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Today's short list
Three ideas. No 47-tab spreadsheet required.
Ideas in batch03 CURATED
Avg. conviction74% DEMO
Saved ideas00 LOCAL
Demo batch 001 loaded.
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Pick no. 01PLTRPalantir TechnologiesAI infrastructureThe picks-and-shovels play, but the shovel has opinions.
Enterprise AI demand is sticky; contracts and platform adoption keep compounding.
AI conviction82%
Why it might work
Durable customer expansion plus real-world AI deployment, not just slide-deck vapor.
What could ruin it
A heroic valuation leaves little room for merely ‘pretty good’ execution.
Pick no. 02COST76%Boring in a good wayPeople love bulk snacks and recurring revenue.
Membership loyalty and pricing power make the boring look beautiful.
Why it might work
Reliable renewals can soften retail cycles and keep the compounding machine pleasantly dull.
What could ruin it
The price still expects excellent execution. Quality rarely arrives in the clearance aisle.
Pick no. 03RKLB64%Moonshot-ishSpace is hard. The backlog is real.
Launch cadence plus space systems creates upside—with actual rocket risk.
Why it might work
Multiple revenue engines help if launches and the space-systems business keep scaling.
What could ruin it
Schedule slips, execution risk, and cash burn are features of the category.