I m not sure if this sub is the right place for a topic like this, but I d like to share with you my high risk but high potential stock picks. I did a lot of research on them before and realized that they got a rly good tech moat or chance of good upside. Already purchased these:
​
\- POET Technologies: photonics is a hot topic, if they succeed with their plan they can become very relevant for AI data transfer
​
\- Everspin: pioneer in MRAM tech and they sit on stack of patents, they built over decades. My reminds me a bit about nokia bell research, which also finally profits from their pioneer and research position. MRAM can be relevant for space, because its insenstive to radition, and its low power, so might be good for edge AI. And the got also contracts from the defensive area. After some huge movement, now maybe in focus of investors
​
\- rocketlab: i like the story behind this. The founder is still CEO, and is a nerd / engineer himself. This company is his baby, and he has proven to solve technical problems over time. Afaik they are also involved in the golden dome project
​
\- tempus AI: imho i just bought it cuz of some famous investors like pelosi
​
\- filtronic: no one has achieved e-band and high frequency communication like them. Yes there profit is currently concentrated on 1 big customer: spaceX, but thats actually a good boost to reinvest and grow. They got a lot good brains and the UK gov sets on them. Despite space, 6G might come in some future, and there they will profit again. They cooperate also with nokia on many research topics. Now after big correction, maybe again interesting pick
​
\- aeva tech: they got the best lidar sensors of their kind, and have customers from the auto mobile industry. The bet here is on ADAS / autonomous driving.
​
\- synaptics: they got sensors interesting for robotics. Imho I forgot about the moat, but I remebered this as a good pick. Maybe someone knows more
​
\- qorvo: they are one of very mid size companies dealing with GaN technology..if the use cases here become more relevant, especially in communication (AI communication needs, satalites etc etc).
​
\- d wave: most already know about this quantum stock. Just a bet, at least they got some money recently from trump adminstration. Quantum might become more relevant soon.
​
\- NVE Co: i think thats a solid semi company with good focus on sensors. I think they got also a bit of MRAM, but not sure anymore
​
​
So currently, on my research list are: Planet Labs, Samsung SDI, Joby aviation
​
I want to have a basket of some good bets. Its okey to make losses, it just need to be well thought. The losses can be counted against my profits which I made from the AI bull run. i picked early micron, amd, crowdstrike, intel, arm, nxp, stmicro, samsung, asml, infineon, samsung etc etc. My strategy back then was to look on bottlenecks / tech moats: like memory only produced from 3 companies, 2nm foundry also only 2-3, gpu vendors only 2-3, cpu arch IP for low power devices (arm): 1, crowdstrike (awesome story and profts from network effects, the more data from customers the better their detection systems become and cybersec needs rising die to NIS2, digitalization and AI as tool for cybercrime)
​
etc etc
​
So which are your stock picks? And why? And what do you think about my new stock picks?