I’ve been thinking a lot about how people (myself included) completely missed early Tesla, NVIDIA, etc. and I’m curious what tech companies people think are still in that “early conviction” stage right now.
Not looking for meme stocks or pump-and-dumps. I’m more interested in companies with real long-term potential, strong tech, infrastructure, AI, robotics, semiconductors, defense tech, energy, software, or anything people genuinely believe could become massive over the next 5–10 years.
What’s on your radar right now that still feels relatively early?
Would also love to hear:
• Why you believe in it
• What the catalyst/growth story is
• Biggest risk people are ignoring
Trying to learn and do deeper research before just blindly throwing money into whatever is trending.