Top 8 Stocks to BUY NOW in 2026 (High Growth Stocks)

Fin Tek•Feb 16, 2026

Summary

Kuran presents his top eight stock picks, focusing on companies driving value through various technological advancements, particularly the AI revolution. He emphasizes that AI infrastructure and memory are crucial bottlenecks that present significant investment opportunities.

**TSMC:** Kuran identifies TSMC as a dominant force in AI infrastructure, responsible for fabricating high-end semiconductor chips for major AI and cloud computing companies. He notes its advanced production process and rapid expansion, with profit increasing by 35% recently. Despite geopolitical risks due to its Taiwan location, TSMC is aggressively investing in global expansion, including Japan and the US. Kuran sees this as a strategic move, betting on TSMC's technology over its geographical location. He estimates TSMC to be 11.4% undervalued based on a discounted cash flow model and personally holds shares, which are up over 25%.

**Micron:** Kuran highlights Micron as a critical player in the AI memory market, specifically high bandwidth memory (HBM). He chose Micron over SanDisk due to its stronger fundamentals, profitability, and better relative value. Micron has seen immense demand, selling out its entire 2026 chip inventory to AI companies, and analysts predict a 93% revenue growth in FY2026, making it the fastest-growing in the S&P 500. Its forward P/E ratio of 9.2 suggests it's not excessively expensive despite this growth. Kuran acknowledges the high-risk, high-reward nature due to the cyclical memory market and competition but believes there's enough demand in the near future.

**Samsung:** Positioned as a stable yet promising investment in the AI memory space, Samsung is noted for its strong HBM production capabilities (HBM3, developing HBM4) and innovation, including HBM with integrated computing cores. The company tripled its profits recently due to memory chip demand and is listed as 31% undervalued by Investing Pro, with low volatility and strong financial health. Samsung plans to continue memory investments, anticipating sustained AI and server demand into 2026. Its diversified business, including consumer electronics, mitigates risks associated with the cyclical memory market, making it a safer long-term play.

**Nokia:** Kuran shifts to value stocks under $20, presenting Nokia as a key player in next-generation networking, essential for AI and distributed computing. Nokia, trading just over $7 a share and up nearly 50% in the past year, has partnered with Nvidia to develop 6G technology, with Nvidia investing $1 billion. Kuran views Nokia's strategic pivot to network and mobile infrastructure as promising, especially given its position as a "trusted western provider" in a politically charged market. He notes it is 37% undervalued and has a healthy cash-to-debt ratio, though it has only recently become consistently profitable. Kuran personally does not own Nokia shares but considers it a reasonable long-term holding.

**Nubank:** Kuran identifies Nubank as a leader in the Latin American fintech revolution, serving over 119 million customers and expanding rapidly beyond Brazil into Mexico and Argentina. He highlights its ambition to become the world's largest digital bank, with plans to expand into the US market (having conditional approval for a bank charter). Nubank has demonstrated exponential revenue growth and strong execution. While Investing Pro lists it as 15% overvalued, Kuran is confident in its continued growth trajectory. He holds 1300 shares, which are up 37% overall.

**Google (Alphabet):** Kuran considers Google one of his favorite stocks, a large position in his portfolio, and a company Warren Buffett has invested in. He argues that Google's aggressive AI infrastructure spending (projected $175-185 billion in 2026) is a long-term investment that they are uniquely positioned to monetize through existing products like Google Search. Google has successfully caught up to and, in many ways, surpassed ChatGPT with Gemini, securing a multi-year partnership with Apple for Siri. With a P/E of 28, Investing Pro rates it as fairly valued, making it an attractive investment with strong future growth and strategic positioning. Kuran's shares are up 136%.

**Microsoft:** Kuran introduces Microsoft as a major competitor to Google and a significant winner in AI spending, yet currently offering decent value. However, the transcript ends abruptly as Kuran begins to detail Microsoft's recent challenges, including a 15% year-to-date decline, a $357 billion market cap loss, and issues with Windows 11 and Xbox performance, juxtaposed with its relative cheapness compared to Google.