This is where I put my hard-earned money in 2026! Not Financial Advice 💰📊

Nobody can predict the future, least of all Popular Investors on eToro!⭐

Yet, it is worth doing some research on what I see as the defining themes for the year, where I should allocate my portfolio! I will use the principles below to decide where I put my hard-earned money in 2026!

Will I invest in all the mentioned companies? Absolutely not. I am trying to focus on just a handful of them.

Will there be others I invest in? Absolutely yes! I have a good few companies on my radar, and as a patient investor, I wait for Value and price to have a larger gap ⏳

1. AI Hype is not dead 🤖 Despite many calling it a bubble, it just does not want to burst!

AI demand is shifting from experimental workloads to large-scale production, driving sustained spending on GPUs, custom accelerators, memory, and advanced fabrication. Unlike prior cycles, hyperscalers and governments are committing multi-year capex budgets, making this a longer, less discretionary investment wave. The bottleneck is no longer software innovation but physical compute capacity, which structurally favors semiconductor leaders.

My preferred companies are these:

$NVDA (NVIDIA Corporation) - GPUs, hardware for Data Centers 🧠

APLD - Applied Digital, Datacenter buildouts 🏗️

$MU (Micron Technology, Inc.) - Memory chips, production maxed out

ASML - EUV lithography monopoly

AMAT - Applied Materials, Wafer fabrication tools 🏭

2. Robotics and Automation 🤖

Robotics is the physical extension of AI and moves the narrative from data to productivity. Labor shortages, reshoring of manufacturing, and geopolitical pressure to reduce supply chain risk are accelerating automation adoption. Government backing, particularly in the U.S. and Asia, turns robotics from a niche industrial segment into a strategic growth sector.

My preferred companies are these:

$TSLA (Tesla Motors, Inc.) - for Obvious reasons. Robotaxi for cash + humanoid robots for the story 🚗

FANUY - Fanus, Industrial Robots 🤖

Yaskawa Electric (YASKY) – Factory robotics leader

3. Materials for High-tech Manufacturing 🧪

Advanced chips, batteries, and robotics require rare earths, uranium, and specialty materials. Supply chains are politically sensitive, capital-intensive, and slow to expand. This imbalance between demand and supply creates structural pricing leverage for producers.

I am not an expert in the field, I would not know which mining company to pick. I would rely on Industry ETFs here. URA and LIT 📊

As a wild bet, TMC is a deep-sea mining company 🌊

4. Power Generation and Energy Infrastructure ⚡

AI data centers are power-hungry, and current grids are not designed for this scale of demand. Utilities, nuclear operators, and grid-modernization companies sit at the intersection of AI growth and national energy security. This creates a rare setup where regulated or quasi-regulated businesses gain structural growth characteristics.

My preferred companies are these:

Constellation Energy (CEG) – Nuclear + data center power partnerships ☢️

NextEra Energy (NEE) – Renewables + battery storage (AI power backbone) 🌞

GE Vernova (GEV) – Grid-to-chip infrastructure solutions 🏗️

OKLO - Small Nuclear Reactors and nuclear fuel recycling technology ⚛️

SolarEdge (SEDG) – Power optimization for installations 🔋

5. Defense and Strategic Technologies 🛡️🚀

AI is becoming a core component of modern defense systems, from autonomous platforms to real-time intelligence processing. Rising geopolitical tensions ensure defense budgets remain elevated regardless of economic cycles. Unlike consumer tech, this demand is contract-driven, visible, and politically protected.

The Usual Suspects, no big surprise in this list. Sure, niche providers can emerge, but no one knows which defense startup can be the one winning government contracts. Well, unless politicians are making unusual trades... 👀

$PLTR (Palantir Technologies Inc.) - Government AI analytics backbone 🧠

Lockheed Martin (LMT) – Aerospace & defense prime with AI systems ✈️

Raytheon Technologies (RTX) – Sensor/AI-linked defense systems 🎯

Northrop Grumman (NOC) – Systems integration + autonomous platforms 🛰️

6. Digital Assets and Blockchain Infrastructure ₿

Institutional adoption and regulatory clarity are shifting the space away from pure speculation.

My preferred companies are these:

Coinbase (COIN) – Crypto infrastructure + digital asset access 🏦

$MARA (Marathon Digital Holdings Inc.) - Bitcoin Mining AND a Datacenter play ⛏️

HUT8 - Actively repositioning as a digital infrastructure operator with data center exposure 🏗️

PYPL for Payment solutions, and advancement in the Stablecoin space 💳

CRCL - Stablecoin issuer USDC, EURC. Also seeking a national trust bank license, enabling regulated custody of assets and bridging blockchain with traditional financial instruments 🏛️

Save it, it will be interesting to read it in a year's time!

What are your Top Picks?

💚 I’m Gabor - I Don’t Work for Money, Money Works for Me💰

🔄eToro’s CopyTrader feature lets you automatically mirror my Strategy 🚀

Gabor Fogarasi @fogi70

eToro Popular Investor 🏦

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