six stocks and I think any of them has a

real chance at a 10xer in the next 12

months and I'm putting them on the

screen right now. Screenshot if you want

to. No buildup, no clickbait here. We're

not going to make you suffer for it. And

the list is simple. Regetti computing,

D-Wave, INQ, Compass Pathways, Compass

Minerals, and Big Bear AI. Winston has a

warning for you. If you take this list

and you copy it without knowing the

rules underneath it, you're going to

lose money. same way most people who

bought my quantum picss at the top last

January lost money. So if you want to

actually use this, stick around. And if

you don't know who I am, my name is

Felix. This is Winston here who does all

the hard thinking around here. And we

used to be investment bankers. I didn't

particularly love it. So I left and we

started the Goat Academy where my Wall

Street mentors have taught over 20,000

people the last 6 years in the ways that

Wall Street actually uses and deploys

their money. And a year ago, almost

exactly to this day, I told you about

three quantum computing stocks on this

channel. Regetti, it went up over

a,000%. Dwave went up about 800%. INQ

tripled. In back in February, going back

a little bit further, 2021, I told you

about a little software company that

nobody had really heard of. It was

called Palanteer. From the price I

called, it ran up 600%. And last May, I

told you about a boring hard drive

company called Seagate. It was trading

at 95 bucks. 12 months later, it touched

100. That's a 745%

gain on a hard drive company. Last

August, I told you about Intel, and

everybody laughed. Today, Intel listed

the comeback story of 2026. These were

all in different sectors, different

stories, but the same pattern

underneath. Out of favor, real

businesses, macro tailwind, smart money

quietly buying. And that exact same

pattern is showing up right now in six

different names across four sectors. And

that's what we're here for today. Now,

of course, I don't have a crystal ball.

Winston keeps eating them. Past

performance is no guarantee of future

returns. You got to do your own research

and you need to know the rules. But we

need to talk about the wreckage because

when I called those stocks, right, a lot

of people who bought them still lost

money. They bought late. They didn't

know when to sell, they held a 10 bagger

all the way back down. And if that's

happened to you, you're not alone. It's

actually the most common thing in

investing. And it happens because of one

lie the financial industry has been

telling us for 50 years. buy and hold.

Five of the most loved, most hyped

stocks of the last cycle, the ones that

were magazine covers, the ones with

millions of fans on YouTube, you know,

the future of everything. PayPal peaked

at 310,

trading at 40ome, down 85%. $10,000

invested turned into just 1,500 bucks.

Plug Power, the future of hydrogen,

peaked at 75, it's trading at a couple

of bucks, down like 96%. Blackberry

peaked at 28, trading at a few dollars,

down 77%. NEO, the Tesla killer, peaked

at 67, trading at not a lot, down 90%.

Lucid, same story. Now, these stocks

were scams. They were real companies

with real stories with real businesses.

But the stories changed. But retail

investors, you and me, didn't read the

change. Wall Street did. They rotated

out. They took profits. But the buy and

holdless, they held the back. And that's

how this works. Buy and hold is dead in

2026. Not because companies are dying.

It's because stories change faster than

retail adapts to. Retail marries the

stock. They defend it on social media.

