If you want to beat the market, you have to see where it’s going—not where it’s been. Our team of analysts has been tracking three emerging mega-trends that we believe will dominate the investment landscape for the rest of 2025 (and beyond): Drones as a Service (DaaS), Data Infrastructure, and Robotics. Below are the three stocks we’ve identified as best positioned to capitalize on these transformative trends.
John Deere ($DE) – The Quiet Giant in Drones as a Service
You might not associate John Deere with cutting-edge technology, but this 187-year-old company is becoming a stealth leader in the Drones as a Service (DaaS) revolution. With a firm foothold in agriculture and construction, Deere is rolling out autonomous drones and smart tractors that are capable of monitoring crops, spraying pesticides, and collecting real-time data to improve yields.
In late 2024, Deere expanded its See & Spray technology—a precision agriculture platform that uses drone-collected imagery and machine learning—to more markets worldwide. With the global DaaS market expected to top $179 billion by 2030, Deere’s existing distribution network and industry trust give it a powerful head start.
Snowflake ($SNOW) – Powering the Data Infrastructure Boom
Every app, robot, drone, and AI tool runs on data. But storing and managing that data at scale requires infrastructure—and that’s where Snowflake shines.
Snowflake’s cloud-based data platform helps companies unify, manage, and query massive amounts of data across multiple clouds. While many tech names have suffered in 2025’s choppy market, Snowflake has continued to land major enterprise contracts—including expansions with Meta and NVIDIA—on the back of surging demand for AI and machine learning applications.
As data storage becomes as critical as electricity in the modern economy, Snowflake is positioning itself as the backbone of digital infrastructure. The company’s recent push into AI-native applications and data sharing networks is a major competitive advantage that investors shouldn’t ignore.
3. Teradyne ($TER) – The Robotics Enabler You’ve Never Heard Of
Robotics is no longer science fiction. From Amazon’s warehouse bots to Tesla’s humanoid assistants, physical automation is here—and growing fast. But most investors don’t realize the companies that make these robots possible are the ones testing and validating their performance.
That’s where Teradyne comes in.
Teradyne builds advanced testing systems for semiconductors and circuit boards—the literal brains of today’s robots. But more importantly, the company owns Universal Robots, a global leader in collaborative robotics (cobots). These cobots are being deployed in factories, logistics centers, and even hospitals to assist humans, not replace them.
With AI finally breaking into the physical world, Teradyne is poised to benefit from both the growing demand for robotics and the chips that power them.
The Bottom Line
These three companies—$DE, $SNOW, and $TER—are not just riding hype. They’re building real-world solutions for trillion-dollar trends. Whether it’s autonomous drones revolutionizing farming, the invisible data highways that power AI, or robots that reshape how we work, each of these names offers serious upside potential as these trends accelerate.
This is just the beginning.