 |
| By Jim Nelson |
With May just about behind us, this is a great time to look at what’s been hot so far in 2026 … and what you might want to own for the rest of it.
After a brutal Q1, many tech stocks were beaten down. That includes AI leader Nvidia (NVDA).
It fell about 12% from Jan. 1 to the end of March.
But the chip giant has rebounded with a fury:
In just two months, it turned a 12% year-to-date loss into a 15.6% gain.
But it isn’t even on the list of best stocks to own so far in 2026. In fact, it’s not even close to the best tech stock to own.
Take a look at how its partners have done:
In orange, Sandisk (SNDK) leads the group. That’s followed by Western Digital (WDC) in blue and Micron Technology (MU) in green.
These businesses are also heavily involved in the AI buildout. And they act as suppliers and digital storage providers.
Why have they been able to trounce the likes of Nvidia? Because it is already huge.
These companies offer essential products and services to the same AI buildout as Nvidia, making them partners. But since they started smaller, they grew faster.
That’s the rearview image of 2026 so far. But what about the next seven months?
Here, it’s impossible to ignore another giant company … one that isn’t even public yet — SpaceX.
It plans to IPO as soon as next month. And Wall Street can’t wait.
While its recently released finances left much to be desired, it’s still slated to start trading with a valuation of between $1.25 trillion and $2 trillion.
Sound familiar? It, too, is enormous. And there are better ways to play the fast-growing space industry.
You don’t even have to compete with SpaceX to do it. You can find partners, suppliers and ancillary beneficiaries.
And the minute SpaceX goes public, they should do what Sandisk, Western Digital and Micron did — race higher.
But do you know the absolute best way to ride SpaceX’s market-record wave even higher than Musk’s moneymaker?
Come to Chris Graebe’s “Summer ’26 Private Investment Summit” on Tuesday.
He will show you how to get first-day access to pre-IPO shares of an exciting new space company.
No, it’s not SpaceX. It’s another private company that’s partnered with SpaceX.
As a smaller, unknown company with a powerful partner, its upside should be even larger than what those digital storage companies were able to do in the first five months of this year.
Grab your spot here. It starts at 2 p.m. Eastern on Tuesday, June 2.
There’s a lot more going on than just hype around SpaceX’s IPO. Your experts have you covered …
New Fed Chairman, Same Old Dilemma
A new Fed Chairman was sworn in recently. And Nilus Mattive has the story of what his biggest problem is right now.
This Rally That Should Make You Nervous — Not Greedy
Al Qureiyeh gives you three signals the market is broadcasting right now AND three moves you should make.
This Ticker Gives You a Ride on a Powerful Trend
While everyone talks about AI and tech stocks, there’s another megatrend that is pushing new tech forward. Sean Brodrick outlines it and how to profit from it.
The Enormous Tax Time Bomb Hidden in Most Retirement Accounts
One of the biggest mistakes when planning for your retirement or estate can be avoided with just a few steps. David Phillips shares what you need to do to keep Uncle Sam from creating havoc for you and your loved ones.
While AI chatbots continue to suck up all the oxygen in the room, AI agents are about to go mainstream. Michael A. Robinson has the best way to play them.
Have a great weekend!
Jim Nelson
Managing Editor, Weiss Ratings Daily
