It is in our nature to want more: more money. More friends. More muscle. More food. A more luxurious car. And, of course, more profit by the stock market route.
The S&P 500s (^GSPC) had a total return of 17.88%, which brings the index’s three-year total return to 86.11% after one year. Because I’m always getting asked by people for stock ideas, especially after years of the market basically going up and to the right.
As a rule, I do not give stock opinions, because that is no longer my career (I was an analyst for a decade). So I come to you in early 2026 with a systematic list of stock ideas provided by my contacts.
I caution that I am not endorsing the choice of these money management professionals. This is not to say that you should throw your life savings into these stocks or even buy a single share.
Do your homework on each. By doing this, you can get as good as other stocks in the industry.
“One chip company in the world is fueling the AI revolution, and that’s Nvidia. And I think as it plays out, [earnings] The numbers are significantly underestimated. I think at least 15% to 20% [earnings growth] Going to 2026. You put it together, and I think we’re looking at a $250 stock in the base case for the end of 2026.”
“We love Palantir. From a defense perspective, they’re a leader in AI and data, with Department of Defense acceptance and use. And then, corporate adoption and sovereign adoption. So we think the name continues. [to go higher]. It’s one of those names, you just can’t justify it from a valuation standpoint. But the narrative is very compelling. And it can drive the stock for a very long time, as it did Amazon for the first 20 years of its post-IPO life.”
“I think Broadcom is a little bit misunderstood. We were actually a big buyer of it during COVID when it was giving you a dividend yield of over 3%. So you know we like dividends. So what I like about it is the VMware side of the business and the programmable side. These are very specialized chips. So not competing with Nvidia as much, and I think their market growth and I think their market growth. Tremendous.
“We’re trimming this position because it grew too much in our accounts. I mean, we had 7% of our portfolio in Broadcom. We don’t want that much. We still like it, but we don’t expect a 5,060% return. We’d be very happy with Broadcom. [returning] About 10%.”
