Top 10 must-buy stocks for 2026 compiled by US Stock Information Network (Part 1 & Part 2)
P.S. I also subscribe to Seeking Alpha, but I don’t really like their stock picks.
After long-term tracking of the US Stock Information Network, I find their lists quite good.
Especially in their October must-buy stocks, they mentioned buying copper-related plays FCX and SCCO.
Now those stocks have skyrocketed.
Here are the key stocks discussed in two videos (links in the comments):
Stable Core: NVDA, AEP, MU.
High Growth Potential: RMBS, RDW, ONDS.
Platform Layout: GLW, SANM, HROW.
-------------------------------------
1. RMBS (Rambus) —— The Rule Maker in Semiconductors
Core Logic: Focuses on high-speed memory interface chips. AI computing's biggest fear is the 'data transfer bottleneck,' and RMBS ensures data reaches GPUs at maximum speed.
Positive Factors: Gross margin exceeds 80%, with almost no debt. Large-scale commercialization of MRDIMM (Multiplexer Memory) by 2026 will drive explosive earnings growth.
2. HROW (Harrow) —— The Amazon of the Ophthalmology Sector
Core Logic: Specializes in acquiring FDA-approved but underperforming quality drug rights from original manufacturers.
Positive Factors: Core product VEVYE (dry eye medication) rapidly gaining market share. Achieved profitability in Q3 2025, with revenue growth projected to exceed 50% in 2026.
3.SANM (SMTC Corporation) —— The General Contractor for AI Infrastructure
Core Logic: A giant in Electronics Manufacturing Services (EMS), acquired the manufacturing business of ZT Systems from AMD.
Bullish Factors: Transitioned from being a component supplier to becoming a provider capable of delivering complete server and liquid cooling solutions, directly serving cloud giants like Amazon and Microsoft. Revenue is projected to surge by 52% by 2026.
4.ONDS (Ondas Holdings) —— Low-Altitude Economy and Defense Technology Platform
Core Logic: Provides fully automated drone systems (Optimus), mainly used for security at critical infrastructure such as border patrols, airports, and oil fields.
Bullish Factors: Possesses proprietary wireless communication network technology. With AI-powered drones and domestic policy subsidies in the U.S., it is expected to experience a 700% market growth spurt by 2026.
5.NVDA (NVIDIA) —— The Undervalued Core of AI
Core Logic: After months of consolidation, the stock’s forward P/E ratio has dropped below 25x (lower than Broadcom, AMD, and even Intel).
Bullish Factors: The release of Rubin architecture products in early 2026, along with potential easing of export policies, will trigger another round of systematic value reassessment.
6. AEP (American Electric Power) —— The 'FedEx' of the Power Grid System
Core logic: The ultimate destination of AI is power transmission. AEP owns the largest high-voltage grid assets in the U.S., with 55% of profits coming from transmission.
Bullish factors: Controls 90% of the 765kV ultra-high voltage lines in the U.S. Giants like Amazon and Google have locked in substantial power loads, while the company adopts a 'invest-to-expand-network-for-rent' model, ensuring extremely stable profitability.
7. MU (Micron Technology) —— The key architect of AI storage
Core logic: Leader in HBM4 memory and high-performance SSDs. The evolution of large AI models has caused an explosive increase in demand for caching data.
Bullish factors: HBM capacity is fully booked, driving up prices for standard memory as well. The surge in AI PCs/smartphones expected by 2026 will double memory demand, yet its valuation remains low at around 10x, significantly undervalued.
8.GLW (Corning) —— The invisible champion of AI transmission and space materials
Core logic: Blackwell-grade GPUs require 16-36 times more fiber optics than traditional ones, and Corning monopolizes the ultra-low loss fiber market.
Bullish factors: Display glass business sees a strong 20% price hike. By 2026, with the potential SpaceX IPO, its position as a supplier of spacecraft windows and components will be further amplified.
9.RDW (Redwire) —— Giant in space infrastructure
Core logic: Provides orbital operation standards and power systems; ROSA flexible solar arrays have become the default standard for ISS and Lunar Gateway.
Bullish factors: Secured decade-long contracts with NASA and the Department of Defense. In 2026, will begin mass production of semiconductor wafers in a space factory utilizing microgravity, with expected revenue growth exceeding 70%.
#US Stock Information Network
#2026 Must-Buy Stocks
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.Read more
Comment (1)
to post a comment
3
2