What I’m Buying: October 2026
Here are the 25 companies currently standing out to me for their growth potential, market position, or long-term asymmetric upside.
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$Spotify Technology S.A.(SPOT)$ — Audio streaming platform with more than 600 million active users worldwide.
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$Coinbase Global, Inc.(COIN)$ — A leading blockchain platform with the balance sheet and management team to benefit if crypto, blockchain and Web3 continue expanding over the next decade.
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$Portillo’s Inc.(PTLO)$ — A fast-growing restaurant brand built around hot dogs, burgers and a scalable store model.
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$Virgin Galactic(SPCE)$ — A space tourism company pursuing a new category of commercial space travel.
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$ON Semiconductor(ON)$ — A rapidly growing footwear brand with high margins and room to expand geographically and across new fitness categories.
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$Airbnb, Inc.(ABNB)$ — The global marketplace connecting travelers with short-term property rentals.
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$Walt Disney(DIS)$ — A massive media business navigating the transition from traditional entertainment toward streaming.
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$MGM Resorts International(MGM)$ — A global casino operator with major exposure to Las Vegas and Macau, plus an expansion opportunity in Japan.
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$Alphabet(GOOG)$ — A dominant search and advertising platform with additional upside from artificial intelligence and autonomous driving.
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$Zillow(Z)$ — A major real-estate platform with ambitions to become a broader technology layer for the housing market.
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$Owlet Inc.(OWLT)$ — An infant-health technology company built around connected devices and health data.
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$SoFi Technologies Inc.(SOFI)$ — A digital financial platform aiming to become the modern consumer bank.
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$Robinhood(HOOD)$ — A financial platform expanding beyond retail trading into a broader ecosystem of financial products.
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$Hims & Hers Health Inc.(HIMS)$ — A digital healthcare platform reshaping how consumers access treatments and pharmaceutical services.
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$Mobileye Global Inc.(MBLY)$ — A major autonomous-driving technology provider with a horizontal business model across the automotive industry.
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$FIGS, Inc.(FIGS)$ — A healthcare apparel company operating in a specialized and relatively defensible niche.
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$Lyft, Inc.(LYFT)$ — The No. 2 U.S. ridesharing platform, with potential upside from the transition toward autonomous transportation.
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$Uber(UBER)$ — A global leader in ridesharing and delivery with additional opportunities from autonomous vehicles.
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$Joby Aviation, Inc.(JOBY)$ — An eVTOL company targeting a new category of urban and regional air transportation.
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$Duolingo, Inc.(DUOL)$ — A language-learning platform disrupting traditional education through mobile technology and gamification.
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$Bumble Inc.(BMBL)$ — A founder-led online dating platform with a potential turnaround and product-relaunch opportunity.
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$Garmin(GRMN)$ — A connected-device company capturing an increasingly broad stream of human activity and health data.
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$Thryv Holdings Inc(THRY)$ — Software and AI tools designed for small, service-based and blue-collar businesses.
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$Zeta Global Holdings Corp.(ZETA)$ — An AI-powered marketing platform using data and automation to help businesses improve customer acquisition and engagement.
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$TransMedics Group, Inc.(TMDX)$ — A medical technology company transforming organ transplantation through its organ preservation and transport platform.
Markets are always moving - and sometimes, the best move is knowing what works for you.
With Treasury yields, oil prices and rate expectations keeping markets on edge this week, investors are once again thinking carefully about where to position next. There’s no one-size-fits-all choice in investing — and the same goes for Tiger Merch. This month’s hot picks are in, featuring the Tiger Toiletry Bag, Universal Travel Adapter, Tiger Umbrella and more favourites chosen by fellow Tigers.
Explore the Monthly Hot Picks in Tiger Coin Mall, now 12% OFF for a limited time.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
