[New Year Event] Find Your 2026 Dark Horse Ticker!
There’s a Chinese proverb: “A great horse needs a great scout.” — meaning great potential still needs someone sharp enough to spot it early.
As 2026 kicks off, markets are already shifting. AI is being re-priced. Defensive sectors are breaking out. Small caps are stirring.
Which stock will be the first true “dark horse” of the year?
Is it an AI leader quietly compounding?
A value stock primed for re-rating? Or an overlooked small-cap ready to sprint?
We invite you to be the scout.
🐎 How to Participate
Comment below with:
A stock ticker
A short reason why you believe it’s a 2026 dark horse
Example:
PLTR — As it falls a lot, strong AI commercialization and earnings may reset in 2026.
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Which stock will be the first true “dark horse” of the year?
Is it an AI leader quietly compounding?
A value stock primed for re-rating? Or an overlooked small-cap ready to sprint?
In the Year of the Fire Horse, speed and power are everything. Amazon isn't just a retail pony anymore. It is a stallion built for the AI revolution.
AWS and AI are the Fire in Amazon's engine. Amazon's Trainium and Inferentia chips will make AI affordable for the masses. Its high margin Advertising and AWS segments are now the primary drivers for Amazon's revenue.
With global interest rates finally cooling, Amazon's massive Capex projects will become significantly cheaper to fund.
Amazon is the dark horse is ready to sprint.
Remember, investing in Amazon is like a long distance horse race. Don't let a few stumbles make you jump off the saddle.
Gong Xi Fa Cai To Everyone.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub
Sandisk (SNDK): After spinning off from Western Digital in early 2025, Sandisk has become a standout performer. Its EPS is projected to spike by 1,153% in fiscal 2026.
While markets debate whether AI capex peaks, the quieter shift is toward inference economics. As enterprises move from experimentation to deployment, demand shifts from raw training power to efficient, scalable AI infrastructure. Nvidia’s ecosystem advantage, software lock-in, and full-stack integration position it to monetise this transition, not just supply it. The next leg may come from utilisation, not expansion.
AI leaders quietly compounding, value stocks primed for re-rating, and overlooked small-caps ready to sprint all present opportunities for explosive growth, with the former driven by generative AI or deep learning infrastructure, the latter by strong fundamentals and earnings potential, and the former still gaining traction in volatile, emerging markets
The winners this year may be companies that have integrated technology to solve real-world problems, such as those in healthcare, or industries like biotech, renewable energy, and cybersecurity, which were unfairly punished during the high-interest-rate environment and are now ready to catch up
公司获得了来自美国 国防部和能源部的项目与试点计划支持,这可能推动长期潜在收入来源
它在很大程度上仍然不为人所知,但该公司正处于工业无线网络、关键基础设施和国防级通信的交汇点。随着政府和企业加快在铁路、能源和无人机的安全专用网络上的支出,ONDS具有明显的高转换成本利基市场。
经过长时间的整合和重新评级的痛苦,期望值很低——这正是它有趣的地方。如果执行力改善,合同继续落地,2026年可能是市场最终认可其为真正黑马而不是投机名称的一年。
最重要的是,ONDS不需要炒作——它需要一两个有意义的收入拐点。如果发生这种情况,当前水平的上涨可能是不对称的,这使其成为经典的“侦察兵先于人群找到马”的设置。
@TigerStars @Tiger_comments @TigerClub
2026年黑马论文
虽然2024年和2025年的“人工智能贸易”由巨头(即英伟达)主导,但2026年是定制芯片和基础设施集成的一年。Marvell是一匹黑马,因为它多年来一直将自己定位为世界上最大的超大规模企业(Amazon、Google和微软)的“沉默伙伴”,而那些长期的研发周期终于达到了全面生产规模。
People will tire of the volatility of tech and AI and turn back to "traditional" businesses that continue making money without too much ups and downs.
Reason: Despite being a market laggard, PayPal is gaining traction as a 2026 recovery play. Analysts are eyeing its "Fastlane" guest checkout as a massive catalyst to recapture market share and drive higher earnings multiples by mid-2026.
我的提名:AMD — 市场焦点长期被更强势的对手吸走,但其数据中心与AI加速卡布局正在逐步放量。如果2026年出货与毛利率同步改善,叙事可能从“追赶者”转为“受益者”,估值存在重估空间。
我的提名:SNOW — 经历估值压缩后,数据云需求仍在,若盈利能力持续改善,可能迎来估值与业绩双修复。