ANET, ALAB, CAT, NVDA, NFLX.
ANET: Good distressed AI adjacent play, not trying to picking a winner
ALAB: Good distressed AI adjacent play, not trying to picking a winner
CAT: Looks nice for safe anchor (stable) exposure for infrastructure build out in the US. A lot more short-intermediate upside (if limited, earnings in late Jan though) than downside risk to me.
NVDA: Chinese companies want and need the Chips, more of a 'Giving Face' issue than anything, NVDA will probably surprise overall, on balance, for a several quarters and looks like a buy into 2026 to me if it fades much at all.
NFLX: That split was well timed, I think a lot more people trading it (volume) will exaggerate the upside convexity over the year. Might be good Trading this year.
\*I already have the decent or large long-term positions in AMZN, GOOGL, MSFT that I want to, I'd add to AMZN on weakness here as well. Small relatively recent META position and now that they've dropped their Meta Verse CAPEX finally, it's about where I want to be for over-exposure\*