---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38888063.md"
description: "Hello everyone. Regarding investment stocks that deserve more attention in 2026 (personal opinion, for reference only)Defense-related (Recommendation rating: 5 stars)(2026 is an important turning point for the US to reposition itself in the international landscape and undergo strategic transformation. US hegemony will be demonstrated through military force rather than peaceful means)$Lockheed Martin(LMT.US) $RTX(RTX.US) Power-related (Recommendation rating: 4 stars)$GE Vernova LLC(GEV.US) ,Gas turbine (the direction Musk just mentioned, should be good)He is not optimistic about nuclear power because the cycle is too long. Even if we want to use it now, it's too late. So he is not optimistic about nuclear power in the short term. $Oklo(OKLO.US) But I believe nuclear power will definitely have its place in the coming years. $Western Digital(WDC.US) (Recommendation rating: 5 stars)So much data needs to be stored. The more powerful AI becomes, the more massive the storage requirements will be. Those who understand computers know that the finished products processed by the CPU and memory need somewhere to be stored. You buy the CPU and memory. When you turn on the computer tomorrow, the memory is still there, the CPU is still there, both in their initial state. But when the hard drive is full, you have to buy another one in a few days. Hard drives are consumables. As long as the CPU and memory are not broken, they can be used continuously.$Intel(INTC.US) (Recommendation rating: 5 stars)I believe it will be a dark horse in 2026, becoming the future "US TSMC".$Rocket Lab(RKLB.US) (Recommendation rating: 5 stars)Small rocket, hold for the long term, buy without hesitation, major future trend, won't change.Musk (Recommendation rating: 6 stars) One star is for my inner admiration for him.Companies related to Musk, such as $Tesla(TSLA.US) , SpaceX, go without saying. Unlimited future potential. If you extend the horizon to three to five years, you can buy without hesitation."
datetime: "2026-02-25T16:00:09.000Z"
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  - [en](https://longbridge.com/en/topics/38888063.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38888063.md)
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author: "[七宝泰迪熊](https://longbridge.com/en/profiles/19125682.md)"
---

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# Hello everyone. Regarding investment stocks that d…


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