Dear Reader,

We were somewhere in Delaware, stuck in bumper-to-bumper traffic…

Miles from the next rest stop, my 5-year-old son suddenly howled that he had to go.

I veered off at the next exit, pulled into a shopping mall, and unbuckled his car seat as quickly as I could…

But on our sprint to the restroom, something stopped me in my tracks.

It was a robot.

Not just any robot – it was Elon Musk’s Optimus.

For months, the financial research firm I work for has been tracking Optimus’ development behind closed doors.

Elon has called it “the biggest product of all time.”

But we believe the implications for investors could be even bigger.

In fact, there’s one stock (not Tesla) that should be on every investor’s radar right now.

Months ago, we predicted:

“It won’t be long before Tesla’s new product is everywhere – on sale in showrooms across America and around the world.”

And now that I’ve seen it with my own eyes, I’m convinced the rollout is happening faster and at a bigger scale than anyone’s prepared for.

One of our top stock experts – whose team has briefed the FBI, the Pentagon, and Fortune 500 CIOs – says the tech behind Optimus could trigger one of the most profound wealth transfers of our lifetime. 

To understand exactly what’s happening… and get the name of the stock he recommends you buy for free today… I strongly urge you to watch this urgent presentation now:

Click here to view it.

Sincerely,

Kelly Brown
Managing Director

P.S. I wasn’t expecting to see Optimus in person, but now that I have… I get it. It’s a 5’8″, 125-pound humanoid robot that can carry 45 pounds while walking at 5 miles per hour – perfect for factory work. Musk believes we’ll eventually see 10 billion of them in circulation. Why? Because once this rollout begins, every business that makes something will want one. This could spark a financial story even bigger than anything you’ve seen from Tesla and Elon. Click here now to see what’s coming next.

---

Additional Reading from MarketBeat Media

Battle of the Big-Upside Tech Names: HUBS vs. NBIS vs. TEAM

Reported by Nathan Reiff. Publication Date: 12/4/2025. 

What You Need to Know

• The tech sector has led growth across the S&P 500 again this year, but those gains have been driven primarily by a handful of major names.
• Still, there is potential for strong appreciation among a number of less-prominent stocks in the tech space.
• HubSpot, Nebius, and Atlassian are all favored by analysts and could see impressive double-digit upside.

The tech sector is once again buoying much of the market as 2025 draws to a close. The Technology Select Sector SPDR Fund (NYSEARCA: XLK), an ETF that serves as a useful benchmark for the sector, has returned nearly 25% year-to-date (YTD), outperforming every other popular SPDR sector fund.

Performance within tech remains uneven, with the Magnificent Seven often driving the sector’s gains. Focusing solely on those ultra-popular names poses concentration risk, so cautious investors may prefer a broader mix of tech stocks.

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Three names outside that concentrated group that offer meaningful upside potential are HubSpot Inc. (NYSE: HUBS), Nebius Group N.V. (NASDAQ: NBIS), and Atlassian Corp. PLC (NASDAQ: TEAM). Below we examine each and compare the potential rewards and risks.

AI Fears Depress HubSpot Shares, but Fundamentals Look Solid

HubSpot is a customer relationship management (CRM) software provider that helps clients manage sales, marketing and customer service. Shares are down roughly 47% YTD from a multi-year high reached early in 2025. Much of the recent selloff appears driven by investor concerns that HubSpot may not be prepared for the AI transition, but the company’s earnings results tell a different story.

In the latest quarter, revenue rose 18.4% year-over-year (YOY) on a constant-currency basis, helped by the company’s Data Hub—an AI-based tool that has seen strong early adoption.

Those gains enabled HubSpot to raise its fourth-quarter and full-year 2025 guidance in several categories and to repurchase about $375 million of stock.

As HubSpot’s customer base expands and margins improve, the recent share decline may look like an overreaction and a buying opportunity at a relatively attractive valuation. Net new annual recurring revenue (ARR) is encouraging, although it may take additional time for that potential to be fully realized.

Investors willing to be patient could see more than 65% upside for HUBS shares, according to forecasts.

Rapid Expansion for Nebius Means Wider Losses, but Immense Growth Potential

Amsterdam-based AI infrastructure company Nebius has followed a very different path, more than tripling in value YTD. Its rapid expansion—including a major partnership with Meta Platforms Inc. (NASDAQ: META)—and the strength of the AI industry have driven gains, but also raised expectations.

Despite net revenue increasing a remarkable 355% YOY, Nebius missed expectations in the most recent quarterly report.

Losses widened for the quarter—unsurprising for a company at this stage—and adjusted EBITDA loss increased about 90% as Nebius continues investing heavily to scale.

Rising spending on property and equipment and higher debt levels signal the company intends to keep expanding its footprint.

Analyst sentiment has become more positive, with several new Buy ratings and higher price targets in the last month. Heading into year-end, nine of 11 analysts are bullish, and NBIS is expected to see roughly 50% upside in the near term as growth continues.

Rapid AI Adoption and Cloud Sales Growth Drive Atlassian Optimism

Software development and project-management firm Atlassian has experienced a milder selloff than HubSpot, down about 37% YTD. In the latest quarter, Atlassian delivered 21% YOY revenue growth, led by a 26% increase in cloud sales.

Atlassian’s AI footprint looks strong: Atlassian AI has about 3.5 million monthly active users, up more than 50% from the prior quarter.

While data center-to-cloud migrations may pressure near-term organic growth because of marketplace take-rate dynamics, the long-term outlook remains favorable.

Analysts see room for material upside: nearly 56% upside is possible if Atlassian continues to capitalize on cloud and AI adoption.

In short, HubSpot offers a deep pullback with improving fundamentals and a potential value entry; Nebius presents high growth and high execution risk as it scales rapidly; and Atlassian provides steady cloud- and AI-driven growth with more measured risk. Investors should weigh patience and risk tolerance when choosing among these three distinct opportunities.

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