5 Top Stocks to Buy In January 2026!

Summary

In this video, the host reflects on the market outlook for 2026, highlighting key events like CES, the Fed meeting, and the upcoming earning season. The video covers potential investment opportunities in various companies such as SportsRadar, Netflix, Credo Technology, Core Reef, and Uber, exploring their growth prospects, market trends, and challenges. The host also shares their personal stock picks and insights into the future of autonomous vehicles and AI. With a focus on profitable companies and key developments, the video provides valuable insights for investors looking to navigate the start of the new year.

Takeaways

• 😀 CES 2026 is about to kick off, with major companies like PayPal showcasing new developments, including their advertising platform.
• 😀 The January economic data report will give a clearer picture of the market, following the incomplete December data due to the government shutdown.
• 😀 The probability of a 25 basis point rate cut by the Fed in January is under 20%, but it's still worth monitoring.
• 😀 The earnings season for January starts with major companies like ASML, Netflix, and Tesla reporting at the end of the month.
• 😀 The weak US dollar benefits international companies, but investors in the US may feel the impact when converting profits back to USD.
• 😀 The US Supreme Court may make a tariff decision that could impact the market in the short term.
• 😀 Companies like Sports Radar are positioned well for growth as the sports betting market expands, with a focus on betting, media, and league integrity.
• 😀 Despite Netflix's recent stock drop, it's still a strong player in the streaming industry with improving margins and a potential Warner Brothers acquisition on the horizon.
• 😀 Credo Technology is growing rapidly in the AI sector, providing high-speed connections for AI chips, with customers like Nvidia and Amazon driving its success.
• 😀 Core Reef is seeing significant stock price declines, but its large backlog and projected growth make it an attractive long-term opportunity.
• 😀 Uber continues to grow despite fears about autonomous vehicles, with expanding partnerships and a profitable, diversified business model, including Uber Direct for e-commerce delivery.

Q & A

What are the key events to look out for in the early months of 2026?

The key events include CES starting next week, the release of the full economic data report for December, a possible 25 basis point rate cut in the January Fed meeting, and earnings season starting in late January with major companies such as ASML, Netflix, and Tesla reporting.

How is the US dollar expected to impact the stock market in early 2026?

A weak US dollar is favorable for companies that do business internationally but report in US dollars, as it boosts their international revenue. However, it negatively affects European investors who have to convert their USD returns back to euros.

What is the expected outcome of the Supreme Court tariff decision?

The Supreme Court tariff decision could significantly impact the market in the short term, although the exact date is unclear. The decision could influence various sectors, particularly trade-related industries.

What stocks or companies does the speaker intend to buy in January 2026?

The speaker plans to continue accumulating stocks in companies like SoFi, Oscar, Shift 4, Rubric, Nebus, Meta, Amazon, and Mercado Libre, depending on the market conditions at the start of the year.

What is the current status of Netflix in the speaker’s portfolio?

The speaker is considering adding Netflix to their portfolio, but they would need to sell another stock to make room for it. Despite some challenges, Netflix is seen as a good investment due to its attractive pricing and potential for growth.

What is Sports Radar, and why is it an interesting investment?

Sports Radar is a European company that provides live data, odds, and analytics to betting companies, media outlets, and sports leagues. It's an interesting investment because it operates in a growing market with increasing demand for sports betting data and integrity monitoring, especially with the rise of legal sports betting.

How is Sports Radar positioned to grow in 2026 and beyond?

Sports Radar expects revenue growth of 16.5% in fiscal 2026, with an acceleration to 22.5% in 2027. Their acquisition of IMG Arena is expected to further drive revenue growth, adding depth in key betting sports like soccer and basketball.

Why is the speaker bullish on Credo Technology despite its high valuation?

Credo Technology is seen as a key player in the AI and data center sectors, providing high-speed connections for AI chips. The company has shown impressive revenue growth and is expected to continue growing rapidly, despite its high P/E ratio, due to the booming demand for AI technologies.

What role does Uber play in the emerging autonomous vehicle market?

Uber is positioning itself as a key platform for autonomous vehicles, forming partnerships with AV makers globally. The company is also diversifying its business model beyond ride-sharing, including food delivery and logistics services, which could provide long-term growth opportunities.

What is Uber's financial outlook for 2026, and what challenges does it face?

Uber's financial outlook for 2026 looks promising, with increasing profitability and improving margins across operating profit, gross profit, and free cash flow. A major challenge has been high insurance costs, but this is expected to turn into a tailwind in 2026.