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Outlier Capital

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10+ years managing portfolios. +1,000% returns. Sharing institutional-grade analysis on the next wave of growth stocks. Subscribe to build generational wealth with high-conviction plays.

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Substack
PricingFreemiumPublishesDaily
Issues61Founded3 months agoLast Issue6 days ago
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Latest Issues

Insider Watchlist: Ranking by Growth Conviction – July 2026 Edition

Welcome to the Insider Watchlist section.

Welcome to the Insider Watchlist section.

6 days ago
16
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LONG 10x Stock Opportunity

The Core View

Most small-cap AI infrastructure stories lean heavily on narrative and thin on tangible delivery. One Stop Systems ($OSS) stands apart. It designs and manufactures genuine ruggedized, high-performance edge computing syste...

8 days ago
14

Main 10x & Small 100x Portfolios | Fourth Week of June, 2026 Update

+84.7% YTD. Update on key portfolio moves, performance, and the highest-conviction most asymmetric risk-adjusted long stocks.

Welcome to this week’s update. Combined Performance: +84.7% YTD.

9 days ago
12
16
Paid

AI Bottleneck Roadmap Year-by-Year (2026-2031): The Next 10x Stocks

The memory supercycle that turned $MU (and earlier names like $SNDK) into multi-baggers wasn’t random. It was the first structural bottleneck in the greatest infrastructure buildout in history. As AI clusters explode in size and density, ne...

13 days ago
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15

Intuitive Machines ($LUNR): A Credible Path to 10x in Lunar Infrastructure

The Core View

Most small- and mid-cap space stories remain long on narrative and short on delivered proof points. Intuitive Machines stands apart because it has already solved the hardest technical problem in the sector — achieving the...

15 days ago
12

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