They average down. They contract

something known as conviction. And they

get a slow death with that particular

STD. Wall Street on the other hand takes

profits and rotates. That's the entire

game once you see it. And there's a

phrase Wall Street analysts have been

throwing a lot around a lot in the last

few months. They call it a stock pickers

market. In fact, it's been like that for

two years or more. The term gets used on

financial television constantly and

nobody really understands or explains

what it really means. So, here it is in

plain English. When the gap between the

top stocks and the bottom stocks, the

losers gets really, really wide like it

is right now. If you own the index,

guess what? You own the top, but you

also own the bottom. So, the winners and

the losers more or less cancel each

other out. So, you end up with mediocre

returns. Why? because you're carrying

this disaster known as the bottom. Right

now, 77%

of the S&P 500's gains all year come

from the top 12 stocks. So, tell me why

on earth you are holding the bottom 488

stocks with 77% of all the gains come

from these guys. Now, I'm not saying you

should run out and sell your S&P 500

index funds because if you have them,

it's still a lot better than if you're

sitting on cash, which is what most

people are doing, or you're sitting in

the wrong stocks. But it is a stock

pickers market because so few stocks

make all the money while most stocks

lose all the money. So, we're sitting in

one of those windows right now. And

there's three signals that tell us this

is happening. something called small

caps, which are the tiny stocks. They're

tracked by an index called the Russell

2000. 2,000 teeny tiny stocks. And the

Russell 2000 has done nothing, nada, for

two years, but the gap between the top

and the bottom small stocks has gone up

by about 2x. So the index hides what's

happening underneath. There are

individual small stocks who've been

ripping 100% and there are those who are

down 50% in just the last 3 months. And

it's that dispersion

what creates the asymmetric setups that

we're after. And there are a ton of

catalysts coming up this year. FDA

decisions, government contracts,

technology milestones, regulatory doors

opening, and they're all clustered in

one specific sector. And each one of

those events could rerate a small stock

overnight. Because if you got a billion

dollar market cap company and you have a

decision in front of you that's worth,

say, 200 million in revenue, that stock

could move violently fast up or down.

We're also seeing institutions.

So our lobies on Wall Street, what are

they doing? They are buying these small

stocks, which is kind of a fingerprint.

We're seeing smart money positioning

before the retail catches on, which is

what we always see again and again. So

it's a stock pickers market, dense

catalyst calendar, institutional money

already moving, which is the setup. So

where has the money been moving? Four

themes. And people always ask me, "How

do you track these themes?" Well, we

actually have a filter for that. Winston

here. Winston, come on. Show your little

face. Winston's built an app for us

which gives us all the hard data. All

the stuff that tells us is a stock good

or bad. He's even scored all the stocks

out there, but 11,000 of them, the score

from 0 to 100. 100 obviously being good.

And we have themes, gold, silver mining,

quantum computing, cyber security,

robotics, AI, uranium, AI

infrastructure,

satellites, SpaceX, you know, that

stuff. It's all there. You can just

click on it and select what country you

want to invest in. So if you live in one

of the, you know, minor countries, oh,

people are going to get offended, aren't

they? And you can then even filter and

say, well, I only want the ones that

have just delivered like their best

quarter ever. So I then hit record

quarter. Now, I'm just seeing two stocks

here which we've talked about in the

last week or so. And maybe you're

starting to see now why. So, you want to

get access to that. By the way, there's

a there's a free trial down to this. You

can play around with it. 7 days

completely for free. We have a 30-day

money back guarantee. No questions asked

because I want you guys to get value out

of this. I don't want to lock you in

something that you don't like. Um, but I

think you're going to get a ton of value

out of this because I use it every day.

Um, and I also can compare my stocks,

literally the entire list here, and then

I see the comparison. I'm going to walk

you through this in a in a second

because it's important. You see some

really terrible scores, but you also see

that these are all growth stocks. The

scores are more for your established

companies, you know, good profits,

consistent profits, that kind of stuff.

You don't have that for growth stocks.

two of them have the little record cue

which tells you that they're doing

something really good well and that

something is usually profits right

profits here are the best they've ever

been for both of them so what are the

themes that money is going into well you

might have heard this phrase before hard

assets which is basically the

anti-inflation trade because we all know

the US government's going to print a ton

more money and

that's going to devalue the follow. So

what are hard assets? Commodities. So

we're looking at commodity producers

with beaten down valuations and money

showing up in the chat. You know, not

the blue chip stocks, the turnaround

stories. We're looking at war stocks.

They used to call it defense stocks, but

let's be honest about it, right? War

stocks, again, small caps with contract

driven catalysts, AI integration, not

Loheed Martin because we already all

know them. They could go up 20 30%.

