SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?
Research platform Seeking Alpha released its Top 10 Stock Picks for 2026. The list spans AI, semiconductors, networking, insurance, biotech, and resources—focused on earnings visibility and structural growth.
$Micron Technology(MU)$ — HBM leader; strong NAND demand; FY26 Q1 beat with valuation discount.
$Ciena(CIEN)$ — High-speed networking leader; record orders and backlog supported by hyperscalers.
$Barrick Mining Corporation(B)$ — Gold plus copper exposure aligned with energy transition; earnings leverage.
$Celestica(CLS)$ — Shift to AI data-center hardware; communications outlook upgraded for 2025–2026.
$Incyte(INCY)$ — Profitable biotech with strong growth and buyback plans.
$Allstate(ALL)$ — AI underwriting efficiency; strong profitability and dividends.
$Willdan(WLDN)$ — AI infrastructure pivot; large contract wins and steady growth.
$Advanced Micro Devices(AMD)$ — OpenAI partnership; competitive AI accelerators and servers; benefits from AI infrastructure buildout.
$COHERENT(COHR)$ — Optical components for cloud providers; multiple quarters of beats driven by AI data demand.
$ATI Inc(ATI)$ — Aerospace-grade specialty metals; earnings upgrades and high visibility.
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“If I could only hold ONE of these stocks through 2026, I’d pick ____ because ____.”
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AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle.
Most importantly, AMD offers balance: broad AI exposure, improving margins, and a valuation that still doesn’t fully reflect multi-year AI infrastructure buildout. Compared with more niche or cyclical names on the list, AMD provides a cleaner, more durable compounding story through 2026.
@Tiger_SG @Tiger_comments @TigerStars @TigerClub
To meet AI demand, Micron is constructing a new advanced packaging facility in Singapore, set to launch in 2026.
they are expanding so it's worth monitoring this stock [Serious] [Serious] [Serious]
由于央行购买、贸易紧张局势和地缘政治紧张局势推动了前所未有的反弹，黄金一直在创下新高。
巴里克经营着6个世界上最有价值的金矿。这包括美国最大的金矿内华达综合体。
巴里克拥有坚如磐石的资产负债表，拥有超过50亿美元的现金和最小的净债务。他们一直在用强有力的可持续股息政策和积极的回购来奖励耐心的投资者。仅2024年，巴里克就向股东返还了12亿美元。
尽管巴里克实力强劲，但其交易价格仍低于同行，分析师认为该股有重新评级的潜力。
这就是为什么巴里克是我2026年的首选。
@Tiger_SG @Tiger_comments @TigerStars @TigerClub
Valuation of MU is also lower compared to the chip makers. So, I feel that for 2026, it offers growth potential at a fair value price which means that there is sufficient safety margin for stock price growth and profit for me. @Wayneqq @LuckyPiggie @HelenJanet @SR050321 @SPOT_ON @Kaixiang @Fenger1188 @Universe宇宙 @DiAngel @Success88 come join
Micron Technology (MU), the HBM leader and a major beneficiary of strong NAND demand, sits at the intersection of supply scarcity and AI-driven necessity; it trades at a valuation yet to fully reflect its projected earnings supercycle
For 2026, MU has confirmed that its HBM capacity, essential for AI training, is fully sold out, providing exceptional revenue visibility that few tech stocks can match
Despite its rally in 2025, analysts project its earnings to potentially triple or quadruple; it is rare to find a market leader in a critical tech bottleneck, with valuation discounts after the earnings beat, underscoring solid execution heading into AI-driven growth
2026 is expected to be the year Edge AI goes mainstream, with AI-capable PCs and smartphones doubling DRAM content per device; benefiting MU from both cloud hyperscalers and consumer upgrades。。。
1.贬值贸易；
2.AI基础设施；
3.延长采矿业投资；
每一个都足以在未来几年推动一场改变游戏规则的公牛。
Always do your due diligence, and invest if the recommendations align with your preference.
$Ciena（一百）$-高速网络领导者；记录超大规模支持的订单和积压。