Sneak Peek: 3 Stocks from Our Top Picks of 2026 Report

Subscribers to Chart of the Week received this commentary on Sunday, Dec, 28.

Hope everyone had a lovely Christmas with friends and family. We now turn to one of the most underrated parts of the year, that murky unknown between Christmas and New Years. Instead of go-go-go, it’s important to take the time to map out goals, trips, resolutions, habits to start, habits to stop. The point of the audit is to empty the notebook, leave no stone unturned.

Groundbreaking: plan ahead and use time wisely. But you’d be surprised at how people overlook the easy things these days.

With that in mind, these last few posts will be all about emptying the notebook on the year and looking ahead. To help you plan out your long term, ‘buy-and-hold’ thesis for 2026, our Top Stock Picks of 2026 are now out! Below are three picks from the report to get a head start.

To sign up for the entirety of the report, click here.

Bristol-Myers Squibb (BMY)

If interest rates are lower or stable in 2026, capital reallocates from high-multiple growth names to long-duration, cash generative equities. Pharma stock Bristol-Myers Squibb (BMY) could stand to benefit from this rotation, screening extremely well on free cashflow yield and dividend sustainability.

Thanks to this rotation starting at the end of 2025, BMY has reclaimed its 200-month moving average, as well as a long-term trendline connecting higher highs from 2004-2012. The shares could test their March 2025 highs of $63, nearly 18% upside from this report. If that peak doesn’t cap sustained moves higher, there is as much as a 40% upside towards its former long-term high at $75, which could be attained in the next 12 months.

Cameco (CCJ)

Cameco is benefiting from the increased demand for alternate energy sources, as many experts are betting on the future of nuclear power. If the AI trend is to sustain its current growth rate, the need for power and data centers will also need to increase. With additional backing by the Trump administration, tailwinds could be in store. Even further, deglobalization and geopolitical risks could create even higher demand, with the U.S. locked in AI race against China that benefits the western supplier.

CCJ is currently up over 80% year to date, after breaking out of a range between $35 and $60, where it spent most of 2024. Now the equity is consolidating above this region and possibly gearing up for its next move higher.

GigaCloud Technology (GCT)

E-commerce stock GigaCloud Technology (GCT) broke through a downtrend in late 2025 with help from its 2024 highs and is now rising alongside support from its 20-day moving average. The shares boast an 112% lead for the year, and are a 20-, 50-, and 60-day relative strength (RS) leader.

GCTI notched a fresh 52-week peak in December after clearing the $36.75, which is three times its initial public offering (IPO) price of $12.25. Additional analyst attention could create tailwinds, as only five analysts are currently in coverage. A short squeeze could come into play as well, with the 2.62 million shares sold short making up a healthy 10.2% of the equity’s available float, while its StarMine short squeeze score ranks at 89 out of 100.

Baidu (BIDU)

China-based e-commerce giant Baidu (BIDU) is up over 40% in 2025, a bright spot after multiple years of underperformance. The momentum could continue into 2026, with the long-term trend now flipped to the upside. Earlier this month, the shares’ 20-week moving average crossed up through its 200-week moving average for the first time since 2020.

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