Six Stocks And The Big Promise

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A few weeks ago on this channel, Winston here showed you four small stocks before anybody was really paying attention. One was Redwire, which this one kicked out, 163% up, whoops, 86% up on Voyager, 69% up on Firefly. And that happened in just weeks. And today I'm going to show you six stocks that Winston here believes are the last easy wealth-building opportunities left in 2026. Two of them are backed by billions in government money. Two of them are invisible infrastructure behind every AI company you've ever heard of. And one is a cloud giant that Wall Street just keeps underestimating. And one, my personal favorite, is a stock that almost nobody talks about in an industry that could be bigger than AI itself. And I'm saving that one for last. Oh, and one of the six, I just bought it with my own money. I'm going to tell you which one that is before the video ends. We don't hold you hostage. They're timestamps. You can obviously jump around. You can read the description. So if you are someone who just wants to know the stock tickets, um, I wish you luck. Because some of these stocks are less risky, some of these are extremely risky. And I'm going to tell you which is which, according to my humble opinion. And I'm going to also show you the three-part framework I use to decide whether a stock deserves your money. It was just hype dressed up in a press release. Because I strongly believe in not giving you fish because they go smelly in a few days, but actually teaching you how to fish. My name is Felix Breen, I'm an ex-investment banker. That down here, Winston, come on, sit. Sit. Sit up. Sit up. Good point. Stay. This here is Winston, the brains behind it all. And we've taught what, 25,000 students or something like that, which is super, super rewarding. And today I'm going to give you the same kind of breakdown that I've given you for some of the other stocks. Now, does that mean these guys are going to go up 100%? No, of course not. I'm not a financial advisor. I haven't got a crystal ball. You're going to come to your own conclusions, right? This is the most important bit. But the video is also going to be pretty dense in terms of information, a little bit more than some people can process. So I'm going to put the six stocks, the real numbers, the real risk, to make sure it really lands for you all together in a full bonus research report, which covers everything, actually, plus more that we just don't have time for in the video. You can download that for free at felixfriends.org slash six stocks. Felixfriends.org slash six stocks. The link is in the description down below.

The Three Filters That Matter

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So before we dive deep into the six stocks, let me show you the framework. Because I don't want you to memorize ticker lists. I don't want you to buy things because some guy on YouTube with a very cute dog is talking about it. That's not really how we get the financial freedom. I want you to understand how to evaluate any stock. It's these six here, the next six, or whatever comes after that. So I use these three filters here. Filter number one, so looking at growth stocks, do they have a cash runway? Can they survive for a couple of years without having to sell more shares to raise money? Because when a company doesn't have a lot of cash and they sell new shares, they call it dilution. It means your slice of the pie gets smaller and smaller and smaller. Sort of the zempic for shareholders, but not in a good way, just side effects. Filter number two is the institutional tailwind. And what I'm looking for is there a big structural force like a government spending, new regulations, or maybe change in index fund rules, like what we discussed with SpaceX the other day. Does that create mandatory buying pressure? I'm not talking about hype, I'm talking about situations where large pools of money are forced to flow into a stock, whether it really wants to or not. That's that's ticker item number two. And item number three is revenue inflection. I thought the word inflection made me sound smarter. Is this company crossing the line from sort of interesting to showing real revenue growth? Because Wall Street will tolerate a money-losing company for a while, but the moment revenue starts to really speed up, it's typically when the big money moves in. And if a stock passes all three of these filters, it goes on my watch list. If it fails on one of them, I want to understand exactly why I ever put a single dollar into it. So let me show you how each of these six stocks scores. Tell you the one I bought, I tell you the one that's my favorite.

