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Share Picks 2026

JVince

Thought I'd get this started.

My safe pick for 2026 is Nestle (currently 79 chf - swiss. Can see it getting back over 100)

I'm a commodity market anorak. Cocoa prices are down hugely, (50% YOY) sugar prices are down, (25% YOY) butter and milk prices are down and coffee prices have started a downward trend (10% in the month and definite trendline).

All of these are majoring cost inputs for Nestle and as pricing contracts get renewed they will be at much reduced levels which will feed into the bottom line.

My gamble is Intel - back to $50+++

A lot of investment in Intel. Share price was very depressed. Had froth over $40, but is worth a punt around $36/$37. I really think lip-Bu Tan has the measure on Intel and will get it back as a key player in chips. When comes to big tech, a great leader can really transform a company and I think he's up there with the best.

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byrne249

https://www.boards.ie/discussion/comment/124549573#Comment_124549573

Call me ignorant, but is that value not greater than the M2 money supply as a whole? They think they can pull in every dollar ever created every year? What am I missing?

Doodee

wow

combat14

https://www.boards.ie/discussion/comment/124555695#Comment_124555695

2.76 trillion now on 18.7 billion revenue last year

antimatterx

https://www.boards.ie/discussion/comment/124555937#Comment_124555937

It’s absolutely crazy stuff. They’re also buying Cursor for 60B in stock, which sure will help their goals (and revenue line item) but idk how it’s valued like this.

silliussoddius

https://www.boards.ie/discussion/comment/124555356#Comment_124555356

…,

byrne249

https://www.boards.ie/discussion/comment/124556091#Comment_124556091

This IPO has me seriously considering exiting the stock market entirely for a while……

Doodee

GD Culture Group down a further 80% today 🙈

Bacchus

https://www.boards.ie/discussion/comment/124556122#Comment_124556122

Or figure out where the money is going to flow as it exits SpaceX.

byrne249

Back into At&T 😂

daheff

https://www.boards.ie/discussion/comment/124557309#Comment_124557309

yup. still nothing from the company on acquisition offer or any share issue.

c montgomery

https://www.boards.ie/discussion/comment/124557309#Comment_124557309

What is causing this drop?

I looked at tbe balance sheet and it's holding massive assets which I can't determine the nature of.

Doodee

https://www.boards.ie/discussion/comment/124565458#Comment_124565458

lots of speculation on why. Nothing concrete yet.
https://www.reddit.com/r/GDCstonk/comments/1u6l5ns/how_tf_does_gd_culture_group_end_up_with_7500_btc/

like a degenerate I bought more to lower my BEP. Hopefully it goes up, but could very easily fall off the cliff it currently hangs on to.

Thargor

NBIS you beautiful thing, new ATHs this week. I am repeating to myself that this time I will sell before the crash 😁

Im going to renovate my house with the profits from a random punt I took while browsing Reddit.

littlevillage

https://www.boards.ie/discussion/comment/124565856#Comment_124565856

Random tip on this thread was all I needed to take a punt on NBIS. Been in and out and in again over the last few months… fortunately in for the latest bounce. Thanks again to whoever gave us the initial nudge, (sure it might have been your good self @Thargor )

Thargor

https://www.boards.ie/discussion/comment/124567666#Comment_124567666

I definitely wasnt recommending people buy it anyway it was a pure punt based on frustration at my fairly large Yaneck Semiconductor ETF position crawling along while everything else in the sector was jumping 20% a day. Funny thing is if Id done any actual research I would have seen all the previous Russia/Yandex history and run a mile lol.

I just hope you have an exit plan the shine is definitely starting to come off now, I am being firm with myself that I will be going to cash in this and a couple of others the minute things start to cool down.

byrne249

Bought Rush street interactive, RSI on a whimsy last week or so, who appear to be exponentially growing revenue yoy. Haven't done an in depth look at it but like small(er) companies growing, and someone mentioned flutter here as a world cup bet so similar vein.

Slightly off topic but are RTE the new shoe shine boys, front page:

https://www.rte.ie/lifestyle/living/2026/0623/1579654-how-to-dip-your-toe-into-investing-in-the-stock-market/

byrne249

Anyone interested in IQM, finnish quantum computing company, first european quantum listing potentially coming after shareholder vote this week

Bacchus

Will have to watch them. Once QC reaches a point where it actually scales well, it could spur on the next tech boom cycle. It'll be interesting where the use cases are (and therefore customers)…. medical and science research (which is a big f'in space), and the fintech sectors will be huge consumers. Cybersecurity will be tangential beneficiaries too. Picking the winners though… I mean IBM and Google are the big names in the space. AWS and Azure then in as the software layer. Then other smaller, but well known, companies like Quantinuum and IonQ.

The bet on IQM, at first glance, is that Europe continues to try and move away from it's over-reliance on US companies. They have struggled badly at this historically… so will this be another "also ran" from Europe or does it actually compete.

Thargor

SpaceX not doing so good, whole market cooling though.

Roberto_gas

https://www.boards.ie/discussion/comment/124573420#Comment_124573420

150 seems to be the bottom so far !

PowerToWait

https://www.boards.ie/discussion/comment/124544871#Comment_124544871

Looking at the past 10 days, you timed that nicely. What a dump this week.

Roberto_gas

easyjet now up 55% since last recommended here ! Buyout value will increase further i guess

Bacchus

What is happening to MSFT?? Just fear based selling? Fundamentals look solid. Falling knife or awesome buying opportunity.

mollser

Dunno. I bought in the other day and it just keeps dropping. Can't help but feel they are in pole position to benefit from AI given they'r the path of least resistance for large corps to deploy AI. But sure what do I know!

Bacchus

Yeah, it's a strange one. The only thing that would make sense for this much of a drop is concerns about an AI bubble pop and funds are taking their profits, which is fueling concerns about a pop, which is creating a rush on the stock to reduce exposure. Surely the next earning will correct this drop. Feels like an easy win here but I don't like the uncertainty around the drop.

daheff

https://www.boards.ie/discussion/comment/124565531#Comment_124565531

https://www.boards.ie/discussion/comment/124565458#Comment_124565458

Dilution dilution dilution

Seems that the company has diluted hugely and then had a reverse 1 for 250 split yesterday. Screams of some kind of fraud. But how could the SEC allow that?

At this point the value of my shares are so low its not worth selling unless i need a loss to offset for CGT purposes 🤣