January 21, 2025
The Stargate Project is an American artificial intelligence (AI) joint venture created by OpenAI, SoftBank, Oracle and investment firm MGX. The venture plans on investing up to US$500 billion in AI infrastructure in the United States by 2029. It has been planned since 2022 and was formally announced on January 21, 2025, by US president Donald Trump. Masayoshi Son (SoftBank CEO) will be the venture's chairman.
January 27, 2025
DeepSeek (深度求索) is an artificial intelligence company owned by the Chinese hedge fund High-Flyer, established in 2023 by co-founder Liang Wenfeng. The AI model was developed amidst US sanctions on Nvidia chips—intended to restrict the country's ability to develop advanced AI systems. On January 10, 2025, the company released its first free chatbot, which, by January 27, had surpassed ChatGPT as the most-downloaded free app in the United States (iOS), causing Nvidia's share price to drop by 18%. DeepSeek outperforms all its rivals, including ChatGPT, despite being developed at a fraction of the cost and utilizing fewer resources.
Global stocks with explosive growth potential are often found in emerging sectors that fly under the radar. These companies combine innovative business models, disruptive technologies, and access to large addressable markets. While risks exist, their upside could be monumental if trends align.
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Battery Recycling, Canada
Leader in lithium-ion battery recycling, critical for the EV revolution.
Partnerships with LG Chem, Ultium Cells, and governments.
Plans to recycle 100,000+ tons of batteries annually by 2025.
Risk: Scaling costs and raw material price volatility.
Space Technology, USA/New Zealand
Dominates small satellite launches (70+ missions).
Expanding into spacecraft manufacturing and lunar missions.
Backed by NASA and DoD contracts.
Risk: Capital-intensive industry; competition from SpaceX.
Biotech (Gene Editing), USA
Pioneer in base editing, a next-gen CRISPR technology for precise DNA fixes.
Pipeline targets sickle cell, cancers, and rare diseases.
Partnerships with Pfizer and Apellis.
Risk: Clinical trial failures; regulatory hurdles.
AI-Driven Drug Discovery, USA
Uses AI to accelerate drug development (100+ programs in oncology, neurology).
Collaborations with Roche, Bayer, and Tempus.
40% stock surge in 2023 on Phase 2 fibrosis success.
Risk: High cash burn; unproven tech at scale.
AI Semiconductors, USA
Designs low-power AI chips for autonomous vehicles, drones, and IoT.
Key supplier to Tesla, BMW, and Sony.
Revenue grew 30% YoY (2023) on AI edge computing demand.
Risk: Competition from NVIDIA and Qualcomm.
Biotech (Gene Therapy), USA
Developing Modifier Gene Therapy for retinal diseases.
COVID-19 vaccine partner for Bharat Biotech (India market).
FDA fast-track designation for eye disease treatments.
Risk: Pipeline delays; reliance on partnerships.
Fintech (AI Lending), USA
Uses AI to assess credit risk (lower default rates than FICO).
Expanding into auto loans and small-business lending.
150% revenue growth in 2023 despite macro headwinds.
Risk: Sensitivity to interest rates; regulatory scrutiny.
EV Batteries, USA
Solid-state battery tech (2x energy density of lithium-ion).
Backed by Volkswagen and Bill Gates.
Potential to disrupt EV range and charging times.
Risk: Unproven manufacturing scalability.
Oncology Biotech, China/Hong Kong
FDA-approved colorectal cancer drug Fruquintinib.
15+ clinical trials targeting lung, gastric, and breast cancers.
Undervalued vs. Western peers (P/S ratio ~3x).
Risk: Geopolitical tensions; IP challenges.
Advanced Batteries, USA
3D silicon lithium-ion batteries for wearables and IoT.
Customers include Apple, Meta, and the U.S. military.
300% stock gain in 2023 on production milestones.
Risk: Execution risk in scaling production.
Energy Transition: LICY, QS, ENVX
AI Revolution: AMBA, RXRX, UPST
Biotech Breakthroughs: BEAM, OCGN, HCM
Space Economy: RKLB
Pre-revenue companies: Many are not yet profitable (RXRX, BEAM).
Macro sensitivity: UPST and AMBA tied to consumer spending/tech cycles.
Regulatory landmines: Biotech and fintech face strict oversight.
*Portfolio Allocation Tips
Allocate 5-10% to these high-growth names within a diversified portfolio.
Focus on companies with proven partnerships (e.g., RKLB-NASA, BEAM-Pfizer).
Avoid overexposure to a single theme (e.g., balance biotech with tech/energy).
Companies from around the world, operating in high-growth sectors and showing strong momentum, are positioning themselves for transformative expansion. Many are disrupting traditional industries or tapping into rapidly growing niches with a focus on innovation.
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Biotechnology (Gene Editing), USA
CRISPR technology is revolutionary for gene therapy and has the potential to cure genetic diseases. The company is advancing treatments for sickle cell anemia, genetic disorders, and cancer, making it a leader in the biotech space with explosive growth potential.
