If I could only hold one of th

If I could only hold one of these stocks through 2026, i’d pick MU because it has the highest EPS. AI and demand for data centres will continue to be one of the top trends for 2026. Memory and storage is set to also be in demand. It’s just that the realisation came a little later than chips. Chips has rallied for most of 2025 and it is clear that shortage of memory might continue well into 2027 as forecast by many analysts. This demand will drive up the price of MU just like how it had happened for Nvidia.

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

SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?

Research platform Seeking Alpha has released its Top 10 Stock Picks for 2026. Micron Technology ($MU) — HBM leader, valuation discount Advanced Micro Devices ($AMD) — AI accelerators & servers Ciena ($CIEN) — Record orders in high-speed networking Celestica ($CLS) — AI data center hardware Coherent ($COHR) — Optical components for hyperscalers Allstate ($ALL) — AI underwriting + dividends Incyte ($INCY) — Profitable biotech pipeline Barrick Gold ($B) — Gold + copper exposure Willdan Group ($WLDN) — AI infrastructure contracts ATI ($ATI) — Aerospace-grade specialty metals

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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AI and demand for data centres will continue to be one of the top trends for 2026. Memory and storage is set to also be in demand. It’s just that the realisation came a little later than chips. Chips has rallied for most of 2025 and it is clear that shortage of memory might continue well into 2027 as forecast by many analysts. This demand will drive up the price of MU just like how it had happened for Nvidia. \n \n \n \nValuation 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. <a href=\"https://ttm.financial/U/3574671931921507\"> @Wayneqq </a><a href=\"https://ttm.financial/U/4107063207857540\"> @LuckyPiggie </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/3577965120664925\"> @SR050321 </a><a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3568714328624189\"> @Kaixiang </a><a href=\"https://ttm.financial/U/4088149090977750\"> @Fenger1188 </a><a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4101948424484190\"> @Success88 </a>come join</body></html>","htmlText":"<html><head></head><body>If I could only hold one of these stocks through 2026, i’d pick MU because it has the highest EPS. AI and demand for data centres will continue to be one of the top trends for 2026. Memory and storage is set to also be in demand. It’s just that the realisation came a little later than chips. Chips has rallied for most of 2025 and it is clear that shortage of memory might continue well into 2027 as forecast by many analysts. This demand will drive up the price of MU just like how it had happened for Nvidia. \n \n \n \nValuation 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. <a href=\"https://ttm.financial/U/3574671931921507\"> @Wayneqq </a><a href=\"https://ttm.financial/U/4107063207857540\"> @LuckyPiggie </a><a href=\"https://ttm.financial/U/3581735774790928\"> @HelenJanet </a><a href=\"https://ttm.financial/U/3577965120664925\"> @SR050321 </a><a href=\"https://ttm.financial/U/3582922989777578\"> @SPOT_ON </a><a href=\"https://ttm.financial/U/3568714328624189\"> @Kaixiang </a><a href=\"https://ttm.financial/U/4088149090977750\"> @Fenger1188 </a><a href=\"https://ttm.financial/U/3585001294737518\"> @Universe宇宙 </a><a href=\"https://ttm.financial/U/4100833454173050\"> @DiAngel </a><a href=\"https://ttm.financial/U/4101948424484190\"> @Success88 </a>come join</body></html>","text":"If I could only hold one of these stocks through 2026, i’d pick MU because it has the highest EPS. AI and demand for data centres will continue to be one of the top trends for 2026. Memory and storage is set to also be in demand. It’s just that the realisation came a little later than chips. Chips has rallied for most of 2025 and it is clear that shortage of memory might continue well into 2027 as forecast by many analysts. This demand will drive up the price of MU just like how it had happened for Nvidia. 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","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/520444854322128","repostId":0,"isVote":1,"tweetType":1,"viewCount":116,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":704,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/520444854322128"}