▲ 7 r/hot_stocks+1 crossposts

MRVL is hot today!

Bought MRVL a few months ago. Up ~200%.

Jensen Huang recently highlighted Marvell as a potential future trillion-dollar company and the market seems to be taking notice. For it to be a trillion-dollar company it would need to 4x. Do you think that will happen?

u/GoodFortune67 — 8 days ago
▲ 153 r/RKLB+1 crossposts

Last week, RKLB was one of the most popular stocks on Reddit

u/GoodFortune67 — 15 days ago
▲ 60 r/Stocks_Picks+1 crossposts

Nokia is ripping, and being hyped on Reddit

A couple of years ago I bought NOK at $5 and sold at $4 like a real boss. That's why I find it's so interesting that NOK is back in the spotlight again. I did a thing and analyzed thousands of mentions of Nokia on Reddit, and it looks like a lot of us are believers again.

The stock is already up over 200% from it's 52W low. Do you think it has more room to grow?

u/GoodFortune67 — 21 days ago
▲ 67 r/DVLT

DVLT is growing (according to LinkedIn Data)

Ondas headcount (measured by LinkedIn employees) went from 67 to 87 in 3 months (+29.9%). One of the fastest hiring rate out of 2,500+ stocks screened.

Stock is down YTD, but looks the company is growing to keep up with demand.

Bullish.

Source: https://altindex.com/news/seven-growth-stocks-hiring-may

u/GoodFortune67 — 29 days ago

Reddit's top stocks from January are up 55% on average. SPY is up 7%.

Was curious whether the most mentioned stocks on Reddit actually went anywhere, or if it's all just noise / hype.

Pulled the top 15 most-mentioned individual stocks from January (excluded ETFs), then looked at how each one performed from Jan 2 to today.

Some highlights:

  • SNDK: +467% (memory cycle blew up, everyone was right)
  • INTC: +217% (turnaround actually happened)
  • AMD: +103%
  • 9 of 15 top stocks beat SPY's 7.4%
  • Average return across the basket: +55%

It's not without risk - some stocks fell. HOOD was the worst at -33%. PLTR gave back 18%. So picking any single name was still a coin flip, but the basket as a whole crushed the market through a brutal stretch (software crash, Iran war, oil spike).

Reddit gets a lot of crap for creating noise but the collective attention seems to actually surface real movers.

Source: https://altindex.com/news/reddit-top-january-stocks-beating-market

u/GoodFortune67 — 30 days ago

5 Growth Stocks Showing Real Momentum

I spend a lot of time looking at hiring data, social trends, headcount growth, etc alongside traditional fundamentals. These 5 growth stocks are standing out right now.

FTAI Jet engine maintenance company doing $830M in Q1 revenue, up 65% YoY. They doubled their workforce in under a year and module production is scaling fast. Analysts have Strong Buy consensus with targets way above current price. The catch is it trades at 49x earnings and EPS actually missed last quarter despite the revenue beat. Margins need to catch up. $274 (+70% over 6 months)

BBIO This one is interesting because the data is screaming growth but the stock hasn't moved. Job postings up 130%, web traffic up 80%, revenue more than doubled. Their drug Atruby did $362M in its first full year. Two more drugs launching late 2026/early 2027. Still burning cash though, not expected to be cash flow positive until 2028. $67 (flat over 6 months)

RDW Space and defense. Headcount surged 80% in six months, one of the fastest hiring rates I've seen. Revenue up 58% YoY, backlog at a record $498M. They just landed a $1.8B contract for advanced spacecraft. The ugly part: EPS missed badly last quarter and the stock dropped 10% after earnings. They're spending hard to execute on all these contracts. $9.21 (+65% over 6 months)

NEXT No revenue yet but this is a pre-revenue infrastructure play. Building one of the largest LNG export facilities in the US. Web traffic jumped 223% in six months as interest grows. Construction is reportedly ahead of schedule. If Rio Grande LNG delivers, the upside is massive. If it doesn't, the equity gets crushed. True binary outcome. $7.51 (+27% over 6 months)

DVLT The wildcard. Web traffic went from 5k to 127k monthly visits. Revenue up 3,650% YoY and they posted their first profitable quarter. But the stock is down 74% in six months. Shares outstanding went from 52M to 573M through dilution. Trading under $0.50. This is pure speculation, but Q1 results on May 15 could be a catalyst either way. $0.49 (-74% over 6 months)

The ones I find most compelling are FTAI, and BBIO because the growth is backed by real revenue, not just hype. BBIO especially feels like a setup where the stock just hasn't caught up to what the business is doing. But all of these carry real risk so do your own homework.

Anyone else tracking any of these?

Source: AltIndex for hiring data. Google Finance for fundamentals.

reddit.com
u/GoodFortune67 — 1 month ago

Bloom Energy is one of the wildest stock stories of the year. A year ago, it was a beaten-down clean energy stock trading around $16. Now it has traded near $293 after a huge run tied to AI data center power demand, Oracle’s fuel cell agreement, stronger earnings, and renewed interest in energy infrastructure.

Curious how others here try to spot these kinds of early signals. Do you mostly rely on screens, earnings reports, sector trends, Reddit discussions, insider buying, or other?

u/GoodFortune67 — 1 month ago

After years of aggressive hiring, Big Tech is no longer moving as one group.

Tesla, Nvidia, and Google are posting jobs well above their 2025 averages, while Amazon is slightly below last year’s pace and Microsoft and Meta are down sharply.

That split is notable because it comes at a time when investors are trying to separate real AI investment from cost-cutting, layoffs, and efficiency narratives. Tesla and Nvidia are both up more than 50% versus their 2025 averages, suggesting that two of the market’s biggest AI-related stories are still being backed by aggressive hiring.

For investors, the question is whether this is a growth signal or a spending risk. Hiring does not guarantee future revenue, but it can show where companies are still putting capital, headcount, and strategic focus. Or that companies are taking a more risk-off strategy (Meta and Microsoft)

Any of these numbers that surprise you and change your investment strategy for any of the big tech stocks?

u/GoodFortune67 — 1 month ago

I’ve been tracking the most popular stocks on Reddit for years, and Intel taking the #1 spot is crazy.

A year ago, INTC felt almost dead from a retail investor perspective. It was mostly talked about as an old tech company that had missed the AI trade, fallen behind Nvidia and AMD, and lost its place in the semiconductor story. And the stock was down bad.

Now everyone and their grandma is discussing the stock and investors are debating whether Intel is a real turnaround play, a government-backed semiconductor bet, a cheap AI/semiconductor recovery stock, or just another value trap getting attention.

Are you buying INTC?

u/GoodFortune67 — 1 month ago