5 Stocks To BUY HEAVY In Early August 2026

Folks, in today's video, I'm going to break down the top five stocks with 100% plus upside potential over the next 12 to 18 months. I'm going to present each of these why I believe it's such a good buy right now, the catalysts that are coming right around the corner, and most importantly, I'm going to show you the exact math and what specifically has to happen for the stock to double. I'll present all of this and let you be the judge. And then at the end of today's video, we have our sponsored segment on Volition RX, ticker symbol VNRX on the NYC American. This is a small epigenetics company that has spent the last decade building simple lowcost blood tests and it is now sitting on peer-reviewed data in sepsis, early stage cancer detection and pet cancer with a global Japanese diagnostics giant already putting one of those tests onto its own machines. I'll break down the company and why you may want to put it on your radar. And as always, if you're the one taking the ultimate risk, you got to be the one doing the ultimate frisk. Always do your own due diligence and all ideas presented. Okay, number five, Palanteer PLTR. Hit the like button if you've heard this one before. Palanteer, of course, has been one of our most famous companies since a tiny fraction of the current trading price, but it continues to be one of the most obvious growth opportunities when looking out the next 12 to 18 months. Palanteer builds the software layer between an organization's data, and the decisions that an organization has to make. To make an analogy, if you're new here, well, picture a warehouse full of filing cabinets, sales records, supply chain data, personnel file, sensor readings, contracts, all in different formats, different systems, owned by departments that don't talk to each other. Everybody knows the answers are in that warehouse, but nobody can find them fast enough for it to matter. Palanteer turns that warehouse into something you can ask questions of. Within their platform, you can ask in plain English, and the system takes action on the answer. Palanteer's platform is the industryleading player across defense, intelligence, health agencies, and over the past couple of years, it's work in the commercial segment has caused its overall business to absolutely explode. And quite frankly, it's been a make or break it type of platform for company after company after company. If you're not using it, you're going to get behind. So why now, Charlie? Well, in my opinion, it's never been a bad time to buy Palunteer. However, just yesterday, we got another wave of validation on earnings. Yesterday, they reported the strongest quarter in company history. Revenue of $ 1.935 billion, up 93% year-over-year and 19% sequentially. That is the highest growth rate they ever recorded. This is not small chickens. No buck buck buck. Just for context, I mean 93% is a number you'd expect from a company doing like $50 million, not $2 billion. If you break it down by segment, US commercial revenue grew 149% to $764 million. US commercial bookings surged 153% to $2.132 billion. They closed 220 deals worth a million or more, 70 of them over $10 million. I remember presented on this company a couple of years ago and people said, "Oh, in a couple years they'd be having like two deals if they're lucky, maybe three." This company's only about enriching leadership. That's what the bears said. Now, those bears were hiding back in the cave. Fully your guidance went up to roughly 8.15 billion. About 82% growth. Very, very beautiful. Now, what about the doubling math? How could this double from here? Well, let's be real. Nobody looks at the stock and says, "Oh, it's very, very cheap on any kind of multiple basis." A double from here doesn't come from just the multiple expanding. comes from number one the business growing into the current multiple and then forecasting the next wave of growth. If you look at the math here full year 2026 guidance is roughly $ 8.15 billion about 82% growth. If 2027 decelerates all the way to 50% well below what they just posted while revenue lands near 12.5 billion. If it holds closer to 60 you're at $13 billion. So revenue roughly doubles inside this window. And that's the whole thesis. If the stock doubles alongside it, you are paying the same multiple in 18 months that you're paying today on a business more than twice the size, still generating cash the entire way. Number four, Tempest AI, ticker symbol TEM. This has long been a very famous Nancy Pelosi play, but at current prices, it's very juicy. Now, here's the problem Tempest was built to solve. So, when a patient gets cancer, two completely separate bodies of information are created. The hospital has a clinical record, the history, the treatments, what worked and what didn't, and a lab somewhere has the molecular data. the specific mutations driving the specific tumor. But those two data sets almost never get connected, which hurt outcomes a lot because you're working with a lot less data. Different systems, different owners, different patients, different formats. So doctors are working with a tiny fraction of what's actually known. And so they're not going to be making as good