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Finding the BEST GROWTH STOCKS for 2026!

The creator reviews their growth stock portfolio for February 2026, highlighting high and medium confidence positions. They discuss recent earnings reports, portfolio changes, and market trends, particularly focusing on AI's impact. The creator expresses optimism for AI networking stocks and neoclouds despite recent portfolio underperformance.

Linked Mentions

Tickers discussed in this post

BRFHNeutralLow ConvictionResearch Only

Barfresh Food Group is guiding for strong year-over-year revenue growth, enhanced by a smart acquisition that improves supply chain control.

NETNeutralLow ConvictionResearch Only

Cloudflare's AI agent usage has exploded, and the company is breaking out of its previous growth range, but pricing for their Workers platform is a concern.

TERNeutralLow ConvictionResearch Only

Pterodine shows strong revenue growth, with AI-related sales making up over 60% of revenue, but is considered fully valued.

MSGMBearishLow ConvictionSignal-backedSecondary

Motorsports Gaming has shown promising economics after restructuring, but concerns about innovation and competition from AI games led to selling the position.

DUOTBearishLow ConvictionSignal-backedSecondary

Duos Technologies is undergoing a business model pivot, and the creator is waiting for more certainty on the transition before re-evaluating.

SMCIBearishMedium ConvictionSignal-backedSecondary

Super Micro reported a significant revenue beat but a gross margin collapse, leading to a quick gain being taken.

TEBearishLow ConvictionSignal-backedSecondary

T1 Energy's revenue ramp is impressive, but analyst estimates have been revised down, and regulatory factors in the solar market are a concern.

SHLSBearishLow ConvictionSignal-backedSecondary

Scholes Technologies' adjusted EBITDA fell below guidance, and the company cited headwinds in the utility-scale solar market and tariffs.

PAYBullishMedium ConvictionSignal-backedSecondary

Payment beat revenue and adjusted EBITDA guidance, with a step-up in year-over-year growth and a unique consumption-based revenue model.

SIMONeutralMedium ConvictionSignal-backedSecondary

Silicon Motion reported strong Q4 revenue growth and is guiding for sequential growth throughout 2026, overcoming seasonality.

SNDKBullishMedium ConvictionSignal-backedSecondary

SanDisk, a recent spin-off, has seen an incredible run with strong revenue growth and improving margins, with potential for further upside.

BHSTBearishLow ConvictionSignal-backedSecondary

Bioharvest Sciences was sold due to disappointment over a lack of partnership announcements and stalled FDA approval updates.

DAVENeutralMedium ConvictionSignal-backedSecondary

Dave Inc. reported strong revenue and profitability growth, with improving credit performance and potential tailwinds from interest rate caps.

NBISBullishMedium ConvictionSignal-backedSecondary

Nebius is scaling rapidly with an impressive earnings report and significant data center buildouts planned globally.

XTIABullishMedium ConvictionSignal-backedSecondary

XTI Aerospace is an attractive acquisition with Drone Nerds, showing strong revenue potential and profitability on a small market cap.

ELVABearishLow ConvictionSignal-backedSecondary

Electrovio's revenue missed estimates, leading to a trimmed position, although the new facility in Jamestown offers significant production capacity expansion.

MUNeutralMedium ConvictionSignal-backedSecondary

Micron is benefiting from AI system builds, with strong guidance for the next quarter and plans for increased capex spending.

RDDTNeutralMedium ConvictionSignal-backedSecondary

Reddit's revenue and adjusted EBITDA beat expectations, showing strong year-over-year growth despite typical Q1 seasonality.

CRDONeutralHigh ConvictionSignal-backedPrimary

Credo pre-announced strong revenue growth, and its ability to produce both copper and optical solutions is a key advantage.

IRONNeutralHigh ConvictionSignal-backedPrimary

Iron is transitioning to a high-performance compute provider with significant upside potential from upcoming HPC deals.

ALABNeutralHigh ConvictionSignal-backedPrimary

Astera Labs is a high-confidence position in next-gen AI infrastructure, with valuation now more reasonable despite market punishment.

APPNeutralHigh ConvictionSignal-backedPrimary

Apploven is the highest allocation position with strong profitability metrics, though the creator plans to trim a small percentage.

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