These 3 Stocks Could DOUBLE in the Next Few Years

追加: 2026-05-24

[00:00:00]When it comes to investing, it can take many years for stocks to double in price. That's just a reality. But every once in a while, you will find companies where the market opportunity is massive, fundamentals are improving, and investors may still be underestimating the upside. I did a similar video like this back in August of last year, and two of the three stocks I covered were AMD and Rocket Lab, and they have already doubled and even tripled in price. I was confident when I did the video, but boy did it happen a lot faster than even I anticipated. But we'll take it. Now, we're going to do a similar video, but with three different stocks. If you didn't follow me last time, maybe you will this time. And in today's video, I'm going to be breaking down three stocks that I believe have the potential to double over the next few years. And those three stocks are going to be Iron, Service Now, and Vistra Energy. Completely different businesses. And all three names are tied to AI in some shape or form. And at the end of this video, I will also give you three potential option plays to consider as well. So, let's first start with a name that could have the highest upside, but also comes with a tremendous amount of risk, and that's going to be Iron.

[00:01:04]This is not a conservative stock. This is an AI infrastructure play. But here's what makes it look interesting. The AI story has been driving the market higher all year. We know that technology as a sector accounts for more than 50% of all of the earnings growth inside the S&P 500. 40% of that is tied to AI alone. So right now we are still in the early innings of the AI theme. This is just the initial stages of the buildout. But interestingly the bigger opportunity may be with AI infrastructure. A company like Iron has the power access data center infrastructure and scalable facilities. And in a world where AI compute demand is exploding but the infrastructure is the part of the bottleneck that matters. The opportunity here in compute infrastructure. Now the risks are also real. Volatility, execution, capital intensity. This stock will not be smooth and if you expect that then this may not be a stock for you overall. Now when it comes to this space, IN is not the only name in town.

[00:02:03]Others include Nebius and Cororeweave and many others. And looking at this chart here in 2026, the clear winner has been Nebius up 145% with Cororeweave up 28% followed then by Iron which is still up 23%. My intrigue for Iron is not a downplay on Nebus by any means, but when it comes to investing, I have to look at opportunities and Nebia shares have gone crazy in 2026. Meanwhile, IN continues to execute while the share price has remained muted to a degree when compared to providing much bigger opportunity and better valuation entry point. Looking here you can see the execution plan for the next few years when it comes to Iron going from 480 megawws this year which is expected to reach ARR or recurring revenue of 3.7 billion on an annual basis but that is just this year and the expansion goals is to reach a current full capacity of 5 gawatt which would equate to 10x growth potential in just a few years. The crazy part here is the fact that this is not a company chasing demand as all of the operational AI capacity is already fully contracted out. What the company is racing is to build supply fast enough. Who are some of the contracts already with the likes of Nvidia and Microsoft just to name a few. If management executes and AI demand continues to grow like we think it can, the upside could be massive. And before we move on to stock number two, let me take a moment to thank today's video sponsor, which is the Mly Fool.

[00:03:33]The Mly Fool has a ton of great resources and products available for investors of all different levels. And right now, if you go to fool.com/mark, you could check out their 10 best stocks to buy right now completely free. And with that being said, now let's move on to stock number two, which is going to be Service Now, stock ticker NW. This is a completely different type of opportunity, much more of an established company, unlike Iron. This is already a dominant enterprise software platform, highly profitable, deeply embedded in large organizations. And the key here is workflow automation. Companies want efficiency, productivity, AI enhanced operations. Service Now sits directly in that trend. But the problem right now is the fact that the company is a software company. And if you are a software company, your share price is likely red on the year. Looking here at the chart, you can see the year-to- date returns for shares of Service Now, which are down roughly 30% and it's only the middle of May. But as you can see from this chart as well, the stock is down more than 40% at one point in early April. So, it has rebounded to a degree.

[00:04:36]And on your screen now, you can see trade alerts from my investing community where I bought the stock when it was down 30% and then again recently doubled my position when it was down 40%. Those latest buys are already up more than 10%. And if you want to see these types of trade alerts, see everything I'm buying or selling inside my portfolio, then make sure you join my investing community, the Stock Investors Edge, where you get access to my private Discord. We have our very own valuation website for subscribers, weekly market reports, individual stock deep dives, and yes, stock options as well. Make sure you check out the link in the description below and in the pin comment. So, what makes Service Now powerful long-term, you might ask? Well, they have reoccurring revenue with their subscription-based model, high switching costs, and an expanding platform adoption, and AI may actually strengthen their positioning even more. See, before investors were looking at Service Now and their ability to help customers implement digital workflows. But with the rise in an Aentic AI, investors feel, well, this could be a disruption.

