Reddit’s 2026 Stock Picks – Q1ish Update

At the beginning of the year, I made a post that outlined the top 30 recommended stocks from a variety on posts on a few investing subreddits that had highly commented topics regarding 2026 recommendations.

In that post, a bunch of people asked for regular updates so here I am with the first one. I wanted to do this right after Q1 but I'm a bit late due to laziness.

If you just want to see the stocks and data yourself, the google sheet is right here. Note that sometimes the formulas get busted for a few minutes so if you see a bunch of #N/As in certain spots, that's likely a google issue.

Now to the meat of the post. As of right now, the YTD performance of the SPY from market open 1/2/2026 is -0.64%.

How is reddit doing? Not too bad, so far, based on average return.

• Top 10 stocks = +10.44%
• Top 20 stocks = +1.93%
• Top 30 stocks = -0.73%

That means if you have a concentrated bet on reddit's top 10 recommended stocks, you're doing pretty well relative to the market(for now as this portfolio has been very volatile) and even the top 20 beats the S&P while the top 30 is right on top of it.

Here are the top 5 performers so far:

• Nebius(NBIS) up 80%
• Planet Labs(PL) up 74%
• Intuitive Machines(LUNR) up 44.6%
• Micron(MU) up 39.9%
• AST Space Mobile(ASTS) up 30.7%

Here are the bottom 5 performers so far:

• UiPath(PATH) down 39.7%
• Robinhood(HOOD) down 38.9%
• Sofi(SOFI) down 37.5%
• Reddit(RDDT) down 36.8%
• The Metals Company(TMC) down 28.2%

Overall, 14 of the stocks are up while 16 are down but the heavy winners like NBIS are carrying the burden of the portfolio.

Right now concentration has helped the top 10 stocks but there was a point during the first three months where that portfolio trailed the S&P 500 by more than 10% and it's mainly the recent surge of NBIS that is driving positive returns against the S&P today.

Are you buying any of these stocks currently and do you think Reddit's suggestion can actually beat the market once the year is done or will the volatile nature of this portfolio get ultra crushed if the market corrects more than it has.