Breaking Bread #1 | Full Stack Stock
Fun to say, even more fun to profit.
Since this is the first issue of Breaking Bread I thought I’d explain a bit what I’ll be doing. These issues will almost act as a breaking news/stocks to watch style article. Kind of like a culmination of research packed down in a way I feel confident that I can explain and that anyone can understand and hopefully give you more information than you had before to help make more informed investment decisions.
So let’s get into it. When I’m looking at stocks and doing my research on what I want to rotate money towards I try to ignore the flashy stuff. if something is super hot right now that means they likely already did the thing that boosted their popularity. Granted yes, you will likely continue to see some sort of surge usually, but chances are the sharp spikes up are met with downs. Or worse, sharp spikes down. And its hard to replicate the momentum after people have already been there done that. And whether fortunately or unfortunately the world keeps turning. Meaning I try to look into things that are needs. If a new app blows up I want stock in the company that makes the devices the app is on.
The holy grail of this though if we take it a step further is a Full Stack company. These are businesses that don’t just sell one piece of the puzzle, they make the pieces, the box, the instructions and ship it to you. Or more realistically, they build the hardware, write the software, and run the service. When a company does this they envelop the market. They don’t have to pay a middleman and when a client starts using them, its incredibly difficult to leave. Not only that but generally smaller companies prefer utilizing these full stack businesses for their own needs, because its just one guy to pay. Or if a larger business wants to purchase this full stack company, the price tag becomes incredibly high just because its all proprietary. If you’ve ever played around with crypto you might notice that the most consistent winners aren’t the individual coins or projects, it’s the underlying networks they run on. Solana tokens are the wild west, but you know what they all need to even run? Solana.
But before we dive in, let’s talk about why we aren’t just buying Nvidia and calling it a day. I mean seems pretty simple, look at it’s chart right? Infinite money glitch, simple. Well the reason is something we like to call Market Cap. Market cap is the total value of all a company’s shares. And in Nvidia’s case, it’s worth trillions. For your money in Nvidia to triple, Nvidia has to become worth multiple trillions more. Which is a massive hill to climb, not because of popularity or anything, but just literally because of how much money is/isn’t available.
But a company worth $10 billion only needs to grow to $30 billion to triple your money. Which in the tech world happens all the time. So I prefer looking for small to medium cap full stack companies. This week I humbly bring you 5 of these full stack stocks for your viewing pleasure. And just for you, I’ll even put them in order from my favorite to least favorite as a reward for reading this far. Granted these stocks are likely a “several years down the road” type of stock and some more than others. But for just about every company that’s been like this, the people that DID hold were rewarded if anything just by inflation alone.
1. ASTS 0.00%↑ (AST SpaceMobile)
A satellite company building a cellular broadband network in space.
They own the proprietary satellite hardware and the network itself. They aren’t an app; they are the literal signal that lets your normal phone work in the middle of the ocean or a desert.
$35 Billion Market Cap.
We are waiting for the successful launch and operation of their next 20–25 commercial satellites to prove they can handle global scale.
In May 2024, the stock surged nearly 70% in a single day after a massive partnership with AT&T. Conversely, it saw an 11% drop in early 2026 following news of potential shareholder dilution.
Downsides: if a rocket blows up or glitches in orbit, you’ll definitely see a drop.
But if you can handle the price swings, this is a strong buy for me, and anytime there’s a dip all that means to me is it’s on sale.
2. RGTI 0.00%↑ (Rigetti Computing)
This is the scrappy quantum computing company
Unlike their quantum rivals who just build computers, Rigetti owns the actual factory (the fab) where they manufacture their own quantum chips.
$5.8 Billion Market Cap.
Hitting a technical milestone of 150+ stable qubits, which would move quantum computing from a science project to a useful tool. And after dropping the full year results on the 4th, they’re sitting on about $600 million in cash, which buys them quite a bit of time to hit this 150 qubits.
