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 Outlook: How Do You Expect For S&P 500? Another Bull Run?

Major banks have released their outlooks for 2026. While opinions diverge on U.S. equities, the trajectory of AI, and the timing of rate cuts, there is broad consensus that gold will continue to surge. How do you see 2026 unfolding? Will U.S. equities continue to deliver double-digit gains, or lag behind other global markets? Will AI leadership rotate toward memory stocks or SaaS companies? Will competition in the semiconductor industry intensify further? Where do you think the S&P 500 will close by the end of 2026?

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.

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

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Another Bull Run?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4ec0afc66cf94c469dce75823987f781}&rnconfig={\"headerBarHidden\": true}","description":"Major banks have released their outlooks for 2026. While opinions diverge on U.S. equities, the trajectory of AI, and the timing of rate cuts, there is broad consensus that gold will continue to surge.\nHow do you see 2026 unfolding?\nWill U.S. equities continue to deliver double-digit gains, or lag behind other global markets?\n\nWill AI leadership rotate toward memory stocks or SaaS companies?\n\nWill competition in the semiconductor industry intensify further?\nWhere do you think the S&P 500 will close by the end of 2026?","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. 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