G.L.A. INVE$T RESEARCH
Top 25 — Edition 2 | March 16, 2026
Disclaimer: This Newsletter is Not Investment Advice. G.L.A. INVE$T is a Research Company, Not a Licensed Investment Advisor or Stock Broker. All content is for educational purposes only. Do your own due diligence.
“The price of admission we agree to pay for exponential growth is patience and volatility.”
— The G.L.A. INVE$T BIBLE
Since our January 31st inaugural edition, markets have entered a phase of healthy consolidation and volatility. Tariff headlines, macro uncertainty, and sector rotation have created noise — but our conviction in these 25 companies remains unchanged. This is exactly the kind of environment where long-term investors are built. Below is your full update.
1. 🚗 Tesla (TSLA)
Current Price: ~$395.56 | From Jan 31 Edition Price ~$430
Tesla has pulled back from its post-election highs but remains fundamentally intact. The Robotaxi program in Texas is progressing with safety driver removal still on track, and Optimus robot production timelines remain a major catalyst for the second half of 2026. Analyst consensus is a Hold with a target of $396, but long-term believers understand this is still the world’s most ambitious AI + robotics + energy company. G.L.A Outlook: Patient holders are being rewarded with accumulation opportunities. The Optimus story alone could redefine Tesla’s valuation ceiling.
2. 🔮 Palantir (PLTR)
Current Price: ~$152–$158 | Down ~16% YTD from ~$182 open
Palantir had a rough February, dropping as low as $126 amid tariff fears and broad Nasdaq weakness, but has since recovered meaningfully. The Q4 FY2025 earnings were exceptional — revenue grew 70% year-over-year to $1.41 billion, beating estimates. The company raised its 2026 full-year revenue guidance to approximately $7.19 billion. UBS and Daiwa both upgraded PLTR to Buy with $180 targets after the pullback, citing improved risk/reward. G.L.A. Outlook: The 35% correction from all-time highs is a gift for long-term holders. The AIP platform is becoming the default operating system for government and enterprise AI. 102% year-over-year return speaks for itself.
3. 🪙 MicroStrategy / Strategy (MSTR)
Bitcoin Holdings: 761,068 BTC as of March 16, 2026
Strategy has continued its aggressive accumulation, now holding 761,068 BTC — roughly 3.4% of Bitcoin’s total fixed supply. The company boldly targets 1 million BTC by end of 2026, requiring approximately $22.2 billion in additional purchases. MSCI concluded its review of digital asset treasury companies and decided not to exclude Strategy from major global equity indexes, removing a significant overhang. G.L.A. Outlook: Strategy is building a Bitcoin-native financial empire. With BTC at ~$74K and a cost basis of ~$66K, the treasury is in the green and the conviction is unbreakable.
4. 🏹 Robinhood (HOOD)
Current Price: ~$73.39
Robinhood recently reported Q4 earnings of $0.66 EPS, with the next earnings report scheduled for April 29, 2026. The stock has seen some pullback from its 2025 highs but remains a dominant fintech force. HOOD’s price-to-earnings of ~38x reflects high-growth expectations as it expands internationally and deepens crypto wallet integration. G.L.A Outlook: Robinhood is the gateway for the next generation of investors. EU/UK expansion and deeper DeFi integration will be major growth drivers throughout 2026.
5. 🟢 NVIDIA (NVDA)
Current Price: ~$183.22 | Leading the Magnificent 7 in March
NVIDIA is making major headlines this week. CEO Jensen Huang’s keynote at GTC 2026revealed that purchase orders for the Blackwell and Vera Rubin architectures are expected to hit $1 trillion through 2027. NVDA closed Monday at $183.22, up 1.65%, with trading volume 18% above its 3-month average. NVIDIA is literally leading the Magnificent 7 in March performance. G.L.A. Outlook: The Vera Rubin architecture launch is a generational leap. At $183, NVDA remains one of the most compelling long-term AI infrastructure plays on the planet. The $1 trillion order pipeline is not priced in.
