Three dominant themes again emerge in this week’s BH20 ranking of top fast-paced growth stocks. Specifically: the AI and data center surge, biotech innovation, and the precious metals boom amid inflation hedges. Let’s consider a few examples from the top 20 (plus 10 more honorable mentions).
For starters, here is the full ranking…
(click the image for the full “zoom-in-able” report).
3 Market Themes:
AI continues to power hyper-scaler demand, with MU leading in HBM memory chips for GPUs (93% revenue growth), LITE dominates optical transceivers (17% monthly gains), and AMD is stealing market share with its MI300 accelerators (40% upside potential).
Biotech pipeline breakthroughs are exemplified by NUVB's oncology taletrectinib approval (25% upside), FOLD's rare disease Galafold (88% YTD revenue growth), and mega-cap LLY's GLP-1 obesity drugs tripling the stock value.
Precious metals continue to rally sharply, boosting low-cost miners like ARMN (0.28x NAV undervaluation), CDE (200% YTD on exploration), and PAAS (120% YTD via diversified streaming).