My current top picks across sectors and their three-year price targets:
Fintech:
$SoFi Technologies Inc.(SOFI)$ - target $80 (consumer banking + lending + ecosystem scaling phase)
Data Centers / AI infrastructure:
$NEBIUS(NBIS)$ - target $380 (AI-native cloud + compute capacity expansion cycle)
Robotics / Edge AI:
$Ambarella(AMBA)$ - target $210 (edge vision + autonomous systems compute layer)
Photonics / Optical:
$Applied Optoelectronics(AAOI)$ - target $360 (beneficiary of AI data movement bottlenecks)
Software / Data:
$Zeta Global Holdings Corp.(ZETA)$ - target $125 (customer data + AI-driven marketing automation platform)
This is a cross-sector basket tied to AI infrastructure, data flow, automation, and digital finance.
The biggest winners often emerge at the bottlenecks—compute, connectivity, data, and decision-making layers.
What's your top pick in each sector right now?
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