Billionaire Brian Higgins’ 5 Stock Picks With Huge Upside Potential

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1. Uniti Group Inc. (NASDAQ:UNIT)

King Street Capital’s Stake: $17.5 Million

Analyst Upside Potential: 144%

Uniti Group Inc. (NASDAQ:UNIT) is a relatively recent addition to the 13F portfolio of King Street Capital. The fund first disclosed a stake in the company in the third quarter of 2025. This holding comprised just under 4.5 million shares. Filings for the fourth quarter of 2025 show that the fund owns 2.5 million shares in the firm, down more than 44% compared to filings of the previous quarter. The company is a premier insurgent fiber provider dedicated to enabling mission-critical connectivity across the United States. The firm builds, operates, and delivers fast and reliable communications services, empowering more than a million consumers and businesses in the digital economy.

Following the transformational merger with Windstream, Uniti Group Inc. (NASDAQ:UNIT) has shifted from a passive landlord to an active fiber infrastructure powerhouse, attracting significant institutional interest. By integrating the Kinetic fiber assets of the former with the national network of the latter, the company is now being valued as a top-tier fiber provider rather than a distressed REIT. Analysts are modeling hundreds of millions in operational synergies. In early 2026, Uniti announced the largest customer contract in its history, a landmark deal with a major hyperscaler to provide long-haul fiber. Like Nokia, Uniti is positioning its network to support AI-driven Radio Access Networks (RAN), which requires high-capacity, low-latency fiber that it already has in the ground.

While we acknowledge the potential of UNIT 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 UNIT and that has 100x upside potential, check out our report about the cheapest AI stock.

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