This is one of my highest conviction ideas for 2026.My thesis for a 200%+ move on $XPeng Inc.(XPEV)$ is simple.Much like $Tesla Motors(TSLA)$ a year ago, the market has NOT remotely priced in the whole picture for XPEV.CEO @xiaopenghexpeng was on X two days ago publicly outlining XPEV's triple threat strategy. Robots. Autonomous cars. Low altitude aircraft.3 of the most explosive technology themes, maybe ever...inside one company.Now zoom out.Autonomy, robotics, and AI *will* dominate headlines in 2026. Elon's going to be all over the news in '26 (spaceX ipo, optimus, trillionaire), and $XPEV benefits directly from the same themes the market already understands.China risk? Eh, XPEV is expanding globally (

Physical retail stores are adapting to become "third places".Sephora adding hair salons in store.Barnes & Noble adding coffee shops & couches. $Lululemon Athletica(LULU)$ hosting in-store yoga classes.Feel, smell, touch, spend time...the experience.Legacy brick & mortar retailers turning into experience businesses, that just happen to sell something.The most asymmetric bet I see? $Dick's Sporting Goods(DKS)$ , with the new(ish) "House of Sport" offering.The House of Sport is a large-format, experiential retail concept inside stores.Turf fields, batting cages, golf simulators, climbing walls, even some ice rinks.Started this concept in '21, but it's just now starting to scale...and early data sh

$Meta Platforms, Inc.(META)$ is the ONLY mag7 that's never split its stock.Trading at the lowest P/E ratio of the group too.Look at what’s coming down the pipe for the media + ads business:- u.s. midterms in '26 (more ad demand from parties & campaigns)- fifa world cup in '26 (huge ad $$$ / engagement)- instagram reels coming to smart TVsAnd that’s *before* factoring in AI improving ad targeting, pricing, and margins.META still barely monetizes whatsapp (2B users!!) and massive buybacks are not priced in yet imo.People love to say "never bet against Elon" (1000% agree), but Zuck is on that level for me.Never bet against Zuck.Chart is tight on the weekly. Ready to be a big winner in '26 if $SPDR S&P 500

$Joby Aviation, Inc.(JOBY)$ is one of my big sleepers.Look at these recent headlines.- U.S gov't to "unleash drone dominance"- War department asking for 300K+ MORE drones This is a priority for the administration.And don't forget...- JOBY + $NVIDIA(NVDA)$ exclusive aviation partnership- FAA certification potentially coming in "late '25 or early '26"- first passenger flights coming in Dubai in '26?Few HUGE catalysts for JOBY.Also, just FOUR days ago. "Joby announces plans to double manufacturing capacity in united states."eVTOL + aerial robotics idea has all the ingredients to be a really hot trade soon.JOBY is currently $14.22, but I've been adding in the teens for awhile now.Weekly chart is looking explo

My thesis is that, as 2024 and 2025 were largely dominated by AI infrastructure, 2026 will be the year in which companies that apply AI to generate real value will get appreciation from Mr. Market.For this reason, I have decided to release a list of 10 AI stocks for 2026.However, I also see 3 AI infrastructure stocks doing quite well.Let’s take a look.1. $IREN Ltd(IREN)$ Market Cap: $10BP/S: 14IREN is an Australian technology company that develops and operates bitcoin mining and AI data centers, primarily focused on serving Hyperscalers.IREN's Strategic Pivot: A High-Stakes Bet on AI InfrastructureThe stock has fallen 56% from its all-time high on November 5. The company’s performance has been driven by fears regarding its ability to fund its ambi

Was reviewing our credit card bill.I almost collapsed when I saw what my wife spent on coffee at Starbucks last month...Kidding (kinda). But $Starbucks(SBUX)$ IS set up for a big 2026, here's why.CEO is Brian Niccol. Yep, the same Brian Niccol that took $Chipotle Mexican Grill(CMG)$ stock up roughly 1000% in six years.He's just over a year into the SBUX gig now, it's turnaround time.> closing poor-performing stores, restructuring> testing new scheduling feature (HUGE customer pain point)> sold 60% of its China business (offloads a brutally competitive market, but keeps 40% of the upside)What else? There's been one insider transaction this year...it was recently, and it was a BUY.Director bought ro

