Share Picks 2026

Intel jumped another 15% today, it's now at $125. Looks like there is going to be an extreme CPU shortage for the next 3 years something akin to the memory shortage we are seeing.

$200 on the cards for them at this rate

Nice gamble from the OP, well done JV, has certainly exceeded your hoped for increase

already rocketing up 😱

Apple went over $300 today. Google about to go over $400.

goog

msft

brk.b

some cash for dips

msft is still cheap tho dip back to 370 be better

brk.b is about fair value or so

goog has had quite a bit of a run up so prob hold on that for a while

there is no rush - not much quality cheap companies at present

I have a large position in MU, then MSFT and small amount of NVDA, GOOG and AMZN

MSFT has been the laggard for me but hopefully due for a bounce

take a look at $GDC (GD Culture Group Limited).

seems to be a lot of skullduggery on this stock.

They claim (backed up by SEC filings) to hold 7500 BTC (value of c 600m USD). They have 60m shares in issue, which would value the shares at ~ USD 10 each. There is a non binding offer to take them private at USD 10.75 /share. Since then the share price has collapsed over a couple of days from USD 8 to USD 0.14

Now there are other issues in play here too:
Board has an ATM approval to issue shares to raise up to USD 300m (not a set number of shares)- this equates to about 2.1bn new shares. Even if they issue this number of shares total would be 2.2bn. So stock price would be closer to 0.27/share. I've read that to issue more than 20% of shares in issue would require a shareholder vote. So, to me anyway, this would seem unlikely that they would issue so many shares.

Possibility of a squeeze. Volume has been really small, but over the past week or two a huge number of shares (500m+) have been traded - multiples of those in issue. Seems like shorts going wild. if they have to cover at any point this could drive share price wild.

for me this has a huge risk/reward profile. I'd not be surprised to see this go to zero, but if it recovers or the offer is confirmed, then there is potential for a 65x+ return.

I've bought about 12k shares at about 0.145c.

Definitely agree on MSFT but cant bring myself to buy META, the product they're selling is just disgusting unusable slop these days, need to get Zuckerbergs hands off the wheel after the Metaverse disaster aswell. Reddit on the other hand will definitely be seeing a chunk of my money soon I think.

Offloaded some BE today. Had been sitting and sitting on it but couldn't handle not taking some profit finally. Average cost was $21. Sold today at $308. Still have plenty left to ride on it but won't feel so gutted if this pulls back in the short/medium term.

This leaves me with "cash in the bank". Tempted by $MSFT. A bit safe but safe is good and should grow steadily over the next 5-10 years. Also been looking at some nuclear plays like SMR and ABB that have and will benefit from shifts in power generation.

I accumulated between 2021 and 2023. It was a speculative picks and shovel choice for the AI stuff that was getting attention. That and Pure Storage. Figured AI would need power and somewhere to put all the data.

No treat for me. This is the (early) retirement fund. Took some profit but I still think this is a winner over the next decade. Turning my attention to where to reinvest. Things are hot right now but I think it will run more. Just got to be careful.

On the other end of trading decisions made in the past. I had stock from Dell (RSUs I'd built up over the years). 250 shares. Sold all but 20 a couple of years ago in order to fund a kitchen renovation. Got about 10k for them. Worth about 75k now. Not worth thinking about.

I console myself with the 20 shares I held on to 🙃 The kitchen is nice too I guess.

Bought blackberry stock in January 25 , dead for 15 months and then boom, 150% in 2 months

Firstly BB don't do phones anymore. They supply driving assist systems to car manufacturers worldwide ( bb are in 275 million cars ) BMW use Blackberry. They also supply secure communications t the US government. So I bought them as a turnaround story. Blackberry are also involved in robotics. It's been fairly volatile but last earnings were good