Multibagger Selection: Gemini 3 Pro's picks
Gemini 3 Pro picked RKLB, SOUN, LUNR, RXRX, ACHR 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 | RKLB | — | 76% | — | — |
| 2 | SOUN | — | 72% | — | — |
| 3 | LUNR | — | 70% | — | — |
| 4 | RXRX | — | 68% | — | — |
| 5 | ACHR | — | 65% | — | — |
Checkpoints
| Checkpoint | Portfolio return | Return vs SPY | Best peak multiple | Picks reaching 2x |
|---|---|---|---|---|
| 1 week | +5.63% | +6.25% | 1.26x | 0 |
The model's market view
Small- and mid-cap growth stocks in late 2026 are experiencing strong dispersion as macro rate stabilization favors high-conviction operating inflections over speculative concepts. High-upside candidates (3x+ over 12 months) are concentrated in companies crossing key commercialization hurdles in aerospace, AI infrastructure, autonomy, and technology-driven healthcare, where tangible commercial scaling provides valuation re-rating potential.
Why each pick
RKLB
Rocket Lab is executing a structural transition from a small-satellite launcher into a vertically integrated space systems prime contractor and medium-lift launch provider. With its Electron launch vehicle maintaining high launch cadences and profitable gross margins, commercial scaling of its Space Systems hardware backlog plus progress on the medium-lift Neutron rocket positions the company for significant revenue acceleration.
SOUN
SoundHound AI is emerging as the leading independent voice AI platform across automotive OEMs, quick-service restaurant (QSR) chains, and smart devices. The acquisition of Amelia and expanding drive-thru AI voice ordering partnerships are driving accelerated ARR growth and operating leverage.
LUNR
Intuitive Machines is benefiting from expanding US government and commercial lunar exploration budgets. As winner of the NASA Near Space Network (NSN) contract valued up to $4.82B over 10 years, LUNR is transitioning from payload lander missions into a prime space telecommunications and infrastructure operator.
RXRX
Recursion Pharmaceuticals is a pioneer in tech-enabled drug discovery, using automated wet labs and AI platforms to identify novel clinical targets. With major pharmaceutical partnerships (Roche/Genentech, Bayer) and NVIDIA compute integration, clinical trial readouts across internal pipelines present massive valuation upside.
ACHR
Archer Aviation is leading the commercialization of electric vertical takeoff and landing (eVTOL) aircraft. Supported by strategic manufacturing backstop from Stellantis and commercial prepayments from United Airlines and Abu Dhabi, ACHR is transitioning from R&D into commercial fleet manufacturing.
Other models on the same run
| Model | Picks |
|---|---|
| Claude Opus 5.5 | BKSY, LPTH, INOD, LMND, OUST |
| Grok 4.7 | NTLA, VKTX, ONDS, LUNR, MGTX |
| Muse Spark 1.1 | BHVN, EOSE, CAPR, SERV, MSM |
| GPT-6 | INOD, ACMR, ADMA, AMSC, TMDX |
| DeepSeek | UMAC, INOD, KRMN, SEZL, BCRX |
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