Why Investors Still Lose Money

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But before I get into the stocks, let me ask you something and be honest with yourself. Have you ever bought a huge winner? Too late. You saw the stock, you knew it was good, you watched it run up, and by the time you finally bought it, the easy money was already gone. Or worse, have you ever held the stock and watched your savings just slowly disappear into Wall Street's pockets? Week after week, red, red, and more red. And you keep kept telling yourself, it'll come back. And by the time you finally sold, the damage was done. Now that's not bad luck. That's the gap between knowing what to buy and knowing how to actually make money from it. And closing that gap is the single most important thing you can do as an investor. And that's why I'm gonna do something for you this weekend on Saturday that's better than this video. I'm gonna run a live free session, one time, where I will walk you through the playbook that sits behind everything I'm about to show you. It's called the Greatest Stock Market Playbook. And the link is in the description down below. Go to greatestplaybook.com, grab yourself a free seat, bring pen and paper, and an open mind. And I will teach you for and a half, two hours, Wall Street's playbook for exactly what's going on in the market right now, so you can benefit from what's coming in the next couple of months and apply it year after year after that. But let's start with our stocks.

Beta Technologies And eVTOL Risk

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Let's start with the most exciting, uh, the most riskiest uh on our list. Both of these stocks are backed by billions in government money. Both of them are in industries, most people think are science fiction, and both of them could either make your fortune or go to zero. So very, very important to understand how to play risk management on this. The first stock is called better technologies, ticker symbol better or beta, depending on where you are in the world. What do they make? Electric aircraft, not drones, full-size planes, full-size planes that take off and land vertically like a helicopter, but they fly like a jet. They call it Eve tolls, electrical, vertical, takeoff and landing. I know who came up with that, right? Sort of the Tesla for the sky. Now let's run through the filters here. And if you're wondering where I get my data from, by the way, we have a Winston app, which of course Winston here built for us. Where is Winston? He's down here. Winston, come on. Come on, tell us about the Winston app. Come on, sit up. Up, up, up, hey, sit up, come here. He's too tired. He doesn't want to get up. Uh, but Winston built an app, uh, and we call it the Winston app. And it gives you all that data. Um, and and here, if I pull up better technologies, uh, it says no score yet, Winston is snapping, which is actually 100% point on, which because it's a it's a it's an early stage business. But they build electric aircraft, revenue growth is there, reasonable, 30% a year. They're spending loads of money on RD, which is actually what you want in a growth company, um, 26% more than last year. And they have three years of cash on hand. So I'm quite happy with that, right? Now, looking into the detailed data doesn't really work when it's a growth company, so I'm showing it to you because it's kind of kind of helpful to see. And this is a stock that only went public in November. And if you love IPOs, this is a little bit of a warning signal. It IPO'd around here and is presently down 50% from the IPO price. Woohoo! Um, now there is one thing on the screen that I quite like the look of. And of course, it isn't the fact that it's down 50%. It is the fact that the stock is doing this. I'm gonna go through that in a lot more detail on the weekend if you join me there at um on Saturday. And I have a low. I have another low, I have another low at exactly the same place, and also highs in the same place. So we're trading in this what I call a heartbeat pattern. And that's actually the setup that we look for. It's a setup that Wall Street's been looking for for 50 years. Once you understand that, you kind of think, well, if we break out of this zone here, especially with lots of money pouring in, then this could actually be an interesting play. But in summary, cash looking good. The institutional tailwind is this. The FAA, the federal agency that controls flying things, um, maybe not UFOs and birds, but everything else, they launched a program called EIPP, sorry for all the acronyms, uh, and that fast tracks electric aircraft certification. And there were eight slots available. Beta or beta was selected for seven of them. So they got seven out of the eight slots. Literally no other company is able to do anything else. On top of that, they have, as I say, the the money, and they have also aircraft orders of $3.9 billion on the books. And the customers are people like UPS, United Therapeutics. They've committed to buying 991 aircraft, 991 of these guys. GE Aerospace just partnered with them to develop a hybrid electric turbo generator that extends their range. Um, they're also building the charging stations. We've got 123 charging stations they've built because these planes need to get charged. And then the revenue infliction here, this part here, and I'm making an absolute um picks breakfast of this chart here, aren't I? Of this slide, they brought in 10 million of revenue in the last quarter. The four-year guidance is 39 to 40 million. So for a company valued at $4 billion, which is I think what we're trading right now, is it? Yeah, $4 billion, 40 million in revenue is sort of like, uh, okay, guys, how do you get to this valuation? So better essentially pass the first two filters, the flying colours, literally, right? The revenue inflection point, though, hasn't happened yet. This is a pre-revenue company trading on potential, right? So the risk here is very, very real. The technology works, but scaling to manufacturing is a very, very different challenge. We've seen that in the EV game, right? Most EV companies failed. So if you put money into beta, you need to be comfortable with some serious uh uh Wall Street calls it volatility. It means uh it could go up or down a lot. So this is high risk, high potential, bet on the future, essentially.

