1) 10X Solar Energy Stocks to Buy: SunPower (SPWR)
Market Cap: $4.7 billion
North America’s solar energy and storage market is booming. Recently, the International Energy Agency (IEA) announced groundbreaking news: Solar energy is taking over the world.
Solar energy is a big idea that stands on its own two feet. It just needs the right company with the right products and the right price.
Once economic drivers show up to a party, there’s no going back.
And solar energy will go into hyperdrive when it becomes the cheapest electricity source in the world.
Enter SunPower (SPWR) – one of the most compelling solar stocks to play the solar megatrend.
In the next two decades, modeling suggests solar energy will rise from a near-7% share of North America’s electricity generation to 30%-plus. That implies growth of more than 400%.
It is SunPower’s innovative approach to solar energy that has put it on this turbocharged track. Broadly, SunPower is $3.3 billion solar energy storage and distribution leader. It sells solar panels, finances solar panels, and installs the hardware and software for solar panels. And it does this in both residential and commercial markets throughout the States and Canada.
2) 10X Digital Payments Stocks to Buy: Shift4 Payments (FOUR)
Market Cap: $8 billion
We believe that we’ve uncovered a small-cap, freshly public payments technology company that has all the ingredients necessary to turn into the next Square – which is a pretty compelling investment thesis since Square stock is up 1,200% over the past four years.
Shift4 Payments is an end-to-end payments ecosystem enabling merchants and retailers to securely accept and process non-cash payments of all sorts… including a suite of value-add software services such as business intelligence.
Shift4 processed over 3.5 billion transactions for over 200,000 businesses in 2019.
Shift4 is optimally positioned to gain share in the secular growth non-cash payments processing market over the next several years.
As the company does this, Shift4 stock will soar.
The potential upside here is huge and compelling.
3) 10X Big Data Stocks to Buy: Cardlytics (CDLX)
Market Cap: $4 billion
Globally, the Big Data market is expected to grow by 65% to $230 billion over the next 5 years.
Multiple companies will make huge breakthroughs in Big Data, and score investors explosive returns along the way.
One such company is Cardlytics (CDLX).
Every single week, then, credit cards in the U.S. are producing billions of data points. Cardlytics is tapping this purchase intelligence data to generate enormously valuable insights.
Cardlytics is a $3.3 billion company that leverages credit card data to pair marketers with consumers, and to power relevant and strong bank loyalty programs.
Cardlytics stock is up 600%-plus in the past two years alone.
Over the next decade, marketers will flock to Cardlytics because the company has the data to connect them to relevant shoppers better than anybody else. This flocking will cause Cardlytics’ revenues to surge by potentially more than ten-fold over the next ten years.
4) 10X Healthy Eating Stocks to Buy: Celsius Holdings (CELH)
Market Cap: $4.3 billion
The food and beverage (F&B) industry is being massively disrupted right now.
Investors who get on the right side of this once-in-a-lifetime disruption could score enormous profits over the next several years.
One huge and rapidly growing vertical in the F&B market that is primed for disruption is the energy drink category.
At $60 billion, the global energy drink market is one of the larger beverage markets in the world. With a 7% compounded annual growth rate, it’s also the fastest growing beverage category.
The major players in this space – Red Bull, Monster, and Rockstar – have innovated over the past several years, coming out with new flavors, new packaging, and new marketing…
But they haven’t innovated where it matters… on the healthy eating front… and for the most part, they all still sell sugar-loaded, not-that-good-for-you energy drinks.
Celsius has grown its sales by 473% since 2016… revenues are projected to rise another 50% this year… and the company is already the 11th ranked brand in the U.S. energy drink market despite only being in ~10% of potential distribution channels.
A 10X increase in that U.S. distribution coupled with international expansion, healthy eating mega-tailwinds, and the company’s best-in-breed functional energy drink products create a clear pathway for Celsius to keep growing revenues at a robust rate for the near future.
