Billionaire Brian Higgins’ 5 Stock Picks With Huge Upside Potential

In this article, we will list the 5 stock picks of Billionaire Brian Higgins with huge upside potential. Please visit Billionaire Brian Higgins’ 10 Stock Picks With Huge Upside Potential if you would like to see the extended list and the methodology behind it.

5. Optimum Communications, Inc. (NYSE:OPTU)

King Street Capital’s Stake: $13 Million

Analyst Upside Potential: 34%

Optimum Communications, Inc. (NYSE:OPTU) has featured in the 13F portfolio of King Street Capital since the second quarter of 2024. Back then, this holding comprised 2.5 million shares. By the first quarter of 2025, the fund had increased this by 52% and owned 3.8 million shares. Filings for the fourth quarter of 2025 show that the fund owned more than 8 million shares in the company, up close to 98% compared to filings for the third quarter of 2025. The firm provides broadband communications and video services under the Optimum brand in the United States, Canada, Puerto Rico, and the Virgin Islands.

Optimum Communications, Inc. (NYSE:OPTU) has a high-fiber enterprise arm named Lightpath that is attracting a lot of interest from smart money managers. In January, Lightpath reported a 240% increase in AI-driven contract awards, reaching a total contract value of $362 million. Institutional investors view Lightpath as a hidden gem within the company that is being valued like a legacy cable business but growing like a high-end tech infrastructure play. The biggest bear case for OPTU has been its $26 billion debt. However, in late 2025 and early 2026, the company successfully refinanced significant portions of its obligations. In November 2025, the company secured a $2 billion incremental term loan to push out maturities.