They're not going to 5x 10x. We're

looking at quantum first commercial

scale revenues hitting after like 40

years of waiting. Governments are

treating this like a strategic asset.

And then we're also looking at

the looney stocks, sorry, mental health

stocks, um the first new FDA approved

drug class in 40 years is cracking open

a massive, massive addressable market.

And every name on our stock list I

showed you at the beginning sits

downstream of one of these four flows.

So we're not picking stocks that need

the whole market to cooperate. We're

picking small caps sitting on a

potentially massive catalyst inside the

next 12 months and where institutional

money is already moving into it. And

retail hates these stocks mostly which

is interesting. I always say follow the

money don't follow anything else. So,

how can you potentially get a 10x

in just 12 months? It's kind of a

mathematical problem. It's not

impossible. We just watched Regetti do

it. Seagate did it. Palanteer did it

before that, but it's pretty rare. Three

things need to be true at the same time

for that to be possible. They need to be

small enough that it works. A hundred

billion dollar company turning into a

trillion dollar company in 12 months has

never ever happened. Now a $1 billion

company which is sort of lunch money for

Wall Street turning into 10 has happened

plenty of times. And the stocks on the

list here are all between 1 to 10

billion which is where statistically the

likelihood is much much greater. It's

the only zone where the maths make

sense. And then we need an actual event

that could possibly happen. We're

talking talking about an FDA approval.

We're talking about a contract from the

government, a tech milestone, profits

turning, something that forces the

market to go, this is a better stock

than we thought it was. And every name

on the list has won inside this window

out of favor. Smart money already moving

in. But by the time mainstream media is

hyped up on the name, well, guess what?

the trade is over. So the window is when

institutional money is already crawling

in but everybody else still hates it and

all six again fall into that. Now before

we dive into the individual stocks in

much more detail they're obviously on

the screen here. There are a couple of

things that I look at and you might want

to write these down. I look at like how

much of every dollar

of revenue does the company keep after

the costs and for these kind of sort of

softwarish companies you want that to be

70% or more. I call it moat in the

Winston app. Well, Winston does right

now. These stocks are not there yet. And

I tell you why. Because if you want to

get a stock that potentially 10xes, you

need to take the risk that they're very

early. that they're not yet yet there

yet. They haven't sold that much stuff

yet. If you're looking for that 70%, you

know, you're you you're looking for

you're kind of 12 to 20% a year kind of

growth. You're not looking for a,000%

growth. So, I just want to highlight

this to you because it also highlights

to you that these are a lot riskier,

right? But if these stocks passed all

three of my filters, well, they'd be

Microsoft. So, you know, you'd make some

percentage, definitely not a thousand.

So, for growth stocks like this, I look

at their profit trend, earnings per

share trend. And what these little

diagrams show you is, is it improving or

declining the last four quarters? Red

means it's declining. The little orange

thing means it's, and you can hover over

this, it's actually improving. So last

quarter for Regetti profits went up 90

profit growth rather went up 93%. For

Cubid it went up 98% for INQ up 329%.

For Compass uh Pathways it went up

actually sorry it went down 59%. Um

still much better than the quarter

before. For CMP it went up 177% and for

BBAI it went up 98%. So there is

progress there. So let's dive a little

deeper into the actual businesses here.

And I'm just clicking on these. I'm

opening the tab so you can see the

detail. Regetti builds quantum

computers. Basically, founded in 2013

based in Berkeley. They're where all the

smart people sit. Winston's worried

about this one. And he's basically

telling you this is a little risky.

Revenue growth isn't really there yet.

Now they're investing more money into

R&D, which I actually like because a

growth business, not investing into R&D,

a tech business is a real problem.