5) 10X Streaming TV Stocks to Buy: CuriosityStream (CURI)
Market Cap: $700 million
The streaming TV consumer supermarket – which is about 10 years behind the e-commerce market is set to explode over the next 10 years.
Multiple “mini-Netflixs” will emerge and score investors huge returns in the streaming TV boom of the 2020s.
One such mini-Netflix will be documentary-focused streaming service CuriosityStream (CURI).
Documentary demand is huge and growing, while creating supply to meet that demand requires specialization (making a documentary involves very different mechanics than making a movie or TV show).
Sure, Netflix has had some big documentary hits. So has Amazon. But for the foreseeable future, they will continue to produce no more than a few grand slam documentaries every year – meaning there will be tons of room for another platform to fill in the gaps between those infrequent hits.
CuriosityStream has been around since 2015, and already has over 13 million global subscribers as well as a robust content portfolio that is unmatched in the space.
CuriosityStream sells for about $3 per month. That is industry-low pricing, which is enabled by industry-low production costs (you don’t have to pay animals to act) and creates an attractive value prop in a world where consumers will be bundling multiple streaming services (and where you can gain on-demand access to thousands of high-quality documentaries for less than the price of a Big Mac).
The service is already available as an “up-sell” option on various streaming platforms – like Amazon Prime Video – and this up-sell provides high visibility to it becoming a companion service for existing Amazon or Apple TV subs who simply want to watch more documentaries.
CuriosityStream has a market cap of just $700 million.
6) 10X Self-Driving Stocks to Buy: Foresight Autonomous (FRSX)
Market Cap: $330 million
Self-driving technology is going to change the world. It’s going to fundamentally disrupt everything we know about the $1.4 trillion automobile market. It’s going to destroy legacy auto titans, and create new ones in their place.
And it’s all going to happen soon…
Meaning the time to invest in the unprecedented self-driving revolution is now.
One of the potentially most explosive investment opportunities in this space is Foresight Autonomous (FRFX).
Netflix is a $220 billion company. The upside is enormous on this one.
Self-driving cars are coming soon. Thermal cameras on these cars have a pivitol role to play and have potential to reach ubiquity among self-driving cars. Foresight Autonomous is the highest quality player in the thermal camera/detection space.
Foresight Autonomous’ QuadSight platform could potentially transform into a huge, mission-critical building block of the multi-trillion-dollar self-driving revolution.
Foresight Autonomous has a market cap of just $330 million today.
That’s because the company hasn’t sold many QuadSight systems yet. But that could change. In a big way. Very soon. And when it does, this tiny company could turn into a multi-billion-dollar AV tech giant.
7) 10X Clean Energy Stocks to Buy: Fusion Fuel (HTOO)
Market Cap: $150 million
Democrats have seized control of Washington D.C. For the next two years, they’ll retain power in the White House and both chambers of Congress. Over that stretch, they will pass sweeping legislation to combat climate change. A core tenant of that legislation will likely be substantially larger and extended subsidies for hydrogen, particularly for green hydrogen.
The result will be a “Green Wave” over the next few years wherein consumer and business adoption of green hydrogen will soar.
One of the best stocks to buy to play this burgeoning Hydrogen Economy is Fusion Fuel (HTOO).
Fusion Fuel is on the cutting edge of creating a new type of hyper-efficient green hydrogen.
Fusion Fuel’s green hydrogen sells for about 50% to 80% less than other green hydrogen in the market.
Fusion Fuel is leveraging proprietary technology to create a new class of green hydrogen that is twice as efficient as anything out there, and about half as expensive as anything else, too.
Fusion Fuel has potential to turn into the world’s biggest green hydrogen producer.
Fusion Fuel will go from having a promising technology concept in 2020, to being the global supplier backbone of the Hydrogen Economy by 2025.
8) 10X iGaming Stocks to Buy: Golden Nugget (GNOG)
Market Cap: $1.1 billion
Much like our shift to e-commerce and streaming TV platforms, 2020’s shift to online gambling is a permane
iGaming offers consumers superior convenience, access, and affordability (you can play a game of virtual poker or blackjack, and win real money, by just sitting at your home and clicking a few buttons on your computer).