[00:05:36]And I understand the thought process, but when you dive deeper into this company like I have, you find out that it's playing out very differently. In fact, Service Now is becoming the AI control tower as they frame it. And this turns around the AI narrative completely to the point where AI is actually a catalyst to take the stock higher as the addressable market for the AI control tower business increases to $600 billion. This is a stock that has a $200 share price less than a year ago and today it sits at $100, meaning they double by just getting back to where they were. But that's the exciting part to me. With the help of AI, this is a business that can become even bigger than what they just were a few months ago. And today, you're getting an opportunity at a much cheaper valuation.

[00:06:20]However you want to dice it, this is a stock that's trading at some of its cheapest levels ever. From a forward PE ratio, from a forward EV to Ebida or even EV to sales, any level or metric you look at, do not miss this opportunity. Now, for stock number three, which is going to be Vista Corp, stock ticker VST. This may be the most misunderstood stock on the list because most investors still think this is just a common utility business, but I think the market is slowly realizing something much bigger. In today's video, we talked a lot about AI and the growth in that area. Companies can't keep up with demand. But there is one key bottleneck folks keep missing. Even if we were able to meet all of the demand for all of the data centers around the world and think about the data centers Elon Musk wants to take to space, we do not have the power to meet those demands, which is where Vistra comes into play. AI is driving data center growth. We know that electricity demand increases and infrastructure expansion and power availability is becoming increasingly important. Vistra owns large-scale generation assets, including nuclear exposure, which positions them directly in this rising demand environment. This is the hidden side of AI, not software, but energy. And I think the market may still be underestimating how important that becomes over the next several years. Looking here, you can see the estimated EPS growth analysts are looking for with this company just the next few years. 80% EPS growth this year and 25% EPS growth the next year. Again, a utility company with a tech-like growth figure. But here's where the opportunity comes in. The PE ratio is still trading like just an old traditional utility company with a 17 times forward PE ratio and just 13 next year's earnings. That is incredibly cheap price to pay for that type of growth. And again, I'm not the only one that is bullish on this stock. Analysts understand this as well as they have an average 12-month price target of $231 per share implying nearly 50% upside in this stock from current levels. So, with all three of these stocks we looked at, they can all be very volatile. And if you're concerned about the overall move higher we've seen in the market with seven straight weeks of gains in the NASDAQ alone, and if that was your thinking, I would be right there with that concern. So, as such, you could approach any of these with a little bit of conservatism by taking an options standpoint. So, let's look at three potential cash secured puts you could trade on each of these names. Let's begin first with Iron. You could sell to open the July 17th. We want to give ourselves plenty of time. And I'm going to look at that $40 put. And for that, we would earn $195 per contract, giving plenty of downside, plenty of time, and be able to buy this stock at a great entry point. Now, for Service Now, we could also look at the July 17th $80 put. For that, we would earn $160 per contract. Again, giving ourselves plenty of downside potential, as well as $80 being a great price point from a valuation perspective. And lastly, VST.

[00:09:20]I already like the current price point, but if shares fell to around $130 per share, I would definitely be a buyer.

[00:09:27]So, why not sell the 130 put, giving about a 10% move lower. And that July 17th $130 put would earn around $285 per contract. So some solid income you could receive by getting paid to wait to buy stocks that you want to buy at levels that you want to buy them at. So what connects all three of these stocks?

[00:09:48]They all sit near massive infrastructure trends. AI compute, enterprise automation, and power demand. And those trends may still be in early innings.

[00:09:56]Now to be clear, not every stock with a good story doubles. Execution matters.

[00:10:00]valuation matters and market conditions matter. But when large opportunities, strong trends, and improving fundamentals start aligning, that's where outsized returns can happen for those willing to wait it out. And if you found any value in today's video, do me a huge favor and click that like button down below. And if you want to interact with me more and see what I'm buying and selling and see my option trades, then join my community, the Stock Investors Edge. You'll see that in the pin comment below. And with that being said, we'll see you in the next one. Take care.