To The Moon

Jensen Huang Just Wiped Out Billions in Thermal Stocks — But Was It a Buy Signal? NVIDIA just dropped a nuclear bomb on the cooling industry with a single sentence. Speaking on the future Vera Rubin platform, Jensen Huang said: > "Our future platform is cooled by 45°C warm water. At this temperature, data centers no longer need traditional chillers." >  The Market’s Knee-Jerk Reaction: Panic selling. Stocks like Vertiv ($VRT) and other thermal management giants took a nosedive. The logic was simple: "NVIDIA doesn't need cooling anymore = Sell." The Reality: The market is dead wrong. The demand for thermal management isn't disappearing—it's getting more expensive, more complex, and more exclusive. If you understand the physics, yesterday’s crash might be the biggest alpha opportu

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Micron as HBM leader with valuation discount seems good out of Seeking Alpha's top 10 stock picks for 2026.

If I could only hold ONE of these stocks through 2026, I’d pick Allstate (ALL) because it makes steady profits.

Only one pick? Then it has to be $Micron Technology(MU)$ . On the contrary if I could pick $Barrick Mining Corporation(B)$  as well.

If I could only hold ONE of these stocks through 2026, I’d pick Allstate (ALL) because it makes steady profits.

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If I could only hold ONE of these stocks through 2026, I’d pick Barrick because it is at the confluence of: 1. debasement trade; 2. AI infrastructure; 3. prolonged under investment in the mining sector; each of which is sufficient to fuel a game changing bull over the coming years.

Replying to @這是甚麼東西:TSM isn’t one of the options but agree it is a good option//@這是甚麼東西:If I could only hold ONE of these stocks through 2026, I'd pick Taiwan Semiconductor (TSM) because of its foundational role in the AI infrastructure buildout. As the world's largest chip foundry, TSM is the primary manufacturer for high-end computing chips used by major tech companies like Nvidia and AMD. The massive, multi-year capital expenditure (capex) commitments by hyperscalers (projected to be around $500 billion in 2026) ensures continued high demand for its manufacturing services. This makes it a neutral investment in the AI trend, benefiting regardless of which specific company designs

If I could only hold one of these stocks through 2026, i’d pick MU because it has the highest EPS. AI and demand for data centres will continue to be one of the top trends for 2026. Memory and storage is set to also be in demand. It’s just that the realisation came a little later than chips. Chips has rallied for most of 2025 and it is clear that shortage of memory might continue well into 2027 as forecast by many analysts. This demand will drive up the price of MU just like how it had happened for Nvidia. Valuation of MU is also lower compared to the chip makers. So, I feel that for 2026, it offers growth potential at a fair value price which means that there is sufficient safety margin for stock price growth and profit for me. @Wayneq

I choose $Advanced Micro Devices(AMD)$   It will eat market share from $NVIDIA(NVDA)$  and have high growth predicted for the next 3 years. It has been consolidating for a couple of months. That's good and possible that good news from next earning will propel the stock price higher. 

“If I could only hold ONE of these stocks through 2026, I’d pick AMD because ya never know, they might find a way to take it to Nvidia after all”

CIEN because of its financial great power position

Maybe mirco will surpass

Overview of Seeking Alpha’s 2026 Picks Seeking Alpha’s Top 10 Stocks for 2026 represent a diversified set of ideas selected through its Quantitative system with a focus on growth, profitability and earnings momentum. They are featured as high-conviction candidates for the year based on forward metrics that significantly exceed the broader market’s growth expectations.  The list typically emphasises secular growth drivers (for example AI, data infrastructure, semiconductors) and companies that exhibit strong fundamental factor grades across growth, earnings revisions and relative valuation.  The Ten Picks (Approximate List) Based on Seeking Alpha’s published Quant pick list and market discussions, the top selections include:  Micron Technology (MU) – Dynamic memory/DRAM leade

Micron for the win!

