Nvidia Made Them Rich. Redditors Say These 2 Stocks Are Next
August 10, 20263 Mins read67
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Nvidia shares have shown explosive growth since ChatGPT launched in late 2022. The stock minted a lot of millionaires and retail investors rejoiced. But doubts are creeping in now and growth is not what it used to be. The logical question every long-term investor asks is this: what is the next Nvidia? Which stocks can you get in early on for the big gains?
To find out what retail investors are betting on, we went through long discussion threads on the Reddit subreddits r/Stocks_Picks and r/TheRaceTo10Million. We skipped the one-word ticker drops and the pump posts. We picked two stocks where Redditors named specific reasons for their bullishness. Let’s see whether their arguments have juice.
Zeta Global Holdings Corp. (NYSE:ZETA)
Zeta sells enterprise marketing software. Big brands use its platform to find customers, target them, and message them through one system instead of paying five different vendors. Its moat is the data. Zeta owns its consumer dataset rather than renting it, covering more than 535 million profiles.
Redditors like the growing market Zeta is moving into and two partnerships the company signed this year. Earlier this year, Zeta partnered with OpenAI and Palantir. Under the Palantir deal, Zeta rebuilds its data cloud on Palantir’s Foundry software. Redditors also point out that Zeta is expanding from marketing software into business intelligence, which is a much bigger market. One commenter gave a careful two-sided read. He flagged the shift to positive GAAP profitability and the raised fiscal 2026 guidance, but said he would not chase the stock short term unless the price holds above the post-earnings range.
Bull case. Zeta is solving a key problem for major companies. Paying five vendors costs more, and the separate systems do not share data properly, so the marketing team ends up with an incomplete picture of its own customers. Zeta’s pitch is that one platform handles all of it. That pitch is working on the customers that matter most. In the second quarter of fiscal 2026, super-scaled account count grew 17% year over year to 197, and the average revenue from each of those accounts grew 17%.
Bear case: Two things are inflating fiscal 2026 growth. The first is political ad spending around the US midterm elections. The second is Marigold, a marketing software business Zeta bought in late 2025 that sells customer loyalty and lifecycle tools. Acquired revenue counts as growth for the first year a company owns it. This factor might impact comparables and dent stock performance if headline growth falls.
Customer concentration makes that risk worse. Those 197 super-scaled accounts drive about 80% of revenue, so losing or even slowing a handful of them shows up in the numbers right away.
Infleqtion, Inc. (NYSE:INFQ)
Infleqtion builds quantum hardware. Redditors picked Infleqtion over IonQ, Rigetti, and D-Wave for one reason: they say it brings in comparable revenue at a valuation around seven times lower. They also point to government funding and to the fact that Infleqtion sells real commercial products today instead of running one-off research contracts. The pushback came from within the same threads. One user said quantum needs roughly 10,000x qubit scaling before any of it becomes useful, and another said he would rather wait three years.
Bull case. The near-term business is quantum sensing, and that is where the revenue actually comes from. This distinction matters, because most quantum stocks are a bet on a technology that may not pay off for a decade. Infleqtion sells products now.
The precision timing product is the clearest example. It is 100 times more accurate than GPS timing and cannot be jammed. GPS jamming has become standard practice in conflict zones, as the wars in Ukraine and the Middle East have shown, so demand for a jam-proof alternative keeps rising. The addressable market runs well past military hardware into commercial aviation, shipping, and eventually phones. Infleqtion already has an agreement with Safran, the French aerospace and defense manufacturer, to sell precision timing solutions, which gives it a distribution route into aviation and military buyers. It also works with NASA, the UK’s Royal Navy, DARPA, and Nvidia.
Bear case. The stock trades at around 50x forward EV/sales, and analyst estimates do not show the revenue base growing fast enough to grow into that multiple. Even on fiscal 2028 estimates, investors would still be paying roughly 37x sales. EPS estimates stay negative through fiscal 2028, which means you are paying a steep price for the possibility that Infleqtion becomes a much larger and more profitable business later.
Margins are deeply negative across operating income, EBITDA, and net income, and the company burns cash every quarter.
Sentiment is another issue. Quantum is a volatile sector driven by narrative more than numbers. If enthusiasm cools or market liquidity tightens, these stocks sell off hard regardless of what the underlying business is doing.
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