SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?

Tiger_SG
01-09
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Research 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.

  1. $Micron Technology(MU)$ — HBM leader; strong NAND demand; FY26 Q1 beat with valuation discount.

  2. $Ciena(CIEN)$ — High-speed networking leader; record orders and backlog supported by hyperscalers.

  3. $Barrick Mining Corporation(B)$ — Gold plus copper exposure aligned with energy transition; earnings leverage.

  4. $Celestica(CLS)$ — Shift to AI data-center hardware; communications outlook upgraded for 2025–2026.

  5. $Incyte(INCY)$ — Profitable biotech with strong growth and buyback plans.

  6. $Allstate(ALL)$ — AI underwriting efficiency; strong profitability and dividends.

  7. $Willdan(WLDN)$ — AI infrastructure pivot; large contract wins and steady growth.

  8. $Advanced Micro Devices(AMD)$ — OpenAI partnership; competitive AI accelerators and servers; benefits from AI infrastructure buildout.

  9. $COHERENT(COHR)$ — Optical components for cloud providers; multiple quarters of beats driven by AI data demand.

  10. $ATI Inc(ATI)$ — Aerospace-grade specialty metals; earnings upgrades and high visibility.

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“If I could only hold ONE of these stocks through 2026, I’d pick ____ because ____.”

SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?
Research platform Seeking Alpha has released its Top 10 Stock Picks for 2026. Micron Technology ($MU) — HBM leader, valuation discount Advanced Micro Devices ($AMD) — AI accelerators & servers Ciena ($CIEN) — Record orders in high-speed networking Celestica ($CLS) — AI data center hardware Coherent ($COHR) — Optical components for hyperscalers Allstate ($ALL) — AI underwriting + dividends Incyte ($INCY) — Profitable biotech pipeline Barrick Gold ($B) — Gold + copper exposure Willdan Group ($WLDN) — AI infrastructure contracts ATI ($ATI) — Aerospace-grade specialty metals
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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Comments

  • Shyon
    01-09
    Shyon
    If I could only hold ONE of these stocks through 2026, I’d pick AMD $Advanced Micro Devices(AMD)$ . Among all ten names, AMD sits closest to the core of the AI infrastructure value chain, where long-term capex visibility, strategic importance, and scalable growth intersect most clearly.

    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

  • 這是甚麼東西
    01-09
    這是甚麼東西
    If I could only hold ONE of these stocks through 2026, I'd pick Taiwan Semiconductor (TSM) because of its foundational role in the AI infrastructure buildout. As the world's largest chip foundry, TSM is the primary manufacturer for high-end computing chips used by major tech companies like Nvidia and AMD. The massive, multi-year capital expenditure (capex) commitments by hyperscalers (projected to be around $500 billion in 2026) ensures continued high demand for its manufacturing services. This makes it a neutral investment in the AI trend, benefiting regardless of which specific company designs the best chips.
    • PJTRADE: 
      TSM isn’t one of the options but agree it is a good option
  • icycrystal
    01-09
    icycrystal
    I would pick Micron because Micron is a core supplier for NVIDIA’s GeForce RTX 50 Blackwell GPUs, providing high-bandwidth memory.

    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]

  • koolgal
    01-09
    koolgal
    🌟🌟🌟If I only could pick 1 stock among the 10 Top Picks by Seeking Alpha, it would be $Barrick Mining Corporation(B)$ .  Barrick isn't just a stock.  It is ultimate safe haven stock with an engine of growth.

    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

  • MHh
    01-11
    MHh
    If I could only hold one of these stocks through 2026, i’d pick MU because it has the highest EPS. AI and demand for data centres will continue to be one of the top trends for 2026. Memory and storage is set to also be in demand. It’s just that the realisation came a little later than chips. Chips has rallied for most of 2025 and it is clear that shortage of memory might continue well into 2027 as forecast by many analysts. This demand will drive up the price of MU just like how it had happened for Nvidia.


    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
  • BTS
    01-12 02:51
    BTS
    If I could only hold ONE of these stocks through 2026, I’d pick Micron Technology (MU) because it is the HBM leader, with strong NAND demand, and a FY26 Q1 beat with valuation discount, making it a compelling long-term investment
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