2026 Stock plays
- Thread starter Woodson
- Start date
I don't have my eye on new individual stock positions, but I plan to keep and build on these. I have a lot of small positions in my IRA and in an M1 account I DCA into, but these are the ones I feel most confident in.
GOOG - Big winner for me in 2025. Great business(es). Well positioned for the AI boom. I will keep adding to my position in 2026.
MA - This is my play on a struggling middle/lower class. Additionally, their value added services business is growing rapidly and is likely to take over as their main business.
VRT - Will keep dollar cost averaging into the company that is mining the miners. AI infrastructure leader.
GOOG - Big winner for me in 2025. Great business(es). Well positioned for the AI boom. I will keep adding to my position in 2026.
MA - This is my play on a struggling middle/lower class. Additionally, their value added services business is growing rapidly and is likely to take over as their main business.
VRT - Will keep dollar cost averaging into the company that is mining the miners. AI infrastructure leader.
