What are the best guys going into next year?

I’m heavy on ai infrastructure: currently have CRWV+APLD. Should I switch to NBIS and/or IREN?

I thought this list was very interesting for 2026 by JPM. Only one of the MAG7 made the list, but AVGO is in the trillion dollar club. I own only 12 of these names with recent additions of SBUX and CRM, expecting big turnarounds next year. Price targets for some of them are a little odd, projecting only very small growth in 2026. For example XOM is already at $120 and the JPM's target is only $124. Really, does this made it a top stock pick? Regardless, this is a pretty diverse list with a bunch of energy and healthcare stocks (which is nice to see).

Anyway, would like to hear your thoughts on what you agree or disagree with. The start of a new year is always exciting and a good time for fresh ideas.

The top picks, all rated Overweight, with price targets:

1. Allstate (ALL) OW $260.00

2. Alphabet (GOOG) OW $385.00

3. Alphabet Inc. (GOOGL) OW $385.00

4. Amicus Therapeutics (FOLD) OW $19.00

5. Arista (ANET) OW $175.00

6. AT&T (T) OW $33.00

7. AutoZone, Inc. (AZO) OW $4,100.00

8. Avery Dennison (AVY) OW $195.00

9. Boeing Company (BA) OW $240.00

10. Boston Scientific Corporation (BSX) OW $135.00

11. Bright Horizons (BFAM) OW $160.00

12. Broadcom Inc (AVGO) OW $475.00

13. Canadian Pacific Kansas City (CP.TO) OW C$124.00

14. Carvana (CVNA) OW $490.00

15. Caterpillar Inc. (CAT) OW $730.00

16. CBRE Group, Inc (CBRE) OW $196.00

17. Celsius Holdings (CELH) OW $68.00

18. Charles Schwab (SCHW) OW $121.00

19. Citigroup Inc. (C) OW $124.00

20. Commercial Metals Company (CMC) OW $78.00

21. CRH Plc (CRH) OW $135.00

22. CVS Health (CVS) OW $101.00

23. Dana Inc (DAN) OW $28.00

24. Devon Energy (DVN) OW $44.00

25. Digital Realty Trust (DLR) OW $210.00

26. Disney (DIS) OW $138.00

27. DraftKings Inc. (DKNG) OW $42.00

28. Eli Lilly & Company (LLY) OW $1,150.00

29. Entergy Corp. (ETR) OW $108.00

30. Exxon Mobil Corp (XOM) OW $124.00

31. GE Vernova (GEV) OW $1,000.00

32. Globe Life Inc (GL) OW $180.00

33. Guidewire Software (GWRE) OW $300.00

34. KLA Corporation (KLAC) OW $1,485.00

35. LendingClub Corp (LC) OW $25.00

36. McCormick & Co., Inc. (MKC) OW $79.00

37. Mohawk Industries (MHK) OW $152.00

38. Palo Alto Networks (PANW) OW $235.00

39. PPG Industries (PPG) OW $117.00

40. Ralph Lauren Corporation (RL) OW $430.00

41. Revolution Medicines (RVMD) OW $92.00

42. Roku (ROKU) OW $125.00

43. Salesforce Inc (CRM) OW $365.00

44. SLB (SLB) OW $43.00

45. Starbucks (SBUX) OW $95.00

46. Synopsys Inc (SNPS) OW $650.00

47. The Williams Companies, Inc. (WMB) OW $73.00

48. Thermo Fisher Scientific (TMO) OW $675.00

49. TPG RE Finance Trust (TRTX) OW $10.50

50. TransUnion (TRU) OW $107.00

51. United Airlines Holdings Inc (UAL) OW $156.00

52. Valley National Bancorp (VLY) OW $14.50

53. Valmont Industries (VMI) OW $480.00

54. Vertiv (VRT) OW $230.00

55. Viking Holdings (VIK) OW $74.00

56. Visa Inc. (V) OW $430.00

57. Xenon Pharmaceuticals (XENE) OW $60.00