1 Year Performance: +351%

Category: Momentum

Market Cap: $11.2B

Company Info:

MP Materials Corp. (NYSE: MP) is the largest producer of rare earth materials in the Western Hemisphere, operating the Mountain Pass mine in California. The company supplies critical materials—like neodymium and praseodymium (NdPr)—used in electric vehicle motors, wind turbines, defense systems, and advanced electronics.

Why it’s a buy:

The stock is a buy in 2025 because MP Materials sits at the center of the global clean energy and national security supply chain, offering rare exposure to a U.S.-based source of critical minerals.

With China dominating over 80% of global rare earth refining, MP’s vertically integrated model—spanning mining, separation, and magnet production—gives it a strategic edge in supply chain independence. While short-term pricing pressure has impacted revenue, MP remains debt-light, cash-rich, and on track to ramp up its magnetics facility in Texas, which will serve key partners like General Motors.

As demand for EVs and renewable energy soars, MP offers a long-term, high-leverage bet on deglobalization, electrification, and strategic materials independence.

Revenue:

1 Year Performance: +107%

Category: Growth

Market Cap: $165B

Company Info:

Shopify Inc. (NYSE: SHOP) is a global e-commerce platform that enables businesses of all sizes to create, customize, and scale online stores. It offers tools for payments, shipping, marketing, inventory, and point-of-sale, powering over a million merchants across 175 countries.

Why it’s a buy:

The stock is a buy in 2025 because Shopify is becoming the infrastructure layer for global commerce, extending far beyond just small businesses.

The company recently reported $1.9 billion in quarterly revenue, with strong growth in Merchant Solutions (up 20%) and expanding margins thanks to divesting its logistics unit. Its powerful ecosystem—including Shopify Payments, Capital, and Plus—drives recurring revenue while providing a full-stack solution to merchants. Strategic partnerships with Amazon (Buy with Prime), YouTube, and Meta are boosting omnichannel sales, while Shopify’s AI-driven tools help merchants optimize everything from storefront design to conversion rates.

With massive e-commerce tailwinds, a sticky user base, and global expansion underway, Shopify remains one of the most scalable and mission-critical platforms in digital retail.

Revenue:

1 Year Performance: +154%

Category: Momentum

Market Cap: $9.7B

Company Info:

Kratos Defense & Security Solutions Inc. (NASDAQ: KTOS) is a defense technology company specializing in unmanned aerial systems (UAS), space and satellite communications, hypersonic systems, and advanced national security solutions. It serves the U.S. Department of Defense and allied nations with cost-effective, next-gen technologies focused on strategic deterrence and rapid deployment.

Why it’s a buy:

The stock is a buy in 2025 because Kratos is one of the few pure-play defense innovators positioned at the cutting edge of autonomous warfare and space-based defense infrastructure. The company recently secured multiple new contracts, including for its XQ-58A Valkyrie tactical drone, and is expanding its role in supporting both traditional defense and low-earth orbit (LEO) satellite communication systems.

Revenue has climbed to over $1 billion annually, with a strong backlog and increasing visibility into multi-year defense spending cycles. As global tensions rise and defense budgets prioritize AI, drones, and space assets, Kratos stands to benefit from its first-mover advantage, modular systems, and reputation for delivering disruptive tech at scale. It’s a high-upside growth name in a traditionally slow-moving sector.

Revenue:

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