My long-term, highest conviction stocks are:
$CoreWeave, Inc.(CRWV)$ - Exposure to AI cloud / hyperscaler, still early in the compute outsourcing demand curve.
$SoFi Technologies Inc.(SOFI)$ - Vertically integrated fintech scaling deposits, lending, and its digital banking ecosystem.
$Rocket Lab USA, Inc.(RKLB)$ - Space infrastructure and launch services benefiting from commercial satellite expansion.
$Palantir Technologies Inc.(PLTR)$ - Enterprise and government AI platform with a strong data moat and long-duration contracts.
I'm invested in all of these, and I have absolutely no doubt that every single one will outperform the market over the next three years.
What are your top long-term holds right now?
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