Top 2 Picks for the Remainder of 2026
An AI infrastructure beast and a consumer growth brand
There are still a handful of opportunities in today’s market that I believe offer attractive risk-reward, even after the strong rally we’ve seen this year.
After reviewing earnings, industry data, valuations and recent developments, two companies continue to stand out above the rest in my portfolio for the remainder of this year.
The investment cases couldn’t be more different.
One is down nearly 40% YTD despite what I believe are improving underlying fundamentals. The market has focused on short-term headwinds, while I think it’s overlooking what the business could look like over the next 12-24 months.
The other has been one of the market’s best-performing stocks this year. Even after the run, I believe investors are still underestimating the magnitude of the opportunity ahead as new products launch, AI infrastructure spending accelerates, and several major revenue catalysts begin flowing through their financials.
In this write-up, I’ll walk through why I continue to own both positions, what I think the market is missing, the key risks to each thesis, and why I believe both still have meaningful upside from current levels.
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