CrowdStrike (CRWD) – Score 130
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Why: Cybersecurity is a must-have in the AI/cloud world; subscription SaaS scaling fast.
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Bull Case: Could dominate endpoint + AI-powered security globally.
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Risk: Competition (Palo Alto, Microsoft).
Palantir (PLTR) – Score 105
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Why: Expanding beyond gov contracts into enterprise AI/analytics; huge TAM.
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Bull Case: If AI adoption accelerates, PLTR could become a “default operating system for AI in business.”
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Risk: Execution; valuation already pricey.
Tesla (TSLA) – Score 85
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Why: Not a “new” company, but if robotaxi / AI / energy storage plays out, Tesla’s TAM expands dramatically.
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Bull Case: Robotaxi network could unlock 10x optionality.
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Risk: Execution, regulatory, competition in EV.
HIMs (HIMS) – Score 80
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Why: Telehealth + consumerized medicine; small market cap vs massive TAM.
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Bull Case: Could become the “Amazon of healthcare.”
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Risk: Margin pressure, regulation, competition.
SOFI (Score 75)
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Why: Digital-first banking with strong brand; potential to disrupt legacy finance.
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Bull Case: If SOFI scales lending + financial services, could be a fintech giant.
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Risk: Economic cycles, regulatory shifts.
APP (AppLovin) – Score 75
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Why: Dominant in mobile adtech + gaming monetization.
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Bull Case: AI-driven ad platform could scale further.
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Risk: Ad cycles, Apple/Google platform dependence.
