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    2026 Strategy: Double down on AI, or is it time to move on?

    2025 was pure chaos ,half driven by AI hype, half by policy whiplash. We watched NVDA and GOOGL hold their thrones, while silver and names like SATS came out of nowhere with eye-watering 100%+ runs.
    Now heading into 2026, I feel like I’m at a crossroads:
    The AI trade: We’re clearly still in the early innings, but the focus has already shifted. It’s no longer just about chips ,the real opportunity is moving toward power grids, cooling solutions, and massive data center buildouts. The “boring” infrastructure that actually keeps AI running is becoming the core of the trade.
    The big rotation: Tech valuations are stretched, and that’s setting the stage for a rotation. With rates easing and new policies coming online, long-ignored sectors like banks, industrials, healthcare, and commodities are finally positioned to have their moment.
    How are you positioning for 2026? Staying heavy in AI infrastructure, rotating into value, or running a mixed strategy? What’s your highest-conviction play right now?

    2026 Strategy: Double down on AI, or is it time to move on?
    byu/Anyill7899 instocks



    Posted by Anyill7899

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    19 Comments

    1. Nosemyfart on

      If you believe AI is the right play, then MAG7 are well suited to immediately dominate on that front.

    2. markhalliday8 on

      I cashed out on Google after being up 120+ percent in a year. I cashed out at 335 so I got a bit lucky.

      I’m keeping my money in AMD, Sofi, and RDDT. I feel they have more room to grow long term. I’m 75 percent stocks, 25 percent cash and I’m just not buying anymore right now.

      I feel this way, if the market keeps growing, I’m making money and partially missing out and if it crashes I’m buying cheap and making extra long term.

      Edit: $325

    3. PablosCocaineHippo on

      I think we got until end of 2026/Q1 2027 of crazy AI gains and then its goes to shit for a few years because the bubble pops, dumb trump shit or/and China/Taiwan.

      Source: my ass. But i just took a shit and shower so its pretty clean.

      Im going with NBIS.

      Highest conviction play (non AI): ASTS

    5. pinehapple on

      2026 is the year of the data centers. Maybe look at potential winners in this sector, took a big position in POET awhile back. It’s been performing well.

    6. EpicOfBrave on

      **US top mission – be the world undisputed leader in Tech and AI**

      This means they will spend at least another $100 trillion for ai factories, networks, communications, robotics, software and power.

    7. Wnb_Gynocologist69 on

      Double down on the supply chain for the Ai giants but be careful with the giants themselves.

      Micron proved again memory installments are peaking. When the news came showing they are erasing crucial to focus on the Ai market, this was the trigger for me to buy calls even before the earnings.

      A year from now, I expect MU and the entire sector to at least be 50 percent up.

      But that is only my naive expectation.

    9. GlokzDNB on

      Anything ai with longer horizon than a year is a great play. Don’t get yourself fooled about some bubbles. Balance your portfolio based on DD, keep your risky positions low and imo select your mag7 horses. Not all gonna go the same speed.

      Of course have in mind some ai companies gonna lose with other ai companies.

    10. guatealoser on

      I’m personally betting on solid state batteries to start their run up via Quantumscape. Lots of info out there supporting the scaling and hoping if it’s legit 2026 will be the year we start seeing the spotlight for it. QS for the win.

    11. LouB0O on

      I am going to continue to throw money at Ai and adjacent stocks. Yeah, it will probably stagnant and eat shit once or many times. But I am in it for the long term. That there will be enough advancements throughout my life that it works out.

      Now, I aint throwing the house at it. Ill leave that up to yall.

    15. Hopeful_Invite_8275 on

      I’ll keep investing in AI but 2026 will be the year of defensive, energy and mining/mineral stocks. Remind yourself in one year boys and girls

    19. Future_Speed9727 on

      With so many data centers being built, all redundant, by various companies, there will be a shakeout down the road, probably sooner than later. Imagine ten different googles competing against each other. Only a few will survive.

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