In a constantly evolving environment, where innovation constitutes a real catalyst for progress, allocating between 10% and 15% of the portfolio to emerging companies with high disruptive potential can be one of the boldest strategic decisions for investors visionaries. . These companies, often still in the early stages of development, are chart a course that could lead them to become the giants of the decades to come. Despite the risks associated with its youth and volatility, the long-term return opportunities could be comparable to those that would have generated early investments in now iconic companies such as Apple either Amazon.
The challenge of identifying these companies goes beyond tracking market trends; This requires detecting those who have the power to transform their industries or even create completely new markets. This week, I want to focus on four companies that are combining technological innovation and advanced solutions to address some of the most relevant and strategic challenges of our time. Sangamo Therapeuticwith a focus on precision gene editing; Blockchain Argopaving the way for the blockchain ecosystem; Material ratiowhich revolutionizes the concept of digital space and virtual reality; And Enovixwhich is redefining energy storage efficiency standards, are examples of how technology and innovation are driving change in critical areas.
These companies aren’t big names yet, but Their advances in sectors such as genetic medicine, digital infrastructure, the creation of virtual twins and next-generation batteries position them as candidates with high transformative potential. While there is no certainty and volatility is an integral part of these investments, those who decide to bet on their ability to scale could be rewarded extraordinarily in the long run.
This analysis is part of the framework I incorporate into a 25-year investment portfolio for my 19-year-old twins. I always say that when the real impact of these decisions materializes, whether positive or not, my children will remember this approach of their father. Because, ultimately, investing in change is betting on the future.
Sangamo Therapeutics (SGMO)
Sangamo is engaged in biotechnology and focuses on advanced gene therapies and gene editing, targeting rare genetic disorders and neurological diseases. Its zinc finger nuclease (ZFN) technology is one of the first in the field of gene editing, providing unique precision to modify DNA in a specific and safe manner. Sangamo is currently researching treatments for hemophilia, inherited blood disorders and neurodegenerative diseases, positioning itself as a disruptive force in personalized medicine.
First of all, I chose this company because it is the one that seems the best from a technical point of view, each time last week it confirmed a spectacular and broad bullish reversal trend in the form of a double lower in the $0.30which seems to have been the low point of the downward trend that began in 2018, the title of neither more nor less than the 27 dollars.
Managing a stop linked to not losing the support of $0.70whose transfer would not make sense in the context of bullish reconstruction that we are looking for, the stock can be bought with a long-term view, looking for increases in the coming years towards 6 dollars in the first place, which is the theoretical minimum objective of the rise of this bullish turn pattern, which arises from the projection of its amplitude. If they do not assume the stop, do not buy and wait for a pullback towards the gap that opened a few days ago between the 0.90 and 1.23 dollars. I would place purchase orders within this range. If you do it perfectly and otherwise, have a good trip.
Argo Blockchain (ARBK)
As one of the leading cryptocurrency mining companies, Argo Blockchain stands out for its commitment to sustainability in the industry. It uses renewable energy sources in its facilities, allowing it to reduce the environmental impact associated with intensive digital mining. Argo is also exploring new ways to optimize energy consumption and develop advanced technologies to strengthen the security of blockchain infrastructure, becoming a key player in the responsible mining of cryptocurrencies such as Bitcoin and Ethereum .
Technically, the Argo Blockchain price has consolidated its positions on the support of 0.90 – 1 dollar. As long as it does not lose this support range, we could pay attention to the evolution of this company, but I would only be in favor of buying if it beats the resistance it presents in the $1.35. Only in this case could we start looking for a bullish context towards at least the 4 dollarswhich are the highs of January this year, something that would gain integers if it exceeded the 2 dollars. He stop we would place it in $0.90.
Matterport (MTTR)
Matterport has revolutionized the way physical spaces are captured and digitized by creating 3D digital twins. Its platform lets you digitize everything from home and office interiors to construction sites and warehouses, making it easier for users to explore and analyze physical environments without being physically present. This has found applications in real estate, construction, hospitality and retail, where digital twins save time and resources, enabling better planning and optimization of spaces.
Technically, everything indicates that the stock has bottomed out in the $1.75where the downward trend that started the year 2021 from 37 dollars. The problem from an operational perspective is that the stop is very far away unless $3.90 is used as an aggressive stop, which is the lower end of the consolidation range of the last few months. Beyond $5, everything would indicate that another bullish surge could form in search of recovery of at least one 11:60 p.m. or 38.20% of the decrease 37 at $1.75which would mean seeing increases towards 10 and 15.50 dollars.
Enovix (ENVX)
Enovix is developing next-generation batteries centered on advanced silicon anode architecture, a technology that promises to increase storage capacity and extend battery life. Its products aim to meet the growing demand for electronic devices, such as smartphones and wearable devicesand industrial applications such as electric vehicles. Enovix aims to redefine the standard in energy storage, helping to accelerate the transition to cleaner, more sustainable technologies in energy.
Finally, I’m telling you about a title that has been on a channel for years and is currently in the middle of it. By looking for the ceiling of this channel as your first objective, which appears in the area of 20 dollarswhich are the highest of this year, can buy if they assume a stop linked to not losing the $7.35. In this case, the potential would be 100% while the distance to stop that would be 35%. 3:1 risk/return equation.
