The analyst recommends holding 10 specific stocks, highlighting strong growth drivers and positive catalysts for each, indicating a bullish stance on all.
Each stock is supported by specific growth factors such as AI orders, government certifications, smart money buying, new production facilities, and strategic acquisitions, suggesting strong future performance.
10 stocks to hold in this market. $NOK Nokia just booked €1B+ in AI orders in a single quarter. ⟶ Optical networking demand exploding ⟶ Nvidia invested $1B into them ⟶ AI & Cloud segment up 49% in Q1 ⟶ Network Infrastructure guidance raised to 12–14% growth 140% YTD and analysts are still raising targets. The legacy telecom is now an AI infrastructure play. $BB BlackBerry just hit FedRAMP Class D — the U.S. government’s highest cloud security standard. ⟶ Secure comms for defense & federal ⟶ IoT software revenues building quietly ⟶ Stock up 100%+ off April lows ⟶ Chart momentum accelerating Everyone wrote BB off. The turnaround didn’t care. $TE T1 Energy — domestic solar manufacturer — and smart money is loading up. ⟶ Renaissance Technologies +232% ⟶ Two Sigma +220% ⟶ BlackRock +42% ⟶ 45X manufacturing tax credits = structural tailwind ⟶ 100% of analysts: Strong Buy Reshoring + energy demand = underrated setup. $CIFR Cipher Mining is dead. Cipher Digital is alive. ⟶ Renamed Feb 2026 — now a hyperscale AI data center operator ⟶ Raised $2B in secured notes to fund the buildout ⟶ Hyperscaler tenant contracts in pipeline ⟶ Morgan Stanley PT: $42.50 Bitcoin treasury + AI infrastructure. Best of both cycles. $SMR NuScale is sitting on $890M cash, zero long-term debt, and two binary catalysts ahead. ⟶ TVA 6 GW SMR deployment in progress ⟶ Romania RoPower go/no-go decision: mid-2026 ⟶ Northland: Outperform ⟶ AI data centers need baseload nuclear One contract announcement re-rates this overnight. $QS QuantumScape just went from lab to pilot line. ⟶ Eagle Line production facility now live ⟶ First-ever ecosystem partner billings in Q1 ⟶ VW committed up to $131M in milestones ⟶ Expanding beyond EVs → robotics, defense, aviation 2026 is the proving year. Pre-revenue but post-lab. $SIVEF Sivers Semiconductors hit an all-time high this week. ⟶ 77% pipeline expansion YoY ⟶ Major LiDAR customer ramp: Q4 2026 ⟶ Products spanning AI photonics, SATCOM, defense 5G ⟶ Northland: 2026 Top Pick in Photonics & Lasers The Q1 revenue dip was defense budget delays — not demand. The ramp is coming. $JOBY Joby just flew the first-ever eVTOL point-to-point flights in New York City. ⟶ JFK → Manhattan heliport. Done. ⟶ First passengers expected in Dubai: 2026 ⟶ White House eIPP program: 11 states approved ⟶ $2.5B cash on hand The wait is almost over. Commercial operations are happening this year. $SERV Serve Robotics grew revenue 7x year-over-year. ⟶ $440K → $2.98M in 12 months ⟶ Nvidia-backed, Uber Eats-partnered ⟶ Level 4 autonomous delivery scaling across U.S. cities ⟶ Physical AI is no longer a concept — it’s on your street Waymo for food delivery. Early innings. $LWLG Marvell just acquired Polariton Technologies — and LWLG’s polymers are inside the technology. ⟶ Perkinamine EO polymers = key material in plasmonic modulators ⟶ Marvell listed Plasmonics as critical at COMPUTEX 2026 ⟶ SilTerra PDK rollout enabling commercial customer designs ⟶ The bridge from lab to fab is being built right now If CPO is the theme — LWLG is the ingredient. Not financial advice.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -2.5% | -2.9% |
| 1 week | -22.5% | -18.7% |
| 1 month | -22.0% | -21.6% |
| 3 months | — | — |
| 6 months | — | — |