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The Top 10 Experiment: How GrowthTech.ai's Top 10 Stock Picks Turned $10,000 Into $17,121 in One Year
- GrowthTech.ai
- 5 hours ago
- 9 min read
Tracking Period: May 30, 2025 – May 29, 2026 · Top 10 Stocks Average Return: +71.2%
The market spent the year arguing about AI, gold, tariffs, and rate cuts. GrowthTech.ai's BullsEye system spent it ranking.
Twelve months ago, on May 30, 2025, you could have spread $10,000 evenly across ten names on the GrowthTech.ai Top 10 stock watchlist — $1,000 each, equal weight, no leverage, no rotation.
Today, that $10,000 is worth roughly $17,121 — an average return of +71.2%.
That number is real, and it is also honest. It includes a stock that got acquired and delisted mid-year, and it absorbs two positions that finished underwater. No survivorship trimming, no quietly dropping the losers. Ten names, one year, equal weight — and the basket still grew more than 71%.
The Portfolio: 10 Names, +71.2% Average
Listed in BullsEye ranking order, 1 through 10.
Rank | Ticker | Company | 1-Year Return |
1 | HOOD | Robinhood Markets, Inc. | +42.81% |
2 | AMSC | American Superconductor Corporation | +81.09% |
3 | KTOS | Kratos Defense & Security Solutions, Inc. | +70.11% |
4 | NGD | New Gold Inc. (acquired by Coeur Mining) | +115.3% (+173.3%)* |
5 | THC | Tenet Healthcare Corporation | +3.66% |
6 | ACMR | ACM Research, Inc. | +285.91% |
7 | TPC | Tutor Perini Corporation | +93.74% |
8 | AVGO | Broadcom Inc. | +83.67% |
9 | ISRG | Intuitive Surgical, Inc. | −22.66% |
10 | HLNE | Hamilton Lane Incorporated | −41.52% |
$10,000 evenly split across these ten picks → ~$17,121 today.
* NGD return shown two ways — see "A Note on New Gold" below. The portfolio total uses the more conservative figure.
1. Robinhood (NASDAQ: HOOD) — +42.81%
Robinhood entered the window already well off its lows, so the +42.81% understates how transformative the year was for the business itself.
What drove it:
Inclusion in the S&P 500 in late 2025 — a milestone that recategorized the stock for institutional buyers
A record year: roughly $4.5 billion in revenue, $2.05 diluted EPS, $68 billion of net deposits, and 4.2 million Gold subscribers
The "Financial SuperApp" expansion — fast-growing prediction markets (including a derivatives-exchange acquisition), wealth management via TradePMR, and crypto strength
A more constructive U.S. regulatory backdrop that removed long-standing overhangs
2. American Superconductor (NASDAQ: AMSC) — +81.09%
A quiet grid-and-naval power company that the market re-rated as a beneficiary of electrification, data-center power demand, and defense spending.
What drove it:
Fiscal 2025 revenue of about $299 million, up from $223 million, lifted by Grid and Wind strength plus the Comtrafo transformer acquisition
A string of quarters with 20%+ revenue growth and gross margins above 30%
A pivot narrative — from niche superconductor research to grid resiliency and U.S. Navy power systems — that aligned the business with infrastructure and AI-driven power demand
A roughly $250 million backlog, a strengthened cash position, and analyst price-target hikes as the Street relabeled the name an energy-transition core holding
3. Kratos Defense & Security (NASDAQ: KTOS) — +70.11%
The defense-tech pick rode the surge in demand for low-cost drones, hypersonics, and space systems, touching an all-time high above $130 during the window.
What drove it:
A central role in the Pentagon's MACH-TB 2.0 hypersonic test-bed program and a large prime contract foundation in unmanned systems
Momentum in Valkyrie autonomous combat drones, counter-UAS, and target systems
A joint U.S. Air Force engine award with GE Aerospace for a collaborative combat aircraft, plus a new Project Helios hypersonic materials test facility
A record backlog and raised 2026 guidance against a backdrop of near-$1 trillion annual U.S. defense spending
4. New Gold (NYSE American: NGD) — +115.3% (+173.3%): What Happens When a Winner Gets Acquired
One of the ten names never made it to the finish line as an independent stock — and that is a good problem to have.
New Gold (NGD) was a $4.45 stock on May 30, 2025. Over the following ten months it more than doubled on the back of surging gold prices and strong production. The story was good enough that Coeur Mining (NYSE: CDE) acquired the company in an all-stock deal that closed on March 20, 2026, after which New Gold was delisted from the NYSE American and the Toronto Stock Exchange.
