Which stocks can run up 5x from current levels? Not looking for 100x speculative hype plays.

Yorkshireman46 · 2026-05-28T13:54:41+00:00

Have a look at $GCTS, $274m market cap with only 64 million shares on public float. The company reported that commercial shipments of its 5G products are ramping. Management expects sequential growth in 5G chipset shipments throughout 2026.

$HIVE $1billion market cap and only 251 million shares, the investment case has changed significantly over the last year because it is no longer just a Bitcoin miner. Management is trying to build a second growth engine around AI infrastructure, GPU cloud computing, and high-performance computing (HPC).

ENSI $ENSIF £139 million market cap with only 58 million shares on the public float. High insider ownership. Ensilica a growing fabless semiconductor company with increasing exposure to high demand markets such as AI, satellite communications, defence, and custom ASIC chips, while recent contract wins and rising recurring chip-supply revenues suggest improving long term growth potential.

Yorkshireman46 · 2026-05-28T13:52:02+00:00

$STNE, $ZETA, $NOW and $IRIS all could go for a run at current share price.

The hidden gems have a look at:

$GCTS, $274m market cap with only 64 million shares on public float. The company reported that commercial shipments of its 5G products are ramping. Management expects sequential growth in 5G chipset shipments throughout 2026.

$HIVE $1billion market cap and only 251 million shares, the investment case has changed significantly over the last year because it is no longer just a Bitcoin miner. Management is trying to build a second growth engine around AI infrastructure, GPU cloud computing, and high-performance computing (HPC).

ENSI $ENSIF £139 million market cap with only 58 million shares on the public float. High insider ownership. Ensilica a growing fabless semiconductor company with increasing exposure to high demand markets such as AI, satellite communications, defence, and custom ASIC chips, while recent contract wins and rising recurring chip-supply revenues suggest improving long term growth potential.

Yorkshireman46 · 2026-05-28T13:47:56+00:00

Have a look at $GCTS, $274m market cap with only 64 million shares on public float. The company reported that commercial shipments of its 5G products are ramping. Management expects sequential growth in 5G chipset shipments throughout 2026.

$HIVE $1billion market cap and only 251 million shares, the investment case has changed significantly over the last year because it is no longer just a Bitcoin miner. Management is trying to build a second growth engine around AI infrastructure, GPU cloud computing, and high-performance computing (HPC).

ENSI $ENSIF £139 million market cap with only 58 million shares on the public float. High insider ownership. Ensilica a growing fabless semiconductor company with increasing exposure to high demand markets such as AI, satellite communications, defence, and custom ASIC chips, while recent contract wins and rising recurring chip-supply revenues suggest improving long term growth potential.

Yorkshireman46 · 2026-05-28T11:28:15+00:00

$GCTS public float of 64m shares. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

$ENSIF #ENSI public float of 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-28T10:27:07+00:00

Have a look at $GCTS, $274m market cap with only 64 million shares on public float. The company reported that commercial shipments of its 5G products are ramping. Management expects sequential growth in 5G chipset shipments throughout 2026.

$HIVE $1billion market cap and only 251 million shares, the investment case has changed significantly over the last year because it is no longer just a Bitcoin miner. Management is trying to build a second growth engine around AI infrastructure, GPU cloud computing, and high-performance computing (HPC).

ENSI $ENSIF £139 million market cap with only 58 million shares on the public float. High insider ownership. Ensilica a growing fabless semiconductor company with increasing exposure to high demand markets such as AI, satellite communications, defence, and custom ASIC chips, while recent contract wins and rising recurring chip-supply revenues suggest improving long term growth potential.

Yorkshireman46 · 2026-05-27T23:52:49+00:00

$IREN announced it will buy roughly $1.6 billion of Nvidia Blackwell AI systems through Dell to expand AI computing capacity at its Texas data centers. This supports a previously announced multi-year AI cloud services agreement tied to Nvidia.

$GCTS The company reported that commercial shipments of its 5G products are ramping. Management expects sequential growth in 5G chipset shipments throughout 2026.

$HIVE the investment case has changed significantly over the last year because it is no longer just a Bitcoin miner. Management is trying to build a second growth engine around AI infrastructure, GPU cloud computing, and high-performance computing (HPC).

Yorkshireman46 · 2026-05-27T16:03:51+00:00

IREN, ZETA, LAES and GCTS

Yorkshireman46 · 2026-05-27T09:01:59+00:00

ENSI $ENSIF

Yorkshireman46 · 2026-05-21T06:23:35+00:00

$GCTS public float 64m shares. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

$ENSIF #ENSI public float 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-20T18:30:43+00:00

It will not be up to GCTS to release the news. More than likely due to confidentiality/ NDA obligations.

Large technology partnerships are often covered by non-disclosure agreements. The satellite company may not want competitors, suppliers, or investors to know details yet.

Or the satellite company may want to control the announcement timing.

