3J·

📈 Which shares do you think will be particularly exciting over the next few years?

Hello dear community.

I would like to start by wishing everyone a successful start to 2026.

I'm currently doing a lot of research into future, growth and infrastructure topics and have come across several companies that I think will be very interesting in the near future.

Rubric $RBRK (+1,98 %) and Omada Health $OMDA (+6,44 %) are already in my portfolio, others are on my watchlist.

Zeta $ZETA (+0 %) is also very exciting at the moment and I would possibly add it to my portfolio, but I don't want to add too many shares to my portfolio either.

I would actually also like to invest in the space sector in the long term and thus get in... but I think Rocket Lab, for example $RKLB (+8,65 %) is currently too expensive, maybe wait for a setback, what do you think?

💡 Stocks that I have come across and that I currently find exciting and that might also interest you:

- Cipher Mining
$CIFR (-2,75 %) - Bitcoin mining & data centers, highly cyclical, but with leverage on the BTC price

- Zeta Global Holdings
$ZETA (+0 %) - Data-driven marketing & AI platform

- AST SpaceMobile
$ASTS (+8,47 %) - Satellite mobile, potential game changer (very high risk)

- Iren Limited
$IREN (-3,13 %) - Mining & AI data centers with a focus on renewable energy

- Ondas Holdings
$ONDS (+3,02 %) - Drones & private radio networks for industry & authorities

- Nebius Group
$NBIS (+8,2 %) - Cloud & AI infrastructure, currently still little known

- Omada Health
$OMDA (+6,44 %) - Digital health programs & prevention

- Rubrik
$RBRK (+1,98 %) - Cybersecurity & data backup (quality growth)

- Kraken Robotics
$PNG (-1,29 %) - Underwater robotics & defense

- Rocket Lab
$RKLB (+8,65 %) - Space, satellites & launch services

- T1 Energy
$FREY (-6,43 %) (formerly FREYR Battery) - Battery & energy storage solutions, strategically repositioned after redomiciliation to the USA

💬 Now I'm looking forward to your opinion:

👉 What do you think of these shares?

👉 Which of them do you have an eye on or even hold in your portfolio?

👉 And most importantly: Which stocks do you currently find exciting for the next few years?

Looking forward to the exchange 👇📊

17 Commentaires

All-in-or-nothing@All-in-or-nothing

About half of them are in the portfolio myself.😅 2 of the ones you mentioned are also on the watchlist, one of which is $PNG, which has already gone really far.😖 $NBIS is not unknown here on the platform.😉 Of the ones you mentioned, I can't say anything about $RBRK and $FREY. I find $OMDA (not in the portfolio) and, at the current level, $ZETA, which has also been added to my portfolio as a long-term position, the most interesting. Edit: the valuation of $ASTS is, in my view, more than reasonable considering that there is no real unique selling point, that the satellites used do not belong to the company itself and that the total number of satellites is quite manageable compared to the competition.

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MrSchnitzel@MrSchnitzel

@All-in-or-nothing I also have the problem that many of them have already done well, as soon as I know it, I get in and it corrects 😂😅
Which ones would you still get into at the moment or which ones would you wait for? I am unsure about this.
I also don't want to add too many risky growth stocks to my portfolio, my portfolio should be clear and balanced.
Are you also planning to get into $OMDA soon?
$RKLB Is your favorite in the industry right?
SpaceX is also likely to be listed this year (which also appeals to me), although I would like to wait and see at the beginning.

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All-in-or-nothing@All-in-or-nothing

@MrSchnitzel I'm still doing my own research at $OMDA, so I can't give you a final decision at the moment. But you've definitely piqued my interest with your presentation.

With the ones you mentioned? As described, most likely in $ZETA, although $IREN is currently also available at a good price, but my position is full. But I think it's currently a good price for a first entry.

I've been waiting forever for a more significant setback at $PNG, where I would get in immediately if the price is right for me.