As more and more states start to legalize online gambling the iGaming market will go from niche to enormously mainstream by 2030.
To play this emerging megatrend, one of the best 10X opportunities is Golden Nugget Online Gaming (GNOG).
Golden Nugget Online Gaming – or GNOG, for short – is a pure iGaming spin-off of larger physical casino businesses, that recently came public through a reverse merger with blank-check company Landcadia Holdings II.
GNOG offers virtual poker, virtual blackjack, virtual slots and much more through a desktop website and mobile application. Today, the company operates exclusively in the New Jersey iGaming market, where it controls about 13% of the market.
The bull thesis here is that GNOG will be able to leverage competitive advantages to sustain ~10% share of the iGaming market as that market booms and goes national in the 2020s.
GNOG – as an online casino hub – has a branding edge over platforms like DraftKings and FanDuel, both of which are more sports oriented. Consumers looking to play slots or poker online are more likely to gravitate toward the casino-branded platform.
The current market cap sits at roughly $1 billion… so 10X gains are very doable here.
9) 10X Biometrics Stocks to Buy: Intellicheck (IDN)
Market Cap: $152 million
Every year, identity theft costs financial institutions billions of dollars. One estimate puts it at $16 billion per year.
That’s a big number – big enough that securing and protecting your finances is often a bank’s top priority.
Up until recently, biometric technology wasn’t good enough to be a suitable and scalable replacement for knowledge-based security. But now it is – and as a result, the entire financial industry is rapidly pivoting from knowledge-based security to biometric security, powering what every major market research firm in the world sees as 20%-plus compounded annual revenue growth in the biometric security market over the next five-plus years.
The time to invest in biometrics is now.
And the best way to invest in biometrics is through Intellicheck (IDN).
Intellicheck has been in the identity verification game for over 25 years, employing a plug-and-play proprietary software solution, which scans the barcode on the back of government-issued driver’s licenses and ID cards to verify that those cards are not fakes.
Intellicheck has also added multi-factor authentication (MFA) and biometric features to its core ID checking software.
Intellicheck’s new and improved offering is leading to massive repeat orders.
The future of biometric financial security is here.
Intellicheck’s novel ID card + facial biometric recognition technology is quickly turning into the financial world’s new favorite security technique.
Eventually, this technology will become ubiquitous across the entire financial sector. Considering identity theft costs banks billions each year, Intellicheck has a visible runway to turning into a multi-billion-dollar company one day.
10) 10X AdTech Stocks to Buy: PubMatic (PUBM)
Market Cap: $2.7 billion
This small company is freshly public, which means it doesn’t even have a chart for the past twelve months. And it is exactly where The Trade Desk was back in 2018 – sporting a $2 billion market cap and a valuable, yet not widely used data-driven ad tech platform.
Over the next two years, it could do exactly what The Trade Desk did over the past two years – and that is soar by nearly 20X.
PUBM stock recently came public via a hugely successful IPO in December 2020. Its sell-side ad tech platform leverages data-driven algorithms and tools to help content publishers and app developers maximize the value of their ad inventory.
PubMatic combines ad bid data from demand-side platforms, with consumer demographic and interest data from content publishers, to help ad inventory owners put the right ads in front of the right consumers, so as to increase advertiser return-on-investment (ROI) and publisher revenue.
PubMatic has amassed the largest and most valuable dataset in the sell-side programmatic ad tech world.
Right now, it processes 1 trillion ad bids on a per-day basis! And its daily ad impressions are in the billions (134 billion, to be precise).
In sum, PubMatic is responsible for 1.65 petabytes of data… every day. That’s unprecedented in the ad tech space.
PubMatic has a reputation as an innovator in the space. Two of the five customers it lists in its S-1 filing cite PubMatic’s “innovation” as the reason for choosing the company.
PubMatic does have all same ingredients that The Trade Desk had two years ago… and that worked out to a 20X gain for The Trade Desk stock in just 24 months.