Electric Vehicles (EV), China
NIO is one of China’s leading EV manufacturers. The company is gaining significant market share in the rapidly growing Chinese EV market and is looking to expand internationally. With advancements in battery swapping technology, they could carve out a dominant position in the global market.
E-Commerce & Digital Entertainment, Singapore
Sea Group is the parent company of Shopee (e-commerce) and Garena (digital entertainment), dominating Southeast Asia and expanding in Latin America. Its growth in the mobile gaming sector and online shopping positions it for explosive growth in emerging markets.
Clean Energy, USA
Specializing in solar energy solutions, Enphase is rapidly expanding its presence in the clean energy market. As the world transitions to renewable energy, the demand for solar solutions is expected to skyrocket, positioning Enphase as a key player.
Electric Vehicles / Battery Technology, USA
QuantumScape is working on solid-state batteries that could revolutionize the EV industry by offering longer range, faster charging, and greater safety than traditional lithium-ion batteries. If successful, this could be a game-changer in the EV market.
Biotechnology (mRNA Vaccines & Therapeutics), USA
Moderna's mRNA technology is already proven in the COVID-19 vaccine, and the company is expanding into other areas such as cancer vaccines and other infectious diseases. The versatility of mRNA technology offers immense long-term growth potential.
Renewable Energy, Canada
Brookfield Renewable is one of the largest global renewable energy players, with hydro, wind, and solar projects across North America, Europe, and other regions. As the world moves towards decarbonization, this company stands to benefit significantly.
E-Commerce & Fintech, Argentina
MercadoLibre is often referred to as the "Amazon of Latin America." Its marketplace, digital payments, and logistics infrastructure are rapidly expanding across Latin America, and with a growing middle class, the potential for massive growth is enormous.
Automation / Robotics, USA
UiPath is a leader in robotic process automation (RPA), helping companies automate repetitive tasks. As businesses across the globe continue to invest in automation, UiPath's solutions are poised for significant adoption, especially in the growing enterprise sector.
Technology & Consumer Electronics, China
Known primarily for its smartphones, Xiaomi has diversified into a variety of products, including smart home devices, electric vehicles, and even electric scooters. The company's expansion into new markets and products places it in a strong position for continued growth.
Electric Vehicles (EV): Companies like NIO and QuantumScape are at the forefront of this transition. The global shift towards electric vehicles, aided by government incentives and consumer demand for cleaner options, will continue to drive explosive growth.
Green Energy: Companies like Enphase and Brookfield Renewable are in the right place as the global economy pivots toward sustainable energy solutions.
Emerging Markets: MercadoLibre, Sea Group, and Xiaomi are well-positioned to capitalize on the growing middle class in emerging markets, particularly in Southeast Asia and Latin America.
Tech & Biotech: CRISPR and Moderna show how cutting-edge technology, particularly in gene editing and mRNA vaccines, can create entirely new industries with the potential for massive growth.
*Caution
These stocks are likely volatile due to the industries they're in (such as biotech, EVs, and renewable energy). Explosive growth also carries risk and significant volatility. Consider risk tolerance and long-term perspective as not all succeed in the long run.
Identifying stocks with quietly growing potential is notoriously challenging, given the constantly shifting market dynamics and unpredictable events that can significantly impact a company’s trajectory. Below are a few examples of companies currently facing impressive growth potential, positioned within sectors with significant upside.
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Semiconductor Equipment, Netherlands
Growth Driver: Dominates the market for extreme ultraviolet (EUV) lithography machines, crucial for advanced chip manufacturing.
Potential: Continued strong demand for advanced chips across industries like AI, 5G, and high-performance computing.
E-commerce & Fintech, Argentina/Brazil
Growth Driver: Latin America's leading e-commerce platform, rapidly expanding its fintech services (payments, lending).
Potential: Captures a significant portion of the growing e-commerce and digital payments market in a region with high growth potential.
Biotherapeutics, Australia
Growth Driver: Global leader in plasma-derived therapies and immunology, with a strong pipeline of innovative treatments.
Potential: Aging populations and increasing prevalence of chronic diseases drive demand for therapies in areas like immunology and rare diseases.
Technology (Gaming, Social Media, FinTech), China
Growth Driver: Dominant player in China's internet market with a diversified portfolio across gaming, social media, fintech, and cloud computing.
Potential: Continued growth in mobile gaming, expansion of fintech services, and growing adoption of cloud computing in China.
Conglomerate (Energy, Retail, Telecom), India
Growth Driver: Diversified conglomerate with strong presence in energy, retail, and telecommunications sectors in the rapidly growing Indian market.
Potential: Benefits from India's economic growth and increasing consumer spending.
Pharmaceuticals, Denmark
Growth Driver: Global leader in diabetes care with a strong pipeline of innovative therapies, including for obesity.