Rigetti And The Quantum Bet

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Stock two on Winston's list is Righetti Computing. And it's really a shame that this isn't Italian. Um, if you think of beta as the Tesla for the sky, Reggetta is trying to be the intel of quantum computing. Now I know quantum computing sounds like something from a science fiction movie, uh, although if you go back to our last quantum video um and looked at the stocks at that point and then decided entirely on your own that you might want to own one of those, you'd probably be sending me Christmas cards. So I'm not promising you future outcomes. Even though I was right in the past, it doesn't mean I'm gonna be right in the future, right? That's how it works. But you know, the kind of computer you're using to watch this on, they process information using zeros and ones, lots of zeros and ones. Basically, it's on or off. Quantum computers use something called qubits. And they can be on, off, or both at the same time. It's sort of think of it like a zero that doesn't really know what gender it is, right? And I know that sounds a little bit weird, not the gender thing. You know, people can do whatever they want, but the the qubit thing, but it means they can solve certain problems millions of times faster than any computer that exists today. I think that analogy is probably the least PC analogy you will hear on quantum computing on YouTube. So we're talking about drug discovery, financial modeling, cryptography, logistics, science, problems that would take supercomputers thousands of years to solve. A quantum computer could do them in hours. So Reggetti builds and designs these quantum processors in-house. They just launched something called the 108-qubit Cepheus processor. Cepheus is a constellation in the sky. It's this guy here, which I don't know if that makes you feel better or worse about investing this stock. Let me know down below in the comments. Try to spell Cepheus. Uh, but literally, their quantum computing is available on Amazon. Now, if you're now checking your Amazon Prime subscription, not at Amazon, AWS, Amazon's cloud business. They also have a contract with India's national supercomputing agency. They have an integration with Nvidia. So now we know all that. Let's look at some numbers. And what I always do here, go to the Winston app. I put a link down below to those as well uh as well. We have a there's a free trial to it for the week. Um look actually, this is what we're gonna do. We're gonna give you a month's free trial to it. Right, just play with it for a month. You got some value in it, stick around. If you don't, you just cancel it. So you click on the link down below and it'll it'll probably still say seven days, but then when you click on checkout, it'll say 30 days free. Uh, I promise you that. I'll I'll change that uh by the time this video is uploaded. So just a just a little bit of a little bit of a you know, feel good gift here uh today. Um now these guys are burning through about 20, 30 million dollars of cash uh a quarter, and that gives them a pretty short runway, um which you'd think. Now, I actually know something about them. They hold cash equivalent stuff, and I will I will make a note to update that to make sure we give you guys the best information out there. So if you ever see anything in the app that you're not loving, please tell me. I will make it better, usually the same day. So back to my slide 569 billion cash. So they have about a five-year runway to burn through money, which is pretty good. Institutional tailwind, see, senor, because in May, Reggetti received a letter of intent for $100 million from the CHIPS Act. It said, uh, dear Righetti, this is your CHIPS Act. I am intending to send you $100 million. And that's part of a $2 billion government initiative to build America's quantum computing infrastructure. So the US government has essentially decided that quantum computing is uh important for national security. Because imagine if the Cubans got your national got got quantum computers and the US didn't, or they'd hack everything, or the North Koreans, they'd hack everything and take everybody's money. Um Rigghetti is one of the companies they're founding. But that revenue inflection is still an eh because um they brought in how many how much money last quarter? About 4 million last quarter, right? Uh, and it's trading at 700 times sales. So um, by every financial metric, this stock makes absolutely no effing sense. And if you are a buy-in and holder till death to us part kind of guy, you probably don't want to be in this. But if you are a little bit more of the uh growth investor, then we get these opportunities, and they typically start with something that looks like this, and then it went up just a little bit. And what am I seeing right now? We saw the same pattern here, starting to break out of that. Again, I'm not telling you to buy it, obviously. I'm just highlighting the way I look at this, and it went up like 200%. So could do the same thing. We're seeing some serious institutional money pouring in here, but again, it is high risk because quantum computing might never work. I I think it would, but I could be wrong on that, right? The Vighetti might be uh might become a pasta company, which is really what I should have been uh in the first place. So this is the Vigeti is the most speculative stock on our list, government backing, real technology, and so on. But both better and regetti are pre-revenue companies, government betting, long time horizon is required, or rather very good risk management is required, which might be another way of looking at this. Now, stock number three, and then we're gonna get onto the one that I actually just bought and onto the one that is kind of my secret favorite

