$Aduro Clean Technologies (Uplisting)(ADUR)$ In my view, $AST SpaceMobile, Inc.(ASTS)$ stands out as one of the highest-conviction names in the current setup.
The market is treating both as asymmetric bets with unusually strong moat characteristics relative to their market caps and addressable markets.
The market is constantly searching for the next Nvidia-type exponential winner—the rare 10x to 100x compounders that define entire cycles.
If you're positioning for that kind of upside, these are two of the cleaner expressions of that “early-stage infrastructure monopoly” profile.
I'm not saying they are there yet, but this is exactly the stage where leaders are formed, not recognized.
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