3 Bold Predictions to Start 2026

The podcast features three contributors who share their investing predictions for 2026. Jon predicts that Alphabet's Gemini will achieve market share parity with OpenAI's ChatGPT, citing Gemini's momentum and Alphabet's advantages in distribution and infrastructure. Tyler argues that the solar industry will double the market's performance due to the speed of deployment and increasing demand from AI hyperscalers, particularly in regions like Texas. He notes that solar panel pricing will adjust to remain competitive even without subsidies, and battery storage will be crucial for addressing solar's intermittency. Matt predicts that homebuilder stocks will rise by 30% as interest rate cuts bring homebuyers back into the market, despite concerns about economic uncertainty and job market anxiety related to AI. The contributors also share their stock picks: Prologis (PLD), Array Technologies (ARRY), and Floor & Decor (FND).