TIME TO SHARE MY TOP 10 PICKS FOR 2026 (Alphabetic)🧵
$ALAB
$AFRM
$ASTS
$DUOL
$FUBO
$IREN
$OSCR
$UBER
$ZETA
China (JD, Baba, Baidu, Futu)
2025 picks still maintained: $GOOGL $HIMS, $MU, $NVDA, $SE, $UBER
For people who are worried about the market today, I get it. This stuff is very stressful.
So I put together a chart of all of the times the VIX (the "fear index" of the market) was up over 30% in a day (like today) in the past ten years.
23 out of 25 instances the market was higher one month later. The only two times it wasn't was Feb 2020 when Covid hit the economy in March 2020.
What is the underlying message? When people are afraid, they make bad decisions. Do the opposite.
Attached is a chart summarizing my results.
Still early software recovery. Vibe-code your own tech stack narrative slowly fading and being replaced by SaaS as the AI context layer.
Token/consumption starting to take off in latest earnings cycle, will be an exponential curve once inflection point is confirmed!
$NOW , $CRM
@cperruna@AdamoMancino Couldn’t agree more.
Spent some time making a Stage 2 list about s year ago. Before the AI train fully kicked in. Still interesting to look back on these names.
https://t.co/yZhaE5R5AL
A long list of stocks have moved from Stage 1 into Stage 2 the last two years.
I spent some time identifying the stocks that underperformed in 2024 to create a list of stocks that could play catch-up in 2025.
$JD Main thing to notice yesterday and today is the change in volume.
Big peak in volume yesterday with an engulfing reversal bar.
Follow-through today with a bullish candle and higher than average volume.
No jinx, but this could be the reversal! 🙏🏼📈
Oscar’s 2026 outlook points to membership of 3 million, $18.7–$19 billion in revenue (+61% YoY), and $250–$450 million in EBIT.
Healthcare works best when consumers choose, companies compete on quality, and innovation drives outcomes. We are building Oscar for that world.
@TheLongInvest UNH is guiding MLR at 88.8% in 2026.
ELV is guiding MLR at 90.2% in 2026.
Meanwhile OSCR is guiding MLR between 82.4-83.4% in 2026. The operational excellence and discipline is outstanding if they can deliver this 🔥
@investingwithac UNH is guiding MLR at 88.8% in 2026.
ELV is guiding MLR at 90.2% in 2026.
Meanwhile OSCR is guiding MLR between 82.4-83.4% in 2026. The operational excellence and discipline is outstanding if they can deliver this 🔥