The S&P is going to return about 18% this year in 2025, and that's after returning about 23% in 2024.
So which stocks are going to drive the market in 2026? How do we keep this gravy train going?
harrypothead2 weeks ago
Definitely TSLA and SpaceX when it goes public. As long as Elon is around and the government isn't enforcing rule of law, there's nothing stopping the hype machine. Fundamentals have mattered less and less over the years, but now it's literally all about what story you can sell. And nobody sells a story better than Elon Musk.
If the economy turns south these over inflated companies are going to fall the hardest. Speculative investments will be pulled at the first sign of struggle and the retail cult will be left holding the bag. But yeah, as long as the line keeps going up, the line will keep going up.
I'm hoping for good things with AMD. They have the hardware to compete with Nvidia but not the software or the mindshare. Neither of those are unsolvable problems, especially if OpenAI starts buying AMD chips per the deal they established earlier in the year. Once OpenAI starts executing warrants and owns 10% of AMD, the stock could skyrocket.
GOOG obviously. Lowest PE of all the big tech companies and it's the only one with a prayer of operating AI at a profit, with their full stack TPU implementation. They're going to win the AI race.
market threads
The S&P is going to return about 18% this year in 2025, and that's after returning about 23% in 2024.
So which stocks are going to drive the market in 2026? How do we keep this gravy train going?
Definitely TSLA and SpaceX when it goes public. As long as Elon is around and the government isn't enforcing rule of law, there's nothing stopping the hype machine. Fundamentals have mattered less and less over the years, but now it's literally all about what story you can sell. And nobody sells a story better than Elon Musk.
reply
share reportBe sure to add PLTR on that thesis.
reply
share reportIf the economy turns south these over inflated companies are going to fall the hardest. Speculative investments will be pulled at the first sign of struggle and the retail cult will be left holding the bag. But yeah, as long as the line keeps going up, the line will keep going up.
reply
share reportI'm hoping for good things with AMD. They have the hardware to compete with Nvidia but not the software or the mindshare. Neither of those are unsolvable problems, especially if OpenAI starts buying AMD chips per the deal they established earlier in the year. Once OpenAI starts executing warrants and owns 10% of AMD, the stock could skyrocket.
reply
share reportGOOG obviously. Lowest PE of all the big tech companies and it's the only one with a prayer of operating AI at a profit, with their full stack TPU implementation. They're going to win the AI race.
reply
share report