The past few weeks have been one of the most turbulent flows I have experienced, with tariffs and geopolitical uncertainty rattling the market and shaking investors’ trust. But while the headlines remain noisy, the worst volatility may lie behind us. It’s time to start looking for opportunities.
Amidst the chaos, some of the themes of the year have become clear standouts: AI, Bitcoin, gaming. This work highlights three strains poised to benefit from these broad trends, but boasting individual bullish catalysts.
Palantir Technologies (pltr), MicroStrategy (MSTR), and Take-Two Interactive (ttwo) It is one of the most persuasive opportunities on the market today and I intend to share why investors think they should put them on their watchlists.
Zacks Investment Research
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Palantir Technologies is a unique player in the AI space and runs in its own class. The company specializes in applied artificial intelligence and advanced data analytics, and is deeply entrenched in both the government and commercial sectors. Its software platforms Gotham, Foundry and Apollo are used for mission-critical operations in defense, healthcare, energy and finance, offering competitive moats and a very few true rivals.
Palantir has brought impressive momentum, with an expected increase of over 30% in 2025 and a 25% in 2026.
Despite the broader weaknesses of tech and AI stocks, Palantir has been well endured. The share has grown 28.2% since the start of the year, making it one of the relative leaders of AI stocks. PLTR is responsible for premium valuations and is currently trading at a noble pre-earning profit of 167 times. However, given its growth trajectory, strong positioning and sticky customer base, many investors are willing to pay for Palantir’s long-term potential.
PLTR stocks are already showing strong momentum, so they don’t wait for the broader market to be meaningfully higher. The stocks are divided from the bull’s technical patterns, indicating desperate purchases from investors.
TradingView
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Take-Two Interactive software may be the most compelling trading opportunity on my radar right now. This stock offers a rare combination of a strong foundation and a textbook technical setup that can ignite a big breakout.
Catalyst Everyone’s Watching is a highly anticipated release of GTA VI, expected in the second half of 2025. The franchise is one of the most profitable in gaming history and is highly anticipated. Analysts forecast sales of 45.3% next year, with revenues expected to rise 191%.
The story continues
Looking further, revenue is projected to increase by 32.6% per year over the next 3-5 years. However, despite this growth outlook, the stock is reasonably valued. It trades with forward revenue of 29 times and gives a PEG ratio of less than 1. This indicates discounts based on metrics.
From a technical standpoint, TTWO forms the perfect base for the painting. Stock is integrated just under the main resistance, with a critical move above the $218 level confirming a breakout and opening the door to the top of the new legs.
TradingView
Image Source: TradingView
For investors looking to gain leveraged exposure to Bitcoin, the micro strategy is one of the most direct and powerful vehicles on the market. The company has over 500,000 Bitcoin and has made it clear that its strategy is to continue to accumulate more over time.
Bitcoin has shown remarkable resilience during the recent market corrections. The high-tech Nasdaq faced pressure, but the Bitcoin drawdown was pretty much lined up despite its inherently high volatility. Its relative strength suggests growing institutional support and mature asset classes that can be held more and more independently in an uncertain macro environment.
With the talk of increasing geopolitical risks and increasing economic paradigm shifts, there is a strong case where Bitcoin can separate its permanent tech stock correlations. Even if that separation has not been materialized in the short term, history shows that Bitcoin tends to outperform during bull markets, and MicroStrategy’s structure provides a high beta way to exploit its upside down.
Technically, the MSTR forms a bullish channel and now sits just below important levels of resistance. A sustained breakout of over $320 could potentially confirm a higher start to a new leg.
TradingView
Image Source: TradingView
Each of these stocks offers an exciting business and exposure to economic trends with strong growth. Whether it’s the explosive power of Bitcoin, the increased application of AI, or the cultural domination of games, these names represent cutting edge opportunities in the market. With a solid foundation and a bullish technical setup, they deserve to be a spot on investors’ watchlists for the rest of 2025.
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Take-Two Interactive Software, Inc. (TTWO): Free Stock Analysis Report