of a datadriven decision. So the way Tempest works is they sequence the tumor and link it to the clinical record at scale across millions of patients. Then it does two things with that data. It hands the pattern back to the doctor to inform on a patient's treatment and it licenses their data deidentified of course to pharmaceutical companies, research labs, other doctors who use it to develop drugs and downstream create better treatment. So there are two businesses here. Diagnostics, the actual sequencing tests and data and apps selling the resulting intelligence. The second one is where this company becomes an AI company. Now why is now a good time for Tempest AI? Well, because Tempest just crossed the line every unprofitable growth company is measured against, and the stock is nowhere near reflecting it. In fact, it's down. Second quarter revenue was $382.5 million, up 22%. Diagnostics grew 20% to $289.3 million. Data and apps grew 28% to $93.2 million. And the company posted gap net income of $5.6 million against a $42.8 million loss in the same quarter a year ago. That is a pretty nice turn. Earnings per share went from a 25 cent loss to 3 cents positive. So this is the first quarterly profit in company history. Adjusted Ibata was 8 million, a 13.6 million year-over-year improvement. Management raised fullyear revenue guidance to between 1.595 and 1.605 billion roughly 25% growth and expects fullear adjusted Ibata around $65 million on improvement of about 72 million over 2025. Meanwhile, the stock has been trading around $42 and change against a 52- week high of $104.32. It has given back most of the year, which means right now you're getting a much better deal than you were throughout most of the year. Now, what's the path to double here? Well, market cap is roughly $8 billion against fullear 2026 guidance of 1.595 to 1.605 billion. That's about five times sales for a company growing 25% that just turned profitable. Push that forward. If 2027 grows at the same 25%, revenue reaches roughly $2 billion, well all of a sudden you're getting more and more value quarter after quarter after quarter for this company. Revenue is growing, profits are growing, overall margins are growing, margin store is already moving. Adjusted Ebatital guidance is around 65 million for 2026. A $72 million improvement over 2025, which is very, very beautiful. If this company hits and exceeds expectations again, o could you see this rerate. Number three, Fluence Energy, ticker symbol FLNC. Now, be warned. This company does report earnings tomorrow. Swings on this company's earnings could be around 5 to 12%. But long-term, regardless of what happens, this is a very interesting company. Fluence builds grids scale battery storage, not car batteries, but containers full of cells that sit beside power plants and substations and hold electricity for the grid. Now, here's why this matters. You see, the grid has always had one brutal constraint. Electricity must be consumed the instant it's generated. There is no inventory. The entire system is built around matching supply to demand moment by moment, which is why expensive plants sit idle waiting for peak hours. Storage breaks that constraint. It basically gives the grid a warehouse. Influence doesn't only sell hardware. They sell the operational services and the software that decides when to charge and when to discharge, which is where the beautiful recurring revenue lies. Now, why would you be interested in this company right now? Well, this company connects to pretty much every massive hyperscaler and AI company that utilizes data centers, which is to say all of them. And the biggest bottleneck right now is power. And power storage is a very key component of all of this. Grid interconnection cues run years. Storage is one of the few things deployable on a timeline that matches how fast AI infrastructure is demanded to go up. And the order book of this company shows it. Year-to- date order intake doubled to approximately $2 billion against 1 billion in the same period last year. Backlog hit a record 5.6 billion. Management reaffirmed full year 2026 guidance of 3.2 to 3.6 billion in revenue, 40 to 60 million in adjusted EBATA and roughly 180 million in annual recurring revenue. $464.9 million up 7.7% adjusted EBA improved to9.4 million from -30.4 4 million a year earlier and losses cut by about 2/3. So the trajectory of this company is quite beautiful. Also, it's worth mentioning the company is down very deeply from its previous highs that weren't reached that long ago. Now, what's the path for this to double? Well, it requires very little imagination to see that path. Fluence has been trading under one times forward enterprise value to revenue. Fullyear guidance is 3.2 to 3.6 billion. Backlog is 5.6 6 billion and fully covers that guidance with roughly 85% of the revenue outlook already under contract. So the whole math is really that a double takes you from under one times forward revenue to roughly two times forward revenue. Something that is industry standard. Two times sales is not a growth multiple by any stretch of the imagination. It's what any ordinary industrial company would be valued at. Double doesn't mean the market has fallen in