If I had to focus on three key-To The Moon - Tiger Brokers Online Investing Community - To The Moon

If I had to focus on three key sectors for 2026, they would be:

1. AI hardware and infrastructure

This remains the core of the cycle. Demand is shifting from training to sustained utilisation, inference, memory, optics, power management, and EDA. Valuations matter, but earnings visibility supports this theme.

2. Application software with real AI monetisation

2026 is more about re-rating than growth acceleration. Winners will be sticky enterprise platforms embedding AI agents into workflows with clear pricing power and cash flow discipline.

3. Robotics and embodied AI (selective exposure)

High potential but volatile. Near-term moves are sentiment-driven, while consolidation favours full-stack players with scale, data, and capital strength.

Is the Mag 7 still a pick?

Yes, but selectively. It is no longer a single trade. Alpha lies in choosing the right beneficiaries within the ecosystem.

Overall, 2026 rewards discipline, differentiation, and valuation awareness.

2026: Will “Nothing Happen,” or Will Everything Be Repriced?

Deutsche Bank macro strategist Jim Reid recently put forward a highly counterintuitive view: after years of shocks—from the pandemic and surging inflation to abrupt policy pivots—the most surprising outcome ahead might actually be no surprises at all. Which scenario do you think is most likely to actually happen in 2026? An AI bubble bursting Gold breaking above $5,000 U.S. equities hitting new highs Repeated Fed policy reversals Or… “nothing happens”

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

NicoleBryce
01-02
NicoleBryce
Solid picks! AI infrastructure and selective Mag 7 sound spot on for 2026. Discipline pays off. [强]

Leave a comment

1

44

2

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":517113714958984,"tweetId":"517113714958984","gmtCreate":1767271382623,"gmtModify":1767284295291,"author":{"id":4176423247955812,"idStr":"4176423247955812","authorId":4176423247955812,"authorIdStr":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":362,"starInvestorFlag":false},"themes":[{"themeId":"4ec0afc66cf94c469dce75823987f781","categoryId":"7cbb30544f7e4946acd0f699136a7d66","name":"2026: Will “Nothing Happen,” or Will Everything Be Repriced?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4ec0afc66cf94c469dce75823987f781}&rnconfig={\"headerBarHidden\": true}","description":"Deutsche Bank macro strategist Jim Reid recently put forward a highly counterintuitive view: after years of shocks—from the pandemic and surging inflation to abrupt policy pivots—the most surprising outcome ahead might actually be no surprises at all.\nWhich scenario do you think is most likely to actually happen in 2026?\n\nAn AI bubble bursting\n\nGold breaking above $5,000\n\nU.S. equities hitting new highs\n\nRepeated Fed policy reversals\n\nOr… “nothing happens”\n\n","image":"https://community-static.tradeup.com/news/60487ca5b209263315a9df877730246c"}],"images":[],"coverImages":[],"html":"<html><head></head><body>If I had to focus on three key sectors for 2026, they would be:\n<p></p>\n<p>1. AI hardware and infrastructure</p>\n<p>This remains the core of the cycle. Demand is shifting from training to sustained utilisation, inference, memory, optics, power management, and EDA. Valuations matter, but earnings visibility supports this theme.</p>\n<p>2. Application software with real AI monetisation</p>\n<p>2026 is more about re-rating than growth acceleration. Winners will be sticky enterprise platforms embedding AI agents into workflows with clear pricing power and cash flow discipline.</p>\n<p>3. Robotics and embodied AI (selective exposure)</p>\n<p>High potential but volatile. Near-term moves are sentiment-driven, while consolidation favours full-stack players with scale, data, and capital strength.</p>\n<p>Is the Mag 7 still a pick?</p>\n<p>Yes, but selectively. It is no longer a single trade. Alpha lies in choosing the right beneficiaries within the ecosystem.</p>\n<p>Overall, 2026 rewards discipline, differentiation, and valuation awareness.</p></body></html>","htmlText":"<html><head></head><body>If I had to focus on three key sectors for 2026, they would be:\n<p></p>\n<p>1. AI hardware and infrastructure</p>\n<p>This remains the core of the cycle. Demand is shifting from training to sustained utilisation, inference, memory, optics, power management, and EDA. Valuations matter, but earnings visibility supports this theme.</p>\n<p>2. Application software with real AI monetisation</p>\n<p>2026 is more about re-rating than growth acceleration. Winners will be sticky enterprise platforms embedding AI agents into workflows with clear pricing power and cash flow discipline.</p>\n<p>3. Robotics and embodied AI (selective exposure)</p>\n<p>High potential but volatile. Near-term moves are sentiment-driven, while consolidation favours full-stack players with scale, data, and capital strength.</p>\n<p>Is the Mag 7 still a pick?</p>\n<p>Yes, but selectively. It is no longer a single trade. Alpha lies in choosing the right beneficiaries within the ecosystem.</p>\n<p>Overall, 2026 rewards discipline, differentiation, and valuation awareness.</p></body></html>","text":"If I had to focus on three key sectors for 2026, they would be: 1. AI hardware and infrastructure This remains the core of the cycle. Demand is shifting from training to sustained utilisation, inference, memory, optics, power management, and EDA. Valuations matter, but earnings visibility supports this theme. 2. Application software with real AI monetisation 2026 is more about re-rating than growth acceleration. Winners will be sticky enterprise platforms embedding AI agents into workflows with clear pricing power and cash flow discipline. 3. Robotics and embodied AI (selective exposure) High potential but volatile. Near-term moves are sentiment-driven, while consolidation favours full-stack players with scale, data, and capital strength. Is the Mag 7 still a pick? Yes, but selectively. It is no longer a single trade. Alpha lies in choosing the right beneficiaries within the ecosystem. Overall, 2026 rewards discipline, differentiation, and valuation awareness.","highlighted":1,"essential":1,"paper":1,"likeSize":44,"commentSize":1,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/517113714958984","repostId":0,"isVote":1,"tweetType":1,"viewCount":385,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":831,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":517168368615768,"commentId":"517168368615768","gmtCreate":1767284810144,"gmtModify":1767521677418,"authorId":9000000000000455,"author":{"id":9000000000000455,"idStr":"9000000000000455","authorId":9000000000000455,"name":"NicoleBryce","avatar":"https://static.tigerbbs.com/0c6bda07ac36763e622064d706caaa08","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":517113714958984,"objectIdStr":"517113714958984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Solid picks! AI infrastructure and selective Mag 7 sound spot on for 2026. Discipline pays off. [强]","text":"Solid picks! AI infrastructure and selective Mag 7 sound spot on for 2026. Discipline pays off. [强]","html":"Solid picks! AI infrastructure and selective Mag 7 sound spot on for 2026. Discipline pays off. [强]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/517113714958984"}