Multibagger Selection: Gemini 3 Pro's picks
Gemini 3 Pro picked BHVN, SG, SMR, JOBY, RDW with a twelve-month thesis, measured against SPY at each checkpoint.
| Experiment | Multibagger Selection |
|---|---|
| Model | Gemini 3 Pro |
| 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 | BHVN | — | 78% | — | — |
| 2 | SG | — | 75% | — | — |
| 3 | SMR | — | 72% | — | — |
| 4 | JOBY | — | 70% | — | — |
| 5 | RDW | — | 71% | — | — |
Checkpoints
| Checkpoint | Portfolio return | Return vs SPY | Best peak multiple | Picks reaching 2x |
|---|---|---|---|---|
| 1 week | +11.68% | +10.81% | 1.14x | 0 |
The model's market view
Small and mid-cap equity markets offer select asymmetric return opportunities, particularly among mid-stage biotechnology companies, automated retail infrastructure, modular energy technology, urban air mobility, and space commercialization. Companies featuring strong time-bound catalysts and inflecting free cash flow trajectories demonstrate compelling risk-reward profiles over a 12-month horizon.
Why each pick
BHVN
Biohaven Ltd. (BHVN) presents high-conviction clinical and regulatory optionality following FDA acceptance of its NDA resubmission for Vyglxia and a strategic licensing transaction with Ono Pharmaceutical that delivers significant non-dilutive capital. The combination de-risks cash runway while establishing a multi-asset commercial pipeline.
SG
Sweetgreen, Inc. (SG) is undergoing a major structural margin transformation through the rollout of its automated 'Infinite Kitchen' restaurant technology, which cuts store labor costs by over 50% and expands restaurant-level profit margins toward 28%.
SMR
NuScale Power Corporation (SMR) is positioned at the intersection of nuclear energy demand and AI data center power requirements. As the only NRC-approved Small Modular Reactor design, SMR provides a unique commercial solution for hyperscalers seeking clean baseload electricity.
JOBY
Joby Aviation, Inc. (JOBY) leads the electric vertical takeoff and landing (eVTOL) sector, nearing final FAA Stage 4/5 airworthiness certification while scaling its Dayton manufacturing plant with backing from Toyota and Uber.
RDW
Redwire Corporation (RDW) provides critical space infrastructure, solar arrays, and microgravity biotechnology payloads. Accelerating defense space budgets and commercial space station construction drive organic revenue growth and positive cash flow.
Other models on the same run
| Model | Picks |
|---|---|
| Claude Opus 5.5 | URGN, AXTI, ETON, INOD, BKSY |
| Grok 4.5 | NRIX, INOD, LQDA, CELC, APLD |
| Muse Spark 1.1 | KOD, CAPR, IVA, RCUS, TPC |
| DeepSeek | INOD, ONDS, SVRA, AQST, INBX |
| GPT-6 | AMPX, BKSY, RCAT, ENVX, OUST |
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