The High Risk, High Reward Bets in the Market I See Right Now Are

MMMTWealth
09-15

The high risk, high reward bets in the market I see right now are:

- $USA Rare Earth Inc.(USAR)$: A higher risk play on mineral security being a form of national security.

- $Aeva Technologies Inc.(AEVA)$: A bet on whether it can become a material CPO/NPO optical source player as well as a bet on 4D LiDAR.

- $Snap Inc(SNAP)$: My bull case model gives us a $40 stock (6.8x from here). A lot needs to go right to get there.

- $Aurora Innovation(AUR)$: Pure execution bet on the industrialization of Volvo, AUMOVIO, and PACCAR.

- $Redwire Corp.(RDW)$: High risk bet on the space thematic with a 1.52x book-to-bill.

- $Amprius Technologies Operating Inc(AMPX)$: Looking to grow revenue by 4x through to 2030 whilst trading at it's lowest sales multiple in 18 months.

Notes:

- I have positions in some of these.

- I'd never allocate a large portion of my portfolio to these kind of plays.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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