Reward 500 Tiger-coinsResearch platform Seeking Alpha released its Top 10 Stock Picks for 2026. The list spans AI, semiconductors, networking, insurance, biotech, and resources—focused on earnings visibility and structural growth.
$Micron Technology(MU)$ — HBM leader; strong NAND demand; FY26 Q1 beat with valuation discount.
$Ciena(CIEN)$ — High-speed networking leader; record orders and backlog supported by hyperscalers.
$Barrick Mining Corporation(B)$ — Gold plus copper exposure aligned with energy transition; earnings leverage.
$Celestica(CLS)$ — Shift to AI data-center hardware; communications outlook upgraded for 2025–2026.
$Incyte(INCY)$ — Profitable biotech with strong growth and buyback plans.
$Allstate(ALL)$ — AI underwriting efficiency; strong profitability and dividends.
$Willdan(WLDN)$ — AI infrastructure pivot; large contract wins and steady growth.
$Advanced Micro Devices(AMD)$ — OpenAI partnership; competitive AI accelerators and servers; benefits from AI infrastructure buildout.
$COHERENT(COHR)$ — Optical components for cloud providers; multiple quarters of beats driven by AI data demand.
$ATI Inc(ATI)$ — Aerospace-grade specialty metals; earnings upgrades and high visibility.
Leave your comments to win tiger coins~
“If I could only hold ONE of these stocks through 2026, I’d pick ____ because ____.”
Comments
AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle.
Most importantly, AMD offers balance: broad AI exposure, improving margins, and a valuation that still doesn’t fully reflect multi-year AI infrastructure buildout. Compared with more niche or cyclical names on the list, AMD provides a cleaner, more durable compounding story through 2026.
@Tiger_SG @Tiger_comments @TigerStars @TigerClub
To meet AI demand, Micron is constructing a new advanced packaging facility in Singapore, set to launch in 2026.
they are expanding so it's worth monitoring this stock [Serious] [Serious] [Serious]
Gold has been hitting new highs due to an unprecedented rally driven by central banks buying , trade tensions & geopolitical tensions.
Barrick operates 6 of the world's most valuable gold mines. This includes the massive Nevada complex which is the largest gold producing mine in the US.
Barrick has a rock solid balance sheet with over USD 5 billion in cash & minimal net debt. They have been rewarding patient investors with a strong sustainable dividend policy & aggressive buybacks. In 2024 alone Barrick has returned USD 1.2 billion to shareholders.
Despite its strength, Barrick trades at a discount to its peers, with analysts seeing potential for a stock rerating.
That is why Barrick is my Top Pick for 2026.
@Tiger_SG @Tiger_comments @TigerStars @TigerClub
Valuation of MU is also lower compared to the chip makers. So, I feel that for 2026, it offers growth potential at a fair value price which means that there is sufficient safety margin for stock price growth and profit for me. @Wayneqq @LuckyPiggie @HelenJanet @SR050321 @SPOT_ON @Kaixiang @Fenger1188 @Universe宇宙 @DiAngel @Success88 come join