They've got some cash on hand, not that

much. That should also be a warning sign

to you. And you can navigate by clicking

on the little thing down here. We're

making this nicer to move around. So if

you look at the data, it doesn't give

you all that much. And it's just because

it is a very, very new business. It is a

very, very new technology. But they own

their own fab. They have a quantum chip

fabrication facility which most of the

competitors don't. That means they own

the technology sort of Tesla style,

right? You vertically integrate and they

got a new chip coming out later this

year called Lyra. I thought it was Lyra

but it's Lyra and it's using that new

technology that they have. Their chips

are the most accurate on the planet and

they own the entire fabrication process.

Most people outsource it to somebody

else. So they do that themselves. It

gives them speed, control, the ability

T2 to benefit from this faster and also

to be just faster. So this chip launch

later this year, $100 million UK

government contract,

$8 million India contract, $250 million

quant,

Nvidia platform integration. That is the

list of catalysts we have. The second

stop, quantum computing, ticker symbol

QBT.

Sorry, that's actually the wrong ticker,

isn't it? It's It's QBTS. Very easy to

confuse QBTS. There we go. Hit analyze.

Just update that. There it is. QBTS.

They do something quite different. Most

quantum companies, the INQs, the

Regettes, the Googles, the IBMs, they're

building what are known as gate model

quantum computers. D-Wave uses something

called quantum eneing, which sounds

invasive, but it's built for a very

specific problem optimization. If you

need to find the best say delivery route

for a fleet of trucks or the most

efficient way to schedule workers on a

factory or the fastest way to optimize a

supply chain, quantum analing does that.

And the technology actually works now,

not sometime in the future, actually

today. They have 135 customers, LG,

Sharp, Andural, you know, real

businesses. And what I like about D-Wave

is that they're producing software

margins while they're manufacturing a

incredibly complicated hardware. So

their gross margin here, which is sort

of their moat indicator, you know, how

easy is it to replace them, is the 65%

range. And that tells you what they're

making is so good people are actually

willing to pay over the odds for it.

Pricing power. And the catalysts in the

next 12 months, well, they have an

investor day scheduled in June. They

have revenue last year of of about 25

million. It's growing pretty quickly.

The pipeline's growing pretty quickly.

And honestly, if your numbers really

suck, it's very unlikely that you hold

an investor day on the New York Stock

Exchange, right? You do that because

you're throwing a party. You're telling

people how wonderful you are, that kind

of thing. So, they actually have a moat.

They have a lot more cash on hand, eight

years of cash on hand, not seven months.

And yes, they're investing in their R&D

spend. So it is possibly the safer if

that is a word one could apply to

quantum stocks of the quantum stocks.

Now thirdly is INQ and INQ is the

revenue leader. Look at that revenue

growth here. It's $428%

yearonear which is insane. It is a pure

play quantum company. They did $62

million in revenue just last quarter

which is pretty cool. 400% growth.

They're guiding to over 200 million in

revenue this year. So, it's it's a real

business. And they got lots of cash.

Lots of it, right? Lots of years of

cash, even though they're investing lots

of it. They can spend. They could buy

competitors. They can survive if

something doesn't work. Catalysts in the

next 12 months, a 1.8 billion

acquisition of Skywater, which is a US

semiconductor foundry, catching up with

the neighbors. And it then makes them a

vertically integrated quantum company.

Chip design, fabrication, you know,

Tesla style. And they're approved to

make chips for the US military and for

defense agencies, which is a really,

really hard approval to get. That's

called DMEA category 1. And about 80% of

their revenue comes from commercial

customers, not the government. It's a

huge path of growth for for government

business. And they also kind of

diversified, right? government and

commercial, but they'll keep losing

money. Why? It's a growth business.

They're investing heavily this year. It

might turn around the year after, but

for the moment, they're going to keep

losing money, which is exactly the sweet

spot where you buy a business while it's

still losing money, but there is a path

towards profitability, right? Palunteer

really flew off the handle when it

started to become profitable, for

example. The same is true for most

businesses. Now, again, I'm not telling

you you should go and buy the stock. You

got to come to your own conclusion. Just

walking you through some of the research

that this guy did here. Right, Winston.

