update on 2026 Stock Picks
Most of the way through earnings season, here is the picks update. Enphase is making a good run right now. VRT is still the leader of the pack, GOOG is just doing it's thing. APLD got a nice bump through earnings seasons with all of the other AI stocks. My poor soundhound, sofi, and rkt are still on the struggle bus. I'm holding out hope for a run before the end of the year but all we can do is wait and buy more. I do think SoundHound is more of a gamble than Sofi and RKT but I do still like it.
FPI and IIPR were never gonna be world beaters but still hoping for some steady rise throughout the year.
SAN has kind of been doing a lot this year as a company so not really sure how that is going to shake out in the short term, but I do still like the stock for the long haul.
GXO is actually one I would buy while it's down. If I understand the business correctly high fuel costs shouldn't hit their bottom line as hard as you would think for a logistics company. Might not be the best stock for the rest of the year, but another one I like in the long run.
Basically big wins and big losses are making it a pretty flat portfolio so far, but I am still hopeful for the back half of the year!
I'd also like to point out these are not my only stocks, this is just a list of names that aren't only in the chip game so wanted to just track it and see how it goes!