Uncommon Idea: Virtual Reality Tech for Gaming Kopin KOPN

This stock boasts top-name partners in both the audio and optics space of virtual and augmented reality. The fabless business model allows it to step back into a supplier mode for multiple companies in the space rather than competing with them.

Uncommon Idea: Team Collaboration Software Atlassian TEAM

Migration to the public cloud (Amazon Web Services) has expanded the ability of the company to aggressively expand and reach new markets. By migrating to the cloud, the stock has removed the need to deploy staff around the world to set up data centers.

Uncommon Idea: Mortgage Software Ellie Mae ELLI

The company holds no debt and continues to increase its cash position, now around $13 per share. While traditional fundamentals won’t draw investors into the stock, the strong cash position and aggressive growth translate to a buy for momentum investors with a slightly more aggressive palate.