My top picks across sectors right now with three-year targets:
Defense:
EOS.AX - target $35 (next-gen electro-optical systems plus defense optics cycle expansion)
Healthcare:
$Oscar Health, Inc.(OSCR)$ - target $75 (health insurance tech platform, utilization, and pricing cycle upside)
Space:
$Rocket Lab USA, Inc.(RKLB)$ - target $380 (launch cadence scaling and space infrastructure commercialization phase)
Energy:
$Bloom Energy Corp(BE)$ - target $375 (fuel cell, distributed power, and data center energy demand tailwind)
Physical AI:
$XPeng Inc.(XPEV)$ - target $130 (autonomy, EV, and robotics convergence narrative)
This is a cross-sector basket tied to defense tech, healthcare digitization, space infrastructure, energy transition, and embodied AI.
The key idea is that the biggest multi-year winners usually sit at the intersection of macro demand, infrastructure bottlenecks, and adoption inflection points.
What's your top sector pick right now?
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