Top Rated Stock| Both Capture Tech Explosion and Defense

While most people are still debating "all-in tech or hide in cash," a tiny group of investors has quietly built the perfect attack + defense portfolio. These three heavily upgraded, high-conviction names are about to get discovered by the crowd.

HERE ARE OUR PICKS FOR THIS WEEK!

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CrowdStrike Holdings, Inc. (CRWD): Fortifying Digital Defenses Amid Explosive Growth

CrowdStrike Holdings, Inc. stands as a titan in the cybersecurity arena, leveraging its Falcon platform to deliver cloud-native endpoint protection that has propelled it to the forefront of defending against sophisticated cyber threats. As of November 25, 2025, the stock trades at $512.34 per share, reflecting a year-to-date gain of nearly 50%, underscoring robust investor confidence amid escalating global cyber risks.

With a market capitalization of $128.5 billion, CRWD's valuation aligns with its leadership in a sector projected to exceed $10.5 trillion in annual cybercrime losses by year-end, per Cybercrime Magazine estimates. The company's forward P/E stands at 102.04, signaling high expectations for future earnings expansion.

Recent developments bolster this trajectory. On November 21, 2025, Oppenheimer maintained an "Outperform" rating while elevating its price target from $560 to $580, citing CrowdStrike's innovative Charlotte Agentic SOAR orchestration layer for its Falcon Agentic Security Platform, which enhances automated threat response. This follows a wave of upgrades, with at least 12 analysts raising targets in November alone, ranging from $515 to $800, according to MarketBeat analysis.

Strategic partnerships with Google, F5, and CoreWeave announced earlier in Q3 have expanded CRWD's AI-driven capabilities, positioning it to capitalize on the surging demand for endpoint security and threat intelligence. The stock price hovers 13% below its 52-week high of $566.90, presenting a potential entry point near technical support at $480–$500.

Looking ahead, CrowdStrike's fiscal Q3 2026 earnings on December 2, 2025, are anticipated to show EPS of $0.94, with consensus revenue growth exceeding 25% year-over-year, driven by a $9.3 billion backlog in multi-year contracts. Geopolitical tensions, including state-sponsored hacks, and the proliferation of AI vulnerabilities further amplify tailwinds, as enterprises prioritize proactive defenses. Analysts forecast 30–35% annual revenue CAGR through 2030, that outpaces the S&P 500.

Overall, CRWD's moat in agentic security and recurring revenue model—over 80% of total—make it a compelling hold for long-term portfolios, with upside to $550–$600 by mid-2026 if earnings beat expectations. This blend of innovation and market necessity cements CrowdStrike's role as an indispensable guardian in an increasingly hostile digital landscape.

Kinder Morgan, Inc. (KMI): Channeling Steady Energy Flows Through Infrastructure Dominance

Kinder Morgan, Inc. anchors the midstream energy sector with an unmatched 79,000-mile pipeline network transporting natural gas, refined products, and CO2 across North America, with a market cap of $59.00 billion underscoring its scale. The trailing P/E of 21.74 appears reasonable given 6% Adjusted EBITDA growth to $1.99 billion in Q3 2025, alongside a 16% rise in Adjusted EPS to $0.29, as reported October 22.

Q3 highlights included a 5% FCF increase and strategic CO2 utilization for enhanced oil recovery, tapping carbon capture trends. Barclays and Argus Research echo "Buy" ratings, citing robust margins and minimal debt.

Dividend reliability defines KMI's allure, with a Q3 payout of $0.2925 per share—up 2% year-over-year—yielding 4.4%, paid November 17 to record date holders. This follows $1.4 billion in operating cash flow and $0.6 billion in free cash flow post-capex, maintaining net debt-to-EBITDA at a prudent 3.9x. A $9.3 billion project backlog signals visibility, including expansions to handle 12 Bcf/d of LNG-bound gas by 2028, up from 8 Bcf/d today.

Analyst consensus favors "Buy," with an average target of $31.15—18% above current levels—bolstered by Mizuho's November 14 "Outperform" reaffirmation at $31 (down from $32) and RBC's hike to $30 from $28.

Global energy transitions favor KMI's assets. U.S. LNG exports, forecasted to surge 10% annually through 2030 per Reuters, align with Kinder Morgan's Gulf Coast infrastructure, while California refinery closures spark pipeline races to the West Coast, per November 3 reports. Geopolitical strains, like European supply disruptions from Ukraine conflicts, heighten North American reliability premiums.

Forward outlook projects 4–6% EBITDA growth in 2026, with EPS at $1.30 amid steady toll-like revenues (85% of total). If natural gas demand rises 15% from data centers and electrification, KMI could hit $30–$32 by year-end, generating $2.2 billion in distributable cash flow for dividends and buybacks. 14-analyst "Buy" chorus and 357% premium to book value reflect undervaluation.

KMI's fee-based model insulates against commodity swings, positioning it as a yield powerhouse with growth inflection, ideal for income-focused investors navigating energy's evolution.

Newmont Corporation (NEM): Harnessing Gold's Historic Surge to New Heights

Newmont Corporation, the world's foremost gold producer, continues to exemplify resilience and value in an era of unprecedented commodity strength, drawing from its expansive Tier 1 asset portfolio across four continents. Its attractiveness for investors seeking exposure to gold's explosive rally, now trading above $4,100 per ounce amid persistent inflation and geopolitical headwinds.

Third-quarter 2025 earnings, disclosed on October 23, highlighted operational fortitude with adjusted net income reaching $630 million, even as production faced headwinds from labor issues in Australia and Peru. Newmont's quarterly dividend of $0.251 per share yields 1.2%, reinforcing its commitment to shareholders.

Analyst optimism is palpable: Scotiabank's "Outperform" upgrade on October 23 lifted its target to $114 from $71.50, while BofA Securities recently set $115, preserving a "Buy" stance. The consensus price target of $103.57 suggests 20% upside potential, with peaks at $120, as aggregated by MarketBeat. Gold's breakthrough beyond $4,000/oz—spot price at $4,174.71 per JM Bullion data—has been propelled by central bank purchases (China amassed 20 tonnes in Q3) and safe-haven demand from Middle East tensions and U.S. fiscal uncertainties.

Macro tailwinds are intensifying. ETF inflows surpassed $2 billion in November alone, per industry reports, while potential policy shifts like U.S. tariffs could reignite inflationary pressures, further buoying bullion. Newmont's strategic edge shines through its 136 million-ounce reserve base, augmented by the 2023 Newcrest acquisition, and upcoming projects like Ahafo North, slated to add 500,000 ounces annually by 2027.

All-in sustaining costs (AISC) at $1,450/oz now yield exceptional margins exceeding 70% at current prices, up sharply from prior levels. A low-debt profile (net debt/EBITDA at 0.8x) supports $1.5 billion in share repurchases, enhancing per-share value.

Projections point to NEM climbing to $105–$115 by mid-2026, assuming gold stabilizes at $4,200–$4,500/oz, with EPS expanding 18% to $4.50 on 5–7% production growth. J.P. Morgan's "Buy" reaffirmation and Q3 free cash flow of $1.2 billion validate this outlook.

In a portfolio, NEM provides defensive leverage to gold's ascent, blending yield with cyclical upside for balanced exposure in turbulent markets. As the metal's rally reshapes asset classes, Newmont stands poised to mine substantial returns for discerning investors.