Will These Stocks Surge Over 400,000%?

Añadido: 2026-05-09

[00:00:00]Kareem Raheemtulla claims Open AI is going public June 11th and it could mirror other pre-IPO gains like Microsoft when it gained over 470,000%.

[00:00:08]He's recommending three stocks to benefit from this and I reveal them all for free so you don't have to pay nearly $1,000 for them.

[00:00:19]There's lots of stocks to uncover here so we'll just jump into things. These are all stocks that Kareem believes will benefit from the Open AI IPO. Here's the clues for stock number one. The company has signed contracts with Open AI totaling 22.4 billion dollars. This was established through three specific expansions in 2025. Nvidia recently purchased two billion dollars worth of stock in this company. Open AI has invested 350 million dollars of its own capital into this company's stock. The company has an agreement with Nvidia to build five gigawatts of AI factories by the year 2030. The company is a primary infrastructure partner for Project Stargate, a 500 billion dollar AI initiative involving a massive 875 acre data center campus in the Texas desert.

[00:00:58]Unlike traditional cloud providers, this company's entire infrastructure is built specifically for massive GPU computing and is described by insiders as the essential cloud for AI. Sam Altman explicitly described the company as an important addition to Open AI's infrastructure portfolio, placing them alongside partners like Microsoft, Oracle, and SoftBank. The stock being pitched here is Coreweave, ticker CRWV.

[00:01:19]Here's what to know about this stock. It started in a New Jersey garage in 2017.

[00:01:23]Three guys who used to mine crypto decided to repurpose their GPU rigs for something bigger, cloud computing for AI. Fast forward to 2025 and Coreweave hit 5.1 billion dollars in revenue.

[00:01:34]That's not a typo, 168% year-over-year growth. Nvidia backed them. The biggest AI companies in the world became their clients. This is one of the fastest corporate ascents in tech history.

[00:01:44]Here's why the bulls are excited.

[00:01:45]Coreweave isn't just growing, it's growing into a tidal wave of demand.

[00:01:49]Hyperscalers, think Microsoft, Google, Amazon, are spending 700 billion dollars on AI infrastructure this year alone.

[00:01:55]Coreweave sits right in the middle of that spending. Their contract backlog, 66.8 billion dollars. That's locked in future revenue. And their target for 2026, 12 to 13 billion dollars in revenue. Their clients, OpenAI, Microsoft, Meta, Jane Street, the who's who of AI. But here's where it gets uncomfortable. Coreweave is carrying 21.4 billion dollars in debt. Some of those loans are at 15% interest rates.

[00:02:19]In Q4 2025, their interest payments alone were 388 million dollars in a single quarter. The company is burning cash fast, and analysts expect losses to actually get worse in 2026. One prominent analyst called it, and I'm quoting here, "One of the worst balance sheets I've ever seen." And insiders?

[00:02:36]They've already sold more than 5 billion dollars in stock since the IPO. That's a flag you can't ignore. So where does that leave us? This is genuinely one of the most divisive stocks in the market right now. The bull case is real. 67 billion in backlog, explosive revenue growth, and every major AI company needs what Coreweave sells. But the bear case is equally real. A debt load that would make most CFOs sweat, deepening losses, and a business that lives and dies by a handful of mega clients. If AI capex stays strong and Coreweave executes, this could be a generational winner. If demand softens or a key client walks, the debt becomes a death spiral. I'd wait for the balance sheet to get cleaned up a bit before jumping in.

[00:03:14]I'm going to reveal the rest of the stocks in 10 seconds, but I want to remind you to click the link in the description after you're done watching this video to get my free report on the top 10 stocks to buy and hold. These are companies I believe you can buy and not worry about for a decade. Here's the clues for stock number two. The company currently processes 92 billion dollars in sales volume per quarter. It generates 2.8 billion dollars in revenue. It boasts an 18% free cash flow margin. It has a 50% higher converting checkout rate compared to its competitors. Forbes projects the company's revenue could reach 18 billion dollars to 20 billion dollars by 2030, nearly double its current levels. The company already has over 1 million merchants integrated into its platform.

[00:03:52]Its technology specifically handles the back-end mechanics of e-commerce, including real-time inventory data, payment processing, and order fulfillment. The company has partnered with OpenAI to power a gen tech commerce, enabling instant checkout directly inside ChatGPT. It allows users to ask ChatGPT for a specific product, view real-time pricing, inventory, and images, and complete the purchase with a single tap without ever leaving the chat interface or visiting a separate website. This is Shopify, ticker SHOP.

[00:04:18]Here's what to know about this company.

[00:04:20]The numbers are hard to argue with.

