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不再只是CPU/GPU的挑战者。OpenAI的合作是强大的生态系统验证，其MI300/MI400路线图将其定位为NVIDIA的唯一真正替代品 $英伟达(NVDA)$ 在人工智能加速器和服务器中。随着超大规模企业和主权人工智能项目使供应商多元化，AMD受益于结构性需求，而不是短周期。
最重要的是，AMD提供了平衡：广泛的人工智能敞口、提高的利润率以及仍未完全反映多年人工智能基础设施建设的估值。与名单上更多的利基或周期性名称相比，AMD提供了一个到2026年更干净、更持久的复合故事。
@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]
Gold has been hitting new highs due to an unprecedented rally driven by central banks buying , trade tensions & geopolitical tensions.
Barrick operates 6 of the world's most valuable gold mines. This includes the massive Nevada complex which is the largest gold producing mine in the US.
Barrick has a rock solid balance sheet with over USD 5 billion in cash & minimal net debt. They have been rewarding patient investors with a strong sustainable dividend policy & aggressive buybacks. In 2024 alone Barrick has returned USD 1.2 billion to shareholders.
Despite its strength, Barrick trades at a discount to its peers, with analysts seeing potential for a stock rerating.
That is why Barrick is my Top Pick for 2026.
@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. debasement trade;
2. AI infrastructure;
3. prolonged under investment in the mining sector;
each of which is sufficient to fuel a game changing bull over the coming years.
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。