I have been looking at 2 forward looking stocks for quite some time
I plan to add two new positions to my portfolio in the next few days/weeks: $PATH (-2,61%) and $ALB (+1,02%)
why $ALB (+1,02%) ?
Strong long-term beneficiary of e-mobility & energy transition
Lithium demand to increase significantly from 2026, supply will not keep pace
Fundamentally interesting after the price slide, currently undervalued in my view
Why is that $PATH (-2,61%) ?
Focus on business automation with AI
Real application in companies, not "pure AI fantasy"
Solid growth, exciting for the next 2-5 years
I am currently focusing more on growth stocks with substance as I am still young.
I want to build up capital now and switch to solid dividend stocks later.
I am looking forward to your opinion on both stocks!
Who has them in their portfolio or on their watchlist?
And what alternative ideas from other sectors would you recommend?
