10 Stocks That Will 10X According to Social Media

What started as a pandemic lockdown pastime has become a force Wall Street can’t ignore. Deep in Reddit’s discussion boards and social media forums, retail investors are finding stock picks that beat major Wall Street firms charging huge fees and running elite algorithms. Some are speculative meme stocks, but dismissing all of them is a mistake. The data proves it. JPMorgan found that retail flows hit fresh records in 2025, up about 60% year over year, CNBC reported.

A peer-reviewed study titled “Democratisation of Retail Trading” analyzed 1.6 million posts from Reddit’s WallStreetBets community spanning from January 2018 to March 2022. The researchers compared these investment recommendations to over 16,000 recommendations made by analysts at the top 20 largest investment banks in the world. The study found that WallStreetBets’ average investment returns actually compete with and outperform the best investment banks in certain cases. The researchers looked specifically at S&P 500 stocks and identified the top 15% of best-performing companies during that time period. They discovered that WallStreetBets detected 27 of the 56 top-performing stocks, which ranked it competitively against major institutions despite being a free community.

For this article, we picked growth stocks that social media (Reddit, X, Stocktwist) is excited about. We chose them based on how frequently and seriously they were mentioned, and paid special attention to the reasons retail investors are giving for their 10x potential. With each stock, we have also mentioned its hedge fund sentiment.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).

Photo by Adam Nowakowski on Unsplash

10. Sellas Life Sciences (NASDAQ:SLS)

Number of Hedge Fund Investors: 13

Sellas Life Sciences (NASDAQ:SLS) is one of the top favorite stocks social media believes can 10x. It is a biotech company developing a cancer immunotherapy drug called GPS — a treatment that works by training a patient’s own immune system to recognize and attack cancer cells, rather than using traditional chemotherapy. Sellas Life Sciences (NASDAQ:SLS) is currently testing GPS on acute myeloid leukemia, one of the most aggressive and deadly forms of blood cancer, in a large clinical trial called the REGAL trial.

Social media users call this one of the most compelling trial setups they have ever seen. Reddit is excited about this stock because it is not a traditional drug bet — it is a data science and modeling bet. One social media commenter holding 168,000 shares and 2,500 deep-in-the-money call options described it as “the strongest canon of due diligence I’ve ever found for a stock.”

Sellas Life Sciences’ (NASDAQ:SLS) growth catalyst is simple — a successful trial readout would almost certainly trigger a buyout from a major pharmaceutical company. Bulls believe the drug could become a standard of care for leukemia and potentially expand to other cancers, making it an extremely valuable acquisition target. Bears argue that 10x from the current price of around $8-9 is unrealistic, with most sober estimates pointing to a 3-5x return on a buyout rather than a moonshot.

9. Infleqtion Inc (NYSE:INFQ)

Number of Hedge Fund Investors: 24

Social media believes Infleqtion Inc (NYSE:INFQ) has the potential to 10x in the long term. Infleqtion is a quantum technology company that makes and sells quantum computers, quantum sensors, and quantum software. Its customers include the US Department of Defense, the US Navy, NASA, the UK government, and Nvidia. Its moat is its proprietary neutral-atom platform, which underpins both its computing and sensing products across defense, aerospace, and national security applications.

Infleqtion Inc (NYSE:INFQ) already sells equipment to the US military and has received a $100 million equity investment from the US government. Social media also frequently cites its Nvidia partnership as a key credibility signal.

What makes Infleqtion stand out among competitors is its neutral-atom technology. Infleqtion Inc (NYSE:INFQ) uses lasers to capture and hold atoms — specifically cesium or rubidium — in a restricted space, manipulating them as qubits. Unlike IonQ, which uses electrically charged ions, Infleqtion uses uncharged natural atoms. Because these atoms are identical by nature, they deliver higher fidelity and accuracy than synthetic alternatives. The tradeoff is speed — neutral atoms are slower than superconducting qubits used by IBM and Rigetti — but Infleqtion Inc (NYSE:INFQ) makes up for it with superior accuracy and the ability to operate at room temperature.

8. Fluence Energy (NASDAQ:FLNC)

Number of Hedge Fund Investors: 31

Fluence Energy (NASDAQ:FLNC) is a global energy storage company that sells large-scale battery systems, grid management software, and AI-driven energy optimization software. Its customers include utilities, renewable energy developers, independent power producers, and increasingly hyperscale data center operators. Its moat is a combination of proprietary AI-based controls software, a fully compliant US domestic supply chain that locks out Chinese competitors under new federal regulations, and an embedded position in the Nvidia/Siemens AI data center reference architecture.

