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.
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Finding the best growth stocks in March 2026
Apr 15, 2026
The creator reviews their March 2026 growth stock portfolio, highlighting five high-conviction positions: AppLovin (APP), Astera Labs (ALAB), Iren (IREN), Figure Technology (FIGR), and Criteo (CRTO). The portfolio saw additions to Criteo, Figure Technology, Reddit (RDDT), XTI Aerospace (XTIA), and Micron (MU), while trimming AppLovin and Astera Labs. The creator also discusses new additions like Ethos Technologies (LIFE) and sales of Dave Inc. (DAVE), BioHarvest Sciences (BHST), and Accelerant Holdings (ARX). The video touches on market conditions, individual company performance, and future outlooks for various growth stocks.
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Tickers discussed in this post
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.
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Tracked calls opened from this post
CRTObuy opened Apr 15, 2026
+21.25%