HIDDEN GEMS: 4 Stocks Crushing the Market in 2026

About this video

• Video Title: HIDDEN GEMS: 4 Stocks Crushing the Market in 2026
• Channel: ZipTrader
• Speakers: The transcript does not explicitly mention the speaker's name.
• Duration: 00:15:46

Overview

This video identifies and analyzes four "hidden gem" stocks that have significantly outperformed the market, with each stock being up 50% or more year-to-date. The presenter breaks down the reasons behind each stock's rally, including smart money accumulation and future growth potential, with a particular focus on companies involved in AI infrastructure. The video also includes a sponsored segment about a personal security platform.

Key takeaways

• Western Digital (WDC): This hard drive company is benefiting from the AI infrastructure boom, as the massive increase in data generation requires significant storage solutions. Despite being a legacy player, AI has revitalized its business, with strong revenue growth, expanding margins, and significant earnings growth projected. Analysts have named it a top pick, and its price target has been raised.
• Seagate Technology (STX): Another data storage company, Seagate is gaining traction with its proprietary "Mosaic" technology (heat-assisted magnetic recording), allowing for significantly higher data density on hard drives without increased power consumption. This addresses a critical bottleneck in data center expansion and has led to strong customer demand and booked production through 2026. The company has shown impressive revenue and EPS growth, with a substantial portion coming from its data center segment.
• Pterodine (PTC - likely a typo in the transcript, referred to as "Pterodine Te" and "Pterodine"): This company is a dual play on semiconductor testing equipment and robotics. Its testing equipment is essential for the increasingly complex AI chips, and its ownership of Universal Robots, a leading collaborative robot manufacturer, positions it to benefit from automation trends. The company has shown strong revenue and profit growth, with robust guidance for the upcoming quarter.
• SanDisk (SNDK - likely a typo in the transcript, referred to as "SanDisk" and "SNDK"): Spun off from Western Digital, SanDisk specializes in flash memory and SSDs, crucial for the high-speed data access needs of AI data centers. The company is experiencing a parabolic rise due to booming AI demand and a tight supply environment for flash memory, leading to price surges and significant revenue and EPS growth. They have secured a major long-term agreement with a large cloud company, indicating strong future demand.