---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37372712.md"
description: "Industry Thoughts for 2026Technology:Semiconductors: AI's demand for basic infrastructure (water, electricity, coal) remains high $Taiwan Semiconductor(TSM.US) $AMD(AMD.US) $NVIDIA(NVDA.US)Physical AI: Commercial validation of AI edge applications, FSD, Robotaxi, humanoid robots $Tesla(TSLA.US)AI large models + cloud model: Serving SMEs $Alphabet - C(GOOG.US) $Amazon(AMZN.US) $Alibaba(BABA.US)Healthcare: Medical devices + AI; Pharmaceuticals + AI to save time and reduce R&D costs $Intuitive Surgical(ISRG.US) $Eli Lilly(LLY.US) $Recursion Pharmaceuticals(RXRX.US)Energy upgrade: Sustainable energy, solar, nuclear, wind, energy storage $EOS Energy Enterprises(EOSE.US)Aerospace: Satellite networks (e.g., Starlink) and space computing will support quantum and AI applications, accelerating commercial space expansion. $Rocket Lab(RKLB.US) $SpaceXOther thoughts from the bros"
datetime: "2025-12-25T09:24:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37372712.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37372712.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37372712.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# Industry Thoughts for 2026Technology:Semiconductor…


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## Comments (64)

- **买二手课会被时寒冰诅 · 2026-01-25T05:29:16.000Z**: Can we add NTLA to the health sector? Sister Wood has been quietly increasing her position since last November.
- **luckya · 2026-01-23T16:44:43.000Z**: Follow
- **没啥操作 · 2026-01-23T06:59:22.000Z**: Mark
- **西瓜呀 · 2026-01-23T02:53:12.000Z**: Thoughts on the industry in 2026
- **Yanni 在游泳 · 2026-01-16T15:06:35.000Z**: mark
- **AOJUN · 2026-01-16T14:36:45.000Z**: It's okay to hold these for the long term
- **源源不断. · 2026-01-16T14:31:47.000Z**: Thanks for sharing
- **浩浩荡荡地 · 2026-01-11T14:39:04.000Z**: Learned from the sponsor, thanks
- **melody0820 · 2025-12-26T16:55:33.000Z · 👍 1**: Bro, it's the first time I've seen you mention NVIDIA, finally relieved
- **新用户_RBsU · 2025-12-26T09:13:32.000Z**: Brother Value, what do you think about tem
- **长投长红 · 2025-12-26T05:28:43.000Z**: Boss, what about Novo Nordisk?
- **云开 · 2025-12-26T04:33:14.000Z · 👍 5**: I have listed (already executed) several plans for next year to share with Value Brother's friends:1) The revival of the US industrial manufacturing sector$General Motors(GM.US)$Caterpillar(CAT.US)$Boeing(BA.US)2) AI infrastructure construction$Rockwell Automation(ROK.US)$Cummins(CMI.US)$Johnson Con
  - **超人升** (2026-01-13T09:27:08.000Z): Like👍
- **Minrin · 2025-12-26T02:47:26.000Z · 👍 3**: What are your thoughts on storage, SanDisk, Micron, SK Hynix
- **Owen qin · 2025-12-26T00:03:44.000Z · 👍 2**: Does Brother Value have a long-term holding configuration for VOO and QQQ?
- **只取一瓢饮 · 2025-12-25T17:21:31.000Z · 👍 1**: Energy storage still has flnc
- **xiaOe17 · 2025-12-25T15:27:23.000Z · 👍 10**: AI: NVIDIA, Apple, GoogleBrokerage & Crypto: HOODMilitary-industrial competition: PLTRSpace race: RKLB With limited capital, continue holding these 6 stocks firmly until 2026, focus only on them, remain confident in their fundamentals, observe more and trade less, and harvest together with Value
- **素时听风 · 2025-12-25T15:15:02.000Z · 👍 2**: Does Value Brother avoid anything related to coins?
  - **Qin。zz** (2026-01-02T15:47:10.000Z): Same question
- **Soul C · 2025-12-25T14:33:55.000Z · 👍 1**: Thanks for sharing 🌹
- **自来也 · 2025-12-25T13:31:33.000Z · 👍 1**: Bookmarked