6. 🏦 ARK 21Shares Bitcoin ETF (ARKB)
Bitcoin Price: ~$74,759 (March 16, 2026)
Bitcoin has stabilized in the $70,000–$75,000 range after correcting from its October 2025 peak of ~$126,000. BTC closed at $74,759 on March 16. Institutional interest remains strong, and the regulatory environment in the U.S. continues to improve under the current administration. G.L.A. Outlook: Bitcoin consolidating above $70K after a massive run is healthy accumulation territory. Sovereign wealth fund allocation to spot ETFs like ARKB remains the most important macro tailwind for 2026–2027.
7. 🥇 Newmont Corporation (NEM)
Current Price: ~$109–$118 | Gold at record highs
Newmont has been on an extraordinary run, with the stock trading near $118 in early March— up significantly from its December 2025 price of ~$99. Gold prices at $5,000+ are driving record cash flows, and Newmont projects FY2026 gold production of approximately 5.3 million ounces. The company holds a 60% EBITDA margin and a debt-to-equity of just 0.17. Analyst consensus sits at Buy with a $130 target. G.L.A. Outlook: Gold at all-time highs + Newmont’s cost-cutting “Project Catalyst” = a cash-generating machine. The dividend and debt reduction story is just getting started.
8. ⛏️ BitMine Immersion Technologies (BMNR)
The “MSTR of Ethereum” — ETH Treasury Strategy
BMNR continues its aggressive Ethereum treasury accumulation strategy, positioning itself as the premier ETH proxy for institutional investors. As Ethereum’s staking ecosystem matures and stablecoin yield strategies gain traction, BMNR’s model of accumulating ETH on its balance sheet mirrors Strategy’s BTC playbook. G.L.A. Outlook: If Ethereum ETF inflows accelerate and ETH approaches its previous highs, BMNR could see explosive NAV appreciation. The potential uplisting to major indices remains a significant near-term catalyst.
9. 🩺 Tempus AI (TEM)
AI-Powered Precision Oncology
Tempus AI remains one of the most differentiated AI companies in healthcare, using multiomics sequencing to personalize cancer treatment. Its massive multi-modal healthcare dataset is becoming increasingly valuable to pharmaceutical partners seeking to accelerate drug discovery. The monetization of this data asset through big pharma partnerships is the defining catalyst for 2026. G.L.A. Outlook: Healthcare AI is still in the first inning. Tempus’s dataset moat is nearly impossible to replicate — and the partnership revenue model creates a compounding flywheel of value.
10. 📱 SoFi (SOFI)
Current Price: ~$17–$18 | Deep Value Opportunity
SoFi has had a difficult start to 2026, down approximately 46% from its 52-week high of $32.73, significantly underperforming the market. However, analysts see enormous recovery potential — the consensus price target of $26.88 represents ~51% upside from current levels, and both JMP and JPMorgan upgraded the stock to Outperform with targets of $30–$31. Forward P/E of 30.2x looks attractive given projected earnings growth of 54% in 2026 and 33% in 2027. G.L.A Outlook: This is the kind of blood-in-the-streets moment that long-term investors live for. SoFi’s bank charter, sustained GAAP profitability, and student loan refinancing tailwinds make it a high-conviction recovery play.
11. 🛡️ Rubrik (RBRK)
Zero Trust Data Security — AI-Native Recovery
Rubrik continues to be one of the most important cybersecurity companies in the enterprise stack. As AI-driven cyberattacks become more sophisticated, the demand for Rubrik’s zero-trust data recovery platform only intensifies. Fortune 500 compliance requirements are increasingly mandating AI-native data recovery capabilities. G.L.A. Outlook: Cybersecurity spending is recession-proof. Rubrik’s shift from prevention to recovery is the most important evolution in enterprise security — and the market is just beginning to price it in.
12. 🍋 Lemonade (LMND)
AI-Native Insurance Disruptor
Lemonade continues its march toward profitability, with its European expansion building a meaningful international revenue stream. The company’s AI-native claims processing and underwriting model gives it a structural cost advantage over legacy insurers. The path to net profitability remains the single most important milestone for LMND’s re-rating. G.L.A. Outlook: Insurance is a $7 trillion global industry ripe for AI disruption. Lemonade’s brand loyalty among younger customers and European expansion create a long runway for growth well beyond 2026.