Oracle As AI Infrastructure Backbone

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here. We are all of a secret favorite, don't we? Read you winstead. Uh, and you are weach. Uh, stock number three is the Oracle. Now, I know you're thinking it's a boring database company, my dad's IT department uses. But Oracle might be the most underestimated AI story on the planet right now. Because what people don't understand is this every AI model, every chatbot, every image generator, every autonomous vehicle system needs massive computing infrastructure to run. Someone's gonna build the data centers, the cloud platforms, the backbone, all that stuff. Nvidia makes the chips, but the chips need a home. And Oracle is building homes for chips that need homes. It's sort of like a charitable endeavor. Um, let's have a look at Oracle's data here. First of all, Winston gives it a score of 66 out of 100, which is okay. Decent business, he says. Some strong pillars, some weaker. Now, I've also got in here insider buying, and by insiders I mean politicians. Donald Trump has a $3 million exposure according to his last filing. And you can see on the chart here Ro Canner, who's a very good, I was gonna say trader, um, politicians. He keeps buying this thing. So you can see all the buys and sells that. You can see literally all of them. Um and revenue growth is accelerating. Insiders own 40% of the company, which is brilliant, because what's what you do what you want to see, spending 10 billion on RD, 50 billion on data centers. Margins are pretty pretty solid, and they're converting pretty much more than the revenue into cash. I guess they're using a lot of leverage. Now, they are taking on quite a lot of debt, but their interest cover, which is basically gives you an explanation here. Uh, how many times the company's profit can cover the interest bill on its debt? So for about five years, they could pay for it with one year. This is where most health companies sit. Winston says, pay a little bit of a dividend, not a lot, but a little bit. And they have this backlog of orders of $500 billion. Now, a lot of that comes from open AI. We may or may not have the money to do it. Anthropic is just secretly filed for IPO. OpenAI is going to do the same thing. So they might bring in the money to actually pay pay Oracle that way. We'll we'll find out. So these guys are deep part of the AI story. Guided for 90 billion revenue this year, but Larry Allison, who owns most of it, you're, you know, you're essentially betting on him. It's a bit like a like a Musk company. You're betting very, very much on the founder there. Uh and they're being very, very uh ambitious. It's really uh something. So the risk is obviously also there because they gotta execute. If they don't, you know, there's no risk-free trade ever. But the way I think about it is that these guys are basically building the highway for AI. So let me show you next two companies that are building the toll booths for the very, very same highway. I also want to say congratulations. You made it way the I also want to say congratulations. You're halfway through the video already, which

Timing Entries And Managing Anxiety

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is fantastic. Uh, so you've got the framework now. You've seen how pre-revenue companies with government backing work, you've seen the infrastructure giant. Um, and you're probably sitting there thinking, okay, I get it. These are interesting companies. But say knowing Oracle has a $500 billion backlog doesn't tell me what you should do with your money. Knowing that better has seven FAA approvals doesn't tell me whether I should buy it. And that's the thing, isn't it? You don't know whether you should buy it now, whether you should wait, whether you're too early, whether you're too late. And if you've bought a huge winner too late before, or you were held on as it destroyed your savings gradually and slowly, and the money poured over to some chap on Wall Street, you realize by now that maybe picking the stock or finding a good stock isn't the hard part. I just giving you six here in this video. Finding them is kind of the easy part. The hard part is everything else. It's the entry, it's the exit, the position size, the discipline, and it drops 30%, and your stomach's in your throat. That's when that's when you separate yourself from the masses who are just hoping and praying and wishing. And that's what the free session on the Saturday is about. So if you want to go to greatestplaybook.com, I'm going to walk you through the playbook that sits behind the picks, how to actually turn stock research into investments or trades, how to get rid of that anxiety and replace it with a system. It'll be free. We'll teach it to you. It'll be on Saturday one session, about an hour and a half or two hours. And the links in the description. And no, there'll be no replay. Don't ask me