He does all of our hard research. Big

nose. Good for sniffing things out.

Well, he just goes in the Winston app.

Next, we have ticker symbol CMPS,

Compass Pathway, not to be confused with

Compass Minerals, which we'll look at

next. And that's why I was referring to

the Looney Bins, because they operate as

a mental health care company primarily

in the United King, United States. And

by the way, I'm not making fun of people

who need help. Um, I go to all sorts of

strange people all the time. I'm going

to a kinesiologist at the moment, which

apparently makes me sane now. Very good,

actually. Highly recommend it. Um, but

they developed comp 360, which is a

psilocybin therapy that completes phase

2 clinical trials for the treatment of

treatment resistant depression and is in

phase two clinical trials for the

treatment of post-traumatic stress

disorder. Uh, which is of course very

good and very serious and you know, a

lot of veterans suffer from that and so

on. So, it's a very very good thing that

they do in there. Magic mushrooms are

part of that. We talked about that a

little while back, you know, sort of lab

synthetic versions of that. Now, what

about the business revenue? I can't see

any. They're spending money on R&D.

Yeah, which is good. There are no

margins. There no sales. There really is

nothing at all there. So, nothing really

we can look at. Literally are no

numbers. And that means they're early

now. They IPOed at about $17 back in

2020. ran all the way up to 60 sort of

meme meme stock area crashed below four

bucks and it's the textbook innovation

curve. What's the textbook innovation

curve? If you haven't seen this, you

might want to write this down. The

expectation for a new innovation goes

like this. EVERYONE'S LIKE, "OH MY GOD,

IT'S AMAZING. IT'S GOING TO CHANGE

EVERYTHING BY TOMORROW. I CAN'T BELIEVE

IT." RIGHT? And then reality kicks in.

It's like, "Oh, it's going to take a

little bit longer and people are not

ready for this yet and it's going to

take a while." And these stocks then

crash and then it takes a little bit of

time for nothing to happen. And then

what happens is that the actual benefit

of the innovation is much much greater

than people thought at the top of the

hype period. So you don't want to be

buying new technology when it's unproven

here. You want to wait for people to get

disappointed with it and then wait out a

little bit of this period and then you

want to get in somewhere here. Study the

data yourself. Come to your own

conclusions. These are risky plays

otherwise they wouldn't have a 10x

possibility. Then we have Compass

Minerals. What do they do? Salt and

fertilizer. I know it's sexy like AI.

Um, but that's kind of the point. They

mine salt, the stuff we put on roads in

the winter, the stuff that food

companies uses. And there is always

demand for that. And they also mine

specialtity fertilizers, something

called sulfate or potachsh, which is the

kind of thing you put on premium crops.

You know, your fruits, your vegetables,

your your nuts, that sort of thing. the

sort of thing I eat. Um, and it has

higher margins than regular fertilizers.

So, they're sitting on a real asset.

They have a salt mine in Ontario, a pot

ash operation in Utah. And the beautiful

thing with that is AI doesn't disrupt

salt. You can't print it. Uh, robots

can't come out of the ground making

salt. Uh, it's a hard asset and hard

assets are coming back into fashion

because everything else is making people

nervous. What are the catalysts for the

next 12 months for this? Fertilizer

prices. So, just fertilizer prices are

going through the roof. It's got a lot

to do with what's going on in the Middle

East. Earnings just came in a little bit

better. Stock popped. Institutional

money is crawling in there. Now, would I

bet the farm on it? No, I wouldn't. But

I like it. And I also like it because it

isn't an AI stock. It diversifies me

from AI risk. and their margins are

quite frankly compressed because they

had some operating issues. The moat is

the salt mine. It's physical. You can't

just make it up, right? Decades of

reservoir and they're already selling.