love with this business. No, far from it. It just means that it's adequately valuing it. You're simply asking the market to stop pricing this company like the backlog isn't real. Once this business demonstrates it converts contracted backlog into actual profit. Well, the sub one times multiple has no reason to persist. Okay. Number two, Lightwave Logic symbol LWLG. So, four Fortune 500 companies are designing their next generation of hardware around what this company makes. And this is a very small company. So, we've spent years here on this channel talking about AI as a chip story. How many GPUs, whose GPUs, what node? But a modern AI cluster isn't just one computer. No, no, no. It's tens of thousands of processors that have to behave like one end. And and that only works if they can talk to each other almost instantly. And that data travels as light through fiber. Both ends of that fiber sits a device converting electrical signals into light and back. It's called a modulator and it has quietly become a key constraint these days. Modulators today are built from silicon. And silicon unfortunately is not so good at this job. It's good at many things, but not this one. To make silicon bend light, the light that you need to transfer this information, well, you have to physically shove electrical charge into the material and pull it back out. Picture dimming a window by pumping smoke into it, then sucking the smoke back out when you want it bright. It works, and an entire industry runs on this type of method. But it's slow. It burns energy, and that energy comes out as heat inside a building already fighting to stay cool. So, it's a big problem. Well, Lightwave Logic spent 20 years developing an electro optic polymer branded branded perkin and needs no smoke. Apply voltage and the material's optical properties change instantly. Flip the switch, the window changes faster, lower power, cooler. Now, why is this company relevant now? Now, of course, I wouldn't bring this company to you if they weren't already showing proof of concept because at the end of the day, that's the real thing I'm looking at. They could have all the best sounding science in the world, and it could be very convincing. However, as a businessman and as people that are analyzing businesses, we really want to see that the business aspect is what's working because that's what generates the profito and the rally rallito. So, they now hold agreements with four major foundaries including Silera and Global Foundaries plus two unnamed with wafer runs underway or scheduled and three more foundaries under consideration. Now, their tower semiconductor agreement, which is kind of their crown achievement, targets modulators above 110 GHz for 200 gig and 400 gig architectures, bringing their designs into the tower's PH18 silicon photonics process design kit. And much of the time, these are custommade for whoever is ordering them, which is a big deal considering who this company is working with. For example, Tower disclosed $1.3 billion in contracted Silicon Photonix revenue for for 2027 from its top customers with their CEO pointing at AI infrastructure as the driver. So, if they're working with Tower, that's a potential addressable market there considering how small this company is. Well, even if they just get a fraction of that addressable market from that one customer, well, you can imagine quite the rerating. And we're not talking about all the other customers that we mentioned and new customers that would come along over time as they show this proof of concept in terms of delivering. Now, what's the path to Double Charlie? Well, because this company is so small, a lot smaller than the other companies on this list so far, it's not going to take too much for this company to move aggressively. And you could just look at the previous chart to see how frequently it goes up and down massively. Any kind of catalyst could move it aggressively. any kind of catalyst could cause a double or triple over the coming weeks after the announcement. Whether that's a new name customer, a a newly signed supply agreement, anything could really cause a nice short-term rally rally to in the stock. However, if you actually want to look at when this company actually deserves that rerating, I'd say it's in 2027. You know, management targets high volume production beginning in 2027 and says it is in active negotiations on a material supply and licensing agreement to support it. I think at that point, if they've made any kind of progress, this company could easily be rerated much higher. And this company has had very tiny amounts of revenue in 2026 and especially in 2025. So any kind of big agreement signed could cause a dramatic increase in terms of percentage comps year-over-year in their underlying numbers. Okay. Number one, Airel Technologies, ticker symbol AIRJ. Now, out of all the companies on this list, I think this one has the most extreme potential. It's also the riskiest, and it's really the only one that's run up aggressively more than the rest of the market has recovered over the last week or so. But I'd say this is a hard one to ignore because of the recent catalyst. This is a company with a market cap around 300400 million that