A buyout is not a missing data point — it is a conversion. Every New Gold share automatically became 0.4959 shares of Coeur. So the position never disappeared; it simply changed tickers. That leaves two legitimate ways to score it, and we think it is worth showing both:
Method A — Roll into the acquirer and hold (the conservative number we use in the total). You keep the Coeur shares you received and mark them at the end of the tracking window. Coeur closed at $19.32 on May 29, 2026, so each original New Gold share is worth 0.4959 × $19.32 ≈ $9.58. From a $4.45 entry, that is +115.3% — and it is exactly what a real buy-and-hold investor's account would show today.
Method B — Lock it in at the buyout. If instead you "cash out" at New Gold's final trading value of roughly $12.16 the day the deal closed, the return is +173.3%.
Why the gap? Gold cooled off after the March close, and Coeur drifted from about $24.50 down to $19.32. Method B freezes the win at the moment of the deal; Method A keeps riding the acquirer through the pullback. Both are defensible. We chose the lower, more honest Method A for the portfolio total — because the goal here is to report what you would actually be holding, not the best snapshot we could have grabbed on the way through. Even on the conservative read, New Gold more than doubled.
5. Tenet Healthcare (NYSE: THC) — +3.66%
Every disciplined basket has a steady, low-drama anchor, and Tenet — a large operator of hospitals and ambulatory surgery centers — played that role this year. It finished essentially flat, up +3.66%.
This is not the headline winner, and it was never meant to be. In a portfolio where the top performer ran nearly 286% and a buyout doubled another, a low-beta holding that simply holds its ground adds ballast. Not every pick needs to be a moonshot for the basket to win.
6. ACM Research (NASDAQ: ACMR) — +285.91% — The Standout
The #6-ranked name turned out to be the basket's biggest winner, nearly quadrupling over the year — a reminder that the BullsEye system ranks setups, not hype. ACM Research designs the wafer-cleaning, electroplating, polishing, and packaging tools that the world's leading chip foundries depend on, and it is the only U.S.-listed pure-play with direct exposure to the buildout of China's advanced semiconductor capacity.
What drove it:
A first quarter showing roughly 34% year-over-year revenue growth (about $231 million) with an EPS beat against consensus
Full-year guidance reaffirmed in the $1.08–$1.175 billion range, implying 20–30% growth
Launch of the "Planetary" product family at SEMICON China — a unified portfolio spanning the key steps of advanced chip manufacturing
A partial monetization of its ACM Shanghai stake to fund U.S. and global expansion, plus a proposed Hong Kong listing for the subsidiary
A fortress balance sheet with cash and deposits in the neighborhood of $1.25 billion
ACMR is precisely the kind of name a retail investor almost never surfaces on their own. The ranking did.
7. Tutor Perini (NYSE: TPC) — +93.74%
The least "tech" name in the basket nearly doubled.
What drove it:
Record 2025 revenue of $5.5 billion, up 28%, with a swing to $232 million of income from construction operations after a loss the prior year
A fourth consecutive record year of operating cash flow — $748 million, up 49%
An all-time record backlog that peaked around $21.6 billion during the year
The Civil segment's operating income nearly tripling, with margins reaching a record level
Roughly a quarter of total debt retired during 2025, plus 2026 guidance calling for double-digit revenue growth and adjusted EPS of $4.90–$5.30
A multi-year federal infrastructure funding tailwind, now compounded by data-center and hyperscaler construction demand
8. Broadcom (NASDAQ: AVGO) — +83.67%
The mega-cap of the group still managed to nearly double, carried by the single most durable theme in the market: custom AI silicon and the networking that ties it together.
What drove it:
Record fourth-quarter revenue of $18.0 billion (up 28%), with AI semiconductor revenue up about 74% year over year
A first quarter of fiscal 2026 in which AI revenue hit $8.4 billion — up 106% — with guidance for $10.7 billion the following quarter
Custom AI accelerators ("XPUs") co-designed for hyperscale customers, plus a reported widening of those relationships
The VMware software business maturing into a high-margin, recurring-revenue engine
An AI-related backlog reported in the $70 billion-plus range and a fresh $10 billion buyback
Adjusted EBITDA margins holding in the high-60s percent
The Two That Fell — And Why We Show Them
A ranking system that only showed you its winners would be worthless. The final two picks in the ranking finished underwater, and both are worth understanding honestly.
9. Intuitive Surgical (NASDAQ: ISRG) — −22.66%
Here is the counterintuitive part: the business had a strong year. Intuitive crossed $10 billion in annual revenue, grew worldwide procedures roughly 18%, and ramped its next-generation da Vinci 5 system. The stock fell anyway.
