I Was Ranked #1: My Top Stock Picks for 2026 📈

BWB - Business With Brian•Jan 25, 2026

Summary

In this video, Brian presents his strategic stock portfolio for 2026, emphasizing a 'technology and growth stack' approach. His investment framework targets five key sectors: AI, robotics, data center infrastructure, quantum computing, and power generation. Brian's thesis is built on identifying companies where profitability and cash flow are scaling faster than revenue, indicating strong operating leverage. He highlights that while GPUs receive the most attention, the underlying networking, power, and manufacturing layers offer significant untapped value.

Brian discusses the following stocks:

Arista Networks (ANET): Brian highlights their dominance in high-speed networking for AI data centers, noting their 42% net margins and 50% free cash flow margins. He views networking as the primary bottleneck for AI clusters.

Applied Digital (APLD): This pick focuses on low-cost power and compute density in North Dakota. Brian notes a 194% CAGR and expects a significant revenue step-up as the Ellendale campus ramps up through 2027.

AeroVironment (AVAV): Brian describes this as a defense technology platform, moving beyond simple drones. Following the Blue Halo acquisition, he expects margin recovery and sees their Switchblade production as a key durability factor.

IonQ (IONQ): Brian views IonQ as a leader in quantum computing, shifting from research to an operating business. He emphasizes their 99.99% fidelity and sees the recent price consolidation as a buying opportunity.

Nvidia (NVDA): Brian argues that Nvidia is now a full-scale compute platform rather than just a chip supplier. He points to the Vera Rubin platform and recurring software revenue as drivers for continued dominance.

Lam Research (LRCX): Brian focuses on their essential role in semiconductor manufacturing, specifically for High Bandwidth Memory (HBM). He notes their 31% free cash flow margin and ability to capture upside without massive drawdowns.

Amazon (AMZN): Brian identifies a historical pattern where Amazon goes sideways before a massive breakout. With AWS growth accelerating back to 20% and surging operating income, he believes a breakout is imminent.

Advanced Micro Devices (AMD): Brian argues that AMD is heavily undervalued with a PEG ratio of 0.47. He believes the market is discounting their 60% data center growth and that Xilinx-related accounting noise is masking true profitability.