If the universe has taught us anything (apart from “don’t leave towels behind” and “avoid anything with the word ‘plague’ in its name”), it’s that certain things tend to grow for no clear reason. Consider mold, or the popularity of boy bands, or—less controversially but equally mystifying—some very specific technology companies. While profits are as fickle as hyperactive toddlers in a sugar rush, revenue, when it takes off faster than an escaped Vogon poetry reader, tends to announce itself rather boldly. And as a market watcher—not unlike a particularly nosy neighbor peering through the privet—it’s impossible not to notice when five stocks start behaving with the reckless abandon usually reserved for runaway nanobots.
So, let’s set aside the comforting tedium of spreadsheets for a cosmic ramble through five technology stocks that are outgrowing their trousers by at least 25% per year. (And yes, I do realise trousers don’t technically grow, but given current market volatility, who’s to say what won’t happen next?).
Palantir: AI’s Oddball Oracle
Palantir Technologies (PLTR) is the sort of company whose elevator pitch would require a block-and-tackle, a small team of interpretive dancers, and a whiteboard the size of Belgium. Their revenue, currently enjoying a 39% year-over-year leap to $883.9 million, appears to be running a marathon entirely under its own initiative, delightedly outpacing even the wildest dreams of the company’s accountants.
The beating heart of this growth is Palantir’s U.S. commercial business. Imagine, if you will, a rapidly expanding universe of contracts—up some improbable 71%. And yet, their chief patron, the U.S. government—that noted early adopter of paperwork—has magnanimously increased its own expenditures by 45%. (It is unclear if this was intentional.)
Palantir’s AI Platform (AIP), meanwhile, aspires to be something along the lines of “the operating system for intelligence,” which, depending on your outlook, is either a chilling proposition or deeply reassuring. While the AIP has yet to become indispensable in the way oxygen or decent tea is, it is already insinuating itself across industries: logistics here, manufacturing there, covert alien autopsies somewhere else. And since most customers are just embarking on that awkward AI-infused adolescence, there’s every indication Palantir’s story could become even more bewildering in the next act—assuming, of course, the company isn’t devoured by a rogue black hole of bureaucracy.
SoundHound AI: Because Your Car Wants to Chat
It’s hard not to feel a certain existential kinship with SoundHound AI (SOUN), whose revenue—up 151% year-over-year—suggests it may be powered by unusually caffeinated quantum particles, or perhaps just the collective anxiety of drivers who want their car to finally understand “play that song with the fiddles from three years ago.”
The automotive industry, never one to resist jumping aboard the next trending acronym, is replacing its monolithic tech partners with SoundHound’s personable, bespoke-vintage voice assistants. Restaurants, too, are integrating the company’s technology for voice-ordering—presumably to accelerate the process of accidentally ordering seventeen cheeseburgers when attempting to say “cheesecake.”
SoundHound’s recent acquisition of Amelia was, by all accounts, a cunningly subtle gambit—if, by subtle, you mean spending actual money to obtain conversational intelligence so advanced it can, if pressed, probably negotiate the Treaty of Versailles while quoting Taylor Swift^1.
Their true moonshot, however, is “agentic AI,” with agents whirring about websites on their own, unsupervised, presumably with sandwich breaks. If this catches on, SoundHound could become the gold standard for automated voices (thus amping up the odds your next call to customer service will involve a machine with a wry sense of humor and a chip on its digital shoulder).
AppLovin: The Engine Behind Your Third Favorite Mobile Game
If you’ve ever wondered who, precisely, is behind the suspiciously apt adverts interrupting your game of Flappy Pigeon, it’s likely AppLovin (APP), whose revenue has grown 40% to $1.48 billion — the sort of number that could make even the calmest market watcher reach for a soothing cup of something stronger than tea. The secret, if you can call anything in modern ad-tech a secret, is Axon 2: an engine which, theoretically at least, knows your innermost purchasing desires, fears, and that you once Googled “how to remove glitter from carpet.”
Gross margins are expanding like the universe after the Big Bang, and, perhaps more worryingly, ad revenue is up 73%. This level of unchecked exuberance is attributed to Axon 2’s uncanny knack for ad targeting. AppLovin is, at its core, a company that has discovered (possibly by accident) that persuading people to click on things is a more or less infinite source of money—so long as those things aren’t user agreements.
Their ambition does not end at gaming apps: pilot schemes are running for web and e-commerce ads, suggesting that soon, everything you see online could be a lovingly tailored attempt to sell you socks. Theoretically, there’s no limit to this model, except for the possibility of consumers developing superhuman resistance to advertising (which, fortunately for APP, has yet to occur).
GitLab: Making Code Reviews Almost Fun Since Last Tuesday
GitLab (GTLB) has made the uncommon (and, frankly, courageous) decision to lean into AI, despite warnings from market prognosticators who believe AI will shortly automate away everything, up to and including itself. Q1 revenue is up 27%, and the company seems positively braced for further acceleration.
GitLab 18—no relation to WD-40—includes new features like the Duo Agent platform, a system that lets AI agents get involved at every stage of the software process, which is not unlike inviting a well-meaning but slightly neurotic aunt to every family gathering and insisting she provide feedback.
Since developers traditionally spend about 20% of their time writing code (and 80% on elaborate methods for avoiding meetings), GitLab’s automation push could either liberate creative potential or usher in a new era of developers perfecting their coffee art. The company’s trajectory suggests a future where pricing could shift from “per seat” to “per what-you-actually-do,” which might terrify budgeting departments but delight anyone who’s ever debated the fairness of seat-based licenses.
Toast: The OS for Restaurants (with Less Crumbs)
In the natural order of things, “Toast” is usually what happens to bread. Here, we’re talking Toast (TOST): the technological lifeblood of 140,000 restaurants and, if current trends persist, the future sovereign ruler of all global brunches. With subscription and fintech revenue leaping 35%, and total restaurant deployments up 25%, Toast is less a kitchen gadget than a full-blown digital overlord.
It offers far more than a point-of-sale system. From menu optimization (i.e., “why your favorite sandwich is now only sold on Thursdays”), to staffing, to marketing, Toast weaves AI deep into the fabric of hospitality. Its ToastIQ and Sous Chef modules purport to suggest clever things to clueless humans in real time—a remarkable feat, if you’ve ever watched breakfast service disintegrate when someone orders avocado toast at 10:59 a.m.
Toast is attracting large enterprise customers and is now expanding internationally (presumably to jurisdictions with even more complicated tipping customs). Restaurants, laboring under the yoke of ever-tighter margins, have little choice but to embrace it. For market watchers, it’s perhaps the only tech stock you can describe as “well done.”
So there you have it: five tech companies showing the sort of gravity-defying growth that would make even Arthur Dent reconsider his breakfast plans. Investigate at your own peril. If you find yourself overcome with a sudden desire to buy stock, remember to keep a towel handy.
^1 (Of course, whether this turns conversations more towards “Let’s diplomatically end global conflict” or “Please hold, your feedback is valuable to us” is anyone’s guess.)
In a universe run by algorithms, sometimes stopping to appreciate the improbable really is the sanest investment strategy. 🌌
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2025-08-03 15:23