13. ☢️ Oklo (OKLO)
Advanced Nuclear — Make or Break Regulatory Year
2026 is a pivotal year for Oklo. The market is pricing in a successful Draft Safety Evaluation from the NRC, expected in Q2 2026. A favorable report would de-risk the 2027 deployment of its first Aurora powerhouse in Idaho and could send the stock back toward $100. The 1.2 GW Meta partnership remains the defining commercial anchor for the company’s revenue model. G.L.A. Outlook: The AI power crisis is real and Oklo is solving it at a fundamental level. NRC approval in 2026 would be a historic catalyst. This remains a high-conviction, high-patience position.
14. ⚛️ IonQ (IONQ)
Quantum Computing — Scaling Toward Enterprise
IonQ continues to advance its quantum computing roadmap, with its SkyWater manufacturing integration positioned to scale quantum chips for enterprise data centers. Quantum computing is transitioning from research curiosity to real-world application, and IonQ’s trapped-ion architecture remains one of the most technically sound approaches. G.L.A. Outlook: Quantum computing will be one of the defining technologies of the 2030s. IonQ’s first-mover advantage in enterprise quantum chips — paired with its hardware manufacturing partnership — makes it the prime beneficiary of the quantum era.
15. 🧲 MP Materials (MP)
Rare Earths — The Western Hemisphere’s Crown Jewel
MP Materials is one of the most strategically important companies in our portfolio. With both its rare-earth mine and its processing assets now fully operational, MP is delivering the complete supply chain solution that the U.S. defense and EV industries desperately need. Commercial-scale production of heavy rare earths like Dysprosium and Terbium is accelerating. G.L.A. Outlook: With China controlling over 85% of global rare earth processing, MP Materials is a national security asset disguised as a stock. As EV adoption and defense spending grow, so does MP’s pricing power.
16. 🧬 CRISPR Therapeutics (CRSP)
Gene Editing — Curing the Incurable
CRISPR Therapeutics continues to advance its in-vivo gene editing pipeline while collecting milestone revenues from its Vertex partnership (Casgevy — the world’s first approved CRISPR cure for sickle cell disease). The path to $100M+ in partnership revenues in 2026 is well-defined. G.L.A. Outlook: CRISPR technology is one of the most profound scientific breakthroughs in human history. The first approved CRISPR cure is already generating real revenue, and the in-vivo pipeline could deliver the next wave of transformational treatments.
17. ⚡ Bloom Energy (BE)
Fuel Cells — Powering the AI Era
Bloom Energy is riding the AI data center power wave with remarkable momentum. After a 300% return in 2025, the company is executing on massive partnerships including a deal with Oracle for OCI data centers and a landmark $5 billion Brookfield Management alliancefor global AI data centers. Bloom’s ability to deploy fuel cell systems in under 50 days — faster than any grid alternative — is its competitive superpower. G.L.A. Outlook: Every AI data center that can’t wait for grid connection is a Bloom customer. The pipeline has never been larger, and the Oracle and Brookfield partnerships provide multi-year revenue visibility.
18. 🛰️ AST SpaceMobile (ASTS)
Current Price: ~$78–$106 | Q4 2025 Results Delivered
AST SpaceMobile delivered its Q4 2025 business update on March 2nd, reporting $70.9 million in revenue and announcing it has secured $1.2 billion+ in aggregate contracted revenue commitments from partners. The company completed the unfolding of BlueBird 6 — described as the largest commercial communications array antenna ever deployed in LEO — capable of exceeding 120 Mbps. AST also won a $30 million Space Development Agency contract and secured a position on the U.S. Missile Defense Agency SHIELD Program. G.L.A. Outlook: AST is no longer a pre-revenue story — it’s a revenue-generating space infrastructure company with $1.2B in committed backlog. The Block 2 commercial launch will be the defining moment of 2026.
19. 🦄 ARK Venture Fund (ARKVX)
Private Unicorn Access — SpaceX, Anthropic & Beyond
The ARK Venture Fund continues to provide retail investors with unprecedented access to private-market unicorns. As potential IPOs of major portfolio holdings — including SpaceX/Starlink and Anthropic — move closer to reality, the NAV could experience significant step-ups. G.L.A. Outlook: The most valuable companies in the world are staying private longer. ARKVX is one of the only vehicles for everyday investors to participate in the pre-IPO gains of companies like SpaceX and Anthropic. A Starlink IPO alone could be transformative for this fund’s NAV.