Dynatrace As AI Air Traffic Control

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for one. Now, stock numero quattro is Dying Trace, which sounds exciting, doesn't it? The ticker symbol is DT, and every company on earth is building what? AI systems. AI chatbots, AI analytics, AI automation, AI software. And who's watching the AI? Who makes sure these systems actually work? Who catches when an AI agent hallucinates, which is making shit up? When it crashes, or when it starts costing the company money? There are examples of these AI bolts just deleting entire databases, right? Who deals with this? Dino. They're the air traffic control for AI. Their platform monitors, observes, and manages every piece of a company's digital world, on the code to the cloud, to the AI agencies, the whole thing. And they just launched something called DynaTrace Intelligence. Everything is now about intelligence, apparently. It is an agentic AI, which you don't know what that means. It is an AI where you most of you use AI, maybe your Google search or something. You can ask a question, it gets you an answer. Agentic AI is something that does things on its own. Scary, I know, but it's true. So they don't just monitor your problems, they fix them automatically with no human being there. And if we look at the company, Winston score 57, which isn't brilliant, but he's curious. He says it's a decent business, some strong pillars. The smart money has sold it. You can see that here. Like Trump sold 175k there. It was Lisa McLean. He's got $500. So someone's someone started GoFundMe page for Lisa. Who is Lisa McLean? Republican. Well, she's done 1,400 trades, so she's probably all right. I don't think we need to need a GoFundMe page. But what do you notice? Where's all the selling happening? It happened up here, didn't it? Before the stock really collapsed. Some last some you know, suckers who are late. And then what's happening since? It's one by. Just one by. So that's kind of curious, isn't it? Who's that one by? Donald J. Trump, El Presidente. Um and yeah, he trades a lot. 2,300 trades to get closed. And we can view all those holdings. This is all in the in the in the Winston app. But yeah, that's kind of an interesting one, right? Now it's a very small trade for him. So I wouldn't bet the ranch on it just because he owns it. But what do we see? We see revenue growing. We see RD investment going up, which is actually what you want in a tech company. They're generating cash, so they're not going to run out of money ever. And they have an insanely high margin, which means whatever they're making is very good because people are willing to pay a lot for it. And they've got no debt whatsoever. So this is actually a pretty decent company from where I'm sitting. Doesn't mean you should run out and buy it. So in summary, they've got plenty of cash, they're generating cash. Woo-hoo. Um, they also have a $1 billion buyback. $1 billion in $1 billion buyback program, which means they're going to be less shares out there, right? So the gut, the the government. The government too. Uh management thinks the stock's undervalued enough to buy its own shares. Or maybe management has uh share options and they want to pump the stock. I'm not saying the second is true, but it is a possibility. And they sell through AWS, AWS's marketplace, and they now sell over a billion dollars through the AWS marketplace. And revenue is growing. We expect 2 billion this year. So the growth is okay, right? It's not explosive, but it's okay. So it's sort of a slow compounder, it's sort of like that steady grower. It's not your immediate moonshot. So four stocks down. I still haven't told you the one I bought. I know I'm mean, aren't I? Um and I still haven't told you my favorite. So those are the two that are coming up next.

