By AnalyzeStocks.com | June 2026
Every portfolio has its core holdings.
The stocks that have earned conviction.
The positions that have survived market volatility, bad headlines, pullbacks, and second-guessing.
But before a stock becomes a major holding, it usually spends time in what I call the Big Build Pipeline.
The Big Build Pipeline is where future candidates compete for a larger role. These companies operate in industries that I believe could play an important role in shaping the next decade, but they still have to prove themselves.
Some will graduate.
Some will stall.
Some will eventually be replaced by better opportunities.
That’s part of the process.
Today, nine stocks are currently competing for a future spot in the Big Build Portfolio.
Air Mobility
Eve Holding (EVEX)
The air taxi industry remains one of the most ambitious transportation opportunities in the market.
Eve benefits from strong aerospace backing and a vision centered around urban air mobility. While the industry still faces certification and adoption challenges, the long-term opportunity remains significant.
If air taxis become a normal part of transportation infrastructure, companies like Eve could be major beneficiaries.
Vertical Aerospace (EVTL)
Vertical Aerospace represents another approach to the eVTOL market.
The company’s VX4 aircraft program continues to position itself as a potential player in the future of electric aviation.
While the path to commercialization remains challenging, EVTL remains one of the more interesting speculative names in the sector.
Energy Storage
KULR Technology (KULR)
KULR sits at the intersection of batteries, thermal management, artificial intelligence infrastructure, and aerospace applications.
As computing systems become more powerful and batteries become more energy dense, thermal management becomes increasingly important.
Sometimes the biggest winners are not the batteries themselves, but the companies helping those batteries operate safely and efficiently.
Enovix (ENVX)
Enovix remains one of the more fascinating battery technology stories in the market.
The company continues pursuing advanced battery architectures designed to improve energy density and performance.
Battery innovation remains one of the most important long-term technology trends, making ENVX a natural pipeline candidate.
Solid Power (SLDP)
Solid-state batteries remain one of the most anticipated developments in the energy storage industry.
If commercial adoption accelerates, Solid Power could benefit from growing demand for safer and more efficient battery technology.
The opportunity remains large, but execution will ultimately determine success.
Autonomy and Machine Vision
Mobileye (MBLY)
Mobileye may be one of the most established companies in this pipeline.
The company continues to play a major role in advanced driver assistance systems and autonomous driving technology.
As vehicles become smarter and more automated, Mobileye remains positioned to benefit from the broader autonomy trend.
Data I/O (DAIO)
Data I/O is a smaller and less discussed company, but it participates in an increasingly important area of technology manufacturing.
Its solutions support device programming and security throughout the electronics supply chain.
As connected devices continue expanding, infrastructure supporting those devices becomes increasingly valuable.
Digital Infrastructure and Security
Netskope (NTSK)
Cybersecurity and network visibility remain critical pillars of the modern digital economy.
NetScout focuses on network performance, security, and operational intelligence.
As digital infrastructure expands, the need to monitor and protect that infrastructure continues to grow.
Data Storage Corporation (DTST)
Artificial intelligence, cloud computing, and enterprise software all require reliable infrastructure.
Data Storage Corporation provides solutions in cloud services, cybersecurity, and business continuity.
While smaller than many industry peers, DTST offers exposure to themes that continue growing across the technology landscape.
What Makes a Big Build Candidate?
The goal of the Big Build Pipeline is not to predict winners with certainty.
Instead, it is designed to identify companies operating in industries with strong long-term potential.
Many of today’s largest technology companies spent years proving themselves before investors fully recognized their opportunity.
The companies in this pipeline share several characteristics:
- Exposure to future technology trends
- Significant growth potential
- Real-world applications
- Industry tailwinds
- Opportunities to scale over time
That does not guarantee success.
But it creates a starting point for deeper research.
Final Thoughts
The Big Build Pipeline is constantly evolving.
Some companies will move higher on the conviction ladder.
Others will fall away as new opportunities emerge.
That is the nature of investing in emerging technologies.
For now, these nine companies remain on my watchlist as potential future Big Build candidates.
Whether they ultimately earn a larger role will depend on execution, industry progress, and the ability to turn promising technology into lasting business success.
Investing is often about identifying tomorrow’s opportunities before they become today’s headlines.
The Big Build Pipeline is where that search begins.
Scorecard
Innovation
★★★★★
Each company operates in sectors that could shape the next generation of technology.
Sector Importance
★★★★☆
Air mobility, batteries, autonomy, cybersecurity, and infrastructure all represent important long-term themes.
Future Potential
★★★★★
Significant upside exists if even a handful of these technologies achieve broader adoption.
Moonshot Energy
★★★★★
This is the research stage where future Big Builds are discovered.
Be the first to comment