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A top-1% portfolio manager is betting on this chip stock that's set for 64% earnings growth

A top-1% portfolio manager is betting on this chip stock that's set for 64% earnings growth

Veteran investor Nancy Tengler's highest-conviction idea for the next 12 months.

LockSimple

Dec 14, 2025

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6 min read

This durable small-cap insurance name is seeing earnings and technicals converge in a bullish setup

This durable small-cap insurance name is seeing earnings and technicals converge in a bullish setup

Veteran investor Larry Thompson's highest-conviction idea for the next 12 months.

LockSimple

Dec 7, 2025

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6 min read

This veteran portfolio manager will keep betting on this all-in-one AI behemoth for years to come

This veteran portfolio manager will keep betting on this all-in-one AI behemoth for years to come

Veteran investor Joe Tigay's highest-conviction idea for the next 12 months.

LockSimple

Nov 30, 2025

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7 min read

This legacy technology stock has quietly become a key player for AI servers

This legacy technology stock has quietly become a key player for AI servers

Veteran investor Matt Salle's highest-conviction idea for the next 12 months.

LockSimple

Nov 23, 2025

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6 min read

This infrastructure name could rally 51% over 3 years as it powers the AI buildout

This infrastructure name could rally 51% over 3 years as it powers the AI buildout

Veteran CIO Jason Ware's highest-conviction idea for the next 12 months.

LockSimple

Nov 16, 2025

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6 min read

This small-cap nuclear stock has boomed but macro catalysts could send it even higher

This small-cap nuclear stock has boomed but macro catalysts could send it even higher

Investor George Kailas' highest-conviction idea for the next 12 months.

LockSimple

Nov 9, 2025

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6 min read

Nvidia relies on this critical AI stock and demand is only accelerating

Nvidia relies on this critical AI stock and demand is only accelerating

Veteran investor Adam Patti's highest-conviction idea for the next 12 months.

LockSimple

Nov 2, 2025

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5 min read

This small-cap materials stock could soar 30% as global aircraft production ramps up

This small-cap materials stock could soar 30% as global aircraft production ramps up

Veteran investor Tony Bancroft's highest-conviction idea for the next 12 months.

LockSimple

Oct 19, 2025

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6 min read

Aging demographics will drive this mid-cap healthcare stock for years to come

Aging demographics will drive this mid-cap healthcare stock for years to come

Veteran portfolio manager Tyra Pratt's highest-conviction idea for the next 12 months.

LockSimple

Oct 12, 2025

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1 min read

The market is mispricing this beat-down business development name that's yielding more than 13%

The market is mispricing this beat-down business development name that's yielding more than 13%

Investment chief Michael Green's highest-conviction idea for the next 12 months.

LockSimple

Oct 5, 2025

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1 min read

This small-cap aerospace name has 30% upside as it moves from turnaround story to growth play

This small-cap aerospace name has 30% upside as it moves from turnaround story to growth play

Investment chief Dan Bustamante's highest-conviction idea for the next 12 months.

LockSimple

Sep 28, 2025

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1 min read

Booming data center demand can help this niche energy stock double after collapsing from recent highs

Booming data center demand can help this niche energy stock double after collapsing from recent highs

Veteran investor Rhys Williams' highest-conviction idea for the next 12 months.

LockSimple

Sep 21, 2025

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1 min read

'Big Short' investor Danny Moses calls this energy bet a 'generational trade' that can explode 42%

'Big Short' investor Danny Moses calls this energy bet a 'generational trade' that can explode 42%

Legendary investor Danny Moses' highest-conviction idea for the next 12 months.

LockSimple

Sep 14, 2025

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1 min read

This under-appreciated fintech stock can surge 150% as it spans credit, crypto and consumer data

This under-appreciated fintech stock can surge 150% as it spans credit, crypto and consumer data

Veteran investor Sean Emory's highest-conviction idea for the next 12 months.

LockSimple

Sep 7, 2025

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1 min read

Gen-Z's health obsession and weak competition will fuel this 'multi-bagger' consumer staple for years to come

Gen-Z's health obsession and weak competition will fuel this 'multi-bagger' consumer staple for years to come

Veteran investor Robert Ruggirello's highest-conviction idea for the next 12 months.

LockSimple

Aug 24, 2025

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1 min read

This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

Veteran investor Jack Bocock’s highest-conviction idea for the next 12 months.

LockSimple

Aug 17, 2025

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1 min read

A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

Veteran investor Justin Deutsch’s highest-conviction idea for the next 12 months.

LockSimple

Aug 10, 2025

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1 min read

Best Ideas Club: 2025 Halftime Report

Best Ideas Club: 2025 Halftime Report

A members-only analysis of our portfolio of stocks that's beating the S&P 500 in 2025.

LockSimple

Aug 3, 2025

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1 min read

This legacy tech stock is the most under-allocated AI name on the market

This legacy tech stock is the most under-allocated AI name on the market

Investment strategist Jessica Inskip shares her highest conviction stock for the next 12 months.

LockSimple

Jul 27, 2025

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1 min read

Easing regulations can push this discounted financial stock 30% higher

Easing regulations can push this discounted financial stock 30% higher

Veteran portfolio manager Keith Buchanan shares his highest conviction stock for the next 12 months.

LockSimple

Jul 20, 2025

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1 min read

This foreign stock will compound for years as it sells 'scarcity' to global media giants

This foreign stock will compound for years as it sells 'scarcity' to global media giants

Growth investor Max Rowland shares his highest conviction stock for the next 12 months.

LockSimple

Jul 13, 2025

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1 min read

This financial powerhouse is selling for cheap and set to rally 25%, says $4 billion portfolio manager

This financial powerhouse is selling for cheap and set to rally 25%, says $4 billion portfolio manager

Veteran investor Jed Ellerbroek Jr. shares his highest conviction stock for the next 12 months.

LockSimple

Jul 6, 2025

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1 min read

This large-cap growth machine has no competitors and a sticky product that will fuel the stock another 20%

This large-cap growth machine has no competitors and a sticky product that will fuel the stock another 20%

Veteran investor Larry Tentarelli shares his highest conviction stock for the next 12 months.

LockSimple

Jun 29, 2025

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1 min read

No one sees this high-upside AI play because it's masquerading as a restaurant stock

No one sees this high-upside AI play because it's masquerading as a restaurant stock

Alger portfolio manager Amy Zhang shares her highest conviction stock for the next 12 months.

LockSimple

Jun 22, 2025

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1 min read

A $2.7 billion investment chief expects this financial stock to rally 60% as the US economy skirts a recession

A $2.7 billion investment chief expects this financial stock to rally 60% as the US economy skirts a recession

Veteran investor Jay Hatfield shares his highest conviction stock for the next 12 months.

LockSimple

Jun 15, 2025

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1 min read

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Opening Bell Daily

The industry-leading data newsletter documenting the story of the stock market for serious investors. Also on Bloomberg Terminals.


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