2026 Watchlist: The bet is not on the names...

But on the shifts in the economy
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In the world of finance,
the traditional investor looks at the screen to see today's price,
while the strategic investor looks to see the company's position in two years.

The list in our hands for 2026 is not just a random collection of tech stocks,

but a comprehensive story about how artificial intelligence (AI) will reshape infrastructure, energy, and even the way we insure our lives.

When we examine these names, we find they are divided into three main fronts leading the next phase:
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First: Infrastructure and energy giants (Drivers of the Revolution)
AI is hungry for energy and computational power. Here, we see the smart bet on:

Oracle (Oracle - ‎$ORCL ):
which is no longer just a traditional database company, but has transformed its cloud infrastructure (OCI) to become the backbone for training AI models thanks to the high density of graphics processing units.

AMD (AMD - ‎$AMD ):
The fierce competitor breaking the monopoly, providing strong alternatives for processing chips for major enterprises.

Arm (Arm Holdings - ‎$ARM ):
The processor engineer that moved from just licensing to designing high-value data center chips.

Oklo (Oklo - ‎$OKLO ):
And here’s the surprise and the boldest bet; a nuclear energy company specifically designed to power data centers that consume enormous amounts of energy. No AI without sustainable electricity.
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Second: Daily life platforms (Attention Domination)
Technology is worthless if we don’t use it. Companies here control users' "time" and "work":

Google (Alphabet - ‎$GOOGL ):
The bet here is not just on search, but on integrating AI into every video and search click we do as a daily habit.

Netflix (Netflix - ‎$NFLX ):
The global attention platform that possesses "pricing power" (Pricing Power) unlike any other, making it a continuous cash-generating machine.

ServiceNow (ServiceNow - ‎$NOW ):
The mastermind behind corporate operations, where AI becomes an "autopilot" managing complex organizational processes.
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Third: Renovators in old sectors (Finance and Insurance)
These companies take centuries-old business models and reprogram them:

Robinhood (Robinhood - ‎$HOOD ):
Not just a trading app, but a comprehensive financial operating system for individuals that grows intelligently.

Lemonade (Lemonade - ‎$LMND ):
A fully AI-based insurance company, trying to eliminate bureaucracy in the rigid insurance sector.

Oscar Health (Oscar Health - ‎$OSCR ):
Redesigning health insurance by intelligently directing economic care.
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Summary:
This list tells us one thing:
2026 will not be the year of "experimenting" with AI,
but the year of actual implementation and profitability.

The bet here is split between those who make the "pickaxe" (Chips and Energy), and those who dig for "gold" (Platforms and Services).

Always remember,
lists are for monitoring, not immediate recommendations for blind buying. Watch performance,
and adjust with corrections.

Now the question for you:
Do you think the "nuclear energy" sector is the upcoming dark horse in the tech world?

Share your opinion. For more in-depth analyses$GT