We’re three days into 2026, but traders on Twitter have been building up their conviction on top 2026 stock plays for a lot longer than that.

Today, we’re sharing stocks that 3 traders with a reputation for picking well have highlighted.

Timeframes range from short term to swing trade to year long.

Trading styles? Everything from social arbitrage to value investing to tech-maniac growth monster trading.

Let’s begin.

Not financial advice. Always do your own research, and past performance doesn’t guarantee future results.

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Great question. We don’t share these trade ideas with the intention of saying “You should buy whatever these guys say!”

The point is that Twitter is a platform where people with opinions and philosophies about the market that you wouldn’t hear elsewhere get a platform. They can say whatever they want, and a lot of Twitter traders are just plain bad and wrong.

But the ones who prove themselves over time? We are at least interested in hearing their stock picks and takes on current market dynamics.

But the overall idea is that this is just another part of the due diligence process.

So, without further ado… here are some of the first big 2026 stock picks we’ve seen on Twitter:

You may know of Shay for calling a bunch of AI, quantum, and space stocks correctly and making a fortune off of it.

Well, true to his roots, the man is still convinced that those sectors will define the future of our economy, and he made a big post about how important the SpaceX IPO (valued at ~$1.5T) will be for all space-related stocks. Or at least the successful ones.

The stocks he listed as “getting repriced” (a hint at the growth he sees coming):

Space companies are still highly speculative, but that does mean there’s a possibility that they actually could rise along with SpaceX. There’s also the possibility that they could fall, though.

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The winter olympics are coming up in February, and Twitter trader Luc has a stock pick thesis to go along with it. Call it simple if you will, but the logic seems to make sense.

Lululemon has had a bad year (down 43.38%), but that’s the great thing here: it’s a new year!

It’s also true that Michael Burry is big on $LULU right now. Whether that makes you more bullish or more bearish about it totally depends on what you think of Burry, though.

The US might be in a deadlock race against China in the AI field, but that isn’t stopping US investors from getting exposure to Chinese AI companies in their portfolios.

Luc sees Chinese tech ETF $KWEB doing quite well in 2026. We’ll see if he’s correct!

We’ve referenced this stock pick before, but wanted to resurface it on the New Year. Galaxy Digital (GLXY) is a fascinating stock that sits at the intersection of AI and crypto. In this thesis, Duncan (Flood Capital) lays out how he thinks GLXY could go from $30 to over $250 over the next 3-7 years:

That’s an obscene amount of upside that he sees; hard to believe, no? Well, would you have believed it if someone told you that Robinhood (HOOD) would soar from $8.10 in 2023 all the way to $148.67 last year?

We’re not saying that this will happen for GLXY. Just that it’s possible. And when smart people lay out 1,000-word theses on Twitter about a stock they’re bullish on, we’re intrigued.

You should check the essay out for yourself and let us know what you think!

Just because someone on Twitter talked about a stock does not mean you should buy it. However, if someone makes some good points about a stock that you hadn’t considered before, why not read what they had to say and evaluate it for yourself as you do your own research?

That’s our philosophy, anyway.

Happy Saturday!

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Until next week,

— Brandon & Blake