Of the ten stocks listed by Seeking Alpha, the one stock I would choose is$Micron Technology(MU)$ . It's lifting up to the moon! @定旺  @Halfpooh74  @BillionaireN  @SakuraTrader  @Ku9787  @Sandyboy  

🌟🌟🌟If I only could pick 1 stock among the 10 Top Picks by Seeking Alpha, it would be $Barrick Mining Corporation(B)$ .  Barrick isn't just a stock.  It is ultimate safe haven stock with an engine of growth. Gold has been hitting new highs  due to an unprecedented rally driven by central banks buying , trade tensions & geopolitical tensions. Barrick operates 6 of the world's most valuable gold mines.  This includes the massive Nevada complex which is the largest gold producing mine in the US. Barrick has a rock solid balance sheet with over USD 5 billion in cash & minimal net debt.  They have been rewarding patient investors with a strong sustainable dividend policy & aggressive buybacks.  In 2024 alone Barr

“If I could only hold ONE of these stocks through 2026, I’d pick $Celestica(CLS)$ because of it's long term potential. Profitability and overall financials look good and the company has great outlook and stamina possibilities. Looks like it may dip soon and then go up. Keen watcher of this stock now.”

The High-Growth Al Leader: Micron Technology ($MU) Micron is arguably the standout pick for 2026 due to a "generational opportunity" in High-Bandwidth Memory (HBM). The Case: It is currently an "essential Al enabler," with its entire 2026 HBM supply already sold out. Financial Strength: Analysts project operating profit to surge from $9 billion in 2025 to $15 billion in 2026. Valuation: Despite a massive run-up, it trades at a forward P/E of just ~7.9x, a significant discount compared to the semiconductor sector median of 31x.

Jensen Huang Just Wiped Out Billions in Thermal Stocks — But Was It a Buy Signal? NVIDIA just dropped a nuclear bomb on the cooling industry with a single sentence. Speaking on the future Vera Rubin platform, Jensen Huang said: > "Our future platform is cooled by 45°C warm water. At this temperature, data centers no longer need traditional chillers." >  The Market’s Knee-Jerk Reaction: Panic selling. Stocks like Vertiv ($VRT) and other thermal management giants took a nosedive. The logic was simple: "NVIDIA doesn't need cooling anymore = Sell." The Reality: The market is dead wrong. The demand for thermal management isn't disappearing—it's getting more expensive, more complex, and more exclusive. If you understand the physics, yesterday’s crash might be the biggest alpha opportu

Overview of Seeking Alpha’s 2026 Picks Seeking Alpha’s Top 10 Stocks for 2026 represent a diversified set of ideas selected through its Quantitative system with a focus on growth, profitability and earnings momentum. They are featured as high-conviction candidates for the year based on forward metrics that significantly exceed the broader market’s growth expectations.  The list typically emphasises secular growth drivers (for example AI, data infrastructure, semiconductors) and companies that exhibit strong fundamental factor grades across growth, earnings revisions and relative valuation.  The Ten Picks (Approximate List) Based on Seeking Alpha’s published Quant pick list and market discussions, the top selections include:  Micron Technology (MU) – Dynamic memory/DRAM leade

[Like]

Micron as HBM leader with valuation discount seems good out of Seeking Alpha's top 10 stock picks for 2026.

If I could only hold one of these stocks through 2026, i’d pick MU because it has the highest EPS. AI and demand for data centres will continue to be one of the top trends for 2026. Memory and storage is set to also be in demand. It’s just that the realisation came a little later than chips. Chips has rallied for most of 2025 and it is clear that shortage of memory might continue well into 2027 as forecast by many analysts. This demand will drive up the price of MU just like how it had happened for Nvidia. Valuation of MU is also lower compared to the chip makers. So, I feel that for 2026, it offers growth potential at a fair value price which means that there is sufficient safety margin for stock price growth and profit for me. @Wayneq

Replying to @這是甚麼東西:TSM isn’t one of the options but agree it is a good option//@這是甚麼東西:If I could only hold ONE of these stocks through 2026, I'd pick Taiwan Semiconductor (TSM) because of its foundational role in the AI infrastructure buildout. As the world's largest chip foundry, TSM is the primary manufacturer for high-end computing chips used by major tech companies like Nvidia and AMD. The massive, multi-year capital expenditure (capex) commitments by hyperscalers (projected to be around $500 billion in 2026) ensures continued high demand for its manufacturing services. This makes it a neutral investment in the AI trend, benefiting regardless of which specific company designs

Only one pick? Then it has to be $Micron Technology(MU)$ . On the contrary if I could pick $Barrick Mining Corporation(B)$  as well.

