Finding the BEST GROWTH STOCKS for 2026!

Описание: We look at growth stock portfolio at the end of February 2026. Our commentary centers around some of the challenges this month with growth investing.

00:00 Introduction
00:47 Allocations
02:48 Portfolio changes
04:13 Results
05:42 Market & portfolio commentary
08:28 AppLovin APP
11:31 Astera Labs ALAB
14:10 Iren IREN
16:28 Credo CRDO
20:24 Figure Technology FIGR
26:06 Reddit RDDT
29:44 Micron MU
32:17 Pattern Group PTRN
34:18 Electrovaya ELVA
36:02 XTI Aerospace XTIA
39:32 Nebius NBIS
42:21 Accelerant Holdings ARX
45:09 Dave DAVE
46:41 BioHarvest Sciences BHST
48:59 BOUGHT & SOLD - Sandisk SNDK
51:35 BOUGHT & SOLD - Silicon Motion SIMO
53:56 SOLD - Paymentus PAY
58:11 SOLD - Shoals Technologies SHLS
01:00:41 SOLD - T1 Energy TE
01:02:54 SOLD - Supermicro SMCI
01:04:33 SOLD - Duos Technologies DUOT
01:05:25 SOLD - Motorsports Gaming MSGM
01:06:16 Promising new technology ideas
01:08:45 Promising new microcap ideas
01:11:35 Concluding thoughts

Links to our earnings write up Posts this season,

Iren IREN:    • Запись  

Credo CRDO pre-announcement:    • Запись  

Astera Labs ALAB:    • Запись  

AppLovin APP:    • Запись  

Electrovaya ELVA:    • Запись  

XTI Aerospace townhall link:    • February 2026 | XTI Townhall Meeting  

Growth Investing Mastery - Playing a positive sum game and getting incredible returns in the public stock markets. We discuss growth investing strategy to find the best growth stocks.

The content only represents my personal opinion and is not financial advice or recommendations.