Pagaya is mentioned as a company in the creator's small growth portfolio.
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I’m Going All In on These 8 Stocks for Massive Growth in 2026
The creator is investing in Navitas (NVTS) and Iren (IRN) for potential growth in 2026. Navitas is highlighted for its power chips essential for AI infrastructure, addressing energy efficiency bottlenecks. Iren is transforming into a renewable-powered AI data center company, providing compute power and infrastructure for AI growth.
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Tickers discussed in this post
Dave is highlighted as a company with 'next SoFi potential' and is not just a bank.
Palantir is a top AI monetization stock, with dips being buying opportunities due to strong fundamentals and its role as a national security asset.
Micron Technology is critical for AI growth due to its DRAM and NAND products, which are essential for data storage and processing.
Microsoft is mentioned as a strong stock.
Chipotle is an attractive investment due to its efficient operations, strong margins, pricing power, and compressed valuation.
PayPal is an attractive, though not a "multibagger," opportunity focused on cost-cutting and monetizing its existing network.
SoFi is a buy as it's building a financial ecosystem that effectively monetizes customers across multiple products, leveraging data for personalized cross-selling.
Navitas (NVTS) is a strong buy due to its critical role in powering AI infrastructure with efficient chips, addressing energy bottlenecks.