In addition to ESPR, USAC, PRME, KIDS, and RADX, here is my current shortlist of stocks for 2026.
Short AI-enhanced summary for each.
I am interested in a bigger basket approach, at least for a chunk of my port. Likely in place of cash.
fundamentals like growth catalysts, and technical momentum for 12-18 month upside in a risk-on/AI-energy environment).
• SMR (NuScale Power) — Developer of the only NRC-certified small modular nuclear reactor (SMR) design, targeting scalable clean power for data centers and grids. Expected appreciation: 80-120% (strong execution on contracts could drive re-rating).
• OKLO (Oklo) — Advanced SMR company with high-profile backing, focused on fast-fission reactors for reliable AI-scale power supply. Expected appreciation: 100-150% (GW-scale deals and deployments as key catalysts).
• NNE (NANO Nuclear Energy) — Microreactor innovator designing portable nuclear solutions for remote/edge data centers and specialized applications. Expected appreciation: 150-200%+ (highest speculative torque in nuclear hype).
• TLN (Talen Energy) — Independent power producer with nuclear and gas assets, directly supplying hyperscalers like Amazon via co-located data centers. Expected appreciation: 60-90% (AI power deals flourishing).
• VIA (Via Transportation) — Transit tech platform providing on-demand mobility software for cities, schools, and governments globally. Expected appreciation: 40-70% (recovery in urban partnerships and macro sensitivity).
• PRE (Prenetics Global) — Consumer genetics and health testing company pivoting to fast-growing premium supplements. Expected appreciation: 50-80% (ARR ramp in wellness trends).
• GNSS (Genasys) — Provider of critical communication systems (acoustic devices) for defense, emergency management, and public safety. Expected appreciation: 100-150% (recurring contracts in mission-critical niche).
• SKYT (SkyWater Technology) — U.S.-based semiconductor foundry serving defense, aerospace, and advanced tech with expanding facilities. Expected appreciation: 80-110% (capacity ramps and AI-enabling hardware demand).
• IDN (Intellicheck) — SaaS identity verification platform expanding into regulated industries like banking and age checks. Expected appreciation: 80-120% (high-margin recurring revenue growth).
• ELVA (Electrovaya) — Manufacturer of advanced lithium-ion batteries for industrial/material handling, recently profitable with U.S. expansion. Expected appreciation: 90-130% (electrification tailwinds).
• DUOT (Duos Technologies) — AI machine vision for rail inspection and edge data processing, with major contract diversification. Expected appreciation: 100-150% (transformative infrastructure deals).
• REKR (Rekor Systems) — AI-powered roadway intelligence for traffic, safety, and perpetual license revenue from governments. Expected appreciation: 120-180% (acceleration in public sector adoption).
• HIVE (Hive Digital Technologies) — Green energy Bitcoin miner pivoting to HPC/AI cloud computing infrastructure. Expected appreciation: 120-170% (ARR diversification upside).
• FUFU (BitFuFu) — Cloud-based Bitcoin mining services with infrastructure growth and treasury strategy. Expected appreciation: 100-150% (post-halving recovery in crypto cycle).
• IREN (Iris Energy) — Renewable-powered Bitcoin miner aggressively shifting to AI/HPC cloud services. Expected appreciation: 90-130% (dual-engine potential undervalued).
• SHLS (Shoals Technologies) — Supplier of electrical balance-of-systems (wiring/connectors) for solar projects, with energy storage diversification. Expected appreciation: 90-120% (margin recovery in renewables).
Thoughts?
Dreamer