5 Stocks Worth Your Attention in 2026

AI underdog, turnaround inflections, energy drinks and one wild card

Jan 04, 2026

∙ Paid

Happy New Year everyone!

Let’s enter the first full week of the 2026 stock market with conviction and better decision making than the previous year.

AI was the talk of the town in 2025. I think that narrative will continue this coming year, as the MAG7 are projected to spend over $500 billion in aggregate CAPEX.

Despite this, I do believe retail and financial institutions will act with more ‘analysis rigor’ and hesitance, as the ‘circular economics’ discussions have been discussed publicly in numerous instances, showcasing a possible scare of an AI investment bubble.

Below are my 5 highest-conviction picks for 2026, and why I believe each deserves a place in your portfolio.

Continue reading this post for free, courtesy of The Private Public Investor.

Or purchase a paid subscription.