--- title: "💢💢💢" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/38009932.md" description: "🔥🎯 10 "Pullback Priority" Stocks I'll Keep an Eye on Until 2026: The logic isn't betting on sentiment, but on structure. I won't use terms like "blind buying" or "get rich quick" to judge a group of stocks. What I look at is: if we extend the timeline to 2026, whether these companies are on the side of structural expansion. The following 10 are what I consider "worth reevaluating on every pullback," not because of short-term volatility, but because each stands on a system-level track that's expanding. 1) What $Ondas(ONDS.US) does isn't single-point drones..." datetime: "2026-01-22T05:11:07.000Z" locales: - [en](https://longbridge.com/en/topics/38009932.md) - [zh-CN](https://longbridge.com/zh-CN/topics/38009932.md) - [zh-HK](https://longbridge.com/zh-HK/topics/38009932.md) author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)" --- # 💢💢💢 🔥🎯 10 "Pullback Priority" Stocks I'll Keep an Eye on Until 2026: The Logic Isn't Betting on Sentiment, But on Structure I won't use terms like "blind buying" or "get rich quick" to judge a group of stocks. What I look at is: If we fast-forward to 2026, will these companies be on the side of structural expansion. The following 10 stocks are what I consider "worth reevaluating with every pullback," not because of short-term volatility, but because each is positioned on a system-level growth trajectory. 1) $Ondas(ONDS.US) Not just single-point drones, but an integrated network for autonomous defense, security, and unmanned systems. As defense shifts from "equipment" to "system coordination," this layer becomes increasingly critical. 2) $EOS Energy Enterprises(EOSE.US) Addresses a very specific but long-underestimated problem: grid-scale long-duration energy storage. The higher the penetration of renewable energy, the more unavoidable this demand becomes. 3) $AST SpaceMobile(ASTS.US) The goal is crystal clear: the space-based direct connectivity layer. Once established, it won’t just connect "satellites" but the edge of next-gen global communications. 4) $Rocket Lab(RKLB.US) Not just launches, but building space logistics and in-orbit service capabilities. When space becomes a "frequently accessible" domain, logistics will be the long-term variable. 5) $Cipher Digital(CIFR.US) The logic is straightforward: converting low-cost power into digital infrastructure. This isn’t just a compute story but a structural arbitrage between energy and data. 6) $Nebius(NBIS.US) Betting on scalable delivery capabilities for GPU-intensive AI infrastructure. When model demand isn’t a one-time spike but continuous upgrades, this capability will be repeatedly called upon. 7) $IREN(IREN.US) Renewable-powered data centers are essentially another solution to the compute cost curve. In the AI era, those who can sustainably lower marginal compute costs will survive. 8) $Zeta Global(ZETA.US) Not a "marketing concept stock" but AI-driven customer data and decision automation. As businesses increasingly rely on algorithms to understand users, such platforms will be embedded in workflows. 9) $Tesla(TSLA.US) What I focus on isn’t car sales but the three lines it’s advancing simultaneously: autonomous driving, robotics, and energy systems. Once these begin reinforcing each other, the company will transcend any single industry. 10) $Redwire(RDW.US) Builds mission-critical infrastructure and components for space missions. A classic "unsexy but irreplaceable" position. Put these 10 together, and you’ll spot a common thread: They’re not driven by sentiment but tethered to irreversible megatrends like automation, energy, AI, and space. What truly matters to me isn’t "which will rally fastest this year," but rather: By 2026, which companies will have climbed to a higher industrial tier? If you had to pick just one theme to track deeply, would you bet on: Energy + Compute, or Space + Automation? 📮 I’ll keep documenting how I use "pullbacks, not chasing highs" to gauge these long-term trends and identify signals worth amplifying. $Tesla(TSLA.US) #Stocks #Investing #AI #Energy #Space #Defense #Automation ### Related Stocks - [RDW.US](https://longbridge.com/en/quote/RDW.US.md) - [ZETA.US](https://longbridge.com/en/quote/ZETA.US.md) - [EOSE.US](https://longbridge.com/en/quote/EOSE.US.md) - [ASTS.US](https://longbridge.com/en/quote/ASTS.US.md) - [ONDS.US](https://longbridge.com/en/quote/ONDS.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [IREN.US](https://longbridge.com/en/quote/IREN.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [CIFR.US](https://longbridge.com/en/quote/CIFR.US.md) - [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) ## Comments (3) - **Layna · 2026-01-22T21:57:09.000Z**: Brother, is your YouTube account name starting with 'economic'? I find your speaking styles a bit similar. - **人送外号川渝美食家 · 2026-01-22T07:38:59.000Z**: Mark, there are indeed many good stocks worth studying inside～ - **Stryxiaoli · 2026-01-22T05:14:12.000Z**: hims, has the company's fundamentals deteriorated? It's fallen so much.