They have more than a century of

revenue. So, that's pretty good. It was

trading at 100 bucks at the peak,

trading at I don't know what, 30 bucks

right now. They had a tough couple of

years. They had some debtru

restructuring which is improving. You

can see that here. debt to equity ratio

is actually moving up quite nicely and

it's only a

$1 billion market cap. So the balance

sheet is cleaning up. Commodity strength

is there. People are starting to look at

this again. And then we have something a

bit more exciting if you like excitement

in your portfolio. BBAI big bear AI AI

analytics, defense, national security,

border security, supply chain, all that

kind of stuff. Real Department of War

contracts. They're sitting here and

there are two money flows that are the

biggest money flows you've got right

now. One is AI compute spending. If I

could write AI, even two letters are too

much for an ex banker. And war spending,

they get money from both of those. So,

they're in a pretty happy spot, right?

What are the catalysts? Government AI

spending is going nuts. NATO is rearming

like crazy. And people are pivoting

towards USAI vendors for national

security. So we expect several new

contracts over the next several

quarters. But I want to warn you, their

margins kind of suck. Department of War

contracts, those are typically pretty

sticky. That's good. So they got real

revenue. They're actually growing, but

it's also very very volatile.

The market cap of this thing fluctuates

between about 1 to three billion like

all the time. Why? very small percentage

of their stocks are listed. So it could

potentially move a lot, right?

Contracts, AI, defense, it's exactly the

kind of setup that produced Palanteer

600% move. Now, do I think Palanteer is

a better business? Yeah. Yeah, I do. But

Palanteer isn't going to 10x in the next

12 months. Big Bear AI could. I didn't

say will. I said could. Right. So, make

up your own decisions there. And of

course you want to understand what

percentage is a responsible percentage

to put into stocks like these bad

earnings. This thing is down 30% in a

single day. So size accordingly. What

we've got is

revenue growth for three of these,

right? QBTS, INQ, and CMP.

QBTS is the only one with a proven mode.

INQ is on the way. CMP and INQ just had

their best quarter ever. So they're

probably your slightly lower risk, crazy

high-risisk plays, which of course is

what anything that could go up 10% is.

So we have six names, four sectors, and

they're different shapes of the same

underlying setup. Small market cap, so

it can go up a lot. Real business, some

macro tailwinds, and these eventdriven

things that could happen in the next 12

months. And when I was in banking, we

our job was me and my boss, more his

than mine. I was the guy looking for

ideas and he would of course review it

and check it and he taught me everything

I knew. We had a category called event

driven things and it was exactly stuff

like this. We like well if this happens

this thing could go parabolic. So how do

you position ourselves on that right?

But every one of these stocks is also

speculation and speculation is fine but

it has to be size like p speculation. I

generally say 1 to 3% of a total

portfolio max. So size accordingly

because if you lose 1% of your portfolio

goes to zero it doesn't affect you. If

the 1% goes to 10% it does affect you in

a good way. That's the way you want to

look at it. Don't bet the house on these

things. You want to look for a

controlled position-sized speculation.

Define your downside. That's very very

different. That is actually responsible

investing if you understand it with a

responsible part of your portfolio.

Judge for yourself. Let me know what you

make of this. Get yourself the uh free

founders tier trial to to Winston. Still

brand new. You're still one of the first

couple of hundred users here. So, I want

to extend that to a few more of you

because so many of you been asking for

it. Free trial. You don't like it, you

cancel it. Very simple, right? Um then

we're also putting a phone number on

there. So, I know some people don't like

email and that sort of thing. We just

want to make it really, really easy for

you to to reach us. But the most

important thing are the skills

underneath that. You want to learn more

skills, stick around on this channel. We

run trainings from time to time. I

announce them when they happen. Uh, but

start off with the Winston app if you

subscribe to that. We'll also email you

invitations to those events when they

happen. And if you got some value out of

this, let me know. Put in the comments

down below. Share it with people. That's

the most powerful thing you can ever do.