highest future potential?
Looking past short-term noise, these tickers have significant structural tailwinds:
$Meta Platforms, Inc.(META)$ & $Palantir Technologies Inc.(PLTR)$ : They have top-tier enterprise moats. Meta's AI-driven ad monetization pipeline seems unmatched. Palantir dominates high-barrier government and enterprise AI operating systems, securing a sticky, long-term software premium.
$Applied Optoelectronics(AAOI)$ & $IREN Ltd(IREN)$ : They represent critical AI infrastructure bottlenecks. AAOI is positioned for 1.6T optical module upgrades, while IREN is transitioning its power assets into high-performance computing (HPC) centers. Both appear to have good long-term backlog visibility.
$Hims & Hers Health Inc.(HIMS)$ : It's a capital-light digital health leader with what looks like robust recurring revenue potential.
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