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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Burton Malkiel's classic case for index investing. The book that convinced millions to stop stock-picking.
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John Bogle's manifesto on why low-cost index funds beat everything else. Straight from the founder of Vanguard.
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