Top Five Best-Performing Recommendations Through June 1, 2026
Throughout 2023 I focused on identifying businesses with durable competitive advantages, expanding addressable markets, and management teams capable of compounding shareholder value over many years. While many investors were avoiding growth stocks because of rising interest rates and macroeconomic uncertainty, I believed these companies were positioned to benefit from long-term trends such as artificial intelligence, cloud computing, cybersecurity, and digital infrastructure.
As of the June 1, 2026 market close, these have been my five best-performing recommendations.
| Rank | Company | Buy | Close | Return |
|---|---|---|---|---|
| 1 | PLTR | $7.88 | $160.65 | +1,938.7% |
| 2 | NVDA | $14.74 | $224.26 | +1,421.4% |
| 3 | DOCN | $21.88 | $173.45 | +692.7% |
| 4 | CRWD | $99.94 | $782.17 | +682.6% |
| 5 | NET | $42.88 | $270.82 | +531.5% |
Recommendation Date: March 17, 2023
Buy Price: $7.88 June 1, 2026 Close: $160.65
When I recommended Palantir in early 2023, the market was largely focused on slowing revenue growth and stock-based compensation. I believed investors were overlooking the company's unique position in artificial intelligence, government software, and enterprise data analytics. Its platforms had already proven their value in mission-critical environments, and I expected commercial adoption to accelerate as more organizations sought to leverage AI.
Over the following three years, that thesis played out. Palantir launched new AI capabilities, expanded its commercial customer base, and demonstrated improving profitability. The company evolved from a controversial growth stock into one of the market's premier AI software businesses, rewarding patient investors with extraordinary returns.
Total Return: +1,938.7%
Recommendation Date: January 4, 2023
Buy Price: $14.74 June 1, 2026 Close: $224.26
NVIDIA was already the leader in graphics processors, but I believed its real opportunity extended far beyond gaming. The AI revolution was just beginning, and nearly every major model required immense computing power. NVIDIA's CUDA ecosystem, data center leadership, and software advantages created a competitive moat that I believed would be difficult to replicate.
Demand for AI infrastructure exploded as hyperscalers, enterprises, and research organizations raced to deploy generative AI. NVIDIA became the backbone of this transformation, proving that owning the dominant supplier during a technological revolution can produce exceptional long-term returns.
Total Return: +1,421.4%
Recommendation Date: October 5, 2023
Buy Price: $21.88 June 1, 2026 Close: $173.45
DigitalOcean stood out because it served developers, startups, and small businesses that often found larger cloud providers too expensive or overly complex. I believed its simple pricing, strong customer loyalty, and focus on underserved customers gave it a niche that could continue growing for years.
While much of Wall Street focused on the largest cloud providers, DigitalOcean quietly executed its strategy. Consistent growth, improving profitability, and increased demand for cloud infrastructure allowed the company to significantly outperform expectations from my original recommendation.
Total Return: +692.7%
Recommendation Date: January 25, 2023
Buy Price: $99.94 June 1, 2026 Close: $782.17
Cybersecurity has become one of the most resilient areas of technology spending because organizations cannot afford to reduce protection against increasingly sophisticated threats. CrowdStrike's cloud-native Falcon platform, recurring subscription model, and AI-driven threat detection made it one of the industry's strongest businesses in my view.
Although the stock experienced periods of volatility, the company's execution remained impressive. Continued platform expansion, strong customer retention, and leadership in endpoint security reinforced my long-term investment thesis and delivered outstanding shareholder returns.
Total Return: +682.6%
Recommendation Date: May 2, 2023
Buy Price: $42.88 June 1, 2026 Close: $270.82
Cloudflare was much more than a content delivery network. I viewed it as an internet infrastructure company building essential services across cybersecurity, networking, edge computing, and application development. Its growing ecosystem positioned it to benefit as more businesses moved workloads to the cloud.
Since that recommendation, Cloudflare has continued expanding its platform while strengthening relationships with developers and enterprise customers. Its ability to innovate across multiple high-growth markets helped generate impressive long-term gains for investors.
Total Return: +531.5%
Although these companies operate in different industries, they shared many of the same characteristics when I recommended them: strong competitive moats, recurring revenue, visionary leadership, and exposure to powerful secular growth trends. Rather than chasing short-term momentum, my goal was to identify businesses capable of creating value over many years.
Past performance is never a guarantee of future returns, but these results reinforce my investment philosophy of focusing on exceptional companies and allowing time for the underlying businesses to compound.