2026 & Beyond: High-Conviction Plays
2026 & Beyond: High-Conviction Plays
Hope everyone crushed 2025 With 2026 around the corner, I’m curious what everyone’s loading up on for the long run. Could be future IPOs like , Databricks, or Anduril, or sleeper names flying under the radar. Also watching comeback or “hasn’t popped yet” plays that might finally get real catalysts in 2026. Feels like , , and still have solid room to run with more launches, contracts, and updates ahead. Curious if new industries are heating up too defense tech, space infra, AI tooling, energy? Drop your highest-conviction tickers and themes. Let’s build a 2026 watchlist.
2026 vibes feel like defense + AI infra to me. , , still cooking, and space/defense like Anduril or could finally get real scale. Also watching energy + grid tech quietly setting up. Long-term bags > quick flips.