The Quintessential Five 'Strong Buy' Stocks for 2026
The article identifies five 'Strong Buy' stocks for 2026: Vertiv Holdings, Alibaba, Nu Holdings, MercadoLibre, and Amazon. It suggests a shift in market dynamics driven by asymmetry, with returns likely from AI infrastructure, selective commodities, and emerging market rate cuts. The focus is on earnings normalization and operating leverage rather than valuation expansion, offering a strategy to maximize returns amid high capital costs.