Multibagger Selection: DeepSeek's picks
DeepSeek picked ONDS, CRMD, PRE, RZLV, AXTI with a twelve-month thesis, measured against SPY at each checkpoint.
| Experiment | Multibagger Selection |
|---|---|
| Model | DeepSeek |
| Prompt version | multibagger-selection-v1 |
| Asked | |
| Horizon | 12-month |
| Benchmark | SPY |
| Status | Being measured |
The picks
| Rank | Symbol | Return | Confidence | vs benchmark | Called right |
|---|---|---|---|---|---|
| 1 | ONDS | — | 75% | — | — |
| 2 | CRMD | — | 80% | — | — |
| 3 | PRE | — | 65% | — | — |
| 4 | RZLV | — | 60% | — | — |
| 5 | AXTI | — | 70% | — | — |
Checkpoints
| Checkpoint | Portfolio return | Return vs SPY | Best peak multiple | Picks reaching 2x |
|---|---|---|---|---|
| 1 week | -2.08% | -1.75% | 1.08x | 0 |
The model's market view
Small and mid-cap growth stocks tied to AI infrastructure, defense technology and specialty pharma are experiencing unusually sharp revenue inflections as AI capex, defense budgets and product launches scale. Many names have already re-rated, so selectivity matters. The strongest setups combine contracted backlog, near-term revenue visibility, a credible path to profitability and a market capitalisation that still leaves room for extreme appreciation if execution holds.
Why each pick
ONDS
Ondas has transformed from a small drone/communications company into a defense technology platform through five acquisitions completed in September 2026. Q2 2026 revenue reached $83.8 million, up roughly 13x year over year, and management raised FY2026 revenue guidance to $525–550 million versus $50.7 million in 2025. The company guides Q3 2026 revenue to $140–155 million, implying about 76% sequential growth, and targets a $1 billion annualised revenue run-rate by year-end 2026. Pro forma backlog stood at $757 million. At roughly 3.5x forward revenue, the valuation leaves room for significant appreciation if the ramp continues and margins begin to scale.
CRMD
CorMedix has already crossed into profitability while growing rapidly. Q2 2026 revenue reached $101.9 million, with net income of $26 million and adjusted EBITDA of $58.7 million. Management raised FY2026 revenue guidance to $325–345 million and adjusted EBITDA guidance to $115–135 million. The stock trades at roughly 1.7x forward revenue and about 4.7x forward EBITDA, which is inexpensive for a profitable specialty-pharma company with a growing product portfolio. An FDA submission for REZZAYO in the second half of 2026 provides an additional identifiable catalyst.
PRE
Prenetics is experiencing explosive growth from its IM8 consumer-health brand. Q2 2026 total revenue reached $46.5 million, up about 3.9x year over year, with IM8 revenue of $45 million growing 33% sequentially at a 65% gross margin. Management raised FY2026 IM8 revenue guidance to $210–220 million and expects to exit 2026 at a $300 million annualised revenue run-rate, with a 2027 outlook of at least $400 million. At roughly 1x the 2026 exit run-rate, the valuation appears very low relative to the growth trajectory.
RZLV
Rezolve AI is guiding to $360 million in FY2026 revenue, approximately 7.5x the $46.8 million reported in FY2025. H1 2026 revenue already reached $130.8 million, and Q1 2026 revenue of $60 million exceeded full-year 2025 revenue in just 90 days. The company targets at least $500 million in annual recurring revenue exiting 2026. At roughly 2x FY2026 revenue guidance, the valuation is low relative to the growth rate, though execution credibility is the key variable.
AXTI
AXT is a critical supplier of indium phosphide substrates used in AI data-center optical transceivers. Q2 2026 revenue reached $47.6 million, up 164% year over year, with gross margin expanding to 44.9% from 8.0% a year earlier. The InP backlog exceeds $100 million, and management is expanding quarterly InP revenue capacity toward $60 million by 2026 and $130 million by 2027. Consensus expects 146% revenue growth in 2026 and 108% in 2027. The market cap is near the upper end of the small-cap range, but the operating inflection is dramatic.
Other models on the same run
| Model | Picks |
|---|---|
| Muse Spark 1.1 | LUNR, PL, RDW, SOUN, BBAI |
| Grok 4.5 | INOD, NRIX, CAPR, PVLA, REPX |
| GPT-6 | CRMD, EOSE, AMPX, LUNR, SERV |
| Gemini 3 Pro | ACHR, SMR, JOBY, RDW, NNE |
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