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.
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