5 tech stocks that could bring gains to your portfolio in the new year
It’s in our nature to want more: more money. More friends. More muscle. More food. A more luxurious car. And of course more earnings through the stock market.
How do I know that the S&P 500 (^GSPC) total return is 17.88% and the index’s three-year total return is 86.11%? Because people ask me for stock ideas all the time, especially after years of the market basically moving up and to the right.
As a rule, I don’t give stock ideas because that’s not my career anymore (I was an analyst for ten years). So, at the beginning of 2026, I’m coming to you with a neat list of stock ideas provided by people I know.
I caution that I do not approve of the choices of these money management professionals. This is not to say that you should pour your life savings into these stocks or even buy a single share.
Do your homework on each one. By doing this, you may find that you like other stocks in the sector better.
“One of the chip companies in the world is fueling the AI revolution, and that’s Nvidia. And I think as the process progresses, [earnings] the figures are significantly underestimated. I think at least 15% to 20% [earnings growth] We are entering 2026. “When you put those together, I think we’re looking at a base case $250 stock by the end of 2026.”
“We like Palantir. From a defense standpoint, they’re leading in AI and data, with DoD approval and use. And beyond that, enterprise adoption and independent adoption. So we think the name lives on. [to go higher]. It’s one of those names, you just can’t justify it from a valuation standpoint. But his narration is quite impressive. “And that can move stocks for a very long time, just like what Amazon did for Amazon in the first 20 years of its post-IPO life.”
“I think Broadcom is a little bit misunderstood. While they were actually giving you a dividend yield of over 3%, we were big buyers of that. So, you know, we like dividends. So I like the VMware side of it and the programmable side of it. These are very specialized chips. So they’re not competing with Nvidia too much, and I think they’re creating their own market. And I think their growth rate and their ownership is tremendous.”
“We were shorting that position because it had grown so much in our accounts. So we had up to 7 percent of our portfolio in Broadcom. We didn’t want that much. We still like it, but we’re not expecting a 5,060 percent return. We’d be very happy with Broadcom.” [returning] about 10%.”