pulls drinking water out of thin air. And they've got a key use in the AIH. If you look at who they're working with, o is this a doozy. Now, as you know, air always contains water vapor. Always, even in a desert, pulling it out has never been the hard part. A dehumidifier can do it in your basement. I don't know if you've ever turned one on, but every time you turn it on, it fills up within like four hours and you got all this dirty, gunky water that you got to empty. The hard part is that it is enormously energy hungry. Conventional methods work by chilling air below its due point, which means you're refrigerating an entire volume of air just to condense a small fraction of it. Now, AirJules approach uses a material that grabs water molecules out of the air without chilling anything, then releases them using low-grade heat, including waste heat that a facility is already throwing away anyway. You're not paying to refrigerate air. You're using energy nobody wanted. So, this company has two products. the AirJule Prime, the industrial system, roughly 2,000 L a day, and AirJuel Core, the smaller platform at about 250 L a day with a second variant aimed at dehumidification where early tests showed up to 40% energy savings. That's a lot of energy savings. Now, relating this to the current AI data center buildout, as you know, data centers consume staggering amounts of water for cooling and and they're increasingly being built in places that don't have much access to water. Now, why is this company relevant right now? Well, because in the last six weeks, this company crossed from building things to actually deploying them with partners whose names carry weight. On July 21st, AirJuel and Kubota announced an exclusive commercial partnership. Kubota get sole sales rights to market and deploy these systems in multi-unit residential developments across Texas and California with first deployments planned for the third quarter of this year. Exclusive sales rights in two of the largest, most water constrained states in the country. If you ever drive up the five in California going from LA to San Francisco, well, since I've been a kid, all the farmers have these signs up there that say, "We have no water. Let the state give us water. They don't even have water for the farmers in California." So, if you're building the data center in California, how the hell are you going to get water? Now, on July 28th, they deployed an AirJuel core system at GV Venova's newly opened advanced research center, Frontier Campus in New York. And this is a very big deal because GV Vernova is a 50/50 joint venture partner. They're funding half of this alongside AirJuel. There's also a licensed relationship with Carrier Global and an exclusive Middle East distributor arrangement with 10X. And on the data center front, specifically, AirJ has been running a detailed analysis with a leading hypers scale data center operator examining Prime's economics at specific data center locations and configurations, including waste heat integration and chiller system integration. and at roughly $3400 million in market cap depending on when you're watching this. Well, a double could be anywhere between a 600 to a $700 million company, which in absolute terms is a rounding error compared to any of the other names that they're partnered with. But what actually has to happen for this to be realized? Well, I'd say it's completely catalyst based. The catalyst is what's going to affirm or break the story, and that's what's going to drive the share price. Now, if you look at Kabutoa, who they're working with, well, they have exclusive sales rights for multi-unit residential developments across Texas and California with first deployments planned for the third quarter of this year. That is this quarter. We're in the third quarter, right? So, the moment these units go in and generate revenue, this stops being a company with a technology and becomes a company with a product being sold by somebody else's salesforce. Now, that transition could cause this company to go from zero revenue to its first commercial revenue. And that tends to be if you follow small caps, that tends to be when these small caps rerate the highest and the fastest and the most aggressively. Going from no revenue to big revenue very quickly could cause this company to go to a completely different paradigm. And now it's time for our sponsored segment on Volition RX, sticker symbol VNRX on the NYC American. So what exactly is Volition RX? Well, Valition is a multinational epigenetics company. What they actually do is build blood tests around nucleosomes. A nucleosome is the basic packaging unit of your DNA. a short length of DNA wound around a core of proteins like thread on a spool. When cells die or when your immune system fires off certain defense mechanisms, those nucleosomes end up circulating in your bloodstream. Valition's platform, which they call nucleosomics, measures them. Change the chemical tags on those nucleosomes and you get different signals, different diseases, different severity levels, different outcomes. The reason that matters commercially is that this is one platform pointed at several completely different markets. Valition runs it across