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.
I sold my Alphabet probably 3 years ago to buy NVDA. Wish i had some though. Great stock. Up 65% YTD
Man I’m so far behind with kids back to school, being sick, etc. I missed a good trade day. Will post tomorrow morning.
Don’t buy bitcoin here. It may spf at 96.2k
Don’t buy bitcoin here. It may spf at 96.2k
VRT up 24.5% today. +53% YTD
Please keep going!
I am holding GOOG and buying more of MA. I expect Mastercard to take off soon enough.
