Mar. 21 at 2:29 PM
Long‑Term Buy List | 12–24‑Mo Portfolio
Not a quick swing — a next‑year outperform setup anchored on crypto, China EV, AI, and disruptive growth tech.
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$COIN – COIN ~
$197–205 after recent volatility in crypto markets; still huge upside if Bitcoin & tokenization narratives return.
$NIO – Chinese EV name ~
$5.4–5.9 with deliveries + growth catalysts & HSBC upgrade; massive EV demand if China consumption rebounds.
$ZETA – AI/marketing cloud play trading under
$20 with strong revenue growth, Fortune 100 customers, and Street “Strong Buy” sentiment.
$RIVN – Rivian ripping YTD with R2 launch optimism, low valuation vs peers & big name backing.
$GLXY – Galaxy Digital dipping but key infrastructure + crypto exposure and a massive ~98% analyst upside target.
Why this basket?
✔ Crypto + exchange monetization
✔ China EV rebound narrative
✔ AI/Cloud + data platforms gaining spend
✔ EV disruptors with growth vectors