Tenable And Exposure Management

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Tenable holdings. T E N B is stock numero five. Um, and I've been wanting to tell, and I've been wanting to tell, and I've been wanting to talk to you about this because it's the one I just bought with my own money. Now, that doesn't mean you should buy it. I am not going to tell you when I sell it, probably. I may, but you may miss that video. So don't buy something just because I'm buying it. That's not gonna get you anywhere, right? You also don't know what percent of my portfolio it is and all that kind of good stuff. Risk management is the key to it. But let me tell you why I bought it. Tenable is a cybersecurity company, but not in the way most people think about cybersecurity. Most cybersecurity companies try to build walls like firewalls, antivirus, intrusion detection. Tenable does something different. They show you every crack in the wall before the hackers find it. And they call it exposure management. So their platform, Tenable One, scans your entire digital footprint, your cloud, your code, your AI system, your IoT devices, everything you have. And it tells you where you are vulnerable. And here's how bad it is. Here's what to fix. And they just launched something called Hexa AI, which is an AI agent that finds the vulnerabilities and then it tells your team exactly how to patch them up. And because everybody is building AI software, the attack surface and the cracks are growing exponentially. And Tenable is the company that maps that surface. Now, if you look at the fundamentals here, it's a $3 billion company. Winston um is concerned about this poor Winston score. We've had a lot of government buying in this, not huge buys, but you know, Roe Kanner can't help himself. He buys it every time he wakes up. And he was buying it on the way down. Maybe you should attend our session on the weekend. We, you know, we might learn something. And then what do you see? Well, you see an inflection here, right? You see the stock recovering very, very nicely. And that's honestly the reason I bought it. And that'll make a lot more sense if you join me on Saturday. Because why would you buy something that looks on the face of it like a total loser? It's down 53%, but it was down, you know, 80% or something like that. It is for the simple reason that as we were collapsing, I wasn't buying it, we got some really big spikes here in selling happening on the way down. And those were the last people that wanted to get the F out of the burning building, but were really late. And then what changed is that on the ways on the green days, we're now seeing some really nice volume coming in, which looks to me like institutional money, fresh money, who is going, this looks interesting. And I like fresh money, fresh money, yes. Uh, so this is something that's already rebounded quite nicely. Uh, I bought it, I think, last Monday. So that would have been about here 23. So it's six dollars higher. But if it were, and again, no promise of that, if it were to recover some of the previous highs of April, last 2024, 57% up, 100% up to the 2022 top. So think about this is a stock that's trading where it was trading in 2020. We basically have no AI in 2020. So the demand possibility, the addressable market is that much bigger, and it hasn't done bagger all. And these guys are profitable. They're generating cash. Everybody has to spend money on cybersecurity. It is just, it's just, it's a that's the tailbone. It's the one budget line that companies cannot cut, right? You can delay marketing, you can postpone product loan, whatever you can delay. But AI deployment, security for an AI deployment, you cannot afford to skimp on that one. So revenue is growing again, 10% year on year. We're going to bring about a billion in a bit this year. And it's a pretty slow growth rate. And I want to highlight that to you. So why did I buy it? Because I believe the market is underpricing the cybersecurity tailwind. I can start to see the money pouring into it. So I see an asymmetric risk reward. Every company is rushing in, rating essentially places where they can get attacked, cybersecurity they cannot cut. And if growth accelerates, I think this could re-rate significantly. So my money's on this one. Doesn't mean yours should be. Please, please, please don't ever buy something just because I'm buying it. I am wrong. I have losers too. And I'll walk you through that on the weekend as well, because that's really important to understand. No one's got a crystal ball. No one's always right. But if you understand the rules, the structure, you have risk management that is really rock solid, then your downsides are limited. And that's really the