Potential: Growing global prevalence of diabetes and obesity creates significant market opportunity.
E-commerce, Gaming, Fintech, Singapore
Growth Driver: Southeast Asia's leading internet company with a strong presence in e-commerce (Shopee), gaming (Garena), and digital financial services.
Potential: Captures the growing digital economy in Southeast Asia, a region with a large and young population.
E-commerce Platform, Canada
Growth Driver: Provides a comprehensive e-commerce platform for businesses of all sizes.
Potential: Continued growth of e-commerce globally, increasing demand for omnichannel solutions, and expansion of Shopify's ecosystem.
Semiconductor, USA
Growth Driver: Leader in high-performance GPUs, crucial for artificial intelligence, gaming, and data centers.
Potential: Continued growth of AI, increasing demand for high-performance computing, and expansion into new markets like autonomous vehicles.
Electric Vehicles, Clean Energy, USA
Growth Driver: Leading manufacturer of electric vehicles and a pioneer in clean energy technologies.
Potential: Global transition to electric vehicles, expansion of its energy business, and development of autonomous driving technology.
High-growth stocks typically carry higher risk, diversify portfolio across different sectors and geographies to mitigate risk. Investing in high-growth stocks often requires a long-term investment horizon.
These stocks are on a promising path, having already demonstrated strong growth and scalability, making them well-poised to capitalize on future opportunities.
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Green Energy and Sustainability, USA
Leading clean energy company with significant investments in wind and solar power.
Green Energy and Sustainability, USA
Provider of solar microinverters and energy storage systems.
Technology and Innovation, Singapore
Consumer internet company with businesses in e-commerce, digital entertainment, and financial services.
Technology and Innovation, Argentina
E-commerce and digital payments company operating in Latin America.
Electric Vehicles and Battery Technology, China
Premium electric vehicle manufacturer.
Electric Vehicles and Battery Technology, Canada
Lithium exploration and development company.
Biotechnology and Healthcare, USA
Biotechnology company focused on developing precision genetic medicines.
Biotechnology and Healthcare, Germany
Biopharmaceutical company developing mRNA-based drugs.
Fintech and Digital Payments, Netherlands
Payment processing company.
Fintech and Digital Payments, Brazil
Financial technology solutions provider.
E-commerce and Logistics, Africa
E-commerce platform operating in multiple African countries.
E-commerce and Logistics, South Korea
E-commerce company known for its fast delivery services.
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Semiconductors / Equipment, Netherlands
Leader in photolithography technology for semiconductor manufacturing, benefiting from global demand for advanced chips.
Trade restrictions, particularly between the U.S. and China, could impact ability to sell advanced EUV lithography machines to Chinese firms.
Semiconductors / Technology, United States
Strong market position in CPUs and GPUs, competing with Intel and NVIDIA, poised for growth in cloud computing, gaming, and AI.
Tariffs or restrictions on chip exports to China could limit revenue, especially in high-performance computing markets.
Semiconductors / Wireless Technology, United States
Dominant in mobile chipsets and 5G technology, with expanding opportunities in IoT and automotive industries.
Disruption of supply chains and export controls could hurt position, particularly in China.
Materials / Rare Earth Metals, United States
Key player in the production of rare earth materials critical for electric vehicles, renewable energy, and defense technologies.
Global supply chain disruptions and competition from China could affect access to key markets and resources.
Chemicals / Mining, Chile
Leading producer of lithium, a key component for electric vehicle batteries and energy storage, with high demand as EV adoption increases.
A global slowdown due to trade tensions could reduce demand for lithium and other raw materials, impacting revenue.
Cannabis, United States
Rapidly growing cannabis company with a strong presence in Florida and expansion into other U.S. markets.
Regulatory risks, including the potential for federal crackdowns on the cannabis industry.
Autonomous Vehicles / Technology, United States
Leader in LiDAR technology for self-driving cars, positioning itself as a key supplier to automakers and autonomous vehicle developers.
Trade restrictions on technology exports could impact ability to collaborate with international automakers and limit its market growth.
Environmental Services / Recycling, Canada
Focused on lithium-ion battery recycling, positioning itself for growth in the EV sector with increasing demand for sustainable resource management.
Tariffs on materials, as well as difficulty accessing key international markets for lithium recycling, could pose a challenge.
Semiconductors / Memory, United States
Strong position in DRAM and NAND flash memory, critical for smartphones, data centers, and automotive applications.
Trade restrictions, particularly with China, may limit access to key markets and complicate its supply chain.
ASML (ASML Holding NV) 20, AMD (Advanced Micro Devices) 25, QCOM (Qualcomm Incorporated) 12, MP (MP Materials) 15, SQM (Sociedad Química y Minera de Chile) 10, TCNNF (Trulieve Cannabis) 10, LAZR (Luminar Technologies) 8, LICY (Licytics, Inc.) 6, MU (Micron Technology) 25