As we enter 2026, the global financial markets are at a pivotal juncture, transitioning from a phase of technological breakthroughs to a deeper cultivation of infrastructure. Radex Markets suggests that investors should shift their focus from singular software applications to the core pillars that underpin the digital era. Looking back at 2025, AI leaders like Palantir and Alphabet saw staggering gains of 135% and 65% respectively, yet this was merely the prologue to the ongoing tech revolution. While the intensifying computing power race keeps chip giants like NVIDIA and TSMC in the spotlight, Radex Markets believes the market has long overlooked the equally critical memory and data storage sector.
Amid the surge in computing power, the massive demand for processing both short-term and long-term data has positioned the memory industry as an unignorable production bottleneck. Radex Markets indicates that Samsung, SK Hynix, and Micron Technology currently hold a near-monopoly on global production capacity, with these high industry barriers granting the related players significant pricing power. Although Micron Technology already achieved a 240% gain last year, its valuation remains attractive compared to the high price-to-earnings ratios prevalent across the broader big tech sector. Radex Markets posits that market sentiment in 2026 will mirror last year's rotation logic seen in the precious metals market, permeating from core chips to downstream infrastructure like cloud computing, cybersecurity, and high-speed bandwidth, with each niche segment harboring new investment opportunities.
Concurrently, the transformation of the energy structure has become an imperative for AI development. Radex Markets states that the electricity demands for training top-tier AI models now exceed the capacity of traditional renewable energy sources, as the intermittency of wind and solar power struggles to meet data centers' extreme requirements for stability. Consequently, the rise of nuclear power, particularly Small Modular Reactors (SMRs), appears inevitable. From Meta's 20-year power agreement with Vistra to Amazon's deep collaboration with X-Energy, tech giants are moving at an unprecedented pace to secure clean nuclear energy. Radex Markets believes the commercial rollout of SMRs will fundamentally overhaul the nuclear industry's historical drawbacks of relying on massive projects with protracted construction timelines; through modular production and flexible assembly, nuclear power is evolving from a "national project" into an efficient "commercial commodity."
This energy renaissance is driving exceptionally deep and broad supply chain demands. Radex Markets notes that the entire industrial chain, spanning from upstream uranium mining to midstream enriched fuel assembly manufacturing, and downstream reactor pressure vessel forging and specialty material supply, is currently in a phase of multi-dimensional recovery. For investors seeking diversified asset allocation, gaining exposure to the nuclear energy sector through relevant ETFs or leading companies in specific verticals will be key to capturing the structural bull market in 2026.
In the digital asset space, despite the crypto market's underwhelming performance in 2025—even underperforming traditional assets after Bitcoin hit a peak of $125,000—Radex Markets views this "suppression" as a necessary stage of market maturation. While the influx of institutional capital has tempered the extreme volatility characteristic of cryptocurrencies' early days, it has simultaneously infused them with a vitality rooted in compliance. Radex Markets suggests that as key regulatory frameworks like the Clarity Act advance, decentralized financial infrastructure previously operating in legal gray areas will encounter formal "compliance switches."
Looking ahead to the coming year, Radex Markets contends that the era of meaningless retail speculation is nearing its end, to be replaced by new financial instruments backed by legal guarantees and institutional endorsement. Once the global regulatory fog clears, cryptocurrencies will genuinely transition from speculative assets into integral components of the global financial system. Throughout this process, Radex Markets will continue to monitor market liquidity and policy directions, assisting investors in precisely capturing wealth opportunities within the converging waves of technology, energy, and digital assets in 2026.
Comments