As the final quarter of 2025 approaches, markets are showing renewed energy. Some companies are benefiting from fast-moving trends, while others are gaining investor attention due to strong fundamentals or innovation. SOHO International reviews recent developments to spotlight a few stocks that appear to have upside potential for the rest of the year.
Technology & AI Drivers
Nvidia (NVDA) stands out as a name many are watching. Institutions are increasingly bullish on its role in powering artificial intelligence infrastructure. A recent upgrade of its stock rating reflects expectations that demand for GPUs and AI chips will remain strong.
SOHO International observes that even though the stock has already done well, continued investment in AI by cloud providers, research organisations, and even governments could sustain momentum through year-end.
Broadcom (AVGO) is interesting as it straddles both hardware and software infrastructure in the AI space. According to recent reports, Broadcom’s sales in areas related to AI chips, networking, and custom silicon remain strong, offering it multiple levers of growth. Companies that combine semiconductor strength with software or infrastructure services tend to be more resilient to supply chain shocks.
Energy, Infrastructure & Clean Tech
Vistra Corporation (VST) is another stock that was flagged. Its recent growth is tied to demand from AI data centers and a shift toward clean energy sources. While energy stocks often face volatility, Vistra appears positioned to benefit from longer-term planning by utilities and governments, especially where reliable, low-carbon power matters.
Tesla (TSLA) continues to draw attention. Its automotive division has faced some headwinds, but its energy storage business, including new products that integrate batteries with other infrastructure components, is gaining traction. SOHO International sees potential in the energy side of Tesla’s business, particularly as grid reliability and renewable energy adoption become more urgent.
Value & Underappreciated Growth
Micron Technology (MU) is worth keeping in view. Recent earnings and guidance suggest that demand for memory products such as DRAM and NAND, especially for AI workloads and data center usage, is improving. Analysts point out that in past cycles, memory companies tend to swing sharply, so getting in before further demand ramps could matter.
Other names from recent screens of “value-oriented growth” stocks appear in reports, particularly companies with solid cash flow, lower price multiples, or favourable analyst upgrades. These may not all make headlines, but they offer paths to upside if current trends hold, especially in tech, communications, and infrastructure.
Bottom Line
SOHO International emphasizes something important: potential does not equal guarantee. Even the most promising companies can face risks like supply chain issues, regulatory shifts, or macroeconomic headwinds like interest?rate changes or inflation. What these names share is that they seem fairly well positioned: either they are riding tailwinds (like AI, clean energy, infrastructure) or showing improved fundamentals (earnings growth, guidance, upgrades).
For readers, watching how these companies report earnings, how their key sectors behave, and whether analysts maintain or increase their expectations may offer useful signals through Q4. By staying informed, one can observe whether the potential is realised or whether adjustments are needed.