Multibagger Selection: Grok 4.7's picks
Grok 4.7 picked CAPR, AGIO, IVA, ACHR, OKLO with a twelve-month thesis, measured against SPY at each checkpoint.
| Experiment | Multibagger Selection |
|---|---|
| Model | Grok 4.7 |
| 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 | CAPR | — | 65% | — | — |
| 2 | AGIO | — | 70% | — | — |
| 3 | IVA | — | 60% | — | — |
| 4 | ACHR | — | 55% | — | — |
| 5 | OKLO | — | 50% | — | — |
Checkpoints
| Checkpoint | Portfolio return | Return vs SPY | Best peak multiple | Picks reaching 2x |
|---|---|---|---|---|
| 1 week | +0.96% | +2.89% | 1.29x | 0 |
The model's market view
Selective environment for small and mid-cap multibagger candidates, with biotech recovery supporting binary regulatory events and advanced nuclear/eVTOL themes tied to AI power and urban mobility demand; liquidity remains adequate for screened names but valuation asymmetry is highest in pre-commercial or near-approval stories after recent drawdowns.
Why each pick
CAPR
Capricor’s deramiocel cell therapy for DMD upper-limb function has a PDUFA date of November 22, 2026 after a major amendment with 24-month HOPE-3 open-label extension data; prior advisory committee vote was negative but the refined indication and additional analyses keep the binary path open. At a ~$345M market cap the equity offers high asymmetry if approved, given the unmet need in DMD and potential for commercial uptake plus a possible Priority Review Voucher. Cash of ~$238M as of June 30, 2026 supports operations through the decision and early launch preparations.
AGIO
Agios is a commercial-stage rare-disease company with mitapivat (Pyrukynd) already approved in PK deficiency and thalassemia; the sNDA for sickle-cell disease under Priority Review has a PDUFA date of November 1, 2026. Positive hemoglobin data from RISE UP support the filing (pain-crisis endpoint mixed), offering a near-term label expansion that could materially expand the addressable market. Revenue has accelerated and cash position supports operations.
IVA
Inventiva’s lead oral PPAR agonist lanifibranor for MASH completed the last patient visit in the Phase 3 NATiV3 trial (enrolling >1,000 patients); topline results are expected in Q4 2026. Positive data could support a regulatory filing in H1 2027 and eventual commercial launch. At ~$900M market cap the stock offers binary upside if the data confirm fibrosis benefit in a large market.
ACHR
Archer has closed Phase 3 of the FAA type-certification process for its Midnight eVTOL and is advancing Phase 4 formal testing, with eIPP pilot operations and UAE restricted-type-certificate pathways targeted in 2026. Partnerships (including defense and infrastructure) and cash resources support continued execution. At ~$3.2B the valuation embeds substantial execution risk but leaves room if certification and early commercial flights are achieved.
OKLO
Oklo achieved first criticality at its Groves isotope test reactor in August 2026 and continues advancing Aurora Powerhouse at Idaho National Laboratory under DOE authorization, with commercial power targeted for 2028. Recent Meta agreement and DOE selections support the nuclear-for-AI thesis. Market cap is at the upper end of the preferred range after a sharp decline; retained because of the operating-inflection potential and catalyst path if further regulatory milestones are met.
Other models on the same run
| Model | Picks |
|---|---|
| Gemini 3.6 Flash High | JOBY, RGTI, ACHR, SMR, RDW |
| Muse Spark 1.1 | LEU, LUNR, RDW, EOSE, AMSC |
| Claude Sonnet 5.5 | AEHR, LUNR, OUST, EOSE, SERV |
| Perplexity | INOD, LQDA, PGY, MAZE, NVEC |
| GPT-6 | BKSY, AMPX, RCAT, LUNR, SES |
| DeepSeek | INOD, BRUN, ACCV, AIP, LPTH |
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