We recently published a list of Billionaire Stephen Mandel’s 10 Stocks with Huge Upside Potential. In this article, we are going to take a look at where Bitdeer Technologies Group (NASDAQ:BTDR) stands against other billionaire Stephen Mandel’s stocks with huge upside potential.
With economic policy and trade tensions fueling volatility, investors are moving through one of the most unpredictable markets in recent times. The Federal Reserve has taken a wait-and-see stand and maintains elevated interest rates to control inflation. In a CNBC report, the Fed commented that a rate cut could happen as early as June if economic conditions declined further. Such monetary easing would make the stock prices go up, with some companies even outperforming their peers in the market.
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The possibility of falling rates is a big deal for investors. Lower interest rates have often led to higher equity valuations, making borrowing cheaper and compressing discount rates applied to future earnings. Various stocks, irrespective of their sector, have historically shown strong rebounds during previous periods of rate cuts. Seasoned investors like billionaire Chase Coleman have also observed similar patterns. Leading the charge among them is growth stocks.
In addition to the renewed trade conflicts under President Trump’s tariff policies, the looming uncertainties are thickening with inflation getting closer to the Federal Reserve’s 2% target. Under these circumstances, having understood the potential of a confirmed pivot from the Fed on loosening the monetary policy, the investors are keeping a close watch on their moves since it would also inevitably benefit stocks with substantial upside potential.
But isn’t betting on short-term moves risky? Of course, it is. However, as reported on CNBC, the market indices suffered a sharp 12% correction earlier this month but staged a quick comeback. Those who panicked and sold at the lows are now regretting their decisions. This episode raises the importance of maintaining discipline and a long-term view when making investment decisions.
Setting aside the turbulence, historical data could be used to understand the importance of equities in wealth accumulation. Between 1926 and 2024, the U.S. stocks surpassed the Treasury bills by providing an annual return of 10.2%, which exceeded the Treasury’s 3.3%. To benefit from such an edge, the investors must endure through volatility and understand that 10% to 20% declines are part of the game.
In this economic landscape, investors should follow the billionaire investors. Using their knowledge about the market and companies and by conducting extensive research, some billionaire investors like Andreas Halvorsen have made investment decisions, stuck to them, and benefited immensely. Similarly, with his strategically positioned portfolios, one of the most prominent billionaire investors, philanthropists, and the founder of Lone Pine Capital, Stephen Mandel, guides other investors to capture outsized returns without reacting impulsively to market noise.
In this regard, growth stocks remain an attractive investment even during this current period of uncertainty. To those who want to refine their portfolio, the stocks that have managed to gain the attention of billionaire Stephen Mandel present great potential. To help you pick the best out of the best, we have compiled a list of 10 stocks from billionaire Stephen Mandel’s portfolio and ranked them, too.
Our Methodology:
Several criteria have been employed when compiling our list of billionaire Stephen Mandel’s 10 stocks with huge upside potential. All the stocks in our list are primarily part of Stephen Mandel’s Lone Pine Capital private equity firm’s portfolio. Following this crucial criterion, we looked for stocks with a high percentage holding in the portfolio. It is to ensure that the article covers the top picks from the billionaire investor. We also looked at the upside potential of the stocks since they represent the future appreciation value of the investors’ capital. We have used this upside potential to rank our picks as well. All the data in the article was taken from financial databases and analyst reports, with all information updated as of April 27, 2025.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Stephen Mandel of Lone Pine Capital
Bitdeer Technologies Group (NASDAQ:BTDR)
% holding in portfolio: 0.51%
Upside Potential: 94.68%
Headquartered in Singapore, Bitdeer Technologies Group (NASDAQ:BTDR) specializes in providing digital asset mining solutions, cloud hash rate services, and mining machine hosting. Competitors like Marathon Digital Holdings intensify rivalry in the market. However, with leveraged partnerships, mining expertise, and up-to-date technologies, the company optimizes Bitcoin production efficiency, thus gaining a strong foothold in the industry. Its operational flexibility across Asia, North America, and Europe increases the company’s resilience against regulatory shifts. Amid the volatile nature of the cryptocurrency markets, the company ensures consistency in its revenue stream through its vertically integrated business model.
Bitdeer Technologies Group (NASDAQ:BTDR) makes up 0.51% of Mandel’s portfolio, demonstrating an early bet by the billionaire on digital asset infrastructure. The April 2024 halving and higher global network cash rate have impacted the revenue in Q4 2024, causing a decline to $69 million. On the other hand, the company is prioritizing the development of its own ASIC technology, which is expected to allow for differentiation and offer a notable cost advantage. For 2025, the company intends to focus on multiple key areas. This includes energizing Bitdeer’s SEALMINER A1s and continuing chip roadmap execution on SEALMINER A2 and A3.
With a 94.68% upside potential, Bitdeer Technologies Group (NASDAQ:BTDR) earns its way into our list of best billionaire stocks from Stephen Mandel’s portfolio. The considerable growth in blockchain technology makes stock attractive for income-seeking investors.
Overall, BTDR ranks 4th on our list of billionaire Stephen Mandel’s stocks with huge upside potential. While we acknowledge the potential of BTDR as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks have lost around 25%. If you are looking for an AI stock that is more promising than BTDR but trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
