Tech’s biggest bull lists his top 5 AI stocks for 2026, and Nvidia isn’t one of them

Wednesday, December 31, 2025 -A leading tech investor known for bullish predictions has released his top five AI stocks to watch in 2026, surprising many by leaving Nvidia off the list. 

The investor cited emerging companies with innovative AI applications and growth potential, signaling a shift in focus from established giants to newer players poised to disrupt the market. Analysts say this reflects the evolving landscape of AI investment and opportunities beyond well-known chipmakers.

The top five picks emphasize companies developing AI software, automation tools, and industry-specific solutions rather than purely hardware-driven growth. Investors are paying close attention, as such endorsements can influence market trends and highlight sectors where returns could be strong in the next few years. 

The exclusion of Nvidia, despite its market dominance, underscores the bullish investor’s belief in untapped potential elsewhere.

Market watchers note that AI is entering a phase where diversification and innovation matter more than sheer scale. For tech investors, the list provides actionable insights into high-growth areas, while serving as a reminder that the AI boom is expanding beyond the familiar names dominating headlines.

Strategic positioning in these emerging companies could define the next phase of tech market leadership.