10x Genomics And Spatial Biology

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point. Now, stock number six is the one in the way I'm most excited about. I haven't bought this yet. It's called 10X Genomics. 10X! Ticker symbol TXG. And it could be the most important company on this list. And let me explain to you why, because it might just blow your mind. Right now, when you go to a doctor and they think you might have, you know, some sort of disease, they take a biopsy or something, and they look at your tissue in a microscope and they can tell you whether you know your cells are good or bad. But they can't tell you what those cells are doing, which ones are aggressive, which ones are dormant, which ones are you know gonna spread. They're basically looking at a city from an airplane, they're trying to figure out which buildings have people in them. You can see the buildings, but you can't see the life inside the building and whether there's a party going on in there or something. Hideous. Now there's something called spatial biology, and it changes that. It lets scientists see inside, inside individual cells at the molecular level and understand not just what these cells are or that they're there, but what they're doing. You can see how they're communicating with each other and which ones are dangerous. So imagine being able to map every cell in a tumor and know exactly which ones to target with treatment years before a traditional test would catch it. That's what 10x genomics is building. And then the leader. Now, if you look at the fundamentals, it's a $3.7 billion company. Winston is a little concerned about that data. Revenue is just not doing anything. Uh, they're spending a fair bit on RD. They have cash. They have quite a bit of cash on hand, and they're not burning through it, which is nice to see. They have pretty decent margins, which means their product is something people are willing to pay for, and they consistently grow their profit per share. And what they've done, because I should probably show you the stock chart, right? It looks a bit like, oh my god, look at the rally, look how beautiful. And then you zoom out and you go, hey. But actually, this is this is the potential, right? I'm not saying it's gonna go up 600%, but it is, it is that. It's trading 85% below its high. Oh, buy and hold, buy and hold, right? Yeah, good luck with that. Um, and what we're seeing here again is something I'm gonna talk to you more about on the weekend is this heartbeat pattern thing here. Sloping up quite nicely. We're breaking out of that here. So it's kind of got the hallmark of the things that we're looking at and that we're looking for. But these guys have cut expenses a lot, their margins have improved, they beat earnings by a white by a very wide margin in the last quarter. So they're getting lean, right? They've given themselves again the uh Zempic treatment. And there is an institutional tailwind because they're launching a new platform in the second half of this year called Atira. And Attira is that spatial biology platform that could really grow their addressable market. So think of it as their next sort of generation products, the one that's designed to take that spatial biology from the research labs into actual clinics. So people's lives will be saved by this. They partnered with an AI company called Biooptimus to launch something called Stila, which is a spatial data initiative that combines basically what 10X does with AI. So it's kind of the spatial biology plus AI. Uh, and that's I think the big opportunity here because uh humans looking at teeny tiny molecules, we're gonna make mistakes, but AI will not. And revenue is growing, 150 million revenue last quarter, which is more than we were expecting. Uh, guidance for the year is now 600 million plus. So it's a turnaround story. Management's cut the fat, the top line's growing again while margins are expanding. So costs are going down, revenues going up, new product launching, AI partnerships, which is kind of the setup that we look for. What's the risk? It's a turnaround story. And sometimes they turnaround once more. You know, management goes back to the good old ways of let's just spend more money, it'll be fine. Um, let's buy a yacht for the business. But if it works, the opportunity could be tremendous. And that's why it's my favorite. Not because it's the safest, not because it's the surest thing, but because the upside, if the turnaround continues, could be extraordinary. And almost no one's talking about it. And that's kind of where this, I see the opportunities hiding. So

Recap And The Live Session Invite

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there we are. We got six stocks. Congratulations for making it this far. We've got two government-backed frontier bets, better regetti. Um, we got Oracle, the AI infrastructure giant, and we've got two software toll booths, Dynatrace and Tenable, and then the hidden gem that we just talked about, 10x genomics. So you now know more about these six companies than 99% of retail investors. And none of it will help you. Because knowing better has, you know, a certain backlog isn't a strategy. Knowing Oracle has got you know $500 billion revenue committed, again, it isn't a trade, it's a headline. Headlines don't make you money, they make Wall Street money. And I can tell you right now, some of these stocks could be massive winners. Most retail investors will still lose money on them. Not because the companies were bad, because they didn't know the rules. They didn't have a system, they didn't have a structure. And if you've bought the right stock before and still lost money, you held too long, you got in too late, you got out too early, you panicked when it dropped, whatever, you have a playbook problem. And that's why I'm gonna run that free live session for you guys on the on the weekend at greatestplaybook.com. And we're gonna walk you through the exact playbook, how to turn research into decisions. And it'll work for you no matter where you are in the world, whether you got $500 to your name or millions of dollars to your name. The system doesn't care about your balance, it cares about your process, it cares about your behavior. So show up for yourself. Links in the description, it's pin to the comments, grab yourself a free seat, show up with a nice cup of cocoa, and listen and improve your skills, which is what this is all about. And if this video has helped you, send the link to that live session to someone else who might benefit from learning the rules too, or just send them this video. I wish you all the best.