So yes there is probably the SpaceX IPO and plenty others, but my pick for 2026 is going to be:
I’m focusing on a few themes for 2026. Data Center energy and infrastructure companies, and the space theme for me will start to become a theme in 2026. Also robotics and automation. So I will have a few baskets in each theme . Stocks I currently own in these themes are
Path,Amkor,viavi solutions,thermon, gxo,amba,rdw,plab,galaxy digital, docn.
Galaxy rdw can be volatile but still like the thesis.
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