Mar. 6 at 7:47 AM
Big money is flowing into AI, defense tech, and next-gen energy — and a handful of small/mid caps are right in the middle of it.
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Here are 5 names riding massive growth tied to government and infrastructure spending:
• Palantir Technologies (
$PLTR) – ~56% YoY revenue growth. AI platforms deeply embedded in defense + enterprise decision systems.
• Amprius Technologies (
$AMPX) – ~200% YoY growth. High-energy silicon-anode batteries targeting drones, aerospace, and defense tech.
• Ondas Holdings (
$ONDS) – ~580% YoY revenue growth expected as autonomous border security + aerial defense systems scale.
• Nebius Group (
$NBIS) – ~350% YoY growth building AI infrastructure and compute capacity.
• IREN Ltd (
$IREN) – ~166% YoY growth, pushing toward a
$3.7B AI cloud run-rate.
AI + defense + energy storage are becoming national priorities, not just tech trends.