In 2026, the growth trajectory of the US economy will become increasingly clear—AI is not a fleeting hype but a genuine force transforming the economic structure. At the same time, the rise of the space economy and the military-industrial complex will create new growth poles, with these three forces advancing in parallel. This year is likely to become a critical juncture that determines the pattern for the next decade.

Based on this judgment, opportunities in the US stock market look promising. However, an accurate investment strategy is essential: casually buying popular concept stocks is outdated. The truly promising targets need to meet several strict criteria.

First, the business must be real. It’s not about theoretical PPT financing but a company with actual revenue and visible data. Ideally, it should already be profitable or have a clear profit timeline. This is the baseline and the first barrier to risk prevention.

Second, it must keep up with market trends. In fields like AI, space, and military-industrial sectors, funds and capital are racing to claim territory. But not all related companies can benefit from this wave of dividends. It’s important to choose companies with high topic relevance that can genuinely attract institutional investment, ensuring liquidity and growth potential.

The last point, often overlooked: defensiveness. While 2026 is optimistic, extreme market conditions can occur at any time. The selected stocks should withstand volatility and not fall to the bottom after a single correction. This requires considering the company’s cash flow, financial stability, and market position during selection.

To summarize: real businesses with profits or imminent profits + high relevance of hot topics + resilience in extreme market conditions—only stocks meeting all three criteria are worth holding in 2026.