If I could only hold ONE of these stocks through 2026, I’d pick Allstate (ALL) because it makes steady profits.

If I could only hold ONE of these stocks through 2026, I’d pick Barrick because it is at the confluence of: 1. debasement trade; 2. AI infrastructure; 3. prolonged under investment in the mining sector; each of which is sufficient to fuel a game changing bull over the coming years.

I choose $Advanced Micro Devices(AMD)$   It will eat market share from $NVIDIA(NVDA)$  and have high growth predicted for the next 3 years. It has been consolidating for a couple of months. That's good and possible that good news from next earning will propel the stock price higher. 

If I could only hold ONE of these stocks through 2026, I’d pick Allstate (ALL) because it makes steady profits.

Social media marketing 

“If I could only hold ONE of these stocks through 2026, I’d pick AMD because ya never know, they might find a way to take it to Nvidia after all”

CIEN because of its financial great power position

Research platform Seeking Alpha released its Top 10 Stock Picks for 2026. The list spans AI, semiconductors, networking, insurance, biotech, and resources—focused on earnings visibility and structural growth. $Micron Technology(MU)$ — HBM leader; strong NAND demand; FY26 Q1 beat with valuation discount. $Ciena(CIEN)$ — High-speed networking leader; record orders and backlog supported by hyperscalers. $Barrick Mining Corporation(B)$ — Gold plus copper exposure aligned with energy transition; earnings leverage. $Celestica(CLS)$ — Shift to AI data-center hardware; communications outlook upgraded for 2025–2026.

Maybe mirco will surpass

If I could only hold ONE of these stocks through 2026, I’d pick AMD $Advanced Micro Devices(AMD)$ . Among all ten names, AMD sits closest to the core of the AI infrastructure value chain, where long-term capex visibility, strategic importance, and scalable growth intersect most clearly. AMD is no longer just a CPU/GPU challenger. The OpenAI partnership is strong ecosystem validation, and its MI300/MI400 roadmap positions it as the only real alternative to NVIDIA $NVIDIA(NVDA)$ in AI accelerators and servers. As hyperscalers and sovereign AI projects diversify suppliers, AMD benefits from structural demand rather than a short cycle. Most importantly, AMD offers balance: broad AI exposure, improving margi

🌟🌟🌟If I only could pick 1 stock among the 10 Top Picks by Seeking Alpha, it would be $Barrick Mining Corporation(B)$ .  Barrick isn't just a stock.  It is ultimate safe haven stock with an engine of growth. Gold has been hitting new highs  due to an unprecedented rally driven by central banks buying , trade tensions & geopolitical tensions. Barrick operates 6 of the world's most valuable gold mines.  This includes the massive Nevada complex which is the largest gold producing mine in the US. Barrick has a rock solid balance sheet with over USD 5 billion in cash & minimal net debt.  They have been rewarding patient investors with a strong sustainable dividend policy & aggressive buybacks.  In 2024 alone Barr

The High-Growth Al Leader: Micron Technology ($MU) Micron is arguably the standout pick for 2026 due to a "generational opportunity" in High-Bandwidth Memory (HBM). The Case: It is currently an "essential Al enabler," with its entire 2026 HBM supply already sold out. Financial Strength: Analysts project operating profit to surge from $9 billion in 2025 to $15 billion in 2026. Valuation: Despite a massive run-up, it trades at a forward P/E of just ~7.9x, a significant discount compared to the semiconductor sector median of 31x.

Micron for the win!