I'm bullish for $Alphabet(GOOGL)$ on Long term. Following Nanci Pelosi, she bought massive $150 2027 Jan options. Also it's positioned we'll, with Google Cloud, Search Engine, Google Drive, Map, Play, and Ad Revenue from YouTube.
definitely AI & Semiconductor. 2025 was solid AI shift, companies venturing into AI and 2026 is more about AI infrastructure, to sustain and translate AI into growth and more real application.