In late 2025, the stock rose 45% on the back of partnerships with the Air Force and Nvidia, but it has seen 50% drops in the past when the "quantum hype" cools off.
Extremely high risk, this is only for very aggressive portfolios, and even then its still speculative. Be prepared for many swings of burning cash and diluting shareholders before it turns profitable.
This is definitely a longer term speculative buy, think 5-10 years. But with a $6b market cap the potential is too tempting. and if you’re always waiting for tech to be proven before you buy it, you’ll miss every train.
3. IOT 0.00%↑ (Samsara)
The operating system for physical businesses like trucking, construction, and warehouses.
They build the sensors and cameras (hardware) and the AI cloud platform (software) that tracks everything a company owns.
$16.7 Billion Market Cap.
We’d be mainly looking for continued expansion into international markets and proving they can maintain 30%+ revenue growth as they hit consistent profitability.
The stock saw a 19% surge in March 2026 after a blowout earnings report that proved their walled garden strategy is working. It previously struggled in early 2025 due to broader tech sell-offs. Much like all stocks
The only downside I’ve seen with IOT is that they are tied to the real economy. If trucking and construction slow down, so do they.
But all signs point to this being a decent buy. I mean maybe I’m totally off base, but I mean we’ll see in a few years, I just can’t imagine this business slowing down for at least 10 years.
4. TER 0.00%↑ (Teradyne)
The gatekeeper of the chip world. They build the machines that test if semiconductors actually work.
They own the specialized testing hardware and the robotics (Universal Robots) that automate the factories themselves.
$43.4 Billion Market Cap.
The next major leap in AI chip complexity. The harder a chip is to make, the more everyone needs Teradyne to test it.
Recently soared 65% between late 2025 and February 2026 due to massive AI-related demand and a huge earnings beat. Historically, it dropped 40% during the 2020 crash, showing it moves with the overall market.
They are, and have always generally been the guy in this field. If a new, cheaper testing technology emerges, their full stack moat could shrink. But that would be a pretty big hill to climb.
Personally they are a buy for me, maybe not at this exact moment, I’m going to wait on a bit of a dip after this most recent run in the market. But its hard to argue when the CEO of Nvidia is saying “idk why everyone doesn’t own semiconductor stock.” And to me that just means I should probably buy stock in the things the semiconductors are all going to need.
5. TEM 0.00%↑ (Tempus AI)
A healthcare company using AI to personalize cancer treatments.
They own the high-tech sequencing labs (hardware) and the world’s largest library of clinical-genomic data (software).
$9.3 Billion Market Cap.
We’re mostly waiting on TEM landing a "Standard of Care" agreement where a major national hospital system makes Tempus the default requirement for all oncology patients. They did just announce a massive multi-year deal with Merck 8 days ago.
Since its IPO in June 2024, it has been volatile. It hit a high of $104 in late 2025 before pulling back to the $50 range in early 2026 as investors questioned its path to profit.
Our immediate downsides we have is huge regulatory hurdles. The FDA can change the rules on how medical data is handled at any time, and with it being AI it can be the thing that launches it into space or burns it down.
However even with the hurdles, I feel there’s too much beneficial potential that it would be impossible to ignore in a world where AI is coming whether you want it to or not, and it’s always going to be in companies like TEM’s best interest to push it as much as they can to showcase that it can be life saving, which is a pretty good argument. And as dark as it is, people will pay a lot of money to not die from things like cancer, which has every sign of a profitable company in my book. Maybe not today or tomorrow but I don’t mind waiting 5+ years to see.
Deciding where to start, how much risk you’re comfortable with, and how long you’re willing to wait, is always going to be the biggest hurdles you’ll face in picking stocks. and I understand that speculative full stack stocks are sometimes a tough sell. But like I said, my goal in stock hunting isn’t to find the next stock of the week. It’s to find the next company that plans on building the walls, floor, and roof of the industry they’re in.
If you’d like to see more articles like this, feel free to subscribe. And like always, any questions, concerns, misunderstandings, I’m all ears🐰Love you