Back in July, I put together a post highlighting a group of asymmetric, trend-driven stocks that were largely overlooked at the time. Most of them have rallied hard since.
Now I’m putting together a fresh set of under-the-radar ideas for 2026 that I believe still offer meaningful upside.
|Ticker|Company|Sector|Summary|
|:-|:-|:-|:-|
|HY9H|SK Hynix (SK)|Semiconductors / Memory|Global HBM4 and AI-memory leader. Critical supplier for NVIDIA|
|3109.T|Nitto Boseki (Japan)|Semiconductors / Electronics|High-end glass fiber & substrates for semiconductors, extremely critical.|
|TEVA|Teva Pharmaceutical|Pharma|Steady turnaround with stronger cash flow and solid growth from Austedo and Ajovy|
|ZYME|Zymeworks|Biotech|Strong Phase III for HER2 gastric cancer. Potential blockbuster. Small cap.|
|[2722.HK](http://2722.HK)|Chongqing Machinery & Electric (China)|Power Equipment|Transformer growth + profitable JVs. Cheap valuation. Strong China grid upgrade cycle|
|FROG|JFrog|Software |Critical CI/CD release platform. Sticky enterprise adoption on fortune 100 companies, small valuation and earnings beat.|
|COMP|Compass|Software|Big revenue, strong tech stack for agents|
|ONDS|Ondas Holdings|Drones|Drone & wireless tech for industrial and military use. Beating estimations.|
|GILT|Gilat Satellite Networks|SATCOM|Mobility & aviation demand rising. Undervalued vs larger peers that have worse earnings|
|SOFI|SoFi Technologies|Digital Bank|Rapid member growth, expanding product suite. Improving profitability and cross-sell engine|
|AMKR|Amkor Technology|Semiconductors / OSAT|OSAT leader benefiting from AI packaging demand and supply-chain diversification away from Taiwan.|
|MDGL|Madrigal Pharmaceuticals |Pharma|Leading NASH therapy candidate. Massive unmet market with commercial inflection ahead|
|NESR |National Energy Services|Oilfield Services|Huge contracts and backlog with Saudi Aramco. Small cap.|
July/25 list: [https://www.reddit.com/r/stocks/comments/1m6pr2y/rare\_earths\_defense\_ai\_space\_asymmetric\_growth/](https://www.reddit.com/r/stocks/comments/1m6pr2y/rare_earths_defense_ai_space_asymmetric_growth/)