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5 STOCKS TO BUY
BEFORE THEY 10X
#5 HAS A MONOPOLY
NOBODY'S HEARD OF
SWIPE FOR MORE
AAOI ($AAOI)
Applied Optoelectronics makes the optical transceivers that
carry data between GPUs inside AI data centers.
Every AI cluster needs them. Without fast optics the chips sit idle
waiting on each other.
Data center revenue more than doubled last quarter and they
broke ground on a $300 million expansion in Texas.
SAVE FOR LATER
PAGAYA ($PGY)
Pagaya runs an AI credit network that finds good borrowers
the big banks turn down.
The bank keeps the customer. Pagaya underwrites the loan
and takes a cut.
Five straight profitable quarters, guidance raised, and the
stock still trades under 6 times forward earnings.
SAVE FOR LATER
HARROW ($HROW)
Harrow builds branded eye care drugs in a market almost
nobody covers.
Their dry eye drug VEVYE now outsells Bausch and Lomb's
XIIDRA on monthly prescriptions with 14% market share.
Management kept full year guidance at $350 to $365 million
after a $44 million first quarter. The back half has to do the
heavy lifting.
SAVE FOR LATER
DLOCAL ($DLO)
Dlocal is the payment layer for emerging markets. Amazon
collecting in Nigeria or Microsoft in Bangladesh runs through
them.
They handle the local banking rules, currency and compliance that
global companies cannot do alone.
$14 billion processed last quarter, $196 million in profit, 37%
return on equity, and a 1.5% dividend.
SAVE FOR LATER
TRANSMEDICS ($TMDX)
TransMedics keeps donor organs alive outside the body and flies
them across the country on its own aircraft.
Nobody else has the machines, the FDA approvals and the fleet in
one company.
Revenue grew 21% to $190 million last quarter and they raised
the low end of guidance, while the stock sits 56% below its high.
SAVE FOR LATER
THE FULL LIST
1. $AAOI
2. $PGY
3. $HROW
4. $DLO
5. $TMDX
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