We keep it simple. We keep our conviction. And we know what we like.
We aren’t looking at 20 different companies here, then picking the ones that we think will do well and ignoring the rest.
We’re picking three, so you can remember them easily and call us out if they go to shit (or send us love if they make you money although I’m not recommending you buy anything).
Let’s get into it.
You’re going to have to be insane if you think Tesla won’t have a good 2026.
The three reasons why we’re backing Elon’s car maker to do well next year…
Newsflow: you cannot turn around without seeing some form of news about Tesla or Elon. The domination in the headlines create almost a cult following behind the stock. This is important. It cements buyers’ feelings about the company constantly.
I’ll use the analogy of a luxury car maker.
They don’t really advertise the model. They advertise to reinforce that buyers have made the right decision in buying the car. They advertise an ethos, a lifestyle and a personality type.
Love him or hate him, this is exactly what Elon does and you probably don’t realise it. In Tesla stock holders’ eyes, everything he does is an advert that they have made the right choice in owning the stock. It’s rather poetic.
Whether it’s his political ventures, or mouthing out on certain topics on X, it’s constant reinforcement of a ‘side’. Yes, it’s the cult of Elon. But rockstar CEOs now want that cult following. It strengthens the share price.
But this is tied to the second point.
Innovation: Elon isn’t just saying things, but he’s doing too. The stupidest people alive will call him a conman, even though he’s made the best selling car firm ever, is helping paraplegics live a more normal life with Neuralink, has created satellite internet for consumers, launches rockets into space…
You get the picture. So there is a growth view to the backing of Tesla too. Usually car makers trade at a lower multiple because, well, they don’t really innovate that much.
Whereas Tesla is tied to all these other businesses and their success.
You might think I’m mad, but I think Tesla could be a $10tn company in a few years when they get the robotics arm firing, as well as the launch of Tesla Robotaxis – just consider Uber’s market cap intertwined with everything else in one firm.
The chart: I mean, look at the chart. In the Fink Investing Academy, we teach why a stock trading at a 52 week high is ultra bullish and is a time to seriously add risk rather than be afraid.
Looking at this, we can see the real problem with Tesla’s returns this year was pretty much the tariff drama.
Just like it was for every other firm.
Whereas now we have the growth path set with all the innovation coming.
A big push forward with full self driving and then the Robotaxis will be a rocket up Tesla shares’ arse – especially since Waymo has just gone international with its first car in London…
Elon will want to be the first competitor.
All of this fundamental flow matters when you’re looking at things over the longer run.
And when you combine it with what we teach in the Investing Academy then I can almost guarantee you’ll have a pretty strong year because we’ll show you how to execute, manage risk and understand how to compose your portfolio.
Here’s what some of our members have said about the programme.
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Join here with £750 off list price (can pay over four months too).
So make sure you pay attention.
But the next stock is also extremely important for 2026 and beyond.
Caterpillar… the big digger maker.
We’ve spoken about this company a lot, and if you have been following, you’ll know why.
You need to realise…
Buying firms that have monopolies on a growth story is probably the best narrative you need to hold a stock confidently over the longer run.
Caterpillar is the one stock I NEVER heard spoken about and yet they’re so vitally important to future growth that I cannot get long them enough.
Do yourself a favour and understand what I have said here.
$100tn global investment in infrastructure needed by 2040.
That’s all.
And lastly, I still think Google is going to have an exceptional 2026.
They’re full stack across the entire AI ecosystem and one of the only firms to be structured like this for the theme.
Here is why the “Google is dead” narrative was the biggest head-fake of the decade:
1) The Vertical Integration Advantage
While everyone else is fighting over Nvidia’s scraps and paying a ‘Jensen tax’ of 75% margins, Google is building its own silicon.
Their TPU v7 (Ironwood) chips are now hitting the market, and the specs are terrifying for competitors. We’re talking about custom AI hardware that is 40–60% cheaper to run than traditional GPUs.
Because Google owns the chip (TPU), the model (Gemini), and the platform (Google Cloud), they have a ‘full-stack’ margin advantage that no one else – not even Microsoft – can fully replicate. They aren’t just a software company…
they’re a powerhouse of physical AI infrastructure.
2) Search isn’t dying, it’s evolving
The bear case for Google was that ‘Chatbots will kill Search.’
2025 proved that wrong.
Google integrated Gemini 3 directly into the search bar (AI Overviews), and instead of losing users, they’ve deepened the moat.
Search is shifting from a list of links to an ‘AI Agent’ that does the work for you.
Google has 3 billion users across Workspace and Android.
They don’t need to find new customers; they just need to give their existing billions an AI reason to stay.
With the 2026 rollout of Google Antigravity (their new agentic platform), your phone won’t just find a restaurant – it will book the table, invite your friends, and add it to your calendar – all within the Google ecosystem.
3) The Cloud “Sleeper” Hit
Google Cloud is no longer the ‘runt of the litter.’
It’s growing at 30%+ with massive operating leverage.
Enterprises are flocking to Google because they want an alternative to the ‘Microsoft/OpenAI’ monopoly.
In late 2025, we saw massive partnerships – including rumors of Meta using Google’s TPUs to train their own models.
When your biggest competitors start paying you to use your hardware, you know you’ve won the infrastructure war.
The Bottom Line for 2026
If 2024 was the year of ‘AI Hype’ and 2025 was the year of ‘AI Buildout,’ 2026 is the year of ‘AI Execution.’
Tesla has the cult and the robotics, Caterpillar has the physical monopoly on global growth, and Google has the digital nervous system of the entire AI economy.
We’ve given you the picks. Now it’s about the execution.
The Investing Academy is waiting for you.