Mark Roussin, CPA, who has more than 145,000 subscribers on YouTube, shared six growth stocks he believes the market may be underestimating.
These are not low-risk dividend names. They are volatile, early- to mid-stage growth plays. The idea is to buy strong companies during pullbacks and hold for the next few years, not the next few weeks.
Here are the six names he highlighted.
IREN began as a crypto miner, but that is no longer the case. The firm has invested very heavily in AI cloud infrastructure and data centers. They design and own their own data centers, which is a major differentiator in the AI race.
It has already signed a massive deal with Microsoft reportedly worth close to $10 billion. The company also secured billions in funding at relatively low interest rates to expand its AI buildout. Management is targeting major GPU expansion that could drive billions in recurring revenue.
The stock has been volatile and has a high short interest, so it is not for conservative investors. But if AI infrastructure demand keeps rising, IREN could benefit.
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Joby is building electric air taxis. The idea is simple: short trips through the air instead of on the road. The company is close to getting FAA approval, which is a big step.
Its aircraft lifts off like a helicopter and then flies forward like a plane. If city air travel becomes common this decade, the opportunity could be huge.
The risk is clear: regulation, timing, and capital burn. This is a long-term bet, not a short-term trade.
Rocket is a large mortgage originator.In a high-rate environment, the housing market is slowed by housing. However, if rates continue to decline, refinancing and purchasing homes may increase.
Rocket Mortgage has a strong brand and a digital mortgage platform that provides a competitive advantage. However, if rates decline even slightly, earnings growth could accelerate quickly.
The biggest risk is rates could remain higher for longer.
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SoFi is building what many see as a modern digital bank. It provides loans, credit cards, investment services, and banking services.
The stock is down from its peak, but the number of subscribers and deposits are still growing. The company is working on improving its profitability and offerings.
The risks are competition in fintech and credit market conditions. However, if SoFi is able to continue scaling, the potential in the next few years could be significant.
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Mercado Libre is a large online shopping platform in Latin America. Alongside retail, it also runs a growing payments and financial services business.
The company is increasing sales and slowly improving profits. It operates in developing economies, which can mean bigger price swings, but also more room to expand.
Exchange rates and local economic conditions matter here, since both can affect earnings and growth.
Rocket Lab is a company in the space launch services market. It has already had a good year in terms of launches and revenue growth. The company is working on its Neutron rocket, which is a reusable rocket.
Rocket Lab also has government contracts and a satellite business. If the small satellite launch market grows, the company can capture a significant share of the market. The risks are capital intensity and execution. Space is expensive and competitive.
However, all six of these companies (Stocks) share one thing: high growth potential with high volatility. These are not safe, conservative plays. They are bets on trends like AI infrastructure, digital banking, emerging markets, housing recovery, and space technology.
For investors looking several years out, pullbacks in strong growth names can create opportunity. But position sizing and risk management matter. Not every growth story works out.
The next few years will show which of these companies can execute and turn potential into real results.