Dec. 31 at 9:43 AM
New Year, the real alpha in 2026 might be in these 4 under-the-radar plays.
$NBIS (Nebius Group) – The "Euro-Cloud" sleeper. While everyone talks AWS, NBIS is scaling AI infrastructure with massive contracts and GPU access that the market is just starting to price in.
$AUR (Aurora Innovation) – The autonomous trucking leader is moving into "pole position" for 2026. Keep an eye on their US expansion as the tech finally meets the pavement.
$WTTR (Select Water Solutions) – A sneaky Permian Basin play. With oil & gas efficiency at a premium, their water midstream solutions are becoming a structural necessity. Solid cash flow potential.
$QBTS (D-Wave Quantum) – Quantum is moving from "science project" to commercial reality. If you want a wildcard for the 2026 tech rotation, this is the pure-play momentum ticker to watch.
What’s on your watchlist for January?