Bulls believe the market is mispricing Fluence Energy (NASDAQ:FLNC) as a commoditized hardware assembler when it has in fact evolved into an AI infrastructure business. The core argument is around its proprietary sub-100ms power-conditioning technology. The key insight is that hyperscalers no longer primarily need battery storage for 4-hour load shifting or backup duration. What they need now is power quality. Nvidia GPU clusters create microsecond-level power fluctuations that grid interconnects cannot handle without tripping breakers. Fluence Energy (NASDAQ:FLNC) has developed a proprietary product that pairs its AI-based controls — Fluence OS and Mosaic — with wide-bandgap MOSFET inverters to deliver sub-100 millisecond response times. This shifts Fluence from hardware aggregator to power-conditioning technology provider.

Recently, the stock jumped after assurance provider DNV confirmed 99.3% availability across Fluence Energy’s (NASDAQ:FLNC) reviewed operating battery energy storage fleets of 50 MW and above, with 98.7% MW-weighted availability across its reviewed global fleet.

7. Tempus AI (NASDAQ:TEM)

Number of Hedge Fund Investors: 33

Tempus AI (NASDAQ:TEM) runs cancer diagnostic tests and sells the resulting data and AI tools to pharmaceutical companies and research institutions. Its customers are the largest drug developers in the world — AstraZeneca, GSK, and Merck have all signed deals with individual values reaching up to $320 million. But the real moat is the data.

Tempus AI (NASDAQ:TEM) has over 45 million de-identified patient records spanning more than 500 petabytes, built up over years of running diagnostic tests, and no competitor can replicate that overnight. This data is a goldmine for pharma companies that need real-world clinical data to train AI models, design drug trials, and push treatments through FDA approval faster — which is why companies are lining up to sign deals. Net revenue retention was 126% in 2025, meaning existing customers spent 26% more than they did the year before, a strong signal that once a pharma company gets access to the platform, they keep coming back for more.

Aristotle Core Equity Fund stated the following regarding Tempus AI, Inc. (NASDAQ:TEM) in its Q1 2026 investor letter:

“Tempus AI, Inc. (NASDAQ:TEM) is a healthcare technology company specializing in AI-enabled precision medicine solutions. By leveraging AI and machine learning, Tempus connects laboratory test results with clinical data to improve patient care across multiple diseases. The company operates through three main business units: Genomics (Diagnostics), which offers advanced genetic testing and diagnostics; Data and Services, which commercializes de-identified healthcare data and supports clinical trials; and AI Applications, which develops algorithmic diagnostics and clinical decision support tools. Tempus collaborates with leading pharmaceutical and biotechnology firms, positioning itself as a key innovator in both oncology and broader healthcare markets.

In our opinion, Tempus stands out as a compelling investment opportunity due to its alignment with key secular trends such as AI, Data Analysis and Monetization, and Personalized Medicine. Since going public in mid-2024, Tempus has demonstrated impressive growth, driven by both organic expansion and strategic acquisitions like Ambry. The company’s robust portfolio in genomics and diagnostics—spanning oncology, hereditary risk assessment and advanced testing—along with its rapidly growing data and applications segment, positions Tempus at the forefront of personalized medicine. The company’s expanding database of over 45 million patient records enhances its value proposition to research partners, and ongoing innovations are expected to drive both revenue and average selling price growth, making Tempus well-situated to capitalize on the evolving healthcare landscape.”

6. Aurora Innovation (NASDAQ:AUR)

Number of Hedge Fund Investors: 35

Aurora Innovation (NASDAQ:AUR) is an autonomous vehicle technology company that develops and sells self-driving systems for long-haul freight trucks. It does not manufacture trucks — it builds the technology stack that runs on top of them. Its customers include Hirschbach Motor Lines, McLane Company (a Berkshire Hathaway subsidiary), Werner, Uber Freight, and four others. Social media believes the stock has 10x potential in the long term because autonomous long-haul trucking is a massive addressable market.

According to some estimates, the current served addressable market — limited to Sun Belt corridors, the Texas Triangle, and hub-to-hub shipping — is estimated at roughly $85 billion through 2030. This would expand significantly as routes and weather conditions broaden.

The Aurora Driver is an intelligent edge platform that acts as the brain of the vehicle, integrating high-performance edge compute, proprietary FirstLight Lidar, radar, and cameras. FirstLight Lidar is Aurora Innovation’s (NASDAQ:AUR) own proprietary sensor — built in-house rather than sourced off the shelf — giving it a hardware differentiation most competitors lack.

Its business model is Driver-as-a-Service. Aurora partners with OEMs, including Volvo and PACCAR to install its technology on trucks at the assembly line. Fleet operators then own and operate the trucks and pay Aurora Innovation (NASDAQ:AUR) a per-mile subscription fee to use the Aurora Driver software. The indicative DaaS price is $0.85 per mile. This means Aurora monetizes recurring usage rather than one-time hardware sales, aligning its economics with how much its customers actually drive.

