[Discussion] Top 10 Stocks with Growth Potential Amid AI and Policy Tailwinds (Research Sharing)

Recently researched and categorized several companies with trend + growth + policy dividends to share with everyone 👇 Low entry point, huge potential!

1️⃣ Autonomous Driving & High-Tech: AEVA – Premium LiDAR supplier, core component for autonomous driving. Low entry barrier, vast potential, promising future.

2️⃣ AI Infrastructure & Optical Communications: LITE – Optical communications leader, direct beneficiary of AI computing power and cloud infrastructure expansion. STRL – Focused on AI infrastructure development, boosted by both policy and demand.

3️⃣ Cloud & Software Ecosystem DDOG – Cloud monitoring platform betting on “Agentic AI,” with maximum earnings flexibility. FROG – Core DevOps tool provider, an “essential” in AI development pipelines. KD – Key player in enterprise IT upgrades, holding AI projects with an imminent profit inflection point.

4️⃣ Defense & Security

Mercury / Karman / SentinelOne

Defense + cybersecurity, reaping policy dividends & meeting essential demand trends.

5️⃣ Real Estate & Building Materials

Green Brick / UFP

Interest rate cuts directly stimulate residential + building materials firms, driving resilient growth.

6️⃣ Health & Retail Hims & Hers / Sprouts – Hot sectors in health and retail, outperforming the market since year-start. These targets share a common logic: AI wave + policy support + essential demand. Positioning now could mark the starting point for the next wave of growth dividends.