🎯 3 Stocks That Could Deliver Nvidia-Level Returns by 2035
Three high-risk, high-reward bets with 100x potential over the next 10 years.
Last Saturday, we shared a chart that grabbed your attention. It showed what can happen when you invest in the right stock at the right time — and stay invested. A $10,000 investment in Nvidia in May 2015 would be worth $2,630,000 today — a +26,000% return in just 10 years.
No shortcuts. No crypto hype. Just a real, publicly traded company benefiting from a powerful megatrend: AI, data centers, and GPUs.
In that post, we asked:
“Which stock could deliver Nvidia-level returns in the next 10 years?”
Your response was incredible — over 500 of you shared ideas and favorite growth stocks. From biotech to quantum computing to space, the range was impressive.
👇 Here are the 10 stocks mentioned most:
Tesla
MicroStrategy
Palantir
Nvidia
Hims & Hers
IonQ
AST SpaceMobile
GameStop
D-Wave Quantum
Eos Energy
Finding the next Nvidia — a stock that grows 263x in 10 years — is incredibly rare. And even if you find one, holding on through all the ups and downs might be even harder.
But the factors behind a 263x and 100x return are similar. This article breaks down the factors what can make a small company a 100-bagger (or more) — and shares three stocks with potential for Nvidia-level (or at least 100x) returns in the next decade.
Let’s dive into those key factors.
Key Factors of a 100+ Bagger
Here are the most important characteristics:
1️⃣ Smaller Market Cap 🏦
100x returns are nearly impossible for very large companies. Smaller firms simply have more room to grow.
That said, the largest companies in 2035 will likely be bigger than today’s giants. Here’s how top market caps have grown over the decades:
1995: Exxon Mobil / General Electric – $100B
2005: General Electric – $375B
2015: Apple – $750B
2025: Microsoft – $3.41T
If this trend continues, the top company in 2035 could be worth $10T. For a 100x return, its current market cap should be under $100B — ideally much less, as most won’t come close to $10 trillion.
2️⃣ Exposure to a Powerful Megatrend 🚀
The most explosive growth comes from companies riding a powerful megatrend, like the internet, smartphones, or AI, clean energy and quantum computing, in the years ahead. These megatrends create lasting demand and open up large and expanding Total Addressable Markets (TAM).
3️⃣ Strong Revenue Growth 💰
To become a 100-bagger, a company needs to grow fast — ideally with revenue growth of at least 30% per year.
In the early stages, many high-potential companies aren't yet profitable. But what matters is improving margins and a realistic path to sustainable free cash flow.
4️⃣ Scalable Business Model 🧩
Winning companies scale efficiently, they don’t need to double staff or spending to double revenue. Software, platforms, and digital networks are great examples: they support high user growth with relatively low additional cost, leading to stronger margins and faster scaling.
5️⃣ Exceptional Leadership and R&D 🔬
Behind every 100-bagger is a visionary, often founder-led team. These leaders think long-term, invest wisely, and focus heavily on innovation.
Strong R&D investment, often 15–30% of revenue in early years, is common. Nvidia, Tesla, ASML, and Palantir all made major R&D bets early on that later paid off.
6️⃣ Potential to Expand 🌍
Many 100x companies don’t just dominate one niche, they expand into new or related markets. For example, Nvidia evolved from gaming GPUs to powering AI and data centers. Amazon grew from books to a full ecosystem of e-commerce, cloud, and logistics.
In short: We’re looking for companies that start relatively small but have the vision and potential to become global market leaders.
Our Top 3 Picks
Which stocks truly meet the 100-bagger criteria?
After reviewing dozens of promising names, we’ve narrowed it down to three standouts — not just for what they are today, but for what they could become in the next decade.
We’re not saying these are guaranteed 100-baggers, no one can predict the future. But based on our analysis, these three companies check enough boxes to qualify as potential long-term winners.