four pillars. NU.Qunets for sepsis and immunriven disease. NU.Qancer and captures, SEQ for human cancer detection, NU.Q Vet for cancer in dogs and cats, and NU.Q discover a research tools business selling assay kits to pharma and academic labs. And the tests themselves are designed to be cheap and simple, not a specialized sequencing lab, something you could eventually run on the tools hospitals and labs already own. So, what's the market gap here? We'll start with sepsis because it is the biggest and least appreciated of the three. Recent estimates put global sepsis cases at around 166 million a year. All cause sepsis related deaths in 2021 accounted for about 31.5% of total global deaths with the heaviest mortality burden falling on lower middle inome countries. Sepsis is not a rare disease. It is one of the largest causes of death on the planet. The clinical problem is that sepsis is hard to separate early from ordinary non-infectious inflammation. And the tools clinicians use to grade severity scores like Aapache 2 and SOFA are composite scores built from vital signs and lab panels, not a direct measurement of the underlying process. Volian's argument is that measuring H3.1 nucleosomes gives clinicians something those scores do not. Now, Valition puts the annualized addressable market for NU.Q nets at approximately $3.8 billion. Then there is cancer in May. Coalition reported that in a blinded validation cohort, its capture sec method detected over 95% of stage 1 and stage two cancers at 95% specificity. Early stage detection is where the clinical value in cancer screening actually sits, and it is the hardest part of the problem. The company sizes multi-cancer early detection at roughly $23 billion annualized with a potential additional 13 billion if the technology also proves useful in minimal residual disease monitoring. That paper is currently in peer review. And then on the animal side, NU.qvet Cuvette K9 cancer test is already commercially available in more than 20 countries. In May, the company submitted the clinical manuscript for the feline version at 97% specificity. The prototype essay detected 86% of feline lymphas, which is the most common cancer in cats. Valition puts the companion animal pillar at over $1 billion annualized and believes a working feline test could roughly double its addressable market in that space. In terms of the business model, this is the part that determines how the story plays out. Valition is not trying to build a global diagnostics salesforce. The stated strategy is to outlic the technology to large diagnostics and liquid biopsy companies that already have the regulatory teams, the disease expertise and critically the installed base of analyzer machines sitting in hospital labs around the world. Valition supplies the biomarker and the essay. The partner supplies distribution. The revenue that model produces is upfront payments, milestone payments and royalties or other recurring revenue potential. low incremental cost of volition, high operating leverage if it lands. Now, let's talk about the catalyst path. There are several dated items in front of this company over the next two quarters, which is unusual for a name this small. First, you have the detects program in France. You also have the feline lymphoma manuscript that's in peer review with the $5 million milestone tied to publication. And in May, the company reported a technical milestone that is easy to skip past. It successfully detected nucleosomes in capillary blood, a finger prick from critically ill sepsis patients using a lateral flow prototype. If that holds up, it points at a test that could run at the bedside in an emergency room or eventually as a home self- test kit rather than only in a centralized lab. That changes the shape of the market considerably. Now, of course, this is a super small cap stock in a very capital inensive industry. So, it's very very much a risky company. Dilution in the sector can be very very aggressive and the share price can be incredibly volatile and these are all things that you have to consider. This is a very small company at a very early commercial stage and nothing is guaranteed. Most small companies in the space do end up failing long term. So these are all things you have to consider when doing your own due diligence and looking at all the risks out there. Now in conclusion, Volition RX is a small epigenetics company with one measurement technology pointed at several very large markets. The science has now accumulated a substantial pure pe pe pe pe pe pe pe pe pe pe pe pe pe pe pe pe pe pe pe peer-reviewed base particularly in sepsis and the company has moved from pure research into the early stages of commercial partnership with a global diagnostics player revenues growing off a small base operating costs have come down meaningfully and there are several dated catalyst in front of the company over the next two quarters including a contractual milestone payment tied to a potential publication. Anyways, take a look at Valition RX's investor relations page down below. As always, do your own due diligence. This is a sponsored segment and it is not financial advice. Have a great rest of your Hey, we'll see you in the next video.