In this article, we will discuss the 5 Stocks That Will 10X According to Social Media. For more stocks in this list and methodology, click 10 Stocks That Will 10X According to Social Media.
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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)
While we acknowledge the potential of NBIS to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NBIS and that has 100x upside potential, check out our report about the cheapest AI stock.
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