2026 Must-Own Stocks: $NVDA, $FICO, $CDNS with $V and $MA as Core

Long_Equity
04-30

The Q2 ‘26 earnings scoreboard is looking incredibly green.

Massive acceleration appearing in the latest results:

• FICO: 16% ➡️ 39% Rev Growth

• Cadence: 6% ➡️ 19% Rev Growth

• Comfort Systems: 129% EPS growth

Here's a full breakdown of the heavy hitters in the Long Equity portfolio.

Which one of these is a "must-own" for the rest of 2026?👇

$NVIDIA(NVDA)$ $Fortinet(FTNT)$ $MasterCard(MA)$ $KLA-Tencor(KLAC)$ $Fair Isaac(FICO)$ $Visa(V)$ $Cadence Design(CDNS)$ $Comfort Systems USA(FIX)$ $Lam Research(LRCX)$ $MSCI Inc(MSCI)$

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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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