I’ll give you three of my favourites and a wildcard:
* Nvidia – I expect 2026 to be another strong year for Nvidia. It will be rolling out its next-generation Vera Rubin chips and demand is likely to be high. On the recent Q3 earnings call, the company said that it has visibility to half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026 and that there’s potential upside to this number. It’s worth noting that Nvidia’s share price has come down recently and the stock looks attractively valued as we head towards 2026.
* Amazon – Amazon isn’t getting that much attention as an AI play, however, in the long run, it’s likely to be one of the biggest players in the market. Today, businesses can access a range of AI models and solutions on its cloud platform (AWS) and looking ahead, the company plans to be a one-stop shop for AI solutions (much like its retail platform is a one-stop shop for consumers today). Looking beyond AWS, Amazon is also very active in robotics and self-driving cars. With the valuation near historical lows, I think it’s worth a look.
* Snowflake – This is a data company that helps businesses store and structure their data properly and then apply AI solutions to the data. It’s seeing very strong growth at the moment as businesses (it serves 766 of the Forbes Global 2000) move to get their data sorted and employ AI. Last quarter (Q3), product revenue was up 29%. This stock is volatile as earnings are still small, but I expect it to do well in the years ahead.
* MongoDB – This is my wildcard. MongoDB is a data company that offers a powerful database (Atlas) that simplifies the development of AI applications. Like Snowflake, it’s seeing strong growth at the moment as businesses rush to apply AI to their data. Last quarter, total revenue was up 19% while Atlas revenue was up 30%. This is another higher-risk AI play, but I see a lot of potential here.