20. 🔎 Google / Alphabet (GOOG)
AI-Powered Search & DeepMind — The Data Moat
Google remains one of the strongest AI plays in the market, with DeepMind’s research consistently producing world-class results. The monetization of AI agents in Search and automated YouTube ad creation are unfolding exactly as anticipated. Google’s ownership of the world’s two largest datasets (Search and YouTube) gives it an irreplaceable foundation for the AI era. G.L.A. Outlook: Google is an AI company trading at a fraction of pure-play AI valuations. As AI agents begin generating real Search and YouTube ad revenue in 2026, the market will begin to properly re-rate this business.
21. 🛑 AMD (AMD)
AI Chips — Nvidia’s Most Important Rival
AMD continues to develop its competitive AI chip roadmap, with the MI400 series and Helios rack platform on track for Q3 2026 — directly targeting Nvidia’s data center dominance. The hyperscalers are deeply incentivized to have a credible alternative to NVDA, which positions AMD for significant market share gains. G.L.A. Outlook: Every enterprise that wants leverage over Nvidia’s pricing needs AMD to succeed. The MI400 launch in Q3 2026 is the most important product release in AMD’s history. The AI infrastructure market is large enough for multiple winners.
22. 📦 Amazon (AMZN)
AWS + Robotics + Kuiper — The Everything Infrastructure
Amazon remains the backbone of the digital economy, with AWS powering the majority of the world’s cloud workloads and Anthropic (Claude AI) as its defining AI bet. Project Kuipersatellite internet is approaching revenue generation, while Amazon’s deployment of 1M+ warehouse robots is systematically lowering fulfillment costs. G.L.A. Outlook: Amazon is a compounding machine across three of the most important industries of the next decade: cloud computing, AI, and logistics automation. Project Kuiper is an underappreciated wildcard that could add hundreds of billions in valuation.
23. 📺 Roku (ROKU)
The TV Operating System — Advertising Goldmine
Roku remains the dominant gateway between viewers and streaming content, with its advertising platform becoming increasingly sophisticated. The integration with Amazon DSP is expanding its addressable advertiser base significantly. G.L.A. Outlook: The Connected TV advertising market is in its early innings. As more TV ad budgets migrate from linear to streaming, Roku — as the OS layer for millions of TVs — collects a toll on every dollar spent. The World Cup and major sporting events in 2026 will be significant ad revenue catalysts.
24. 🏛️ Twenty One Capital (XXI)
Bitcoin Treasury — The New Challenger
Twenty One Capital launched its IPO in December 2025 and is rapidly establishing itself as a credible Bitcoin treasury company alongside Strategy. With 43,000+ BTC in holdings and a focus on building Bitcoin-native financial products, XXI represents the next evolution of the corporate Bitcoin treasury model. G.L.A. Outlook: The Bitcoin treasury company model is one of the most powerful financial innovations of the decade. As Bitcoin appreciation continues, XXI’s NAV grows automatically. The development of Bitcoin-native financial services creates an entirely new product category.
25. 🥈 Silver (SLV)
The Industrial Precious Metal — Deficit Widening
Silver continues to benefit from structural demand tailwinds as global solar PV installations accelerate toward the 665 GW target and EV adoption drives electronics demand. Silver supply deficits are widening as mining output fails to keep pace with industrial consumption. With gold at $5,000+, silver’s historical gold-to-silver ratio suggests significant potential upside catch-up. G.L.A. Outlook: Silver is the only precious metal that is both a monetary hedge AND an industrial necessity. The renewable energy transition is creating a structural, multi-decade demand floor for silver that the market is still underappreciating.
Final Word from G.L.A. INVE$T
Markets in early 2026 have tested conviction — tariff noise, sector rotation, War with Iran and macro uncertainty have created volatility across nearly every name on this list. This is the price of admission. The companies on this list are not lottery tickets — they are the builders of the next decade. As the G.L.A. INVE$T BIBLE reminds us: true generational wealth is built through conviction and patience, not active trading or over diversifying.
Stay the course. Edition 3 is coming.
To Infinite Innovation,
G.L.A. INVE$T RESEARCH 🚀
For detailed research or questions: GLAINVESTRESEARCH@Gmail.com
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