The de-rating came from the things a high-multiple compounder is most sensitive to: management flagging tariff headwinds (manufacturing exposure across Mexico, Germany, and China sourcing), 2026 procedure-growth guidance decelerating toward 13–15%, a Class I FDA recall of a stapler component, and a starting valuation that left little room for error. Good company, repriced expectations — a textbook example of why entry discipline and position sizing matter.
10. Hamilton Lane (NASDAQ: HLNE) — −41.52%
The basket's worst performer was a private-markets asset manager with around $1 trillion in assets under management and supervision. The underlying franchise kept growing, but the stock de-rated hard on lumpy incentive-fee timing, a couple of revenue misses, and a broad rotation away from alternative-asset managers as public-market gains concentrated in a handful of mega-cap names.
A −41.52% position inside a basket that still averaged +71.2% is exactly what risk management looks like in practice. The structure absorbed it without breaking the thesis.
The Setup In One Sentence
Ten equal-weight names, one year, zero rotation, no leverage — one of them acquired outright, two of them down double digits — and the basket still turned $10,000 into roughly $17,121.
That is the kind of pattern GrowthTech.ai's market intelligence engine is built to find before the crowd does.
What GrowthTech.ai Members Say
Browse any GrowthTech.ai review and the same theme keeps surfacing: the platform puts names on the radar that you would never stumble onto scrolling financial Twitter or watching cable.
ACMR, AMSC, and Tutor Perini are exactly those kinds of names. They do not trend on Reddit. They do not lead the pre-market segment on CNBC. But subscribers who saw the rankings early were positioned long before the consensus story arrived — and were holding New Gold when an acquirer came calling.
What's Ranked #1 Right Now?
These ten names already ran. The basket already turned $10,000 into roughly $17,121.
But the BullsEye Market Intelligence System is scanning thousands of equities and digital assets every single day, across multiple time horizons, hunting for the next setup that fits this pattern at the earliest possible stage.
The current top-ranked picks are live inside the platform right now.
Enhanced Market Intelligence
Finding asymmetric opportunities is what GrowthTech.ai is built for. The platform does not tell you what to do — it tells you where to look. Our analyst team verifies the AI's outputs and overlays the data with experienced human judgment, giving subscribers a level of market intelligence that simply is not available anywhere else at this price point.
If you want the AI advantage working for you, you can subscribe today.
Life is better when you can be bullish.
Sources:
Coeur Mining / New Gold completion of plan of arrangement and 0.4959 exchange ratio; NYSE American and TSX delisting, March 20, 2026 (PR Newswire; Coeur Mining investor relations; The Globe and Mail).
Coeur Mining (CDE) closing price of $19.32 on May 29, 2026, and 52-week range (Morningstar).
New Gold (NGD) closing price of $4.45 on May 30, 2025 (MarketBeat / Polygon.io) and 52-week high of $13.63 (StockInvest).
ACM Research Q1 2026 results, 2026 guidance, Planetary family launch, ACM Shanghai actions (ACMR earnings release; SEMICON China coverage).
Tutor Perini Q4 and full-year 2025 results, record backlog and cash flow, 2026 guidance (TPC Form 8-K and earnings release, February 26, 2026).
Broadcom Q4 FY2025 and Q1 FY2026 results, AI revenue figures, backlog and buyback (AVGO Forms 8-K, December 11, 2025 and March 4, 2026).
American Superconductor fiscal 2025 results, Comtrafo acquisition, grid/naval pivot (AMSC Form 8-K and 10-K).
Kratos Defense 2025–2026 program awards, hypersonics and drones, raised 2026 guidance (KTOS press releases; CNN Markets news feed).
Robinhood Q4 and full-year 2025 results, S&P 500 inclusion, SuperApp initiatives (HOOD investor relations; Barchart; Nasdaq).
Intuitive Surgical Q4 2025 / full-year 2025 results, tariff commentary, 2026 guidance, Class I recall (ISRG Form 8-K; Seeking Alpha; FDA coverage).
Hamilton Lane fiscal 2026 quarterly results, AUM, fee dynamics (HLNE earnings coverage; StockTitan; Simply Wall St).
Historical price data for NYSE, NYSE American, Nasdaq, and TSX, May 30, 2025 – May 29, 2026.
Past performance is not indicative of future results. This article is for informational and educational purposes only and does not constitute financial or investment advice. GrowthTech.ai does not provide individual financial or investment advice and does not act as a personal financial advisor. Always conduct your own due diligence and consult a qualified financial advisor before making any investment decision.
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