5. AeroVironment (NASDAQ:AVAV)

Number of Hedge Fund Investors: 37

AeroVironment (NASDAQ:AVAV) is a defense technology company that builds drones, counter-drone systems, precision strike weapons, and directed energy technologies for military customers. It sells to governments and armed forces, with 55 allied nations operating its platforms. Its moat is its position as the dominant supplier of UAS — unmanned aircraft systems — to the U.S. military, with decades of flight data, battlefield-tested hardware, and deep government relationships that are difficult for new entrants to replicate.

The bull case is built around the drone warfare megatrend. From the Middle East to Ukraine, drones have proven central to modern combat, and governments worldwide are now racing to build both offensive capability and drone defense. AeroVironment (NASDAQ:AVAV) is the top UAS supplier to the U.S. Department of War, which accounts for 35% of revenue, with total government exposure at 75% of sales — and that revenue is only likely to grow as militaries across the world come to terms with the importance of drone warfare. AeroVironment (NASDAQ:AVAV) has 53,000 platforms fielded and four million flight hours logged across 55 allied nations. The 2025 acquisition of BlueHalo for $4.1 billion expanded the company into space technology, counter-drone systems, and directed energy weapons like laser systems, broadening the addressable market significantly.

4. AST SpaceMobile (NASDAQ:ASTS)

Number of Hedge Fund Investors: 39

AST SpaceMobile (NASDAQ:ASTS) is building the first space-based cellular broadband network designed to work with ordinary, unmodified smartphones. Social media is excited about the stock because the total addressable market is enormous — the company has partnerships with AT&T, Verizon, Vodafone, and Japanese operators, and even modest adoption rates produce eye-catching revenue models. The business model runs through existing carriers, with AST SpaceMobile (NASDAQ:ASTS) taking a revenue share when subscribers roam outside terrestrial coverage.

However, bears are equally strong on the stock. The demand problem could be a serious hurdle. T-Mobile’s CEO recently stated that satellite usage represents just 0.0002% of their total network traffic, suggesting the dead-zone use case is far more niche than bulls assume. On the execution side, Q1 2026 revenues missed analyst estimates by $21.8 million, coming in at just $14.7 million, with actual service revenues of only $1.3 million. AST SpaceMobile (NASDAQ:ASTS) is burning roughly $48 million per quarter from operations, on top of $262 million in quarterly capex to build new satellites.

3. Grab Holdings (NASDAQ:GRAB)

Number of Hedge Fund Investors: 50

Grab Holdings (NASDAQ:GRAB) is Southeast Asia’s dominant super-app spanning ride-hailing, food delivery, grocery delivery, and financial services including digital banking, lending, and payments. Social media believes the stock has 10x potential because it is tapped into some of the highest-growth consumer markets in Asia, operating across ASEAN cities in Singapore, the Philippines, Indonesia, Malaysia, Thailand, Vietnam, and now Taiwan. Grab has already given Uber a tough time — Uber sold its Southeast Asia business to Grab in 2018 — and more recently forced Delivery Hero to the table, acquiring its Foodpanda Taiwan subsidiary for $600 million cash, marking Grab Holdings’ (NASDAQ:GRAB) entry into its ninth market.

In Q1 2026, revenue rose 23.4% YoY, with mobility GMV up 23% and deliveries GMV up 25%. Full year 2026 guidance points to revenue growth of about 20% to 22%.

Beyond its core markets, Grab Holdings (NASDAQ:GRAB) acquired Stash, a US-based digital investing platform, marking its first expansion into North America and adding an investing product to its growing fintech portfolio. The company is also partnering with independent metered taxis, allowing cab drivers to toggle onto the Grab app to accept passengers, which could allow Grab Holdings (NASDAQ:GRAB) to capture budget-conscious riders and segment pricing across multiple income classes.

SGA Emerging Markets Growth Strategy stated the following regarding Grab Holdings Limited (NASDAQ:GRAB) in its fourth quarter 2025 investor letter:

“Grab Holdings Limited (NASDAQ:GRAB) was a detractor during the quarter despite delivering solid Q3 results and raising full-year revenue guidance. The results were balanced across user and transaction growth, revenues, and margins, with growth in gross merchandise value and monthly transacting users accelerating from last quarter. At the segment level growth was solid in mobility and deliveries, but challenges in its newer fintech segment persisted as operating losses increased due to higher provisions. Management guided for the fintech segment to breakeven by the second half of 2026, and although we remain uncertain about the timeline, rumors of a potential merger with competitor GoTo would expand the size of Grab’s user base and fintech opportunity. We believe Grab’s delivery and ridesharing businesses remain well positioned for predictable growth and margin expansion opportunities supported by the company’s strong brand, diversified platform, and scale advantages. We expect Grab to deliver high-teens revenue growth over the next three years as the company continues to improve efficiency and expand monetization opportunities. We added to the position during the quarter, maintaining an average weight.”