With $RKLB I can say: my favorite, but would wait for small to medium setbacks. SpaceX will probably be so overhyped in a potential IPO that there is certainly not much to gain, at least initially. But I am already invested there via a British fund 😉 Simply to track the IPO story a little. In my view, the setback potential of $ASTS is also enormous.

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MrSchnitzel@MrSchnitzel

@All-in-or-nothing Then let me/us know your final decision 😊
With $RKLB I would also wait for a setback.
I agree with you, which is why I won't invest in it initially anyway, but only when it corrects more strongly.
Thanks for your assessment and perspective. :)

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Tigawutz@Tigawutz

i would also take $ZETA. otherwise you can take a look at $RR

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Chandra@Chandra

@All-in-or-nothing Where did you read that $ASTS does not own the satellites itself?

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All-in-or-nothing@All-in-or-nothing

@Chandra that was not quite clearly formulated, or misunderstood what I meant: the satellites from $ASTS naturally belong to the company itself.

However, the majority of the satellites used in total for the infrastructure of the required satellite constellations are operated by the large mobile communications groups. $ASTS is dependent on these, as its own satellites are designed to bundle existing connections, i.e. to bring them to the receivers via one satellite. Instead of each provider using countless individual satellites as in the past, such a data network could in future be provided nationwide by bundling all existing individual data points via one satellite.

And: the individual $ASTS satellites are often operated in joint ventures (so they do not belong to them alone).

Perhaps this makes it clearer what I meant. Without the existing satellite infrastructure, the business (currently) does not work.

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Chandra@Chandra

20H

@All-in-or-nothing $ASTS uses the spectra of the mobile phone providers and the gateways (ground stations that look like giant satellite dishes) to bundle the data on earth and communicate with the mobile phone providers' network. Is that what you mean?

$ASTS incidentally, acquired its own spectrum rights from Ligado last year, so is no longer solely dependent on the MNOs in this respect.
Furthermore, $ASTS also works very closely with the American military and not just with the mobile network operators.

As far as I know, the MNOs do not have satellites just for themselves, but use them in their area. In return for financial support in the pre-revenue phase, they have received long-term deals with good conditions and company shares.

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All-in-or-nothing@All-in-or-nothing

16H

@Chandra that was meant, yes.👍🏻

Thank you for your explanations, that makes it a bit more tangible.🙏🏻 I wasn't aware of the own spectrum rights either.

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Chris@Multibagger

I have or had all but $RBRK and $FREY in my portfolio. They are all very volatile and not for the faint-hearted. But they all have great potential.

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MrSchnitzel@MrSchnitzel

@Multibagger I agree.

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Dan@DanDoDan

$RKLB has also been on my watchlist for some time, but has also run away from me. I hope/expect another setback to get in. I am invested in $PNG, but the current price would be too high for my initial entry, and I think there will be (smaller) setbacks again. $CIFR and $IREN I have reduced my position and taken profits in Q4/2025. I would still throw $LMND into the ring, it is my largest single position in the portfolio. If they can continue to consistently confirm their figures, I see further potential here. In the last 8 earnings, $LMND has exceeded the forecasts in each case. In my view, it will be important for them to achieve the stated target of positive EBITDA in Q4/2026.

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MrSchnitzel@MrSchnitzel

@DanDoDan I feel the same way.
I'll take a look, thanks for the info. :)

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TD@Routine123

$IREN. I have doubts in $FREY and $OMDA . Still trying to figure out what moat you guys actually see in OMDA, considering its only SaaS. Don't get me wrong, business model is ok, but having 1k people on pay roll and not being break even with SaaS raises alerts, even though they have plenty of cash. For BESS I think cards have been already dealt quite some time ago, so will be interesting to see development there.

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Bastibroschi@Bastibroschi

$IREN Feel free to read my analysis here: https://open.substack.com/pub/bastinvests/p/idea-1-iren-limited-iren?r=im05n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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MrSchnitzel@MrSchnitzel

@Bastibroschi Thank you, I will read through it. :)

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Buyandhold91@Buyandhold91

Great list but also a lot of high risk. My favorite is IREN. I would personally miss SOFI on the list -> a I see very, very high potential in 2026! VG

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