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Posted

Curious as to what some of the companies you all have been eye balling or investing in and feel strongly about for 2026 and beyond.

Expecting the typical surly replies…but let’s see your picks. 
 

For those of you who get my newsletter you’ll recognize mine:

RDDT

TSLA

GOOG

 

I am also watching the quantum computing sector closely.

Posted

I'm still bullish on Alphabet because a) they aren't getting broken up during the current admin and b) they are monetizing AI in a way that's going to become increasingly clear the others cannot do so yet.  

Not sure if this is a 2026 impact, but I'm long-term bearing on Meta because it has nowhere to grow and I think ultimately the end user recognizes the product has social harms.  I liken it to a Diageo or Constellation Brands, in that consumer tastes are shifting away from it not because of policy changes but consumer preference for something healthier.  

Also, parents are going to continue to push for later adoption of mobile devices and it's absence in schools, and this later adoption I think will help disconnect successive generations from habitual social media engagement (it'll still be huge, just less so).  

I'm a little bearish on Amazon, too, but I think the market already recognizes they are struggling to grow revenue.  Maybe even more than Meta, there's also some externalities that Amazon has exploited and that make them far more exposed to policy changes (like the tariffs, but also product fraud, huge amounts of product waste, very capable management in direct competitors, etc.)

  • Hook 'Em 2
Posted

i put a bunch of money in PBR, the Brazilian national oil company.  i'd made a bunch of money with them in the past but it slowed in 2025.  but even in their slowed state they still pay good dividends.  so the price is on the lower end of where they hover right now.  seems like a good balance between making money and providing a floor of having money very distant from AI if this bubble explodes.

  • Hook 'Em 1
Posted

I’m in on GOOGL, although it was a much better buy earlier this year.  But of the big 7 I think it has the most realistic chance of increasing in value.

CVS could potentially be a good medium term play.  Again, was a better buy earlier this year.

I’m bearish on banks, crypto, META, and TSLA.

It may not be this year but at some point in the next 2-5 years fast food (MCD) and healthcare service providers (maybe UNH, ELV) are going to see big margin increases.

But most importantly, I don’t know shit about fuck.

Posted
8 minutes ago, Snake Diggity said:

It may not be this year but at some point in the next 2-5 years fast food (MCD) and healthcare service providers (maybe UNH, ELV) are going to see big margin increases.

expand-ford-v-ferrari.gif

 

9 minutes ago, Snake Diggity said:

But most importantly, I don’t know shit about fuck.

Journey Of Course GIF

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