The themes I’m most optimistic about in 2026 are AI infrastructure and enablers (chips, networking, data platforms) and drone and aerospace stocks, because real demand, defense spending, logistics, and autonomous applications are shifting from stories into sustained, funded growth.
My promise to myself for 2026 is simple: respect risk first, never chase parabolic moves, and focus on steady, repeatable returns instead of trying to be right all the time.
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