Finding the best growth stocks in March 2026

Planet Labs (PL) was investigated for its daily satellite imagery service, with strong recurring revenue and significant contracts, but remains deeply unprofitable with a large market cap.

nLIGHT (LASR) was looked at for its high-powered fiber lasers, showing strong revenue growth, but is not yet profitable, relies on government contracts, and has unimpressive Q1 guidance.

Dell Technologies (DELL) was investigated for its expanding AI share, with strong revenue and AI system bookings, potentially benefiting from Supermicro's issues.

Fabrinet (FN) was investigated as a contract manufacturer for optics and electronics, showing strong revenue growth, but low gross margins and a lack of perceived innovation are deterrents.

Ciena (CIEN) was researched, an optical and routing platform provider with strong revenue and net income growth, but softer guidance and a significant market hype are holding back investment.

Bloom Energy (BE) was considered for investment, a fuel cell maker for data centers, with strong revenue growth but low profitability and concerns about rare earth procurement and seasonality.

Omada Health (OMDA) is a promising new idea, a virtual healthcare provider for weight loss, with strong revenue growth and a solid balance sheet, but concerns about future competition and weaker guidance exist.

BioHarvest Sciences (BHST) was sold as the creator threw in the towel due to disappointing delivery on promises, low revenue projections, and lack of progress on manufacturing deals.

Dave Inc. (DAVE) was sold due to a crowded competitive field (Cash App, Chime) despite superior unit economics, with the creator preferring companies with less direct competition.

Applied Optoelectronics (AAOI) was bought and sold, with concerns about management overselling potential, weakness in CATV providers, and lower margins compared to competitors.

SanDisk (SNDK) was bought and sold again, with compelling economics and rapid debt reduction, but preferred Micron due to product overlap and a more diversified portfolio.

FIGS Inc. (FIGS) was bought and sold, with strong Q4 performance and revenue growth, but concerns about 2026 guidance and potential impacts from tariffs and shipping costs led to the sale.

Credo (CRDO) is a secondary holding that the creator added to, despite the stock selling off, due to incredibly strong earnings, innovative optical solutions, and outperforming competitors.

Nebius (NBIS) is a low-confidence position with a new deal with Meta, but management guidance remains unchanged, and the company's side bets on startups are seen as a distraction.

Electrovaya (ELVA) is a low-confidence position that saw a significant trim after earnings, despite receiving a new safety certification and progress on its New York facility expansion.

Micron (MU) is a medium-confidence position that was slightly added to, with impressive earnings, strong guidance for gross margin and future revenue, and strategic importance in AI memory.

XTI Aerospace (XTIA) is a medium-confidence position with significant projected revenue growth driven by the Drone Nerds acquisition, despite the legacy eVTOL business not yet being profitable.

Reddit (RDDT) is a medium-confidence position that was added to, with the creator highlighting its unique community-based platform, improving profitability, and attractive valuation.

Criteo (CRTO) is a high-conviction, primary holding that the creator added to due to strong numbers on its last report, indicating a positive outlook.

Iren (IREN), a neo cloud for high-performance compute, is a high-conviction holding, though recent capital raises and Bitcoin mining operations present potential concerns for the next earnings report.

Astera Labs (ALAB) is a high-conviction, primary holding focused on next-gen AI networking infrastructure, with strong revenue growth and high gross margins, despite some critiques regarding product utility for specific systems.

AppLovin (APP) is a high-conviction, primary holding with a focus on its ad tech platform for mobile games and e-commerce, noting its partnership with Stagwell and potential for ROAS improvement.