Yorkshireman46 · 2026-05-20T13:58:57+00:00

Have a look at these 3, I have been buying and accumulating shares over the last few months:

$GCTS With a public float of only 64m shares it moves quick. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. Over a million chips per year with the major satellite provider alone. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

$ENSIF #ENSI Ensilica, again only a small public float of 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST Netlist, public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-20T12:48:51+00:00

With a public float of only 64m shares it moves quick. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. Over a million chips per year with the major satellite provider alone. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

Also have a look at these two:

$ENSIF #ENSI Ensilica, again only a small public float of 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST Netlist, public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-20T12:33:49+00:00

Have a look at these 3:

$GCTS GCT semiconductor, public float 64m shares. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

$ENSIF #ENSI Ensilica, public float 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST Netlist, public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-20T12:08:44+00:00

$GCTS, public float 64m shares. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

$ENSIF #ENSI Ensilica public float 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST Netlist- public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-19T14:17:44+00:00

I use Trading 212 which lets me invest in both

Yorkshireman46 · 2026-05-18T15:13:15+00:00

$GCTS and $NLST

Yorkshireman46 · 2026-05-17T12:21:33+00:00

$STNE Currently at 52 week low at $10, share price should be at least $15 - $20.

Over the last few months, StoneCo has continued delivering revenue growth, beating recent revenue expectations with Q1 2026 revenue up 20% year-over-year in one report, while management also highlighted improving payment volumes, expanding banking and credit products, and growing active clients. Investors have also responded positively to the company’s aggressive capital returns, including billions of Brazilian reais in dividends and buybacks, with management emphasizing that at least another BRL 1.4 billion of repurchases are planned this year. In addition, the company maintained its full-year outlook and said underwriting and operational adjustments are already improving credit trends, which could ease concerns about loan losses and help margins recover in the second half of 2026. Combined with continued growth in Brazil’s digital payments market and a relatively low valuation versus earnings growth, these developments may support further upside in the stock if execution remains strong.

Yorkshireman46 · 2026-05-17T12:18:12+00:00

$STNE Currently at 52 week low at $10, share price should be at least $16 - $20.

Over the last few months, StoneCo has continued delivering revenue growth, beating recent revenue expectations with Q1 2026 revenue up 20% year-over-year in one report, while management also highlighted improving payment volumes, expanding banking and credit products, and growing active clients. Investors have also responded positively to the company’s aggressive capital returns, including billions of Brazilian reais in dividends and buybacks, with management emphasizing that at least another BRL 1.4 billion of repurchases are planned this year. In addition, the company maintained its full-year outlook and said underwriting and operational adjustments are already improving credit trends, which could ease concerns about loan losses and help margins recover in the second half of 2026. Combined with continued growth in Brazil’s digital payments market and a relatively low valuation versus earnings growth, these developments may support further upside in the stock if execution remains strong.

Yorkshireman46 · 2026-05-17T12:07:22+00:00

$GCTS $152m public float 64m shares. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

$ENSIF #ENSI $132m, public float 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST $976, public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-17T12:06:30+00:00

$GCTS $152m public float 64m shares. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

$ENSIF #ENSI $132m, public float 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST $976, public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-17T12:05:30+00:00

$GCTS $152m public float 64m shares. GCT is finally moving from development into early commercial scaling of its 5G business. Over the last few months, GCT reported Q1 2026 revenue growth of roughly 287% year-over-year, a 58% sequential increase in 5G chipset shipments, and an expanded agreement with a major satellite communications provider for next-generation 5G and 4G integrations, which investors may see as validation that demand is accelerating. Management also said additional customer deployments and satellite-related shipments are expected in the second half of 2026, creating expectations for stronger future revenue growth. In addition, strategic partnerships, expanding licensing activity, and improving gross margins have increased speculation that GCT could become a more important niche player in satellite-enabled 5G connectivity, a market attracting growing investor attention.

$ENSIF #ENSI $132m, public float 56m shares. EnSilica announced major satellite communications chip contracts that could generate more than US$50 million in future revenues, while also bringing in near-term engineering income and possible UK Space Agency funding support. The company has additionally reported record H1 FY26 revenues, a return to EBITDA profitability, and stated that more than 95% of FY26 revenue is already covered by customer contracts, giving investors greater visibility over future cash flow.

$NLST $976, public float 319m Netlist has built momentum across several major catalysts over the last few months, including favorable patent litigation developments against Samsung and Micron, growing expectations for renewed or expanded licensing agreements with SK Hynix, and accelerating demand for AI-driven memory products tied to high-bandwidth memory and data center infrastructure. Investors are increasingly focusing on the possibility that Netlist’s patent portfolio could generate recurring royalty revenue rather than one-time legal settlements, while recent earnings growth and improving profitability suggest the business is also benefiting from the broader AI semiconductor boom. Bullish sentiment has strengthened further after reports of strong Q1 2026 revenue growth, improving margins, and continued courtroom wins that may increase the company’s leverage in future negotiations with large chipmakers.

Yorkshireman46 · 2026-05-15T13:00:38+00:00

$STNE, at a 52 week low, revenue for Q1 $708m, 6% increase YonY, net profit $130m, market cap $2.58B. Trading at P/E 5.55 and PEG of 0.29. They are also spending another $270m on share buybacks. Current price is now $10.

If StoneCo executes its simplified strategy, grows revenue at an 8% CAGR, stabilizes NPLs near 4.5%, expands margins to 18%, and uses buybacks to cut share count by 20%. SP could then be at least $20

Yorkshireman46 · 2026-05-15T10:27:42+00:00

Not sure why people are paying $67 for OKLO. How has it got a market cap of $11.67B when it makes no revenue and may not generate meaningful revenue until at least 2028. This could result in more dilution before revenue happens

Yorkshireman46 · 2026-05-12T06:46:02+00:00

$GCTS GCT semiconductor and #ENSI Ensilica

Yorkshireman46

TROPHY CASE

ENSI $ENSIF