I fed your list to chatgpt and ask who is the next 10-bagger

CrowdStrike (CRWD) – Score 130

• Why: Cybersecurity is a must-have in the AI/cloud world; subscription SaaS scaling fast.

• Bull Case: Could dominate endpoint + AI-powered security globally.

• Risk: Competition (Palo Alto, Microsoft).

Palantir (PLTR) – Score 105

• Why: Expanding beyond gov contracts into enterprise AI/analytics; huge TAM.

• Bull Case: If AI adoption accelerates, PLTR could become a “default operating system for AI in business.”

• Risk: Execution; valuation already pricey.

Tesla (TSLA) – Score 85

• Why: Not a “new” company, but if robotaxi / AI / energy storage plays out, Tesla’s TAM expands dramatically.

• Bull Case: Robotaxi network could unlock 10x optionality.

• Risk: Execution, regulatory, competition in EV.

HIMs (HIMS) – Score 80

• Why: Telehealth + consumerized medicine; small market cap vs massive TAM.

• Bull Case: Could become the “Amazon of healthcare.”

• Risk: Margin pressure, regulation, competition.

SOFI (Score 75)

• Why: Digital-first banking with strong brand; potential to disrupt legacy finance.

• Bull Case: If SOFI scales lending + financial services, could be a fintech giant.

• Risk: Economic cycles, regulatory shifts.

APP (AppLovin) – Score 75

• Why: Dominant in mobile adtech + gaming monetization.

• Bull Case: AI-driven ad platform could scale further.

• Risk: Ad cycles, Apple/Google platform dependence.