[00:04:21]Shopify crossed $11.6 billion in revenue in 2025. That's 30% growth year-over-year for the third year running. And in Q1 of 2026, revenue jumped another 34% to $3.17 billion.

[00:04:34]Free cash flow hit $2 billion.

[00:04:36]This is a company that knows how to scale. Here's why bulls love it. Shopify now controls 14% of all US e-commerce.

[00:04:42]Their gross merchandise volume, that's the total value of goods sold through their platform, hit $378 billion in 2025. Shop Pay GMV surged 62%. B2B commerce nearly doubled. And they've partnered with OpenAI to build the next generation of agentic shopping. The moat is real. But here's where the story gets complicated. After hitting an all-time high of 182 in October 2025, Shopify stock has been crushed, down 33% in 2026 alone. Q1 earnings beat expectations, but the Q2 guidance spooked investors.

[00:05:14]Management guided for high 20s revenue growth, a deceleration. And at a trailing PE of 107, this stock is still priced for perfection. So, where does Wall Street stand? 39 analysts say buy, one says sell. The average price target is 159, nearly 50% upside from here. The bull case goes all the way to 179. But bears point to a net income that fell 42% last quarter, rising loan losses in their capital business, and the very real threat that AI players like OpenAI and Amazon could disrupt the commerce stack. Both sides have a point. Here's the bottom line. Shopify's fundamentals are elite. Revenue growth above 30% 2 billion in free cash flow and a platform that merchants depend on, but the valuation still demands flawless execution. The next big test comes August 4th, Q2 earnings. If margins hold and growth stays in the high 20s, this dip could look like a gift. If they miss, the bear case is on the table.

[00:06:04]However, I like Shopify and have owned the stock in the past. This dip seems like a good buying opportunity. Here's the clues for stock number three. The company is described as the only rare earth mining company and processing facility in the US. It is currently building a massive 10X facility to boost its production capacity by the year 2028. It is positioned as America's secret weapon in the AI dominance race against China, which currently controls over 90% of the global rare earth supply and as a critical supplier for expanding project Stargate data centers.

[00:06:35]This is MP Materials, ticker MP. Here's what to know about this stock. Every electric vehicle, every fighter jet, every iPhone, every wind turbine, they all need rare earth magnets. And right now, China controls more than 90% of the global supply. MP Materials is America's only answer to that problem and Washington knows it. So, why are bulls excited? Three big reasons. First, the Pentagon. The US Department of Defense signed a 10-year deal with MP Materials guaranteeing a price floor of $100 per kilogram. That's a government backstop on revenue. Second, Apple. A $500 million long-term deal to supply magnets for Apple devices. That's one of the most valuable customers on the planet.

[00:07:12]Third, vertical integration. MP is building out from mine to magnet entirely on US soil. When complete, they'll have capacity for 10,000 tons of magnets per year. The margins on finished magnets are dramatically higher than raw ore. Now, let's look at the numbers. Revenue in 2025 hit $275 million, up 35% year-over-year. The stock itself gained 230% in 2025 alone. And in Q4 2025, MP posted its first profitable quarter, a genuine milestone for a company that's been burning cash since going public. Analysts have a consensus price target of around $75 to $80, implying meaningful upside from current levels. But here's the thing, the 52-week range tells a different story, from $18 to $100. This stock moves violently, and that brings us to the bear case, because this is not a slam dunk. Full year 2025 net loss, $86 million.

[00:08:03]One profitable quarter does not make a profitable company. The stock dropped 40% from its October 2025 peak. Investor sentiment swings wildly on every geopolitical headline, and despite all the optimism, China still makes over 90% of the world's rare earth magnets. If trade tensions ease, or if EV manufacturers find ways to reduce rare earth dependency, MP's entire thesis gets challenged. This is a high-conviction, high-volatility, high-risk bet. So where does that leave us? The bull case is real. MP Materials has a government-guaranteed revenue floor, a $500 million Apple deal, and a unique position as America's only mine-to-magnet rare earth producer. The long-term demand story is powerful. The bear case is also real. The company is still not sustainably profitable. The stock is wildly volatile, and China's dominance isn't going away overnight. MP Materials isn't a stock you buy casually. It's a geopolitical bet on America's industrial future, on the rare earth supply chain, and on whether this company can execute at scale. I've owned MP in the past, and I'm strongly considering it again. I'd rate this stock a risky buy.

[00:09:03]Before you go, don't forget to grab my free report. The 10 stocks I believe you can buy today and hold forever. It's packed with solid long-term picks you won't hear hyped up anywhere else. Just click the link in the description, enter your email, and I'll send it straight to you.