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Most investors don’t lose money because they’re wrong about fundamentals — they lose money because they listen to skeptics at exactly the wrong time. At the start of 2025, that mistake played out in real time. Bearish narratives dominated. Crash calls were everywhere. And when markets rattled during April’s so-called Liberation Day sell-off, many investors felt justified stepping aside. Some even got lucky in the short term. But by the end of the year, the reality was impossible to ignore. Broader indices closed 2025 up roughly 17%, and a large number of individual stocks didn’t just recover — they exploded, finishing 40%, 50%, even 70% higher. Nvidia, AMD, and Google didn’t collapse under the weight of skepticism. They compounded.
Now, as we enter 2026, the same people are back in the same position, asking the same question: Is this finally the year the long-awaited crash arrives, or was the “AI bubble” talk just wishful thinking again? According to disciplined, fundamentals-first investors like Stephanie Link, the answer isn’t binary. She believes 2026 can still be a good year — but not for every stock. Leadership is shifting. The biggest opportunity may lie in high-quality companies that reported strong results, invested aggressively in AI, yet lagged the 2025 rally. That’s where mispricing lives. And that’s exactly where we’re going today — into three AI stocks positioned not just to recover, but to outperform in the next phase of the AI boom.
*Stephanie Link Explains Why 2026 Could Be Another Great Year — But Only for These AI Stocks*
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