The analyst expresses high confidence in several stocks going up 2-3x in the next 6 months and holds some European small caps with potential.
The stocks are well past their discovery phases, so the focus is on good execution now, implying a bullish stance.
High confidence in these names going up 2-3x in the next 6 months: 1. $SNDK / Kioxia 2. $NBIS 3. $AAOI 4. $AEHR Just from the top of my head. Others like $IQE + $SIVE + $LPK have potential still as European small caps that I hold. But are all well past their discovery phases - so it's about good execution now.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -1.1% | -0.8% |
| 1 week | -10.5% | -8.8% |
| 1 month | -36.3% | -35.7% |
| 3 months | — | — |
| 6 months | — | — |