I can hear the PAINpal jokes coming already...But something fundamentally shifted for $PayPal(PYPL)$ .PYPL is ready for a low-risk swing here at $61.30.But why NOW, Luc??Welp, PYPL's move to establish a US bank was bigger than most think.To me, this is a potential structural shift in the business.From a payment processor to a regulated financial institution (pending approval)...Don't forget about OpenAI either. PYPL signed a deal to be a payments wallet partner within ChatGPT.In the official Q3 results letter, PYPL said it was building for the "agentic future, partnering with leaders such as Google, OpenAI, and Perplexity."Don't sleep on agentic commerce. You guys know I love to speculate a little...look at this.> @X was founded in 1999> mer

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ trying to eat $Zillow(Z)$ 's lunch.Well, Z's lunch and potentially $Rocket Companies(RKT)$ & $Opendoor Technologies Inc(OPEN)$ 's lunch too.But get this...Take a looky at the official google blogs from 2009 & 2011.In 2009, GOOG tried adding the ability to find property for sale or rent directly on Google Maps. 2011, the effort folded.Failed once, now trying again?(side note... GOOG's president & CIO handles the "other bets" investment port, with real estate included👀) Ya maybe Z's gonna get f'd up a little bit (if this gets traction)..

Musk, Nadella, and Jassy all pushing India headlines within 24 hours…*very unusual*.But can be very bullish for $Vertiv Holdings LLC(VRT)$ .Vertiv is the “picks & shovels” guy for AI/data centers.Already used by the big boys like $Microsoft(MSFT)$ $Amazon.com(AMZN)$.Recent partnerships with $NVIDIA(NVDA)$ and $Caterpillar(CAT)$ , developing integrated power + cooling systems for AI infrastructure.Multiple acquisitions in the last 2 quarters (Waylay, Great Lakes Data Racks) tell me they’re in full expansion mode. And India? It’s becoming a core part of their global AI engine.-

The robotics trade is just beginning. One name I have become interested in is Richtech Robotics, $Richtech Robotics(RR)$ .- part of $NVIDIA(NVDA)$ 's connect partner program- founder led- already deployed 450+ robots across restaurants, hotels, retail, and healthcare What's strange is the president of the company resigned just 8 days ago, per a recent 8K filing...👀Maybe a bullish shakeup coming?Some big voices love this emerging theme:- musk is "excited about robotics"- huang said the “robotics era is just around the corner”- trump "considering order on robotics"RR is a smaller company so there's some risk here, but I am intrigued by Richtech Robotics here at $4.14. For SG users only, Welcome to open a CBA

I continue adding to $DigitalOcean Holdings, Inc.(DOCN)$ . The guy who was acting as *both* the CTO and CPO resigned on November 26th, and the stock didn't flinch.It's actually up over 7% since that day. Something that should've created uncertainty...was completely absorbed? I noted this.Now just go recruit an elite CTO, and I think the stock will go nuts. This is a catalyst for me now...something to look forward to.They seem to be pushing upmarket, which I love. Reminds me a little of Shopify, which started almost exclusively as a tool for small businesses and expanded into enterprise as they grew.I see the same situation unfolding with DOCN...as clients grow, DOCN grows with them.Q3 moves gave DOCN a cleaner balance sheet, more flexibility, and

$Tesla Motors(TSLA)$ + surprise news in December? There's a pattern.Musk LOVES to enter a new year with a "storyline reset".Almost every major sentiment shift for Tesla happens around December. Look back at 2018-2024, there was always some magic in December (see attached graphic).Last Friday, someone bet $2.15M that TSLA would hit $490 by the end of the coming week (Dec 12)....and there's other highly unusual options trades betting on a big move for TSLA this month.Musk never closes out the year quietly. One idea I'm watching:- trump just announced approval of "the manufacturing of tiny cars in America."👀- musk just launched "cheaper versions" of model 3 in Europe 2 DAYS AGO.Trump’s announcement about ‘tiny cars made in America’ lines up suspicio