2. REN Ltd (NASDAQ:IREN)

Number of Hedge Fund Investors: 53

IREN Ltd (NASDAQ:IREN) is a data center company that builds and operates facilities filled with high-powered Nvidia GPUs, which it then rents out to AI and cloud customers who need raw computing power to train models and run workloads. Its customers are large technology companies — it has a $9.7 billion multi-year deal with Microsoft and a $3.4 billion cloud contract with Nvidia.

Its moat is scale, long-term contracted revenue, and above-average margins, with a 68% gross profit margin versus a sector median of 50%. IREN Ltd (NASDAQ:IREN) started as a Bitcoin miner but is pivoting hard into AI and high-performance compute.

Over the past year the stock is already up over 440%, but social media believes it has more upside, pointing to $3.1 billion in ARR already under contract and Wall Street expectations of $3.06 billion in annual revenue by FY2027, which would represent 306% growth from current levels. Q3 2026 results showed AI cloud services revenue up 94% year over year, from $17.3 million to $33.6 million.

Bulls argue the headline miss was driven purely by Bitcoin price volatility dragging down the mining side of the business, not any weakness in the AI segment. However, bears point out that IREN Ltd (NASDAQ:IREN) remains structurally dependent on Bitcoin, meaning a further crypto selloff would directly hit revenues and financial flexibility, limiting how aggressively IREN can fund its AI buildout.

1. Nebius Group (NASDAQ:NBIS)

Number of Hedge Fund Investors: 60

Nebius Group (NASDAQ:NBIS) is up about 500% over the past year but social media believes the stock has 10x potential. Nebius is essentially a landlord and operator of giant warehouses packed wall to wall with Nvidia’s most powerful chips. Every AI company in the world needs these chips to build and run their AI models, but buying them outright costs hundreds of millions of dollars. So instead they rent them from Nebius by the hour.

What makes it stand out is that Nebius does not just rent raw hardware. They built the warehouses themselves, own the land, supply the electricity, and configured everything from scratch specifically for AI. On top of the hardware, they built software that manages everything so customers do not need armies of engineers to get started.

The company’s contracted backlog is roughly $47 billion, comprising $17.4 billion from Microsoft and up to $29.9 billion from Meta. Demand is so intense that these two tech giants signed long-term contracts and pre-paid $4.8 billion before the hardware was even fully built.

Risks include the fact that Microsoft, Meta, and Google are all building their own data centers and may reduce their reliance on Nebius once their internal capacity comes online. GPU rental pricing has collapsed in the past when new chip generations arrived and there is no guarantee Nebius can re-contract at similar rates when its current fleet needs refreshing.

Crossroads Capital stated the following regarding Nebius Group N.V. (NASDAQ:NBIS) in its Q1 2026 investor letter:

“Nebius Group N.V. (NASDAQ:NBIS): It’s worth pausing to remember where this one sat a year ago. When we first bought NBIS in late 2025, the bear case wrote itself. Nebius was a freshly re-listed carve-out of Yandex, operating a modest data center with a few co-locations across Europe, and a customer book composed almost entirely of VC-backed AI natives and other small, unproven firms. No anchor customer. No enterprise counterparties worth the name. A small but growing fleet of Nvidia GPUs financed with cash the company was burning faster than it was generating. And the elephant in the room was that nobody had any real idea how the capital markets would treat a Russian-adjacent carve-out asking them to underwrite a multi-gigawatt buildout. You had to squint to see a business. What you could see was a team, a collection of good assets arguably trading below liquidation value, and an execution-based timing window.

One year later, the questions that defined that bear case have been answered in sequence, and not one of them broke the wrong way. Late in 2025, NBIS added META to its customer list with a ~$3B capacity-constrained contract. In March, that became a $27B five-year commitment in two pieces: $12B of dedicated capacity on one of the first large-scale Vera Rubin deployments starting in early 2027, and a further $15B in which Meta commits to backstop Nebius’s uncommitted third-party capacity as it comes online. That second piece matters more than the headline suggests, as it turns Meta into a floor buyer for speculative builds and collapses demand risk on capacity Nebius was already planning to scale. Combined with Microsoft, committed contract value now sits at roughly $46B against a platform that did $228M of revenue in Q4. The platform thesis is scaling as we speak, with AAA counterparties…” (Click here to read the full text)

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