2 Stocks That Can Turn $100,000 Into $1 Million by 2035

The piece argues that small- and mid-cap growth stocks offer the best chance to deliver tenfold returns over a decade and highlights two candidates: Cipher Mining and Ondas Holdings. Cipher has pivoted from Bitcoin mining to AI infrastructure, signing a 15‑year, 300‑MW, $5.5 billion agreement with Amazon (≈$367m/year), a 10‑year, $3 billion, 168‑MW deal with Fluidstack backed by Alphabet, plus an additional 56‑MW/$830m contract and a 3.2‑GW pipeline that could support multiple similar contracts, giving it sizable long‑term revenue visibility. Ondas, which builds AI-enabled military drone systems, reported Q3 revenue of $10.1m (up over 6x YoY and 60% QoQ) and has raised full‑year guidance to $36m for 2025 with a preliminary $110m target for 2026—targets that imply steep quarter‑over‑quarter growth (requiring ~$15.4m in Q4 and ~$27.5m per quarter in 2026) and therefore significant execution risk despite multiyear government contracts; disclosures note the author holds Cipher and The Motley Fool holds positions in Alphabet, Amazon and Bitcoin.

Analysis

The article frames small- and mid-cap growth names as the most plausible candidates to deliver tenfold returns over a decade and highlights two specific opportunities: Cipher Mining and Ondas Holdings. Cipher has pivoted from Bitcoin mining into AI infrastructure and signed a 15‑year, 300 MW deal with Amazon valued at $5.5 billion (≈$367 million per year), a 10‑year, 168 MW, $3 billion agreement with Fluidstack backed by Alphabet (≈$300 million per year), plus an additional 56 MW/ $830 million contract and a 3.2 GW pipeline that management says can support multiple similar deals, giving the company sizable contracted revenue visibility if it executes capacity buildouts.

Ondas is presented as a high‑growth, high‑risk play in autonomous military drones after Q3 revenue of $10.1 million (greater than 6x YoY and +60% QoQ) and a market capitalization near $3 billion; management raised 2025 guidance to $36 million and set a preliminary $110 million target for 2026, implying a required Q4 2025 of ~$15.4 million (a 52.5% QoQ jump) and an average of ~$27.5 million per quarter in 2026. The company is using acquisitions and has won multiyear government contracts, but the guidance step‑ups create material execution risk.

The article’s tone is moderately positive/bullish with a market impact score of 0.35, but readers should note disclosure that the author holds Cipher and that The Motley Fool holds positions in Alphabet, Amazon and Bitcoin, which could influence coverage. Investment outcomes will hinge on Cipher’s ability to deliver capacity and recognize revenue from large counterparties, and on Ondas’s ability to sustain the steep revenue ramps implied by guidance; both execution cadence and contract conversion are the primary risks to monitor.

Key Decisions for Investors

• Consider a measured, size‑limited exposure to Cipher given the Amazon and Fluidstack contracts and a 3.2 GW pipeline, but require milestone verification (data‑center buildout, capacity commissioning and contractual revenue recognition) before increasing position size
• Treat Ondas as a speculative growth exposure and avoid adding material risk until Q4 2025 revenue approaches the ~$15.4 million level and subsequent quarterly trends support the ~$27.5 million per‑quarter 2026 target
• Use tight position sizing and risk controls for both names, prioritize monitoring contract backlog conversion, quarter‑over‑quarter revenue execution and M&A integration, and reassess if company disclosures or third‑party confirmations diverge from management guidance
• Factor in potential coverage bias given disclosed positions (author holds Cipher; Motley Fool holds Alphabet and Amazon) and seek independent verification of contract economics and counterparty commitments before committing larger allocations