Best Stocks for 2026

2026 is shaping up to be another year where AI monetization separates winners from laggards. NVDA builds the picks-and-shovels infrastructure, while MSFT, META, and GOOGL convert AI spend into revenue. JPM and BAC benefit from a resilient economy. And FNMA remains the highest-conviction deep value play.

Selection Criteria

  • Direct exposure to AI infrastructure or AI-driven revenue
  • Strong free cash flow generation and capital return programs
  • Catalyst-rich year with expected product launches or policy tailwinds
  • Reasonable valuation relative to growth (PEG under 2 or deep value thesis)

The Stocks

These are personal opinions, not financial advice. Glen holds positions in some of these securities. Do your own research.

Recommended Resources

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SeekingAlpha Premium

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A Random Walk Down Wall Street

Burton Malkiel's classic case for index investing. The book that convinced millions to stop stock-picking.

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The Little Book of Common Sense Investing

John Bogle's manifesto on why low-cost index funds beat everything else. Straight from the founder of Vanguard.

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