Let’s dive into them. Starting with number 3 👇
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice. Please consult the general disclaimer for more details.
#3: EOS Energy (NASDAQ: EOSE)
About
EOS Energy Enterprises is an American company that builds zinc-powered battery systems for the electricity grid. It was founded in 2008 and is based in Edison, New Jersey.
EOS has been on a mission:
To accelerate the shift to clean energy by transforming how the world stores power in a safe, scalable, efficient, and sustainable way.
EOS focuses on long-duration energy storage, helping to store power from solar and wind for 3 to 12 hours — so it’s available when people actually need it. Its battery technology, called Znyth™, uses zinc, water, and other common materials. Compared to lithium-ion batteries, it’s safer, longer-lasting, and doesn’t rely on rare or flammable materials.
Since 2019, EOS has been led by CEO Joe Mastrangelo, a veteran in the energy sector with nearly 30 years of experience. Under his leadership, the company has gone from R&D to real-world deployment, scaling up production and signing deals with utility companies in the U.S. and abroad.
Our Thesis
EOS Energy is working on one of the biggest challenges in clean energy: how to store power from wind and solar safely, affordably, and for several hours. Its zinc-based batteries offer a different solution than lithium-ion — using common, non-flammable materials like zinc and water to deliver 3 to 12 hours of energy storage.
The company is still relatively small, with a market value of around $1.35 billion. That matters. To become a 100-bagger, EOS would need to reach $135 billion. That’s ambitious, but more realistic than for companies already worth tens of billions. The starting point is right.
EOS is part of one of the most important global trends of this decade: the shift to clean, reliable energy. As the world adds more solar and wind to the grid, storing that power becomes essential — not just for minutes, but for hours at a time. EOS is building technology that meets that exact need.
Revenue is expected to grow by 316% over the next three years (source: koyfin). That’s explosive growth, driven by rising demand from utilities and energy providers. For investors looking for fast growth in a critical sector, this kind of number stands out.
EOS isn’t a software company. It builds physical battery systems, which means factories, materials, and higher costs. The business model is less scalable and more capital-heavy, with lower margins. But it solves a key problem in the shift to clean energy, and that makes it worth attention.
EOS is not founder-led. The team has strong engineering and industry experience, but the focus is more on execution than innovation. R&D is focused on improving hardware and accounted for 125% of revenue last year (source: koyfin) a sign of how heavily the company is investing in product development at this stage.
The potential market is massive. Beyond grid storage, this technology could be used for industrial backup power, utilities, microgrids, and EV charging. The need for safe, reliable storage is growing — and EOS is one of the more promising companies focused entirely on this challenge.
Could EOS become a 100-bagger?
It’s possible and in our view, one of the stronger candidates. The company needs to keep growing fast, manage the complexity of hardware at scale, and earn a leading role in the global energy system. That won’t be easy. But with a small market cap, triple-digit growth ahead, and a clear focus on a massive and urgent problem, EOS stands out as one of the most overlooked clean energy opportunities of the decade.
Summary
1️⃣ Market Cap: ⭐⭐⭐⭐☆
2️⃣ Megatrend: ⭐⭐⭐⭐☆
3️⃣ Revenue Growth: ⭐⭐⭐⭐⭐
4️⃣ Business Model: ⭐⭐☆☆☆
5️⃣ Management and R&D: ⭐⭐⭐☆☆
6️⃣ Expand New Markets: ⭐⭐⭐⭐☆
Final score: ⭐⭐⭐⭐☆ (3.7)
The Future Investors (Vincent & Stefan) currently do not hold a position in EOS Energy.
Now let’s move on to our number 2 and number 1 picks — the ones we believe could deliver life-changing returns over the next decade. One is building a breakthrough technology that could redefine what’s possible in the next wave of innovation. The other is quietly building the intelligence layer of a $10 trillion+ industry.
Two game-changing companies. Two massive opportunities.
You don’t want to miss this!
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