Back in 2022, $NVIDIA(NVDA)$ around $10 was a generational entry point that no one believed in. In 2023, $Palantir Technologies Inc.(PLTR)$ under $8 became a similar trade met with disbelief.
Now? Everyone is crowded into the same AI mega-caps… while the next setup is quietly shifting elsewhere.
If history rhymes, the biggest asymmetric returns usually come from ignored names before the narrative forms.
Five under-the-radar setups people are overlooking: $Ouster Inc.(OUST)$ $Cognex(CGNX)$ OKLO $BlackBerry(BB)$ CEVA
Not saying they become the next $NVIDIA(NVDA)$ … but this is exactly the phase where early rotation begins before consensus arrives.
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